vs
Side-by-side financial comparison of Leslie's, Inc. (LESL) and STURM RUGER & CO INC (RGR). Click either name above to swap in a different company.
STURM RUGER & CO INC is the larger business by last-quarter revenue ($151.1M vs $147.1M, roughly 1.0× Leslie's, Inc.). On growth, STURM RUGER & CO INC posted the faster year-over-year revenue change (3.6% vs -16.0%). STURM RUGER & CO INC produced more free cash flow last quarter ($12.3M vs $-85.5M). Over the past eight quarters, STURM RUGER & CO INC's revenue compounded faster (5.1% CAGR vs -11.7%).
Leslie's, Inc., operating as Leslie's Swimming Pool Supplies, is the largest retailer of swimming pool supplies and related products. The company is headquartered in Phoenix, Arizona, and has a particularly strong retail presence in Arizona, California, Florida, Georgia and Texas.
Sturm, Ruger & Company, Inc., better known by the shortened name Ruger, is an American firearm manufacturing company based in Southport, Connecticut, with production facilities also in Newport, New Hampshire; Mayodan, North Carolina; and Prescott, Arizona. The company was founded in 1949 by Alexander McCormick Sturm and William B. Ruger and has been publicly traded since 1969.
LESL vs RGR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $147.1M | $151.1M |
| Net Profit | $-83.0M | — |
| Gross Margin | 18.4% | 17.8% |
| Operating Margin | -46.7% | 2.3% |
| Net Margin | -56.4% | — |
| Revenue YoY | -16.0% | 3.6% |
| Net Profit YoY | -86.2% | — |
| EPS (diluted) | $-8.92 | $0.22 |
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.
| Q1 26 | $147.1M | — | ||
| Q4 25 | $389.2M | $151.1M | ||
| Q3 25 | — | $126.8M | ||
| Q2 25 | $500.3M | $132.5M | ||
| Q1 25 | $177.1M | $135.7M | ||
| Q4 24 | $175.2M | $145.8M | ||
| Q3 24 | $397.9M | $122.3M | ||
| Q2 24 | $569.6M | $130.8M |
| Q1 26 | $-83.0M | — | ||
| Q4 25 | $-162.8M | — | ||
| Q3 25 | — | $1.6M | ||
| Q2 25 | $21.7M | $-17.2M | ||
| Q1 25 | $-51.3M | $7.8M | ||
| Q4 24 | $-44.6M | — | ||
| Q3 24 | $-9.9M | $4.7M | ||
| Q2 24 | $60.6M | $8.3M |
| Q1 26 | 18.4% | — | ||
| Q4 25 | 38.6% | 17.8% | ||
| Q3 25 | — | 15.1% | ||
| Q2 25 | 39.6% | 3.9% | ||
| Q1 25 | 24.8% | 22.0% | ||
| Q4 24 | 27.2% | 22.8% | ||
| Q3 24 | 36.0% | 18.5% | ||
| Q2 24 | 40.2% | 22.3% |
| Q1 26 | -46.7% | — | ||
| Q4 25 | -38.6% | 2.3% | ||
| Q3 25 | — | -2.7% | ||
| Q2 25 | 13.7% | -15.6% | ||
| Q1 25 | -27.3% | 6.2% | ||
| Q4 24 | -22.7% | 7.8% | ||
| Q3 24 | 6.6% | 3.1% | ||
| Q2 24 | 17.2% | 6.9% |
| Q1 26 | -56.4% | — | ||
| Q4 25 | -41.8% | — | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | 4.3% | -13.0% | ||
| Q1 25 | -29.0% | 5.7% | ||
| Q4 24 | -25.4% | — | ||
| Q3 24 | -2.5% | 3.9% | ||
| Q2 24 | 10.6% | 6.3% |
| Q1 26 | $-8.92 | — | ||
| Q4 25 | $-20.59 | $0.22 | ||
| Q3 25 | — | $0.10 | ||
| Q2 25 | $0.12 | $-1.05 | ||
| Q1 25 | $-0.28 | $0.46 | ||
