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Side-by-side financial comparison of Leslie's, Inc. (LESL) and STONERIDGE INC (SRI). Click either name above to swap in a different company.
STONERIDGE INC is the larger business by last-quarter revenue ($205.2M vs $147.1M, roughly 1.4× Leslie's, Inc.). On growth, STONERIDGE INC posted the faster year-over-year revenue change (-6.0% vs -16.0%). STONERIDGE INC produced more free cash flow last quarter ($2.6M vs $-85.5M). Over the past eight quarters, STONERIDGE INC's revenue compounded faster (-7.4% 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.
Stoneridge Inc is a global designer and manufacturer of advanced electrical and electronic components, integrated systems, and sensor solutions. It serves automotive, commercial vehicle, off-highway, and aerospace sectors, delivering products that boost vehicle safety, efficiency, connectivity, and environmental performance across key global markets.
LESL vs SRI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $147.1M | $205.2M |
| Net Profit | $-83.0M | — |
| Gross Margin | 18.4% | 16.2% |
| Operating Margin | -46.7% | -14.4% |
| Net Margin | -56.4% | — |
| Revenue YoY | -16.0% | -6.0% |
| Net Profit YoY | -86.2% | — |
| EPS (diluted) | $-8.92 | $-2.76 |
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 | $205.2M | ||
| Q3 25 | — | $210.3M | ||
| Q2 25 | $500.3M | $228.0M | ||
| Q1 25 | $177.1M | $217.9M | ||
| Q4 24 | $175.2M | $218.2M | ||
| Q3 24 | $397.9M | $213.8M | ||
| Q2 24 | $569.6M | $237.1M |
| Q1 26 | $-83.0M | — | ||
| Q4 25 | $-162.8M | — | ||
| Q3 25 | — | $-9.4M | ||
| Q2 25 | $21.7M | $-9.4M | ||
| Q1 25 | $-51.3M | $-7.2M | ||
| Q4 24 | $-44.6M | — | ||
| Q3 24 | $-9.9M | $-7.1M | ||
| Q2 24 | $60.6M | $2.8M |
| Q1 26 | 18.4% | — | ||
| Q4 25 | 38.6% | 16.2% | ||
| Q3 25 | — | 20.3% | ||
| Q2 25 | 39.6% | 21.5% | ||
| Q1 25 | 24.8% | 21.2% | ||
| Q4 24 | 27.2% | 19.5% | ||
| Q3 24 | 36.0% | 20.8% | ||
| Q2 24 | 40.2% | 22.7% |
| Q1 26 | -46.7% | — | ||
| Q4 25 | -38.6% | -14.4% | ||
| Q3 25 | — | -1.6% | ||
| Q2 25 | 13.7% | -1.1% | ||
| Q1 25 | -27.3% | -1.5% | ||
| Q4 24 | -22.7% | -2.0% | ||
| Q3 24 | 6.6% | 0.1% | ||
| Q2 24 | 17.2% | 1.4% |
| Q1 26 | -56.4% | — | ||
| Q4 25 | -41.8% | — | ||
| Q3 25 | — | -4.5% | ||
| Q2 25 | 4.3% | -4.1% | ||
| Q1 25 | -29.0% | -3.3% | ||
| Q4 24 | -25.4% | — | ||
| Q3 24 | -2.5% | -3.3% | ||
| Q2 24 | 10.6% | 1.2% |
| Q1 26 | $-8.92 | — | ||
| Q4 25 | $-20.59 | $-2.76 | ||
| Q3 25 | — | $-0.34 | ||
| Q2 25 | $0.12 | $-0.34 | ||
| Q1 25 | $-0.28 | $-0.26 | ||
| Q4 24 | $-4.82 | $-0.22 | ||
| Q3 24 | $-2.46 | $-0.26 | ||
| Q2 24 | $0.33 | $0.10 |
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 | $66.3M |
| Total DebtLower is stronger | $781.6M | $180.9M |
| Stockholders' EquityBook value | $-489.9M | $179.8M |
