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Side-by-side financial comparison of Life Time Group Holdings, Inc. (LTH) and WATTS WATER TECHNOLOGIES INC (WTS). 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 $625.1M, roughly 1.2× WATTS WATER TECHNOLOGIES INC). Life Time Group Holdings, Inc. runs the higher net margin — 16.5% vs 13.4%, a 3.1% gap on every dollar of revenue. On growth, WATTS WATER TECHNOLOGIES INC posted the faster year-over-year revenue change (15.7% vs 12.3%). WATTS WATER TECHNOLOGIES INC produced more free cash flow last quarter ($140.3M vs $-64.6M). Over the past eight quarters, Life Time Group Holdings, Inc.'s revenue compounded faster (11.7% CAGR vs 4.6%).
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.
AERCO International, Inc. is a manufacturer and supplier of commercial condensing boilers, high efficiency water heating equipment and energy recovery systems in the HVAC/plumbing industry across a variety of markets including education, lodging, government, office buildings, healthcare, industrial and multifamily housing. In 1949, AERCO introduced the industry's first semi-instantaneous, tankless steam-to-water water heater. In 1988, AERCO introduced the first condensing and fully modulating...
LTH vs WTS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $745.1M | $625.1M |
| Net Profit | $123.0M | $83.7M |
| Gross Margin | 49.1% | 49.5% |
| Operating Margin | 17.4% | 18.2% |
| Net Margin | 16.5% | 13.4% |
| Revenue YoY | 12.3% | 15.7% |
| Net Profit YoY | 231.0% | 24.0% |
| EPS (diluted) | $0.55 | $2.50 |
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 | $625.1M | ||
| Q3 25 | $782.6M | $611.7M | ||
| Q2 25 | $761.5M | $643.7M | ||
| Q1 25 | $706.0M | $558.0M | ||
| Q4 24 | $663.3M | $540.4M | ||
| Q3 24 | $693.2M | $543.6M | ||
| Q2 24 | $667.8M | $597.3M | ||
| Q1 24 | $596.7M | $570.9M |
| Q4 25 | $123.0M | $83.7M | ||
| Q3 25 | $102.4M | $82.2M | ||
| Q2 25 | $72.1M | $100.9M | ||
| Q1 25 | $76.1M | $74.0M | ||
| Q4 24 | $37.2M | $67.5M | ||
| Q3 24 | $41.4M | $69.1M | ||
| Q2 24 | $52.8M | $82.0M | ||
| Q1 24 | $24.9M | $72.6M |
| Q4 25 | 49.1% | 49.5% | ||
| Q3 25 | 47.1% | 48.8% | ||
| Q2 25 | 47.0% | 50.6% | ||
| Q1 25 | 47.5% | 48.8% | ||
| Q4 24 | 48.2% | 46.7% | ||
| Q3 24 | 46.5% | 47.3% | ||
| Q2 24 | 46.8% | 47.7% | ||
| Q1 24 | 46.1% | 46.9% |
| Q4 25 | 17.4% | 18.2% | ||
| Q3 25 | 17.3% | 18.2% | ||
| Q2 25 | 14.2% | 21.0% | ||
| Q1 25 | 15.2% | 15.7% | ||
| Q4 24 | 13.1% | 16.5% | ||
| Q3 24 | 13.5% | 17.1% | ||
| Q2 24 | 15.7% | 18.7% | ||
| Q1 24 | 12.1% | 16.9% |
| Q4 25 | 16.5% | 13.4% | ||
| Q3 25 | 13.1% | 13.4% | ||
| Q2 25 | 9.5% | 15.7% | ||
| Q1 25 | 10.8% | 13.3% | ||
| Q4 24 | 5.6% | 12.5% | ||
| Q3 24 | 6.0% | 12.7% | ||
| Q2 24 | 7.9% | 13.7% | ||
| Q1 24 | 4.2% | 12.7% |
| Q4 25 | $0.55 | $2.50 | ||
| Q3 25 | $0.45 | $2.45 | ||
| Q2 25 | $0.32 | $3.01 | ||
| Q1 25 | $0.34 | $2.21 | ||
| Q4 24 | $0.17 | $2.02 | ||
| Q3 24 | $0.19 | $2.06 | ||
| Q2 24 | $0.26 | $2.44 | ||
| Q1 24 | $0.12 | $2.17 |
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 | $405.5M |
| Total DebtLower is stronger | $1.5B | — |
| Stockholders' EquityBook value | $3.1B | $2.0B |
| Total Assets | $8.0B | $2.9B |
| Debt / EquityLower = less leverage | 0.48× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $204.8M | $405.5M | ||
| Q3 25 | $218.9M | $457.7M | ||
| Q2 25 | $175.5M | $369.3M | ||
| Q1 25 | $59.0M | $336.8M | ||
| Q4 24 | $10.9M | $386.9M | ||
| Q3 24 | $120.9M | $303.9M | ||
| Q2 24 | $34.5M | $279.4M | ||
| Q1 24 | $18.6M | $237.1M |
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.8B | — | ||
| Q1 24 | $2.0B | — |
| Q4 25 | $3.1B | $2.0B | ||
| Q3 25 | $3.0B | $2.0B | ||
| Q2 25 | $2.9B | $1.9B | ||
| Q1 25 | $2.7B | $1.8B | ||
| Q4 24 | $2.6B | $1.7B | ||
| Q3 24 | $2.6B | $1.7B | ||
| Q2 24 | $2.4B | $1.6B | ||
| Q1 24 | $2.3B | $1.6B |
| Q4 25 | $8.0B | $2.9B | ||
| Q3 25 | $7.8B | $2.7B | ||
| Q2 25 | $7.6B | $2.6B | ||
| Q1 25 | $7.3B | $2.5B | ||
| Q4 24 | $7.2B | $2.4B | ||
| Q3 24 | $7.2B | $2.4B | ||
| Q2 24 | $7.1B | $2.4B | ||
| Q1 24 | $7.1B | $2.3B |
| Q4 25 | 0.48× | — | ||
| Q3 25 | 0.51× | — | ||
| Q2 25 | 0.53× | — | ||
| Q1 25 | 0.56× | — | ||
| Q4 24 | 0.59× | — | ||
| Q3 24 | 0.64× | — | ||
| Q2 24 | 0.78× | — | ||
| Q1 24 | 0.87× | — |
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 | $154.7M |
| Free Cash FlowOCF − Capex | $-64.6M | $140.3M |
| FCF MarginFCF / Revenue | -8.7% | 22.4% |
| Capex IntensityCapex / Revenue | 40.9% | 2.3% |
| Cash ConversionOCF / Net Profit | 1.95× | 1.85× |
| TTM Free Cash FlowTrailing 4 quarters | $-21.0M | $356.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $239.9M | $154.7M | ||
| Q3 25 | $251.1M | $122.4M | ||
| Q2 25 | $195.7M | $69.7M | ||
| Q1 25 | $183.9M | $55.2M | ||
| Q4 24 | $163.1M | $139.5M | ||
| Q3 24 | $151.1M | $90.7M | ||
| Q2 24 | $170.4M | $85.3M | ||
| Q1 24 | $90.4M | $45.6M |
| Q4 25 | $-64.6M | $140.3M | ||
| Q3 25 | $28.6M | $110.9M | ||
| Q2 25 | $-26.3M | $59.5M | ||
| Q1 25 | $41.4M | $45.6M | ||
| Q4 24 | $26.8M | $127.5M | ||
| Q3 24 | $64.0M | $84.3M | ||
| Q2 24 | $26.1M | $78.5M | ||
| Q1 24 | $-66.4M | $35.5M |
| Q4 25 | -8.7% | 22.4% | ||
| Q3 25 | 3.7% | 18.1% | ||
| Q2 25 | -3.5% | 9.2% | ||
| Q1 25 | 5.9% | 8.2% | ||
| Q4 24 | 4.0% | 23.6% | ||
| Q3 24 | 9.2% | 15.5% | ||
| Q2 24 | 3.9% | 13.1% | ||
| Q1 24 | -11.1% | 6.2% |
| Q4 25 | 40.9% | 2.3% | ||
| Q3 25 | 28.4% | 1.9% | ||
| Q2 25 | 29.2% | 1.6% | ||
| Q1 25 | 20.2% | 1.7% | ||
| Q4 24 | 20.6% | 2.2% | ||
| Q3 24 | 12.6% | 1.2% | ||
| Q2 24 | 21.6% | 1.1% | ||
| Q1 24 | 26.3% | 1.8% |
| Q4 25 | 1.95× | 1.85× | ||
| Q3 25 | 2.45× | 1.49× | ||
| Q2 25 | 2.71× | 0.69× | ||
| Q1 25 | 2.41× | 0.75× | ||
| Q4 24 | 4.39× | 2.07× | ||
| Q3 24 | 3.65× | 1.31× | ||
| Q2 24 | 3.23× | 1.04× | ||
| Q1 24 | 3.63× | 0.63× |
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% |
WTS
Segment breakdown not available.