| Q4 24 | $-4.82 | $0.62 | ||
| Q3 24 | $-2.46 | $0.28 | ||
| Q2 24 | $0.33 | $0.47 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.6M | $92.5M |
| Total DebtLower is stronger | $781.6M | — |
| Stockholders' EquityBook value | $-489.9M | $283.8M |
| Total Assets | $649.4M | $342.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.6M | — | ||
| Q4 25 | $64.3M | $92.5M | ||
| Q3 25 | — | $80.8M | ||
| Q2 25 | $42.7M | $101.4M | ||
| Q1 25 | $17.3M | $108.3M | ||
| Q4 24 | $11.6M | $105.5M | ||
| Q3 24 | $108.5M | $96.0M | ||
| Q2 24 | $74.4M | $105.6M |
| Q1 26 | $781.6M | — | ||
| Q4 25 | $756.6M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $776.6M | — | ||
| Q1 25 | $858.1M | — | ||
| Q4 24 | $796.6M | — | ||
| Q3 24 | $783.7M | — | ||
| Q2 24 | $783.7M | — |
| Q1 26 | $-489.9M | — | ||
| Q4 25 | $-408.0M | $283.8M | ||
| Q3 25 | — | $279.6M | ||
| Q2 25 | $-246.2M | $289.3M | ||
| Q1 25 | $-269.5M | $321.5M | ||
| Q4 24 | $-220.0M | $319.6M | ||
| Q3 24 | $-177.1M | $314.9M | ||
| Q2 24 | $-168.2M | $321.5M |
| Q1 26 | $649.4M | — | ||
| Q4 25 | $741.5M | $342.0M | ||
| Q3 25 | — | $342.3M | ||
| Q2 25 | $989.5M | $349.5M | ||
| Q1 25 | $1.0B | $379.0M | ||
| Q4 24 | $967.0M | $384.0M | ||
| Q3 24 | $1.1B | $373.5M | ||
| Q2 24 | $1.1B | $376.7M |
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 | $-81.1M | $15.5M |
| Free Cash FlowOCF − Capex | $-85.5M | $12.3M |
| FCF MarginFCF / Revenue | -58.1% | 8.2% |
| Capex IntensityCapex / Revenue | 2.9% | 2.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $7.6M | $38.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $-81.1M | — | ||
| Q4 25 | $48.2M | $15.5M | ||
| Q3 25 | — | $12.9M | ||
| Q2 25 | $114.9M | $14.7M | ||
| Q1 25 | $-49.2M | $11.1M | ||
| Q4 24 | $-105.1M | $20.0M | ||
| Q3 24 | $47.1M | $9.4M | ||
| Q2 24 | $175.5M | $18.7M |
| Q1 26 | $-85.5M | — | ||
| Q4 25 | $41.8M | $12.3M | ||
| Q3 25 | — | $7.0M | ||
| Q2 25 | $107.1M | $9.1M | ||
| Q1 25 | $-55.8M | $10.0M | ||
| Q4 24 | $-109.8M | $16.4M | ||
| Q3 24 | $34.1M | $2.6M | ||
| Q2 24 | $165.2M | $10.1M |
| Q1 26 | -58.1% | — | ||
| Q4 25 | 10.7% | 8.2% | ||
| Q3 25 | — | 5.5% | ||
| Q2 25 | 21.4% | 6.9% | ||
| Q1 25 | -31.5% | 7.4% | ||
| Q4 24 | -62.6% | 11.2% | ||
| Q3 24 | 8.6% | 2.1% | ||
| Q2 24 | 29.0% | 7.7% |
| Q1 26 | 2.9% | — | ||
| Q4 25 | 1.7% | 2.1% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | 1.6% | 4.2% | ||
| Q1 25 | 3.7% | 0.8% | ||
| Q4 24 | 2.7% | 2.5% | ||
| Q3 24 | 3.2% | 5.5% | ||
| Q2 24 | 1.8% | 6.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 8.15× | ||
| Q2 25 | 5.29× | — | ||
| Q1 25 | — | 1.43× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.98× | ||
| Q2 24 | 2.89× | 2.27× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LESL
Segment breakdown not available.
RGR
| Firearms | $150.6M | 100% |
| Castings | $7.3M | 5% |