| Total Assets | $649.4M | $551.2M |
| Debt / EquityLower = less leverage | — | 1.01× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.6M | — | ||
| Q4 25 | $64.3M | $66.3M | ||
| Q3 25 | — | $54.0M | ||
| Q2 25 | $42.7M | $49.8M | ||
| Q1 25 | $17.3M | $79.1M | ||
| Q4 24 | $11.6M | $71.8M | ||
| Q3 24 | $108.5M | $54.1M | ||
| Q2 24 | $74.4M | $42.1M |
| Q1 26 | $781.6M | — | ||
| Q4 25 | $756.6M | $180.9M | ||
| Q3 25 | — | — | ||
| Q2 25 | $776.6M | — | ||
| Q1 25 | $858.1M | — | ||
| Q4 24 | $796.6M | $201.6M | ||
| Q3 24 | $783.7M | — | ||
| Q2 24 | $783.7M | — |
| Q1 26 | $-489.9M | — | ||
| Q4 25 | $-408.0M | $179.8M | ||
| Q3 25 | — | $251.2M | ||
| Q2 25 | $-246.2M | $260.5M | ||
| Q1 25 | $-269.5M | $253.1M | ||
| Q4 24 | $-220.0M | $245.3M | ||
| Q3 24 | $-177.1M | $271.4M | ||
| Q2 24 | $-168.2M | $270.5M |
| Q1 26 | $649.4M | — | ||
| Q4 25 | $741.5M | $551.2M | ||
| Q3 25 | — | $632.1M | ||
| Q2 25 | $989.5M | $639.4M | ||
| Q1 25 | $1.0B | $657.4M | ||
| Q4 24 | $967.0M | $621.6M | ||
| Q3 24 | $1.1B | $662.5M | ||
| Q2 24 | $1.1B | $666.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.01× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.82× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $8.8M |
| Free Cash FlowOCF − Capex | $-85.5M | $2.6M |
| FCF MarginFCF / Revenue | -58.1% | 1.3% |
| Capex IntensityCapex / Revenue | 2.9% | 3.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $7.6M | $12.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $-81.1M | — | ||
| Q4 25 | $48.2M | $8.8M | ||
| Q3 25 | — | $3.6M | ||
| Q2 25 | $114.9M | $10.7M | ||
| Q1 25 | $-49.2M | $10.9M | ||
| Q4 24 | $-105.1M | $19.2M | ||
| Q3 24 | $47.1M | $10.8M | ||
| Q2 24 | $175.5M | $8.7M |
| Q1 26 | $-85.5M | — | ||
| Q4 25 | $41.8M | $2.6M | ||
| Q3 25 | — | $-2.7M | ||
| Q2 25 | $107.1M | $7.4M | ||
| Q1 25 | $-55.8M | $4.8M | ||
| Q4 24 | $-109.8M | $14.0M | ||
| Q3 24 | $34.1M | $4.6M | ||
| Q2 24 | $165.2M | $1.5M |
| Q1 26 | -58.1% | — | ||
| Q4 25 | 10.7% | 1.3% | ||
| Q3 25 | — | -1.3% | ||
| Q2 25 | 21.4% | 3.3% | ||
| Q1 25 | -31.5% | 2.2% | ||
| Q4 24 | -62.6% | 6.4% | ||
| Q3 24 | 8.6% | 2.2% | ||
| Q2 24 | 29.0% | 0.6% |
| Q1 26 | 2.9% | — | ||
| Q4 25 | 1.7% | 3.0% | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | 1.6% | 1.4% | ||
| Q1 25 | 3.7% | 2.8% | ||
| Q4 24 | 2.7% | 2.4% | ||
| Q3 24 | 3.2% | 2.9% | ||
| Q2 24 | 1.8% | 3.0% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 5.29× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 2.89× | 3.11× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LESL
Segment breakdown not available.
SRI
| Control Devices | $51.7M | 25% |
| Electronics | $38.0M | 19% |
| EE | $34.2M | 17% |
| SE | $28.6M | 14% |
| NL | $24.5M | 12% |
| Stoneridge Brazil | $14.1M | 7% |
| Asia Pacific | $13.1M | 6% |
