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Side-by-side financial comparison of Life Time Group Holdings, Inc. (LTH) and WillScot Holdings Corp (WSC). Click either name above to swap in a different company.
Life Time Group Holdings, Inc. is the larger business by last-quarter revenue ($745.1M vs $566.0M, roughly 1.3× WillScot Holdings Corp). Life Time Group Holdings, Inc. runs the higher net margin — 16.5% vs -33.1%, a 49.6% gap on every dollar of revenue. On growth, Life Time Group Holdings, Inc. posted the faster year-over-year revenue change (12.3% vs -6.1%). WillScot Holdings Corp produced more free cash flow last quarter ($149.7M vs $-64.6M). Over the past eight quarters, Life Time Group Holdings, Inc.'s revenue compounded faster (11.7% CAGR vs -1.8%).
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.
WillScot Holdings Corp is a leading provider of modular space solutions and portable storage services across North America. It serves a wide range of sectors including construction, commercial development, education, healthcare, government projects, and special events, offering flexible, scalable temporary and semi-permanent space solutions tailored to diverse client needs.
LTH vs WSC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $745.1M | $566.0M |
| Net Profit | $123.0M | $-187.3M |
| Gross Margin | 49.1% | 50.4% |
| Operating Margin | 17.4% | -32.5% |
| Net Margin | 16.5% | -33.1% |
| Revenue YoY | 12.3% | -6.1% |
| Net Profit YoY | 231.0% | -310.0% |
| EPS (diluted) | $0.55 | $-1.02 |
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 | $745.1M | $566.0M | ||
| Q3 25 | $782.6M | $566.8M | ||
| Q2 25 | $761.5M | $589.1M | ||
| Q1 25 | $706.0M | $559.6M | ||
| Q4 24 | $663.3M | $602.5M | ||
| Q3 24 | $693.2M | $601.4M | ||
| Q2 24 | $667.8M | $604.6M | ||
| Q1 24 | $596.7M | $587.2M |
| Q4 25 | $123.0M | $-187.3M | ||
| Q3 25 | $102.4M | $43.3M | ||
| Q2 25 | $72.1M | $47.9M | ||
| Q1 25 | $76.1M | $43.1M | ||
| Q4 24 | $37.2M | $89.2M | ||
| Q3 24 | $41.4M | $-70.5M | ||
| Q2 24 | $52.8M | $-46.9M | ||
| Q1 24 | $24.9M | $56.2M |
| Q4 25 | 49.1% | 50.4% | ||
| Q3 25 | 47.1% | 49.7% | ||
| Q2 25 | 47.0% | 50.3% | ||
| Q1 25 | 47.5% | 53.7% | ||
| Q4 24 | 48.2% | 55.8% | ||
| Q3 24 | 46.5% | 53.5% | ||
| Q2 24 | 46.8% | 54.1% | ||
| Q1 24 | 46.1% | 54.0% |
| Q4 25 | 17.4% | -32.5% | ||
| Q3 25 | 17.3% | 21.0% | ||
| Q2 25 | 14.2% | 21.5% | ||
| Q1 25 | 15.2% | 21.3% | ||
| Q4 24 | 13.1% | 28.9% | ||
| Q3 24 | 13.5% | -5.9% | ||
| Q2 24 | 15.7% | -0.9% | ||
| Q1 24 | 12.1% | 22.1% |
| Q4 25 | 16.5% | -33.1% | ||
| Q3 25 | 13.1% | 7.6% | ||
| Q2 25 | 9.5% | 8.1% | ||
| Q1 25 | 10.8% | 7.7% | ||
| Q4 24 | 5.6% | 14.8% | ||
| Q3 24 | 6.0% | -11.7% | ||
| Q2 24 | 7.9% | -7.7% | ||
| Q1 24 | 4.2% | 9.6% |
| Q4 25 | $0.55 | $-1.02 | ||
| Q3 25 | $0.45 | $0.24 | ||
| Q2 25 | $0.32 | $0.26 | ||
| Q1 25 | $0.34 | $0.23 | ||
| Q4 24 | $0.17 | $0.48 | ||
| Q3 24 | $0.19 | $-0.37 | ||
| Q2 24 | $0.26 | $-0.25 | ||
| Q1 24 | $0.12 | $0.29 |
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 | $14.6M |
