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Side-by-side financial comparison of LEAR CORP (LEA) and SONIC AUTOMOTIVE INC (SAH). Click either name above to swap in a different company.
LEAR CORP is the larger business by last-quarter revenue ($6.0B vs $3.9B, roughly 1.5× SONIC AUTOMOTIVE INC). LEAR CORP runs the higher net margin — 1.4% vs 1.2%, a 0.2% gap on every dollar of revenue. On growth, LEAR CORP posted the faster year-over-year revenue change (4.8% vs -0.6%). LEAR CORP produced more free cash flow last quarter ($281.1M vs $-195.6M). Over the past eight quarters, SONIC AUTOMOTIVE INC's revenue compounded faster (7.0% CAGR vs -0.1%).
Lear Corporation is an American company that manufactures automotive seating and electrical systems. In 2019, it ranked #147 and in 2018, it ranked #148 on the Fortune 500 list.
Sonic Automotive is a Fortune 500 company based in Charlotte, North Carolina, and is the fifth largest automotive retailer in the United States as measured by total revenues. The company was founded by O Bruton Smith and completed its initial public offering on the NYSE in 1997.
LEA vs SAH — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $6.0B | $3.9B |
| Net Profit | $82.7M | $46.9M |
| Gross Margin | 5.7% | 15.5% |
| Operating Margin | 2.6% | 3.2% |
| Net Margin | 1.4% | 1.2% |
| Revenue YoY | 4.8% | -0.6% |
| Net Profit YoY | -6.1% | -20.0% |
| EPS (diluted) | $1.58 | $1.39 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $6.0B | $3.9B | ||
| Q3 25 | $5.7B | $4.0B | ||
| Q2 25 | $6.0B | $3.7B | ||
| Q1 25 | $5.6B | $3.7B | ||
| Q4 24 | $5.7B | $3.9B | ||
| Q3 24 | $5.6B | $3.5B | ||
| Q2 24 | $6.0B | $3.5B | ||
| Q1 24 | $6.0B | $3.4B |
| Q4 25 | $82.7M | $46.9M | ||
| Q3 25 | $108.2M | $46.8M | ||
| Q2 25 | $165.2M | $-45.6M | ||
| Q1 25 | $80.7M | $70.6M | ||
| Q4 24 | $88.1M | $58.6M | ||
| Q3 24 | $135.8M | $74.2M | ||
| Q2 24 | $173.1M | $41.2M | ||
| Q1 24 | $109.6M | $42.0M |
| Q4 25 | 5.7% | 15.5% | ||
| Q3 25 | 6.4% | 15.5% | ||
| Q2 25 | 7.3% | 16.5% | ||
| Q1 25 | 6.5% | 15.5% | ||
| Q4 24 | 6.8% | 14.7% | ||
| Q3 24 | 7.3% | 15.6% | ||
| Q2 24 | 7.5% | 15.6% | ||
| Q1 24 | 6.6% | 15.8% |
| Q4 25 | 2.6% | 3.2% | ||
| Q3 25 | 3.4% | 3.1% | ||
| Q2 25 | 4.1% | -0.6% | ||
| Q1 25 | 3.3% | 4.0% | ||
| Q4 24 | 3.7% | 3.4% | ||
| Q3 24 | 3.9% | 3.3% | ||
| Q2 24 | 4.3% | 3.1% | ||
| Q1 24 | 3.3% | 3.2% |
| Q4 25 | 1.4% | 1.2% | ||
| Q3 25 | 1.9% | 1.2% | ||
| Q2 25 | 2.7% | -1.2% | ||
| Q1 25 | 1.5% | 1.9% | ||
| Q4 24 | 1.5% | 1.5% | ||
| Q3 24 | 2.4% | 2.1% | ||
| Q2 24 | 2.9% | 1.2% | ||
| Q1 24 | 1.8% | 1.2% |
| Q4 25 | $1.58 | $1.39 | ||
| Q3 25 | $2.02 | $1.33 | ||
| Q2 25 | $3.06 | $-1.34 | ||
| Q1 25 | $1.49 | $2.04 | ||
| Q4 24 | $1.64 | $1.67 | ||
| Q3 24 | $2.41 | $2.13 | ||
| Q2 24 | $3.02 | $1.18 | ||
| Q1 24 | $1.90 | $1.20 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.0B | $6.3M |
| Total DebtLower is stronger | $2.7B | $1.6B |
| Stockholders' EquityBook value | $5.0B | $1.1B |
| Total Assets | $14.8B | $6.0B |
| Debt / EquityLower = less leverage | 0.54× | 1.51× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.0B | $6.3M | ||
