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Side-by-side financial comparison of Broadstone Net Lease, Inc. (BNL) and OneStream, Inc. (OS). Click either name above to swap in a different company.
OneStream, Inc. is the larger business by last-quarter revenue ($163.7M vs $121.4M, roughly 1.3× Broadstone Net Lease, Inc.). Broadstone Net Lease, Inc. runs the higher net margin — 38.2% vs 0.6%, a 37.6% gap on every dollar of revenue. On growth, OneStream, Inc. posted the faster year-over-year revenue change (23.6% vs 11.7%). Over the past eight quarters, OneStream, Inc.'s revenue compounded faster (21.8% 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.
Blue Stream provides cable television, cable telephone, DVR, and up to 1 GIG Internet speed broadband services to customers in the Florida communities of Coral Springs and Weston.
BNL vs OS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $121.4M | $163.7M |
| Net Profit | $46.4M | $999.0K |
| Gross Margin | — | 69.8% |
| Operating Margin | 52.2% | -3.2% |
| Net Margin | 38.2% | 0.6% |
| Revenue YoY | 11.7% | 23.6% |
| 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 | $163.7M | ||
| Q3 25 | $114.2M | $154.3M | ||
| Q2 25 | $113.0M | $147.6M | ||
| Q1 25 | $108.7M | $136.3M | ||
| Q4 24 | $112.1M | $132.5M | ||
| Q3 24 | $108.4M | $129.1M | ||
| Q2 24 | $105.9M | $117.5M |
| Q1 26 | $46.4M | — | ||
| Q4 25 | $33.1M | $999.0K | ||
| Q3 25 | $26.5M | $-8.8M | ||
| Q2 25 | $20.2M | $-18.4M | ||
| Q1 25 | $16.7M | $-24.0M | ||
| Q4 24 | $26.4M | — | ||
| Q3 24 | $35.6M | $-171.9M | ||
| Q2 24 | $35.3M | $-7.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 69.8% | ||
| Q3 25 | — | 68.1% | ||
| Q2 25 | — | 68.6% | ||
| Q1 25 | — | 68.0% | ||
| Q4 24 | — | 66.8% | ||
| Q3 24 | — | 50.1% | ||
| Q2 24 | — | 68.5% |
| Q1 26 | 52.2% | — | ||
| Q4 25 | — | -3.2% | ||
| Q3 25 | — | -11.3% | ||
| Q2 25 | — | -21.8% | ||
| Q1 25 | — | -29.3% | ||
| Q4 24 | — | -35.8% | ||
| Q3 24 | — | -197.6% | ||
| Q2 24 | — | -9.8% |
| Q1 26 | 38.2% | — | ||
| Q4 25 | 28.0% | 0.6% | ||
| Q3 25 | 23.2% | -5.7% | ||
| Q2 25 | 17.8% | -12.5% | ||
| Q1 25 | 15.4% | -17.6% | ||
| Q4 24 | 23.5% | — | ||
| Q3 24 | 32.8% | -133.1% | ||
| Q2 24 | 33.4% | -6.7% |
| 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 | $-1.06 | ||
| Q2 24 | $0.19 | — |
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 | $693.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.0B | $504.7M |
| Total Assets | $5.8B | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $20.3M | — | ||
| Q4 25 | $30.5M | $693.6M | ||
| Q3 25 | $82.0M | $653.9M | ||
| Q2 25 | $20.8M | $652.1M | ||
| Q1 25 | $9.6M | $593.9M | ||
| Q4 24 | $14.8M | $544.2M | ||
| Q3 24 | $9.0M | $495.5M | ||
| Q2 24 | $18.3M | $140.5M |
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $1.9B | — |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.9B | $504.7M | ||
| Q3 25 | $2.9B | $472.1M | ||
| Q2 25 | $2.9B | $458.2M | ||
| Q1 25 | $2.9B | $412.9M | ||
| Q4 24 | $3.0B | $386.2M | ||
| Q3 24 | $3.0B | $458.2M | ||
| Q2 24 | $3.1B | $97.5M |
| Q1 26 | $5.8B | — | ||
| Q4 25 | $5.7B | $1.0B | ||
| Q3 25 | $5.5B | $949.4M | ||
| Q2 25 | $5.3B | $910.5M | ||
| Q1 25 | $5.2B | $867.3M | ||
| Q4 24 | $5.2B | $823.2M | ||
| Q3 24 | $5.3B | $750.1M | ||
| Q2 24 | $5.3B | $379.7M |
| Q1 26 | — | — | ||
| Q4 25 | 0.87× | — | ||
| Q3 25 | 0.82× | — | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.68× | — | ||
| Q4 24 | 0.64× | — | ||
| Q3 24 | 0.65× | — | ||
| Q2 24 | 0.62× | — |
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 | — | $25.8M |
| Free Cash FlowOCF − Capex | — | $25.6M |
| FCF MarginFCF / Revenue | — | 15.7% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | — | 25.79× |
| TTM Free Cash FlowTrailing 4 quarters | — | $95.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $299.5M | $25.8M | ||
| Q3 25 | $64.2M | $5.0M | ||
| Q2 25 | $79.3M | $29.7M | ||
| Q1 25 | $71.5M | $36.2M | ||
| Q4 24 | $276.3M | — | ||
| Q3 24 | $67.3M | $2.4M | ||
| Q2 24 | $74.2M | $8.1M |
| Q1 26 | — | — | ||
| Q4 25 | $269.8M | $25.6M | ||
| Q3 25 | $58.0M | $4.8M | ||
| Q2 25 | $76.7M | $29.4M | ||
| Q1 25 | $57.1M | $35.8M | ||
| Q4 24 | $259.5M | — | ||
| Q3 24 | $60.3M | $1.3M | ||
| Q2 24 | $74.0M | $7.7M |
| Q1 26 | — | — | ||
| Q4 25 | 228.1% | 15.7% | ||
| Q3 25 | 50.8% | 3.1% | ||
| Q2 25 | 67.9% | 19.9% | ||
| Q1 25 | 52.5% | 26.3% | ||
| Q4 24 | 231.4% | — | ||
| Q3 24 | 55.6% | 1.0% | ||
| Q2 24 | 69.9% | 6.6% |
| Q1 26 | — | — | ||
| Q4 25 | 25.1% | 0.1% | ||
| Q3 25 | 5.4% | 0.1% | ||
| Q2 25 | 2.3% | 0.2% | ||
| Q1 25 | 13.2% | 0.3% | ||
| Q4 24 | 15.0% | — | ||
| Q3 24 | 6.5% | 0.8% | ||
| Q2 24 | 0.2% | 0.3% |
| Q1 26 | — | — | ||
| Q4 25 | 9.04× | 25.79× | ||
| 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.
Revenue Breakdown by Segment
BNL
Segment breakdown not available.
OS
| Subscription And Circulation | $150.3M | 92% |
| Professional Services And Other | $9.4M | 6% |
| License | $4.0M | 2% |