| Total DebtLower is stronger | $1.5B | $3.6B |
| Stockholders' EquityBook value | $3.1B | $856.3M |
| Total Assets | $8.0B | $5.8B |
| Debt / EquityLower = less leverage | 0.48× | 4.15× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $204.8M | $14.6M | ||
| Q3 25 | $218.9M | $14.8M | ||
| Q2 25 | $175.5M | $12.8M | ||
| Q1 25 | $59.0M | $10.7M | ||
| Q4 24 | $10.9M | $9.0M | ||
| Q3 24 | $120.9M | $11.0M | ||
| Q2 24 | $34.5M | $5.9M | ||
| Q1 24 | $18.6M | $13.1M |
| Q4 25 | $1.5B | $3.6B | ||
| Q3 25 | $1.5B | $3.6B | ||
| Q2 25 | $1.5B | $3.7B | ||
| Q1 25 | $1.5B | $3.6B | ||
| Q4 24 | $1.5B | $3.7B | ||
| Q3 24 | $1.7B | $3.6B | ||
| Q2 24 | $1.8B | $3.5B | ||
| Q1 24 | $2.0B | $3.5B |
| Q4 25 | $3.1B | $856.3M | ||
| Q3 25 | $3.0B | $1.1B | ||
| Q2 25 | $2.9B | $1.0B | ||
| Q1 25 | $2.7B | $1.0B | ||
| Q4 24 | $2.6B | $1.0B | ||
| Q3 24 | $2.6B | $1.1B | ||
| Q2 24 | $2.4B | $1.2B | ||
| Q1 24 | $2.3B | $1.3B |
| Q4 25 | $8.0B | $5.8B | ||
| Q3 25 | $7.8B | $6.1B | ||
| Q2 25 | $7.6B | $6.1B | ||
| Q1 25 | $7.3B | $6.0B | ||
| Q4 24 | $7.2B | $6.0B | ||
| Q3 24 | $7.2B | $6.0B | ||
| Q2 24 | $7.1B | $6.0B | ||
| Q1 24 | $7.1B | $6.2B |
| Q4 25 | 0.48× | 4.15× | ||
| Q3 25 | 0.51× | 3.39× | ||
| Q2 25 | 0.53× | 3.55× | ||
| Q1 25 | 0.56× | 3.56× | ||
| Q4 24 | 0.59× | 3.62× | ||
| Q3 24 | 0.64× | 3.42× | ||
| Q2 24 | 0.78× | 2.88× | ||
| Q1 24 | 0.87× | 2.63× |
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 | $158.9M |
| Free Cash FlowOCF − Capex | $-64.6M | $149.7M |
| FCF MarginFCF / Revenue | -8.7% | 26.5% |
| Capex IntensityCapex / Revenue | 40.9% | 1.6% |
| Cash ConversionOCF / Net Profit | 1.95× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-21.0M | $737.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $239.9M | $158.9M | ||
| Q3 25 | $251.1M | $191.2M | ||
| Q2 25 | $195.7M | $205.3M | ||
| Q1 25 | $183.9M | $206.6M | ||
| Q4 24 | $163.1M | $178.9M | ||
| Q3 24 | $151.1M | $-1.6M | ||
| Q2 24 | $170.4M | $175.6M | ||
| Q1 24 | $90.4M | $208.7M |
| Q4 25 | $-64.6M | $149.7M | ||
| Q3 25 | $28.6M | $186.9M | ||
| Q2 25 | $-26.3M | $199.0M | ||
| Q1 25 | $41.4M | $202.0M | ||
| Q4 24 | $26.8M | $176.6M | ||
| Q3 24 | $64.0M | $-4.9M | ||
| Q2 24 | $26.1M | $169.4M | ||
| Q1 24 | $-66.4M | $202.1M |
| Q4 25 | -8.7% | 26.5% | ||
| Q3 25 | 3.7% | 33.0% | ||
| Q2 25 | -3.5% | 33.8% | ||
| Q1 25 | 5.9% | 36.1% | ||
| Q4 24 | 4.0% | 29.3% | ||
| Q3 24 | 9.2% | -0.8% | ||
| Q2 24 | 3.9% | 28.0% | ||
| Q1 24 | -11.1% | 34.4% |
| Q4 25 | 40.9% | 1.6% | ||
| Q3 25 | 28.4% | 0.7% | ||
| Q2 25 | 29.2% | 1.1% | ||
| Q1 25 | 20.2% | 0.8% | ||
| Q4 24 | 20.6% | 0.4% | ||
| Q3 24 | 12.6% | 0.6% | ||
| Q2 24 | 21.6% | 1.0% | ||
| Q1 24 | 26.3% | 1.1% |
| Q4 25 | 1.95× | — | ||
| Q3 25 | 2.45× | 4.41× | ||
| Q2 25 | 2.71× | 4.28× | ||
| Q1 25 | 2.41× | 4.80× | ||
| Q4 24 | 4.39× | 2.01× | ||
| Q3 24 | 3.65× | — | ||
| Q2 24 | 3.23× | — | ||
| Q1 24 | 3.63× | 3.71× |
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% |
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