| Q3 25 | $1.0B | $89.4M | ||
| Q2 25 | $887.9M | $110.4M | ||
| Q1 25 | $779.9M | $64.6M | ||
| Q4 24 | $1.1B | $44.0M | ||
| Q3 24 | $763.9M | $17.6M | ||
| Q2 24 | $950.3M | $67.2M | ||
| Q1 24 | $930.4M | $15.1M |
| Q4 25 | $2.7B | $1.6B | ||
| Q3 25 | $2.8B | $1.5B | ||
| Q2 25 | $2.8B | $1.5B | ||
| Q1 25 | $2.7B | $1.6B | ||
| Q4 24 | $2.7B | $1.6B | ||
| Q3 24 | $2.8B | $1.7B | ||
| Q2 24 | $2.7B | $1.7B | ||
| Q1 24 | $2.7B | $1.7B |
| Q4 25 | $5.0B | $1.1B | ||
| Q3 25 | $5.1B | $1.1B | ||
| Q2 25 | $5.1B | $1.0B | ||
| Q1 25 | $4.7B | $1.1B | ||
| Q4 24 | $4.5B | $1.1B | ||
| Q3 24 | $4.8B | $1.0B | ||
| Q2 24 | $4.8B | $944.7M | ||
| Q1 24 | $4.9B | $904.4M |
| Q4 25 | $14.8B | $6.0B | ||
| Q3 25 | $15.2B | $6.0B | ||
| Q2 25 | $15.3B | $5.9B | ||
| Q1 25 | $14.6B | $5.9B | ||
| Q4 24 | $14.0B | $5.9B | ||
| Q3 24 | $14.8B | $5.8B | ||
| Q2 24 | $14.7B | $5.8B | ||
| Q1 24 | $14.9B | $5.4B |
| Q4 25 | 0.54× | 1.51× | ||
| Q3 25 | 0.54× | 1.39× | ||
| Q2 25 | 0.54× | 1.48× | ||
| Q1 25 | 0.59× | 1.44× | ||
| Q4 24 | 0.61× | 1.49× | ||
| Q3 24 | 0.58× | 1.67× | ||
| Q2 24 | 0.57× | 1.81× | ||
| Q1 24 | 0.56× | 1.83× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $475.9M | $66.9M |
| Free Cash FlowOCF − Capex | $281.1M | $-195.6M |
| FCF MarginFCF / Revenue | 4.7% | -5.1% |
| Capex IntensityCapex / Revenue | 3.3% | 6.8% |
| Cash ConversionOCF / Net Profit | 5.75× | 1.43× |
| TTM Free Cash FlowTrailing 4 quarters | $527.2M | $192.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $475.9M | $66.9M | ||
| Q3 25 | $444.4M | $167.9M | ||
| Q2 25 | $296.2M | $136.8M | ||
| Q1 25 | $-127.7M | $195.8M | ||
| Q4 24 | $680.8M | $87.7M | ||
| Q3 24 | $182.7M | $87.8M | ||
| Q2 24 | $291.2M | $-136.4M | ||
| Q1 24 | $-34.6M | $70.1M |
| Q4 25 | $281.1M | $-195.6M | ||
| Q3 25 | $307.0M | $134.4M | ||
| Q2 25 | $170.8M | $102.7M | ||
| Q1 25 | $-231.7M | $150.8M | ||
| Q4 24 | $488.7M | $-245.5M | ||
| Q3 24 | $50.5M | $34.5M | ||
| Q2 24 | $170.4M | $-185.2M | ||
| Q1 24 | $-148.2M | $26.3M |
| Q4 25 | 4.7% | -5.1% | ||
| Q3 25 | 5.4% | 3.4% | ||
| Q2 25 | 2.8% | 2.8% | ||
| Q1 25 | -4.2% | 4.1% | ||
| Q4 24 | 8.6% | -6.3% | ||
| Q3 24 | 0.9% | 1.0% | ||
| Q2 24 | 2.8% | -5.4% | ||
| Q1 24 | -2.5% | 0.8% |
| Q4 25 | 3.3% | 6.8% | ||
| Q3 25 | 2.4% | 0.8% | ||
| Q2 25 | 2.1% | 0.9% | ||
| Q1 25 | 1.9% | 1.2% | ||
| Q4 24 | 3.4% | 8.6% | ||
| Q3 24 | 2.4% | 1.5% | ||
| Q2 24 | 2.0% | 1.4% | ||
| Q1 24 | 1.9% | 1.3% |
| Q4 25 | 5.75× | 1.43× | ||
| Q3 25 | 4.11× | 3.59× | ||
| Q2 25 | 1.79× | — | ||
| Q1 25 | -1.58× | 2.77× | ||
| Q4 24 | 7.73× | 1.50× | ||
| Q3 24 | 1.35× | 1.18× | ||
| Q2 24 | 1.68× | -3.31× | ||
| Q1 24 | -0.32× | 1.67× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LEA
| Other | $3.5B | 59% |
| Seating Segment | $1.9B | 32% |
| E Systems Segment | $520.6M | 9% |
SAH
| Retail New Vehicles | $1.9B | 48% |
| Other | $1.2B | 31% |
| Parts Serviceand Collision Repair | $515.2M | 13% |
| Finance Insurance And Other Net | $202.2M | 5% |
| Wholesale Vehicles | $63.9M | 2% |
| Fleet New Vehicles | $24.0M | 1% |
