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Side-by-side financial comparison of Life Time Group Holdings, Inc. (LTH) and VALMONT INDUSTRIES INC (VMI). Click either name above to swap in a different company.
VALMONT INDUSTRIES INC is the larger business by last-quarter revenue ($1.0B vs $745.1M, roughly 1.4× Life Time Group Holdings, Inc.). Life Time Group Holdings, Inc. runs the higher net margin — 16.5% vs 10.5%, a 6.0% gap on every dollar of revenue. On growth, Life Time Group Holdings, Inc. posted the faster year-over-year revenue change (12.3% vs 6.2%). Over the past eight quarters, Life Time Group Holdings, Inc.'s revenue compounded faster (11.7% CAGR vs -0.5%).
Life Time Group Holdings, Inc. operates a network of premium athletic, fitness and wellness destinations across the United States. It offers diverse services including state-of-the-art gym facilities, group exercise classes, personal training, spa treatments, nutrition coaching, youth programs and co-working spaces for consumers pursuing holistic healthy lifestyles.
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.
LTH vs VMI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $745.1M | $1.0B |
| Net Profit | $123.0M | $108.0M |
| Gross Margin | 49.1% | 30.8% |
| Operating Margin | 17.4% | 15.1% |
| Net Margin | 16.5% | 10.5% |
| Revenue YoY | 12.3% | 6.2% |
| Net Profit YoY | 231.0% | 23.8% |
| EPS (diluted) | $0.55 | $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 | $745.1M | $1.0B | ||
| Q3 25 | $782.6M | $1.0B | ||
| Q2 25 | $761.5M | $1.1B | ||
| Q1 25 | $706.0M | $969.3M | ||
| Q4 24 | $663.3M | $1.0B | ||
| Q3 24 | $693.2M | $1.0B | ||
| Q2 24 | $667.8M | $1.0B |
| Q1 26 | — | $108.0M | ||
| Q4 25 | $123.0M | $168.0M | ||
| Q3 25 | $102.4M | $99.0M | ||
| Q2 25 | $72.1M | $-4.0M | ||
| Q1 25 | $76.1M | $87.3M | ||
| Q4 24 | $37.2M | $77.7M | ||
| Q3 24 | $41.4M | $83.1M | ||
| Q2 24 | $52.8M | $99.7M |
| Q1 26 | — | 30.8% | ||
| Q4 25 | 49.1% | 29.8% | ||
| Q3 25 | 47.1% | 30.4% | ||
| Q2 25 | 47.0% | 30.6% | ||
| Q1 25 | 47.5% | 30.0% | ||
| Q4 24 | 48.2% | 30.2% | ||
| Q3 24 | 46.5% | 29.6% | ||
| Q2 24 | 46.8% | 30.8% |
| Q1 26 | — | 15.1% | ||
| Q4 25 | 17.4% | 11.2% | ||
| Q3 25 | 17.3% | 13.5% | ||
| Q2 25 | 14.2% | 2.8% | ||
| Q1 25 | 15.2% | 13.2% | ||
| Q4 24 | 13.1% | 11.6% | ||
| Q3 24 | 13.5% | 12.3% | ||
| Q2 24 | 15.7% | 14.2% |
| Q1 26 | — | 10.5% | ||
| Q4 25 | 16.5% | 16.2% | ||
| Q3 25 | 13.1% | 9.5% | ||
| Q2 25 | 9.5% | -0.4% | ||
| Q1 25 | 10.8% | 9.0% | ||
| Q4 24 | 5.6% | 7.5% | ||
| Q3 24 | 6.0% | 8.1% | ||
| Q2 24 | 7.9% | 9.6% |
| Q1 26 | — | $5.51 | ||
| Q4 25 | $0.55 | $9.02 | ||
| Q3 25 | $0.45 | $4.98 | ||
| Q2 25 | $0.32 | $-1.53 | ||
| Q1 25 | $0.34 | $4.32 | ||
| Q4 24 | $0.17 | $3.85 | ||
| Q3 24 | $0.19 | $4.11 | ||
| Q2 24 | $0.26 | $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 | $204.8M | $160.2M |
| Total DebtLower is stronger | $1.5B | — |
