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Side-by-side financial comparison of Broadstone Net Lease, Inc. (BNL) and ROGERS CORP (ROG). Click either name above to swap in a different company.
ROGERS CORP is the larger business by last-quarter revenue ($200.5M vs $121.4M, roughly 1.7× Broadstone Net Lease, Inc.). Broadstone Net Lease, Inc. runs the higher net margin — 38.2% vs 2.2%, a 36.0% gap on every dollar of revenue. 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 -3.3%).
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.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
BNL vs ROG — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $121.4M | $200.5M |
| Net Profit | $46.4M | $4.5M |
| Gross Margin | — | 32.2% |
| Operating Margin | 52.2% | — |
| Net Margin | 38.2% | 2.2% |
| Revenue YoY | 11.7% | 5.2% |
| Net Profit YoY | — | 421.4% |
| EPS (diluted) | $0.24 | $0.25 |
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 | $200.5M | ||
| Q4 25 | $118.3M | $201.5M | ||
| Q3 25 | $114.2M | $216.0M | ||
| Q2 25 | $113.0M | $202.8M | ||
| Q1 25 | $108.7M | $190.5M | ||
| Q4 24 | $112.1M | $192.2M | ||
| Q3 24 | $108.4M | $210.3M | ||
| Q2 24 | $105.9M | $214.2M |
| Q1 26 | $46.4M | $4.5M | ||
| Q4 25 | $33.1M | $4.6M | ||
| Q3 25 | $26.5M | $8.6M | ||
| Q2 25 | $20.2M | $-73.6M | ||
| Q1 25 | $16.7M | $-1.4M | ||
| Q4 24 | $26.4M | $-500.0K | ||
| Q3 24 | $35.6M | $10.7M | ||
| Q2 24 | $35.3M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
| Q1 26 | 52.2% | — | ||
| Q4 25 | — | 3.5% | ||
| Q3 25 | — | 7.3% | ||
| Q2 25 | — | -33.3% | ||
| Q1 25 | — | -0.2% | ||
| Q4 24 | — | -6.6% | ||
| Q3 24 | — | 6.9% | ||
| Q2 24 | — | 5.3% |
| Q1 26 | 38.2% | 2.2% | ||
| Q4 25 | 28.0% | 2.3% | ||
| Q3 25 | 23.2% | 4.0% | ||
| Q2 25 | 17.8% | -36.3% | ||
| Q1 25 | 15.4% | -0.7% | ||
| Q4 24 | 23.5% | -0.3% | ||
| Q3 24 | 32.8% | 5.1% | ||
| Q2 24 | 33.4% | 3.8% |
| Q1 26 | $0.24 | $0.25 | ||
| Q4 25 | $0.17 | $0.20 | ||
| Q3 25 | $0.14 | $0.48 | ||
| Q2 25 | $0.10 | $-4.00 | ||
| Q1 25 | $0.09 | $-0.08 | ||
| Q4 24 | $0.13 | $-0.04 | ||
| Q3 24 | $0.19 | $0.58 | ||
| Q2 24 | $0.19 | $0.44 |
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 | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.0B | $1.2B |
| Total Assets | $5.8B | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $20.3M | $195.8M | ||
| Q4 25 | $30.5M | $197.0M | ||
| Q3 25 | $82.0M | $167.8M | ||
| Q2 25 | $20.8M | $157.2M | ||
| Q1 25 | $9.6M | $175.6M | ||
| Q4 24 | $14.8M | $159.8M | ||
| Q3 24 | $9.0M | $146.4M | ||
| Q2 24 | $18.3M | $119.9M |
| 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 | $1.2B | ||
| Q4 25 | $2.9B | $1.2B | ||
| Q3 25 | $2.9B | $1.2B | ||
| Q2 25 | $2.9B | $1.2B | ||
| Q1 25 | $2.9B | $1.3B | ||
| Q4 24 | $3.0B | $1.3B | ||
| Q3 24 | $3.0B | $1.3B | ||
| Q2 24 | $3.1B | $1.3B |
| Q1 26 | $5.8B | $1.4B | ||
| Q4 25 | $5.7B | $1.4B | ||
| Q3 25 | $5.5B | $1.4B | ||
| Q2 25 | $5.3B | $1.5B | ||
| Q1 25 | $5.2B | $1.5B | ||
| Q4 24 | $5.2B | $1.5B | ||
| Q3 24 | $5.3B | $1.5B | ||
| Q2 24 | $5.3B | $1.5B |
| 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 | — | $5.8M |
| Free Cash FlowOCF − Capex | — | $1.1M |
| FCF MarginFCF / Revenue | — | 0.5% |
| Capex IntensityCapex / Revenue | — | 2.3% |
| Cash ConversionOCF / Net Profit | — | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | — | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $299.5M | $46.9M | ||
| Q3 25 | $64.2M | $28.9M | ||
| Q2 25 | $79.3M | $13.7M | ||
| Q1 25 | $71.5M | $11.7M | ||
| Q4 24 | $276.3M | $33.7M | ||
| Q3 24 | $67.3M | $42.4M | ||
| Q2 24 | $74.2M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $269.8M | $42.2M | ||
| Q3 25 | $58.0M | $21.2M | ||
| Q2 25 | $76.7M | $5.6M | ||
| Q1 25 | $57.1M | $2.1M | ||
| Q4 24 | $259.5M | $18.3M | ||
| Q3 24 | $60.3M | $25.2M | ||
| Q2 24 | $74.0M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 228.1% | 20.9% | ||
| Q3 25 | 50.8% | 9.8% | ||
| Q2 25 | 67.9% | 2.8% | ||
| Q1 25 | 52.5% | 1.1% | ||
| Q4 24 | 231.4% | 9.5% | ||
| Q3 24 | 55.6% | 12.0% | ||
| Q2 24 | 69.9% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 25.1% | 2.3% | ||
| Q3 25 | 5.4% | 3.6% | ||
| Q2 25 | 2.3% | 4.0% | ||
| Q1 25 | 13.2% | 5.0% | ||
| Q4 24 | 15.0% | 8.0% | ||
| Q3 24 | 6.5% | 8.2% | ||
| Q2 24 | 0.2% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 9.04× | 10.20× | ||
| Q3 25 | 2.43× | 3.36× | ||
| Q2 25 | 3.93× | — | ||
| Q1 25 | 4.27× | — | ||
| Q4 24 | 10.47× | — | ||
| Q3 24 | 1.89× | 3.96× | ||
| Q2 24 | 2.10× | 2.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
