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Side-by-side financial comparison of LEAR CORP (LEA) and US Foods Holding Corp. (USFD). Click either name above to swap in a different company.
US Foods Holding Corp. is the larger business by last-quarter revenue ($9.8B vs $6.0B, roughly 1.6× LEAR CORP). US Foods Holding Corp. runs the higher net margin — 1.9% vs 1.4%, a 0.5% gap on every dollar of revenue. On growth, LEAR CORP posted the faster year-over-year revenue change (4.8% vs 3.3%). LEAR CORP produced more free cash flow last quarter ($281.1M vs $159.0M). Over the past eight quarters, US Foods Holding Corp.'s revenue compounded faster (4.6% 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.
US Foods Holding Corp. is an American food service distributor. It is the second-largest food service distributor in the U.S., after Sysco. The company supplies 250,000 locations including independent restaurants, chain restaurants, healthcare, hospitality, and educational institutions.
LEA vs USFD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $6.0B | $9.8B |
| Net Profit | $82.7M | $184.0M |
| Gross Margin | 5.7% | 17.6% |
| Operating Margin | 2.6% | 3.3% |
| Net Margin | 1.4% | 1.9% |
| Revenue YoY | 4.8% | 3.3% |
| Net Profit YoY | -6.1% | 178.8% |
| EPS (diluted) | $1.58 | $0.82 |
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 | $9.8B | ||
| Q3 25 | $5.7B | $10.2B | ||
| Q2 25 | $6.0B | $10.1B | ||
| Q1 25 | $5.6B | $9.4B | ||
| Q4 24 | $5.7B | $9.5B | ||
| Q3 24 | $5.6B | $9.7B | ||
| Q2 24 | $6.0B | $9.7B | ||
| Q1 24 | $6.0B | $8.9B |
| Q4 25 | $82.7M | $184.0M | ||
| Q3 25 | $108.2M | $153.0M | ||
| Q2 25 | $165.2M | $224.0M | ||
| Q1 25 | $80.7M | $115.0M | ||
| Q4 24 | $88.1M | $66.0M | ||
| Q3 24 | $135.8M | $148.0M | ||
| Q2 24 | $173.1M | $198.0M | ||
| Q1 24 | $109.6M | $82.0M |
| Q4 25 | 5.7% | 17.6% | ||
| Q3 25 | 6.4% | 17.2% | ||
| Q2 25 | 7.3% | 17.6% | ||
| Q1 25 | 6.5% | 17.3% | ||
| Q4 24 | 6.8% | 17.6% | ||
| Q3 24 | 7.3% | 17.1% | ||
| Q2 24 | 7.5% | 17.6% | ||
| Q1 24 | 6.6% | 16.7% |
| Q4 25 | 2.6% | 3.3% | ||
| Q3 25 | 3.4% | 2.8% | ||
| Q2 25 | 4.1% | 3.7% | ||
| Q1 25 | 3.3% | 2.4% | ||
| Q4 24 | 3.7% | 3.2% | ||
| Q3 24 | 3.9% | 2.9% | ||
| Q2 24 | 4.3% | 3.6% | ||
| Q1 24 | 3.3% | 1.8% |
| Q4 25 | 1.4% | 1.9% | ||
| Q3 25 | 1.9% | 1.5% | ||
| Q2 25 | 2.7% | 2.2% | ||
| Q1 25 | 1.5% | 1.2% | ||
| Q4 24 | 1.5% | 0.7% | ||
| Q3 24 | 2.4% | 1.5% | ||
| Q2 24 | 2.9% | 2.0% | ||
| Q1 24 | 1.8% | 0.9% |
| Q4 25 | $1.58 | $0.82 | ||
| Q3 25 | $2.02 | $0.67 | ||
| Q2 25 | $3.06 | $0.96 | ||
| Q1 25 | $1.49 | $0.49 | ||
| Q4 24 | $1.64 | $0.28 | ||
| Q3 24 | $2.41 | $0.61 | ||
| Q2 24 | $3.02 | $0.80 | ||
| Q1 24 | $1.90 | $0.33 |
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 | $41.0M |
| Total DebtLower is stronger | $2.7B | $5.1B |
| Stockholders' EquityBook value | $5.0B | $4.3B |
| Total Assets | $14.8B | $13.9B |
| Debt / EquityLower = less leverage | 0.54× | 1.18× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.0B | $41.0M | ||
