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Side-by-side financial comparison of Broadstone Net Lease, Inc. (BNL) and Commercial Vehicle Group, Inc. (CVGI). Click either name above to swap in a different company.
Commercial Vehicle Group, Inc. is the larger business by last-quarter revenue ($154.8M vs $121.4M, roughly 1.3× Broadstone Net Lease, Inc.). On growth, Broadstone Net Lease, Inc. posted the faster year-over-year revenue change (11.7% vs -5.2%). Over the past eight quarters, Broadstone Net Lease, Inc.'s revenue compounded faster (7.1% CAGR vs -10.8%).
Broadstone Net Lease, Inc. is a real estate investment trust (REIT) that acquires, owns, and manages a diversified portfolio of single-tenant commercial real estate assets across the United States. Its portfolio covers key segments including industrial facilities, healthcare properties, retail locations, and office spaces, all leased to tenants under long-term net lease agreements.
WABCO Holdings, Inc. was a U.S.-based provider of electronic braking, stability, suspension and transmission automation systems for heavy-duty commercial vehicles. In 2007, the Vehicle Control Systems was spun off as WABCO Holdings Inc., an American provider of electronic braking, stability, suspension and transmission automation systems for heavy-duty commercial vehicles. Their products are present in many commercial vehicles such as trucks, buses, trailers and off-highway vehicles but they ...
BNL vs CVGI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $121.4M | $154.8M |
| Net Profit | $46.4M | — |
| Gross Margin | — | 9.7% |
| Operating Margin | 52.2% | -1.2% |
| Net Margin | 38.2% | — |
| Revenue YoY | 11.7% | -5.2% |
| Net Profit YoY | — | — |
| EPS (diluted) | $0.24 | — |
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 | $121.4M | — | ||
| Q4 25 | $118.3M | $154.8M | ||
| Q3 25 | $114.2M | $152.5M | ||
| Q2 25 | $113.0M | $172.0M | ||
| Q1 25 | $108.7M | $169.8M | ||
| Q4 24 | $112.1M | $163.3M | ||
| Q3 24 | $108.4M | $171.8M | ||
| Q2 24 | $105.9M | $193.7M |
| Q1 26 | $46.4M | — | ||
| Q4 25 | $33.1M | — | ||
| Q3 25 | $26.5M | $-7.1M | ||
| Q2 25 | $20.2M | $-4.8M | ||
| Q1 25 | $16.7M | $-4.3M | ||
| Q4 24 | $26.4M | — | ||
| Q3 24 | $35.6M | $9.5M | ||
| Q2 24 | $35.3M | $-1.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 9.7% | ||
| Q3 25 | — | 10.5% | ||
| Q2 25 | — | 11.4% | ||
| Q1 25 | — | 10.5% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 9.6% | ||
| Q2 24 | — | 10.6% |
| Q1 26 | 52.2% | — | ||
| Q4 25 | — | -1.2% | ||
| Q3 25 | — | -0.7% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | -3.2% | ||
| Q3 24 | — | -0.6% | ||
| Q2 24 | — | 0.5% |
| Q1 26 | 38.2% | — | ||
| Q4 25 | 28.0% | — | ||
| Q3 25 | 23.2% | -4.6% | ||
| Q2 25 | 17.8% | -2.8% | ||
| Q1 25 | 15.4% | -2.5% | ||
| Q4 24 | 23.5% | — | ||
| Q3 24 | 32.8% | 5.5% | ||
| Q2 24 | 33.4% | -0.8% |
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.17 | — | ||
| Q3 25 | $0.14 | — | ||
| Q2 25 | $0.10 | — | ||
| Q1 25 | $0.09 | — | ||
| Q4 24 | $0.13 | — | ||
| Q3 24 | $0.19 | — | ||
