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Side-by-side financial comparison of Broadstone Net Lease, Inc. (BNL) and ORTHOPEDIATRICS CORP (KIDS). Click either name above to swap in a different company.
Broadstone Net Lease, Inc. is the larger business by last-quarter revenue ($121.4M vs $61.6M, roughly 2.0× ORTHOPEDIATRICS CORP). Broadstone Net Lease, Inc. runs the higher net margin — 38.2% vs -16.4%, a 54.6% gap on every dollar of revenue. On growth, ORTHOPEDIATRICS CORP posted the faster year-over-year revenue change (17.0% vs 11.7%). Over the past eight quarters, ORTHOPEDIATRICS CORP's revenue compounded faster (17.4% CAGR vs 7.1%).
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.
OrthoPediatrics is an American bio-science company engaged in designing, developing, manufacturing, and distributing orthopedic implants and instruments for pediatric issues. It is based in Warsaw, Indiana.
BNL vs KIDS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $121.4M | $61.6M |
| Net Profit | $46.4M | $-10.1M |
| Gross Margin | — | 73.2% |
| Operating Margin | 52.2% | -13.3% |
| Net Margin | 38.2% | -16.4% |
| Revenue YoY | 11.7% | 17.0% |
| Net Profit YoY | — | 37.1% |
| EPS (diluted) | $0.24 | $-0.43 |
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 | $61.6M | ||
| Q3 25 | $114.2M | $61.3M | ||
| Q2 25 | $113.0M | $61.1M | ||
| Q1 25 | $108.7M | $52.4M | ||
| Q4 24 | $112.1M | $52.7M | ||
| Q3 24 | $108.4M | $54.6M | ||
| Q2 24 | $105.9M | $52.8M |
| Q1 26 | $46.4M | — | ||
| Q4 25 | $33.1M | $-10.1M | ||
| Q3 25 | $26.5M | $-11.8M | ||
| Q2 25 | $20.2M | $-7.1M | ||
| Q1 25 | $16.7M | $-10.7M | ||
| Q4 24 | $26.4M | $-16.1M | ||
| Q3 24 | $35.6M | $-7.9M | ||
| Q2 24 | $35.3M | $-6.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 73.2% | ||
| Q3 25 | — | 73.9% | ||
| Q2 25 | — | 72.1% | ||
| Q1 25 | — | 73.0% | ||
| Q4 24 | — | 67.5% | ||
| Q3 24 | — | 73.4% | ||
| Q2 24 | — | 77.3% |
| Q1 26 | 52.2% | — | ||
| Q4 25 | — | -13.3% | ||
| Q3 25 | — | -15.4% | ||
| Q2 25 | — | -17.4% | ||
| Q1 25 | — | -21.0% | ||
| Q4 24 | — | -26.7% | ||
| Q3 24 | — | -10.2% | ||
| Q2 24 | — | -10.7% |
| Q1 26 | 38.2% | — | ||
| Q4 25 | 28.0% | -16.4% | ||
| Q3 25 | 23.2% | -19.2% | ||
| Q2 25 | 17.8% | -11.6% | ||
| Q1 25 | 15.4% | -20.3% | ||
| Q4 24 | 23.5% | -30.5% | ||
| Q3 24 | 32.8% | -14.5% | ||
| Q2 24 | 33.4% | -11.4% |
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.17 | $-0.43 | ||
| Q3 25 | $0.14 | $-0.50 | ||
| Q2 25 | $0.10 | $-0.30 | ||
| Q1 25 | $0.09 | $-0.46 | ||
| Q4 24 | $0.13 | $-0.70 | ||
| Q3 24 | $0.19 | $-0.34 | ||
| Q2 24 | $0.19 | $-0.26 |
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 | $60.9M |
| Total DebtLower is stronger | — | $106.0M |
| Stockholders' EquityBook value | $3.0B | $346.6M |
| Total Assets | $5.8B | $508.6M |
| Debt / EquityLower = less leverage | — | 0.31× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $20.3M | — | ||
| Q4 25 | $30.5M | $60.9M | ||
| Q3 25 | $82.0M | $57.7M | ||
| Q2 25 | $20.8M | $70.1M | ||
| Q1 25 | $9.6M | $58.8M | ||
| Q4 24 | $14.8M | $68.8M | ||
| Q3 24 | $9.0M | $76.1M | ||
| Q2 24 | $18.3M | $28.9M |
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $106.0M | ||
| Q3 25 | $2.4B | $105.3M | ||
| Q2 25 | $2.1B | $102.7M | ||
| Q1 25 | $2.0B | $77.4M | ||
| Q4 24 | $1.9B | $77.5M | ||
| Q3 24 | $2.0B | $76.9M | ||
| Q2 24 | $1.9B | $11.2M |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.9B | $346.6M | ||
| Q3 25 | $2.9B | $349.3M | ||
| Q2 25 | $2.9B | $355.5M | ||
| Q1 25 | $2.9B | $347.1M | ||
| Q4 24 | $3.0B | $354.6M | ||
| Q3 24 | $3.0B | $370.9M | ||
| Q2 24 | $3.1B | $371.3M |
| Q1 26 | $5.8B | — | ||
| Q4 25 | $5.7B | $508.6M | ||
| Q3 25 | $5.5B | $493.5M | ||
| Q2 25 | $5.3B | $503.6M | ||
| Q1 25 | $5.2B | $470.3M | ||
| Q4 24 | $5.2B | $473.2M | ||
| Q3 24 | $5.3B | $489.3M | ||
| Q2 24 | $5.3B | $430.8M |
| Q1 26 | — | — | ||
| Q4 25 | 0.87× | 0.31× | ||
| Q3 25 | 0.82× | 0.30× | ||
| Q2 25 | 0.73× | 0.29× | ||
| Q1 25 | 0.68× | 0.22× | ||
| Q4 24 | 0.64× | 0.22× | ||
| Q3 24 | 0.65× | 0.21× | ||
| Q2 24 | 0.62× | 0.03× |
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 | — | $10.3M |
| Free Cash FlowOCF − Capex | — | $9.7M |
| FCF MarginFCF / Revenue | — | 15.8% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-16.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $299.5M | $10.3M | ||
| Q3 25 | $64.2M | $-581.0K | ||
| Q2 25 | $79.3M | $-10.5M | ||
| Q1 25 | $71.5M | $-4.2M | ||
| Q4 24 | $276.3M | $-4.0M | ||
| Q3 24 | $67.3M | $-10.3M | ||
| Q2 24 | $74.2M | $-6.1M |
| Q1 26 | — | — | ||
| Q4 25 | $269.8M | $9.7M | ||
| Q3 25 | $58.0M | $-3.4M | ||
| Q2 25 | $76.7M | $-13.9M | ||
| Q1 25 | $57.1M | $-8.4M | ||
| Q4 24 | $259.5M | $-4.2M | ||
| Q3 24 | $60.3M | $-11.7M | ||
| Q2 24 | $74.0M | $-12.8M |
| Q1 26 | — | — | ||
| Q4 25 | 228.1% | 15.8% | ||
| Q3 25 | 50.8% | -5.6% | ||
| Q2 25 | 67.9% | -22.8% | ||
| Q1 25 | 52.5% | -16.0% | ||
| Q4 24 | 231.4% | -8.1% | ||
| Q3 24 | 55.6% | -21.4% | ||
| Q2 24 | 69.9% | -24.2% |
| Q1 26 | — | — | ||
| Q4 25 | 25.1% | 1.0% | ||
| Q3 25 | 5.4% | 4.6% | ||
| Q2 25 | 2.3% | 5.6% | ||
| Q1 25 | 13.2% | 8.1% | ||
| Q4 24 | 15.0% | 0.5% | ||
| Q3 24 | 6.5% | 2.5% | ||
| Q2 24 | 0.2% | 12.7% |
| 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× | — | ||
| Q2 24 | 2.10× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
