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Side-by-side financial comparison of Lineage, Inc. (LINE) and VALMONT INDUSTRIES INC (VMI). Click either name above to swap in a different company.
Lineage, Inc. is the larger business by last-quarter revenue ($1.4B vs $1.0B, roughly 1.3× VALMONT INDUSTRIES INC). VALMONT INDUSTRIES INC runs the higher net margin — 10.5% vs -7.3%, a 17.8% gap on every dollar of revenue. On growth, VALMONT INDUSTRIES INC posted the faster year-over-year revenue change (6.2% vs 3.1%).
Norwegian Cruise Line Holdings (NCLH) is a holding company that is based in the United States and domiciled in Bermuda. It operates three cruise lines as wholly owned subsidiaries: Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. With its subsidiaries combined, it is the third-largest cruise operator in the world. It is a publicly traded company listed on the New York Stock Exchange.
Valmont Industries, Inc. is a large, publicly held American manufacturer of Valley center pivot and linear irrigation equipment, windmill support structures, lighting and traffic poles and steel utility poles.
LINE vs VMI — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $1.4B | $1.0B |
| Net Profit | $-100.0M | $108.0M |
| Gross Margin | 32.3% | 30.8% |
| Operating Margin | 2.5% | 15.1% |
| Net Margin | -7.3% | 10.5% |
| Revenue YoY | 3.1% | 6.2% |
| Net Profit YoY | 79.4% | 23.8% |
| EPS (diluted) | $-0.44 | $5.51 |
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 | — | $1.0B | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | $1.4B | $1.0B | ||
| Q2 25 | $1.4B | $1.1B | ||
| Q1 25 | $1.3B | $969.3M | ||
| Q4 24 | $1.3B | $1.0B | ||
| Q3 24 | $1.3B | $1.0B | ||
| Q2 24 | $1.3B | $1.0B |
| Q1 26 | — | $108.0M | ||
| Q4 25 | — | $168.0M | ||
| Q3 25 | $-100.0M | $99.0M | ||
| Q2 25 | $-6.0M | $-4.0M | ||
| Q1 25 | $0 | $87.3M | ||
| Q4 24 | $-71.0M | $77.7M | ||
| Q3 24 | $-485.0M | $83.1M | ||
| Q2 24 | $-68.0M | $99.7M |
| Q1 26 | — | 30.8% | ||
| Q4 25 | — | 29.8% | ||
| Q3 25 | 32.3% | 30.4% | ||
| Q2 25 | 31.9% | 30.6% | ||
| Q1 25 | 32.2% | 30.0% | ||
| Q4 24 | 32.3% | 30.2% | ||
| Q3 24 | 32.8% | 29.6% | ||
| Q2 24 | 33.4% | 30.8% |
| Q1 26 | — | 15.1% | ||
| Q4 25 | — | 11.2% | ||
| Q3 25 | 2.5% | 13.5% | ||
| Q2 25 | 1.7% | 2.8% | ||
| Q1 25 | 4.3% | 13.2% | ||
| Q4 24 | -1.6% | 11.6% | ||
| Q3 24 | -38.6% | 12.3% | ||
| Q2 24 | 5.5% | 14.2% |
| Q1 26 | — | 10.5% | ||
| Q4 25 | — | 16.2% | ||
| Q3 25 | -7.3% | 9.5% | ||
| Q2 25 | -0.4% | -0.4% | ||
| Q1 25 | — | 9.0% | ||
| Q4 24 | -5.3% | 7.5% | ||
| Q3 24 | -36.3% | 8.1% | ||
| Q2 24 | -5.1% | 9.6% |
| Q1 26 | — | $5.51 | ||
| Q4 25 | — | $9.02 | ||
| Q3 25 | $-0.44 | $4.98 | ||
| Q2 25 | $-0.03 | $-1.53 | ||
| Q1 25 | $0.01 | $4.32 | ||
| Q4 24 | $-0.52 | $3.85 | ||
| Q3 24 | $-2.44 | $4.11 | ||
| Q2 24 | $-0.46 | $4.91 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $160.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $8.4B | $1.7B |
| Total Assets | $19.2B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $160.2M | ||
| Q4 25 | — | $187.1M | ||
| Q3 25 | — | $226.1M | ||
| Q2 25 | — | $208.5M | ||
| Q1 25 | — | $184.4M | ||
| Q4 24 | $173.0M | $164.3M | ||
| Q3 24 | $409.0M | $200.5M | ||
| Q2 24 | $73.0M | $163.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $795.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $730.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.7B | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | $8.4B | $1.6B | ||
| Q2 25 | $8.6B | $1.5B | ||
| Q1 25 | $8.6B | $1.6B | ||
| Q4 24 | $8.6B | $1.5B | ||
| Q3 24 | $9.0B | $1.5B | ||
| Q2 24 | $4.9B | $1.5B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | — | $3.4B | ||
| Q3 25 | $19.2B | $3.4B | ||
| Q2 25 | $19.4B | $3.3B | ||
| Q1 25 | $18.8B | $3.4B | ||
| Q4 24 | $18.7B | $3.3B | ||
| Q3 24 | $19.3B | $3.5B | ||
| Q2 24 | $18.8B | $3.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.49× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.47× | ||
| 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 | $230.0M | — |
| Free Cash FlowOCF − Capex | $35.0M | — |
| FCF MarginFCF / Revenue | 2.5% | — |
| Capex IntensityCapex / Revenue | 14.2% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $111.2M | ||
| Q3 25 | $230.0M | $112.5M | ||
| Q2 25 | $258.0M | $167.6M | ||
| Q1 25 | $139.0M | $65.1M | ||
| Q4 24 | — | $193.4M | ||
| Q3 24 | $186.0M | $225.1M | ||
| Q2 24 | $155.0M | $130.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $70.4M | ||
| Q3 25 | $35.0M | $70.6M | ||
| Q2 25 | $95.0M | $135.6M | ||
| Q1 25 | $-12.0M | $34.8M | ||
| Q4 24 | — | $167.8M | ||
| Q3 24 | $33.0M | $204.6M | ||
| Q2 24 | $-31.0M | $112.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | 6.8% | ||
| Q3 25 | 2.5% | 6.7% | ||
| Q2 25 | 7.0% | 12.9% | ||
| Q1 25 | -0.9% | 3.6% | ||
| Q4 24 | — | 16.2% | ||
| Q3 24 | 2.5% | 20.1% | ||
| Q2 24 | -2.3% | 10.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.9% | ||
| Q3 25 | 14.2% | 4.0% | ||
| Q2 25 | 12.1% | 3.0% | ||
| Q1 25 | 11.7% | 3.1% | ||
| Q4 24 | — | 2.5% | ||
| Q3 24 | 11.5% | 2.0% | ||
| Q2 24 | 13.9% | 1.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.66× | ||
| Q3 25 | — | 1.14× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | 2.49× | ||
| Q3 24 | — | 2.71× | ||
| Q2 24 | — | 1.31× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LINE
| Warehousing Operations | $883.0M | 64% |
| Other | $308.0M | 22% |
| Warehouse Lease | $60.0M | 4% |
| Food Sales | $52.0M | 4% |
| E Commerce And Other | $46.0M | 3% |
| Railcar Lease | $23.0M | 2% |
| Service Other | $5.0M | 0% |
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |