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Side-by-side financial comparison of ACADIA REALTY TRUST (AKR) and DULUTH HOLDINGS INC. (DLTH). Click either name above to swap in a different company.
DULUTH HOLDINGS INC. is the larger business by last-quarter revenue ($114.9M vs $103.0M, roughly 1.1× ACADIA REALTY TRUST). ACADIA REALTY TRUST runs the higher net margin — 135.1% vs -8.8%, a 143.9% gap on every dollar of revenue. On growth, ACADIA REALTY TRUST posted the faster year-over-year revenue change (-1.3% vs -9.6%). Over the past eight quarters, ACADIA REALTY TRUST's revenue compounded faster (7.0% CAGR vs -31.6%).
Acadia Realty Trust is a publicly traded real estate investment trust (REIT) that specializes in owning, operating, and redeveloping high-quality retail and mixed-use properties, primarily in dense, high-barrier-to-entry U.S. markets. Its portfolio includes neighborhood shopping centers, urban street retail assets, and community-focused mixed-use developments.
Duluth Holdings Inc., which primarily sells goods through its Duluth Trading Company brand, is an American workwear and accessories company.
AKR vs DLTH — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $103.0M | $114.9M |
| Net Profit | $139.1M | $-10.1M |
| Gross Margin | — | 53.8% |
| Operating Margin | 153.9% | -7.7% |
| Net Margin | 135.1% | -8.8% |
| Revenue YoY | -1.3% | -9.6% |
| Net Profit YoY | -58.2% | 64.6% |
| EPS (diluted) | — | $-0.29 |
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 | $103.0M | — | ||
| Q4 25 | — | $114.9M | ||
| Q3 25 | — | $131.7M | ||
| Q2 25 | — | $102.7M | ||
| Q1 25 | — | $241.3M | ||
| Q4 24 | $93.3M | $127.1M | ||
| Q3 24 | $87.7M | $141.6M | ||
| Q2 24 | $87.3M | $116.7M |
| Q1 26 | $139.1M | — | ||
| Q4 25 | — | $-10.1M | ||
| Q3 25 | — | $1.3M | ||
| Q2 25 | — | $-15.3M | ||
| Q1 25 | — | $-5.6M | ||
| Q4 24 | $1.2M | $-28.2M | ||
| Q3 24 | $12.3M | $-2.0M | ||
| Q2 24 | $1.6M | $-7.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 53.8% | ||
| Q3 25 | — | 54.7% | ||
| Q2 25 | — | 52.0% | ||
| Q1 25 | — | 44.1% | ||
| Q4 24 | — | 52.3% | ||
| Q3 24 | — | 52.3% | ||
| Q2 24 | — | 52.8% |
| Q1 26 | 153.9% | — | ||
| Q4 25 | — | -7.7% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | -12.0% | ||
| Q1 25 | — | -1.8% | ||
| Q4 24 | 17.5% | -17.4% | ||
| Q3 24 | 19.9% | -1.1% | ||
| Q2 24 | 20.4% | -7.7% |
| Q1 26 | 135.1% | — | ||
| Q4 25 | — | -8.8% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | -14.9% | ||
| Q1 25 | — | -2.3% | ||
| Q4 24 | 1.2% | -22.2% | ||
| Q3 24 | 14.0% | -1.4% | ||
| Q2 24 | 1.8% | -6.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | $-0.29 | ||
| Q3 25 | — | $0.04 | ||
| Q2 25 | — | $-0.45 | ||
| Q1 25 | — | $-0.17 | ||
| Q4 24 | $0.08 | $-0.84 | ||
| Q3 24 | $0.07 | $-0.06 | ||
| Q2 24 | $0.01 | $-0.24 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $31.4M | $8.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.6B | $160.6M |
| Total Assets | $4.5B | $468.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $31.4M | — | ||
| Q4 25 | — | $8.2M | ||
| Q3 25 | — | $5.7M | ||
| Q2 25 | — | $8.6M | ||
| Q1 25 | — | $3.3M | ||
| Q4 24 | $16.8M | $9.3M | ||
| Q3 24 | $46.2M | $9.8M | ||
| Q2 24 | $31.9M | $6.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.7B | — |
| Q1 26 | $2.6B | — | ||
| Q4 25 | — | $160.6M | ||
| Q3 25 | — | $170.0M | ||
| Q2 25 | — | $167.9M | ||
| Q1 25 | — | $182.7M | ||
| Q4 24 | $2.1B | $188.1M | ||
| Q3 24 | $1.9B | $215.7M | ||
| Q2 24 | $1.8B | $218.4M |
| Q1 26 | $4.5B | — | ||
| Q4 25 | — | $468.0M | ||
| Q3 25 | — | $433.8M | ||
| Q2 25 | — | $463.7M | ||
| Q1 25 | — | $452.4M | ||
| Q4 24 | $4.4B | $533.1M | ||
| Q3 24 | $4.3B | $488.6M | ||
| Q2 24 | $4.3B | $471.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.74× | — | ||
| Q3 24 | 0.82× | — | ||
| Q2 24 | 0.95× | — |
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 | — | $-6.7M |
| Free Cash FlowOCF − Capex | — | $-8.9M |
| FCF MarginFCF / Revenue | — | -7.8% |
| Capex IntensityCapex / Revenue | 1.7% | 2.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $-6.7M | ||
| Q3 25 | — | $32.0M | ||
| Q2 25 | — | $-56.5M | ||
| Q1 25 | — | $41.2M | ||
| Q4 24 | $140.4M | $-41.1M | ||
| Q3 24 | $44.6M | $16.6M | ||
| Q2 24 | $32.0M | $-33.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-8.9M | ||
| Q3 25 | — | $29.8M | ||
| Q2 25 | — | $-57.8M | ||
| Q1 25 | — | $38.7M | ||
| Q4 24 | — | $-43.7M | ||
| Q3 24 | — | $15.0M | ||
| Q2 24 | — | $-35.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | -7.8% | ||
| Q3 25 | — | 22.6% | ||
| Q2 25 | — | -56.3% | ||
| Q1 25 | — | 16.0% | ||
| Q4 24 | — | -34.4% | ||
| Q3 24 | — | 10.6% | ||
| Q2 24 | — | -30.2% |
| Q1 26 | 1.7% | — | ||
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 1.7% | ||
| Q2 25 | — | 1.3% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 1.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 25.40× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 121.08× | — | ||
| Q3 24 | 3.64× | — | ||
| Q2 24 | 20.25× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AKR
| Rental | $98.6M | 96% |
| Other | $4.4M | 4% |
DLTH
| Sales Channel Directly To Consumer | $67.4M | 59% |
| Sales Channel Through Intermediary | $47.4M | 41% |