| Q2 24 | $0.19 | $-0.05 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $20.3M | — |
| Total DebtLower is stronger | — | $104.9M |
| Stockholders' EquityBook value | $3.0B | $133.4M |
| Total Assets | $5.8B | $391.7M |
| Debt / EquityLower = less leverage | — | 0.79× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $20.3M | — | ||
| Q4 25 | $30.5M | — | ||
| Q3 25 | $82.0M | — | ||
| Q2 25 | $20.8M | — | ||
| Q1 25 | $9.6M | — | ||
| Q4 24 | $14.8M | — | ||
| Q3 24 | $9.0M | — | ||
| Q2 24 | $18.3M | — |
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $104.9M | ||
| Q3 25 | $2.4B | $108.2M | ||
| Q2 25 | $2.1B | $118.2M | ||
| Q1 25 | $2.0B | $117.4M | ||
| Q4 24 | $1.9B | $135.5M | ||
| Q3 24 | $2.0B | $128.8M | ||
| Q2 24 | $1.9B | $142.0M |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.9B | $133.4M | ||
| Q3 25 | $2.9B | $136.5M | ||
| Q2 25 | $2.9B | $142.6M | ||
| Q1 25 | $2.9B | $136.7M | ||
| Q4 24 | $3.0B | $135.6M | ||
| Q3 24 | $3.0B | $179.3M | ||
| Q2 24 | $3.1B | $169.6M |
| Q1 26 | $5.8B | — | ||
| Q4 25 | $5.7B | $391.7M | ||
| Q3 25 | $5.5B | $400.3M | ||
| Q2 25 | $5.3B | $429.8M | ||
| Q1 25 | $5.2B | $419.8M | ||
| Q4 24 | $5.2B | $424.6M | ||
| Q3 24 | $5.3B | $495.3M | ||
| Q2 24 | $5.3B | $503.2M |
| Q1 26 | — | — | ||
| Q4 25 | 0.87× | 0.79× | ||
| Q3 25 | 0.82× | 0.79× | ||
| Q2 25 | 0.73× | 0.83× | ||
| Q1 25 | 0.68× | 0.86× | ||
| Q4 24 | 0.64× | 1.00× | ||
| Q3 24 | 0.65× | 0.72× | ||
| Q2 24 | 0.62× | 0.84× |
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 | — | $12.3M |
| Free Cash FlowOCF − Capex | — | $8.7M |
| FCF MarginFCF / Revenue | — | 5.6% |
| Capex IntensityCapex / Revenue | — | 2.3% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $34.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $299.5M | $12.3M | ||
| Q3 25 | $64.2M | $-1.7M | ||
| Q2 25 | $79.3M | $18.9M | ||
| Q1 25 | $71.5M | $15.2M | ||
| Q4 24 | $276.3M | $-26.6M | ||
| Q3 24 | $67.3M | $-17.1M | ||
| Q2 24 | $74.2M | $12.6M |
| Q1 26 | — | — | ||
| Q4 25 | $269.8M | $8.7M | ||
| Q3 25 | $58.0M | $-3.5M | ||
| Q2 25 | $76.7M | $17.4M | ||
| Q1 25 | $57.1M | $11.4M | ||
| Q4 24 | $259.5M | $-30.6M | ||
| Q3 24 | $60.3M | $-20.3M | ||
| Q2 24 | $74.0M | $6.4M |
| Q1 26 | — | — | ||
| Q4 25 | 228.1% | 5.6% | ||
| Q3 25 | 50.8% | -2.3% | ||
| Q2 25 | 67.9% | 10.1% | ||
| Q1 25 | 52.5% | 6.7% | ||
| Q4 24 | 231.4% | -18.7% | ||
| Q3 24 | 55.6% | -11.8% | ||
| Q2 24 | 69.9% | 3.3% |
| Q1 26 | — | — | ||
| Q4 25 | 25.1% | 2.3% | ||
| Q3 25 | 5.4% | 1.2% | ||
| Q2 25 | 2.3% | 0.9% | ||
| Q1 25 | 13.2% | 2.2% | ||
| Q4 24 | 15.0% | 2.4% | ||
| Q3 24 | 6.5% | 1.9% | ||
| Q2 24 | 0.2% | 3.2% |
| Q1 26 | — | — | ||
| Q4 25 | 9.04× | — | ||
| Q3 25 | 2.43× | — | ||
| Q2 25 | 3.93× | — | ||
| Q1 25 | 4.27× | — | ||
| Q4 24 | 10.47× | — | ||
| Q3 24 | 1.89× | -1.79× | ||
| Q2 24 | 2.10× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BNL
Segment breakdown not available.
CVGI
| Global Seating | $70.7M | 46% |
| Global Electrical Systems | $49.7M | 32% |
| Trim Systems And Components | $34.4M | 22% |