| Stockholders' EquityBook value | $3.1B | $1.7B |
| Total Assets | $8.0B | $3.4B |
| Debt / EquityLower = less leverage | 0.48× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $160.2M | ||
| Q4 25 | $204.8M | $187.1M | ||
| Q3 25 | $218.9M | $226.1M | ||
| Q2 25 | $175.5M | $208.5M | ||
| Q1 25 | $59.0M | $184.4M | ||
| Q4 24 | $10.9M | $164.3M | ||
| Q3 24 | $120.9M | $200.5M | ||
| Q2 24 | $34.5M | $163.1M |
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $795.7M | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | $730.6M | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.8B | — |
| Q1 26 | — | $1.7B | ||
| Q4 25 | $3.1B | $1.6B | ||
| Q3 25 | $3.0B | $1.6B | ||
| Q2 25 | $2.9B | $1.5B | ||
| Q1 25 | $2.7B | $1.6B | ||
| Q4 24 | $2.6B | $1.5B | ||
| Q3 24 | $2.6B | $1.5B | ||
| Q2 24 | $2.4B | $1.5B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $8.0B | $3.4B | ||
| Q3 25 | $7.8B | $3.4B | ||
| Q2 25 | $7.6B | $3.3B | ||
| Q1 25 | $7.3B | $3.4B | ||
| Q4 24 | $7.2B | $3.3B | ||
| Q3 24 | $7.2B | $3.5B | ||
| Q2 24 | $7.1B | $3.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.48× | 0.49× | ||
| Q3 25 | 0.51× | — | ||
| Q2 25 | 0.53× | — | ||
| Q1 25 | 0.56× | — | ||
| Q4 24 | 0.59× | 0.47× | ||
| Q3 24 | 0.64× | — | ||
| Q2 24 | 0.78× | — |
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 | $239.9M | — |
| Free Cash FlowOCF − Capex | $-64.6M | — |
| FCF MarginFCF / Revenue | -8.7% | — |
| Capex IntensityCapex / Revenue | 40.9% | — |
| Cash ConversionOCF / Net Profit | 1.95× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-21.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $239.9M | $111.2M | ||
| Q3 25 | $251.1M | $112.5M | ||
| Q2 25 | $195.7M | $167.6M | ||
| Q1 25 | $183.9M | $65.1M | ||
| Q4 24 | $163.1M | $193.4M | ||
| Q3 24 | $151.1M | $225.1M | ||
| Q2 24 | $170.4M | $130.8M |
| Q1 26 | — | — | ||
| Q4 25 | $-64.6M | $70.4M | ||
| Q3 25 | $28.6M | $70.6M | ||
| Q2 25 | $-26.3M | $135.6M | ||
| Q1 25 | $41.4M | $34.8M | ||
| Q4 24 | $26.8M | $167.8M | ||
| Q3 24 | $64.0M | $204.6M | ||
| Q2 24 | $26.1M | $112.5M |
| Q1 26 | — | — | ||
| Q4 25 | -8.7% | 6.8% | ||
| Q3 25 | 3.7% | 6.7% | ||
| Q2 25 | -3.5% | 12.9% | ||
| Q1 25 | 5.9% | 3.6% | ||
| Q4 24 | 4.0% | 16.2% | ||
| Q3 24 | 9.2% | 20.1% | ||
| Q2 24 | 3.9% | 10.8% |
| Q1 26 | — | — | ||
| Q4 25 | 40.9% | 3.9% | ||
| Q3 25 | 28.4% | 4.0% | ||
| Q2 25 | 29.2% | 3.0% | ||
| Q1 25 | 20.2% | 3.1% | ||
| Q4 24 | 20.6% | 2.5% | ||
| Q3 24 | 12.6% | 2.0% | ||
| Q2 24 | 21.6% | 1.8% |
| Q1 26 | — | — | ||
| Q4 25 | 1.95× | 0.66× | ||
| Q3 25 | 2.45× | 1.14× | ||
| Q2 25 | 2.71× | — | ||
| Q1 25 | 2.41× | 0.75× | ||
| Q4 24 | 4.39× | 2.49× | ||
| Q3 24 | 3.65× | 2.71× | ||
| Q2 24 | 3.23× | 1.31× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LTH
| Membership | $535.1M | 72% |
| In Center | $191.2M | 26% |
| Other | $18.8M | 3% |
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |
