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Side-by-side financial comparison of Broadstone Net Lease, Inc. (BNL) and PAMT CORP (PAMT). Click either name above to swap in a different company.
PAMT CORP is the larger business by last-quarter revenue ($141.3M vs $121.4M, roughly 1.2× Broadstone Net Lease, Inc.). Broadstone Net Lease, Inc. runs the higher net margin — 38.2% vs -20.7%, a 58.9% gap on every dollar of revenue. On growth, Broadstone Net Lease, Inc. posted the faster year-over-year revenue change (11.7% vs -15.1%). Over the past eight quarters, Broadstone Net Lease, Inc.'s revenue compounded faster (7.1% CAGR vs -12.0%).
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.
BNL vs PAMT — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $121.4M | $141.3M |
| Net Profit | $46.4M | $-29.3M |
| Gross Margin | — | — |
| Operating Margin | 52.2% | -27.0% |
| Net Margin | 38.2% | -20.7% |
| Revenue YoY | 11.7% | -15.1% |
| Net Profit YoY | — | 7.4% |
| EPS (diluted) | $0.24 | $-1.38 |
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 | $141.3M | ||
| Q3 25 | $114.2M | $150.3M | ||
| Q2 25 | $113.0M | $151.1M | ||
| Q1 25 | $108.7M | $155.3M | ||
| Q4 24 | $112.1M | $166.5M | ||
| Q3 24 | $108.4M | $182.6M | ||
| Q2 24 | $105.9M | $182.9M |
| Q1 26 | $46.4M | — | ||
| Q4 25 | $33.1M | $-29.3M | ||
| Q3 25 | $26.5M | $-5.6M | ||
| Q2 25 | $20.2M | $-9.6M | ||
| Q1 25 | $16.7M | $-8.1M | ||
| Q4 24 | $26.4M | $-31.6M | ||
| Q3 24 | $35.6M | $2.4M | ||
| Q2 24 | $35.3M | $-2.9M |
| Q1 26 | 52.2% | — | ||
| Q4 25 | — | -27.0% | ||
| Q3 25 | — | -3.8% | ||
| Q2 25 | — | -7.3% | ||
| Q1 25 | — | -5.9% | ||
| Q4 24 | — | -22.6% | ||
| Q3 24 | — | 1.3% | ||
| Q2 24 | — | -0.4% |
| Q1 26 | 38.2% | — | ||
| Q4 25 | 28.0% | -20.7% | ||
| Q3 25 | 23.2% | -3.7% | ||
| Q2 25 | 17.8% | -6.4% | ||
| Q1 25 | 15.4% | -5.2% | ||
| Q4 24 | 23.5% | -19.0% | ||
| Q3 24 | 32.8% | 1.3% | ||
| Q2 24 | 33.4% | -1.6% |
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.17 | $-1.38 | ||
| Q3 25 | $0.14 | $-0.27 | ||
| Q2 25 | $0.10 | $-0.46 | ||
| Q1 25 | $0.09 | $-0.37 | ||
| Q4 24 | $0.13 | $-1.44 | ||
| Q3 24 | $0.19 | $0.11 | ||
| Q2 24 | $0.19 | $-0.13 |
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 | $83.7M |
| Total DebtLower is stronger | — | $333.9M |
| Stockholders' EquityBook value | $3.0B | $210.5M |
| Total Assets | $5.8B | $697.9M |
| Debt / EquityLower = less leverage | — | 1.59× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $20.3M | — | ||
| Q4 25 | $30.5M | $83.7M | ||
| Q3 25 | $82.0M | $115.6M | ||
| Q2 25 | $20.8M | $117.3M | ||
| Q1 25 | $9.6M | $102.7M | ||
| Q4 24 | $14.8M | $110.7M | ||
| Q3 24 | $9.0M | $92.3M | ||
| Q2 24 | $18.3M | $114.0M |
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $333.9M | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $1.9B | $325.6M | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $1.9B | — |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.9B | $210.5M | ||
| Q3 25 | $2.9B | $239.5M | ||
| Q2 25 | $2.9B | $244.9M | ||
| Q1 25 | $2.9B | $269.6M | ||
| Q4 24 | $3.0B | $277.5M | ||
| Q3 24 | $3.0B | $308.9M | ||
| Q2 24 | $3.1B | $306.7M |
| Q1 26 | $5.8B | — | ||
| Q4 25 | $5.7B | $697.9M | ||
| Q3 25 | $5.5B | $715.2M | ||
| Q2 25 | $5.3B | $707.9M | ||
| Q1 25 | $5.2B | $712.6M | ||
| Q4 24 | $5.2B | $741.7M | ||
| Q3 24 | $5.3B | $756.7M | ||
| Q2 24 | $5.3B | $733.5M |
| Q1 26 | — | — | ||
| Q4 25 | 0.87× | 1.59× | ||
| Q3 25 | 0.82× | — | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.68× | — | ||
| Q4 24 | 0.64× | 1.17× | ||
| 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 | — | $-5.8M |
| Free Cash FlowOCF − Capex | — | $-25.0M |
| FCF MarginFCF / Revenue | — | -17.7% |
| Capex IntensityCapex / Revenue | — | 13.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-23.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $299.5M | $-5.8M | ||
| Q3 25 | $64.2M | $5.9M | ||
| Q2 25 | $79.3M | $12.2M | ||
| Q1 25 | $71.5M | $5.0M | ||
| Q4 24 | $276.3M | $15.2M | ||
| Q3 24 | $67.3M | $15.5M | ||
| Q2 24 | $74.2M | $18.7M |
| Q1 26 | — | — | ||
| Q4 25 | $269.8M | $-25.0M | ||
| Q3 25 | $58.0M | $2.5M | ||
| Q2 25 | $76.7M | $5.9M | ||
| Q1 25 | $57.1M | $-6.8M | ||
| Q4 24 | $259.5M | $-39.9M | ||
| Q3 24 | $60.3M | $-33.6M | ||
| Q2 24 | $74.0M | $4.1M |
| Q1 26 | — | — | ||
| Q4 25 | 228.1% | -17.7% | ||
| Q3 25 | 50.8% | 1.7% | ||
| Q2 25 | 67.9% | 3.9% | ||
| Q1 25 | 52.5% | -4.4% | ||
| Q4 24 | 231.4% | -24.0% | ||
| Q3 24 | 55.6% | -18.4% | ||
| Q2 24 | 69.9% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | 25.1% | 13.6% | ||
| Q3 25 | 5.4% | 2.3% | ||
| Q2 25 | 2.3% | 4.2% | ||
| Q1 25 | 13.2% | 7.6% | ||
| Q4 24 | 15.0% | 33.1% | ||
| Q3 24 | 6.5% | 26.9% | ||
| Q2 24 | 0.2% | 8.0% |
| 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× | 6.44× | ||
| 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.
PAMT
| Freight Transportation Service | $123.1M | 87% |
| Fuel Surcharge | $18.2M | 13% |
