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Side-by-side financial comparison of Broadstone Net Lease, Inc. (BNL) and STURM RUGER & CO INC (RGR). Click either name above to swap in a different company.
STURM RUGER & CO INC is the larger business by last-quarter revenue ($151.1M vs $121.4M, roughly 1.2× Broadstone Net Lease, Inc.). On growth, Broadstone Net Lease, Inc. posted the faster year-over-year revenue change (11.7% vs 3.6%). Over the past eight quarters, Broadstone Net Lease, Inc.'s revenue compounded faster (7.1% CAGR vs 5.1%).
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.
Sturm, Ruger & Company, Inc., better known by the shortened name Ruger, is an American firearm manufacturing company based in Southport, Connecticut, with production facilities also in Newport, New Hampshire; Mayodan, North Carolina; and Prescott, Arizona. The company was founded in 1949 by Alexander McCormick Sturm and William B. Ruger and has been publicly traded since 1969.
BNL vs RGR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $121.4M | $151.1M |
| Net Profit | $46.4M | — |
| Gross Margin | — | 17.8% |
| Operating Margin | 52.2% | 2.3% |
| Net Margin | 38.2% | — |
| Revenue YoY | 11.7% | 3.6% |
| Net Profit YoY | — | — |
| EPS (diluted) | $0.24 | $0.22 |
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 | $151.1M | ||
| Q3 25 | $114.2M | $126.8M | ||
| Q2 25 | $113.0M | $132.5M | ||
| Q1 25 | $108.7M | $135.7M | ||
| Q4 24 | $112.1M | $145.8M | ||
| Q3 24 | $108.4M | $122.3M | ||
| Q2 24 | $105.9M | $130.8M |
| Q1 26 | $46.4M | — | ||
| Q4 25 | $33.1M | — | ||
| Q3 25 | $26.5M | $1.6M | ||
| Q2 25 | $20.2M | $-17.2M | ||
| Q1 25 | $16.7M | $7.8M | ||
| Q4 24 | $26.4M | — | ||
| Q3 24 | $35.6M | $4.7M | ||
| Q2 24 | $35.3M | $8.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | 17.8% | ||
| Q3 25 | — | 15.1% | ||
| Q2 25 | — | 3.9% | ||
| Q1 25 | — | 22.0% | ||
| Q4 24 | — | 22.8% | ||
| Q3 24 | — | 18.5% | ||
| Q2 24 | — | 22.3% |
| Q1 26 | 52.2% | — | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | -2.7% | ||
| Q2 25 | — | -15.6% | ||
| Q1 25 | — | 6.2% | ||
| Q4 24 | — | 7.8% | ||
| Q3 24 | — | 3.1% | ||
| Q2 24 | — | 6.9% |
| Q1 26 | 38.2% | — | ||
| Q4 25 | 28.0% | — | ||
| Q3 25 | 23.2% | 1.2% | ||
| Q2 25 | 17.8% | -13.0% | ||
| Q1 25 | 15.4% | 5.7% | ||
| Q4 24 | 23.5% | — | ||
| Q3 24 | 32.8% | 3.9% | ||
| Q2 24 | 33.4% | 6.3% |
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.17 | $0.22 | ||
| Q3 25 | $0.14 | $0.10 | ||
| Q2 25 | $0.10 | $-1.05 | ||
| Q1 25 | $0.09 | $0.46 | ||
| Q4 24 | $0.13 | $0.62 | ||
| Q3 24 | $0.19 | $0.28 | ||
| Q2 24 | $0.19 | $0.47 |
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 | $92.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.0B | $283.8M |
| Total Assets | $5.8B | $342.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $20.3M | — | ||
| Q4 25 | $30.5M | $92.5M | ||
| Q3 25 | $82.0M | $80.8M | ||
| Q2 25 | $20.8M | $101.4M | ||
| Q1 25 | $9.6M | $108.3M | ||
| Q4 24 | $14.8M | $105.5M | ||
| Q3 24 | $9.0M | $96.0M | ||
| Q2 24 | $18.3M | $105.6M |
| 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 | $283.8M | ||
| Q3 25 | $2.9B | $279.6M | ||
| Q2 25 | $2.9B | $289.3M | ||
| Q1 25 | $2.9B | $321.5M | ||
| Q4 24 | $3.0B | $319.6M | ||
| Q3 24 | $3.0B | $314.9M | ||
| Q2 24 | $3.1B | $321.5M |
| Q1 26 | $5.8B | — | ||
| Q4 25 | $5.7B | $342.0M | ||
| Q3 25 | $5.5B | $342.3M | ||
| Q2 25 | $5.3B | $349.5M | ||
| Q1 25 | $5.2B | $379.0M | ||
| Q4 24 | $5.2B | $384.0M | ||
| Q3 24 | $5.3B | $373.5M | ||
| Q2 24 | $5.3B | $376.7M |
| 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 | — | $15.5M |
| Free Cash FlowOCF − Capex | — | $12.3M |
| FCF MarginFCF / Revenue | — | 8.2% |
| Capex IntensityCapex / Revenue | — | 2.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $38.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $299.5M | $15.5M | ||
| Q3 25 | $64.2M | $12.9M | ||
| Q2 25 | $79.3M | $14.7M | ||
| Q1 25 | $71.5M | $11.1M | ||
| Q4 24 | $276.3M | $20.0M | ||
| Q3 24 | $67.3M | $9.4M | ||
| Q2 24 | $74.2M | $18.7M |
| Q1 26 | — | — | ||
| Q4 25 | $269.8M | $12.3M | ||
| Q3 25 | $58.0M | $7.0M | ||
| Q2 25 | $76.7M | $9.1M | ||
| Q1 25 | $57.1M | $10.0M | ||
| Q4 24 | $259.5M | $16.4M | ||
| Q3 24 | $60.3M | $2.6M | ||
| Q2 24 | $74.0M | $10.1M |
| Q1 26 | — | — | ||
| Q4 25 | 228.1% | 8.2% | ||
| Q3 25 | 50.8% | 5.5% | ||
| Q2 25 | 67.9% | 6.9% | ||
| Q1 25 | 52.5% | 7.4% | ||
| Q4 24 | 231.4% | 11.2% | ||
| Q3 24 | 55.6% | 2.1% | ||
| Q2 24 | 69.9% | 7.7% |
| Q1 26 | — | — | ||
| Q4 25 | 25.1% | 2.1% | ||
| Q3 25 | 5.4% | 4.6% | ||
| Q2 25 | 2.3% | 4.2% | ||
| Q1 25 | 13.2% | 0.8% | ||
| Q4 24 | 15.0% | 2.5% | ||
| Q3 24 | 6.5% | 5.5% | ||
| Q2 24 | 0.2% | 6.6% |
| Q1 26 | — | — | ||
| Q4 25 | 9.04× | — | ||
| Q3 25 | 2.43× | 8.15× | ||
| Q2 25 | 3.93× | — | ||
| Q1 25 | 4.27× | 1.43× | ||
| Q4 24 | 10.47× | — | ||
| Q3 24 | 1.89× | 1.98× | ||
| Q2 24 | 2.10× | 2.27× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BNL
Segment breakdown not available.
RGR
| Firearms | $150.6M | 100% |
| Castings | $7.3M | 5% |