| Q3 25 | $1.0B | $56.0M | ||
| Q2 25 | $887.9M | $61.0M | ||
| Q1 25 | $779.9M | $101.0M | ||
| Q4 24 | $1.1B | $59.0M | ||
| Q3 24 | $763.9M | $81.0M | ||
| Q2 24 | $950.3M | $405.0M | ||
| Q1 24 | $930.4M | $267.0M |
| Q4 25 | $2.7B | $5.1B | ||
| Q3 25 | $2.8B | $4.8B | ||
| Q2 25 | $2.8B | $4.7B | ||
| Q1 25 | $2.7B | $4.7B | ||
| Q4 24 | $2.7B | $4.8B | ||
| Q3 24 | $2.8B | $4.7B | ||
| Q2 24 | $2.7B | $4.6B | ||
| Q1 24 | $2.7B | $4.6B |
| Q4 25 | $5.0B | $4.3B | ||
| Q3 25 | $5.1B | $4.5B | ||
| Q2 25 | $5.1B | $4.6B | ||
| Q1 25 | $4.7B | $4.6B | ||
| Q4 24 | $4.5B | $4.5B | ||
| Q3 24 | $4.8B | $4.6B | ||
| Q2 24 | $4.8B | $5.0B | ||
| Q1 24 | $4.9B | $4.8B |
| Q4 25 | $14.8B | $13.9B | ||
| Q3 25 | $15.2B | $14.0B | ||
| Q2 25 | $15.3B | $13.8B | ||
| Q1 25 | $14.6B | $13.7B | ||
| Q4 24 | $14.0B | $13.4B | ||
| Q3 24 | $14.8B | $13.5B | ||
| Q2 24 | $14.7B | $13.7B | ||
| Q1 24 | $14.9B | $13.4B |
| Q4 25 | 0.54× | 1.18× | ||
| Q3 25 | 0.54× | 1.08× | ||
| Q2 25 | 0.54× | 1.02× | ||
| Q1 25 | 0.59× | 1.02× | ||
| Q4 24 | 0.61× | 1.06× | ||
| Q3 24 | 0.58× | 1.01× | ||
| Q2 24 | 0.57× | 0.92× | ||
| Q1 24 | 0.56× | 0.95× |
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 | $293.0M |
| Free Cash FlowOCF − Capex | $281.1M | $159.0M |
| FCF MarginFCF / Revenue | 4.7% | 1.6% |
| Capex IntensityCapex / Revenue | 3.3% | 1.4% |
| Cash ConversionOCF / Net Profit | 5.75× | 1.59× |
| TTM Free Cash FlowTrailing 4 quarters | $527.2M | $959.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $475.9M | $293.0M | ||
| Q3 25 | $444.4M | $351.0M | ||
| Q2 25 | $296.2M | $334.0M | ||
| Q1 25 | $-127.7M | $391.0M | ||
| Q4 24 | $680.8M | $283.0M | ||
| Q3 24 | $182.7M | $270.0M | ||
| Q2 24 | $291.2M | $482.0M | ||
| Q1 24 | $-34.6M | $139.0M |
| Q4 25 | $281.1M | $159.0M | ||
| Q3 25 | $307.0M | $236.0M | ||
| Q2 25 | $170.8M | $257.0M | ||
| Q1 25 | $-231.7M | $307.0M | ||
| Q4 24 | $488.7M | $178.0M | ||
| Q3 24 | $50.5M | $190.0M | ||
| Q2 24 | $170.4M | $413.0M | ||
| Q1 24 | $-148.2M | $52.0M |
| Q4 25 | 4.7% | 1.6% | ||
| Q3 25 | 5.4% | 2.3% | ||
| Q2 25 | 2.8% | 2.5% | ||
| Q1 25 | -4.2% | 3.3% | ||
| Q4 24 | 8.6% | 1.9% | ||
| Q3 24 | 0.9% | 2.0% | ||
| Q2 24 | 2.8% | 4.3% | ||
| Q1 24 | -2.5% | 0.6% |
| Q4 25 | 3.3% | 1.4% | ||
| Q3 25 | 2.4% | 1.1% | ||
| Q2 25 | 2.1% | 0.8% | ||
| Q1 25 | 1.9% | 0.9% | ||
| Q4 24 | 3.4% | 1.1% | ||
| Q3 24 | 2.4% | 0.8% | ||
| Q2 24 | 2.0% | 0.7% | ||
| Q1 24 | 1.9% | 1.0% |
| Q4 25 | 5.75× | 1.59× | ||
| Q3 25 | 4.11× | 2.29× | ||
| Q2 25 | 1.79× | 1.49× | ||
| Q1 25 | -1.58× | 3.40× | ||
| Q4 24 | 7.73× | 4.29× | ||
| Q3 24 | 1.35× | 1.82× | ||
| Q2 24 | 1.68× | 2.43× | ||
| Q1 24 | -0.32× | 1.70× |
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% |
USFD
| Product One | $3.5B | 36% |
| Product Two | $1.7B | 17% |
| Product Three | $1.7B | 17% |
| Product Four | $985.0M | 10% |
| Product Five | $901.0M | 9% |
| Product Six | $580.0M | 6% |
| Product Seven | $485.0M | 5% |
