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Side-by-side financial comparison of Broadstone Net Lease, Inc. (BNL) and STONERIDGE INC (SRI). Click either name above to swap in a different company.
STONERIDGE INC is the larger business by last-quarter revenue ($205.2M vs $121.4M, roughly 1.7× Broadstone Net Lease, Inc.). On growth, Broadstone Net Lease, Inc. posted the faster year-over-year revenue change (11.7% vs -6.0%). Over the past eight quarters, Broadstone Net Lease, Inc.'s revenue compounded faster (7.1% CAGR vs -7.4%).
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.
Stoneridge Inc is a global designer and manufacturer of advanced electrical and electronic components, integrated systems, and sensor solutions. It serves automotive, commercial vehicle, off-highway, and aerospace sectors, delivering products that boost vehicle safety, efficiency, connectivity, and environmental performance across key global markets.
BNL vs SRI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $121.4M | $205.2M |
| Net Profit | $46.4M | — |
| Gross Margin | — | 16.2% |
| Operating Margin | 52.2% | -14.4% |
| Net Margin | 38.2% | — |
| Revenue YoY | 11.7% | -6.0% |
| Net Profit YoY | — | — |
| EPS (diluted) | $0.24 | $-2.76 |
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 | $205.2M | ||
| Q3 25 | $114.2M | $210.3M | ||
| Q2 25 | $113.0M | $228.0M | ||
| Q1 25 | $108.7M | $217.9M | ||
| Q4 24 | $112.1M | $218.2M | ||
| Q3 24 | $108.4M | $213.8M | ||
| Q2 24 | $105.9M | $237.1M |
| Q1 26 | $46.4M | — | ||
| Q4 25 | $33.1M | — | ||
| Q3 25 | $26.5M | $-9.4M | ||
| Q2 25 | $20.2M | $-9.4M | ||
| Q1 25 | $16.7M | $-7.2M | ||
| Q4 24 | $26.4M | — | ||
| Q3 24 | $35.6M | $-7.1M | ||
| Q2 24 | $35.3M | $2.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 16.2% | ||
| Q3 25 | — | 20.3% | ||
| Q2 25 | — | 21.5% | ||
| Q1 25 | — | 21.2% | ||
| Q4 24 | — | 19.5% | ||
| Q3 24 | — | 20.8% | ||
| Q2 24 | — | 22.7% |
| Q1 26 | 52.2% | — | ||
| Q4 25 | — | -14.4% | ||
| Q3 25 | — | -1.6% | ||
| Q2 25 | — | -1.1% | ||
| Q1 25 | — | -1.5% | ||
| Q4 24 | — | -2.0% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 1.4% |
| Q1 26 | 38.2% | — | ||
| Q4 25 | 28.0% | — | ||
| Q3 25 | 23.2% | -4.5% | ||
| Q2 25 | 17.8% | -4.1% | ||
| Q1 25 | 15.4% | -3.3% | ||
| Q4 24 | 23.5% | — | ||
| Q3 24 | 32.8% | -3.3% | ||
| Q2 24 | 33.4% | 1.2% |
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.17 | $-2.76 | ||
| Q3 25 | $0.14 | $-0.34 | ||
| Q2 25 | $0.10 | $-0.34 | ||
| Q1 25 | $0.09 | $-0.26 | ||
| Q4 24 | $0.13 | $-0.22 | ||
| Q3 24 | $0.19 | $-0.26 | ||
| Q2 24 | $0.19 | $0.10 |
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 | $66.3M |
| Total DebtLower is stronger | — | $180.9M |
| Stockholders' EquityBook value | $3.0B | $179.8M |
| Total Assets | $5.8B | $551.2M |
| Debt / EquityLower = less leverage | — | 1.01× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $20.3M | — | ||
| Q4 25 | $30.5M | $66.3M | ||
| Q3 25 | $82.0M | $54.0M | ||
| Q2 25 | $20.8M | $49.8M | ||
| Q1 25 | $9.6M | $79.1M | ||
| Q4 24 | $14.8M | $71.8M | ||
| Q3 24 | $9.0M | $54.1M | ||
| Q2 24 | $18.3M | $42.1M |
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $180.9M | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $1.9B | $201.6M | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $1.9B | — |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.9B | $179.8M | ||
| Q3 25 | $2.9B | $251.2M | ||
| Q2 25 | $2.9B | $260.5M | ||
| Q1 25 | $2.9B | $253.1M | ||
| Q4 24 | $3.0B | $245.3M | ||
| Q3 24 | $3.0B | $271.4M | ||
| Q2 24 | $3.1B | $270.5M |
| Q1 26 | $5.8B | — | ||
| Q4 25 | $5.7B | $551.2M | ||
| Q3 25 | $5.5B | $632.1M | ||
| Q2 25 | $5.3B | $639.4M | ||
| Q1 25 | $5.2B | $657.4M | ||
| Q4 24 | $5.2B | $621.6M | ||
| Q3 24 | $5.3B | $662.5M | ||
| Q2 24 | $5.3B | $666.7M |
| Q1 26 | — | — | ||
| Q4 25 | 0.87× | 1.01× | ||
| Q3 25 | 0.82× | — | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.68× | — | ||
| Q4 24 | 0.64× | 0.82× | ||
| 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 | — | $8.8M |
| Free Cash FlowOCF − Capex | — | $2.6M |
| FCF MarginFCF / Revenue | — | 1.3% |
| Capex IntensityCapex / Revenue | — | 3.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $12.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $299.5M | $8.8M | ||
| Q3 25 | $64.2M | $3.6M | ||
| Q2 25 | $79.3M | $10.7M | ||
| Q1 25 | $71.5M | $10.9M | ||
| Q4 24 | $276.3M | $19.2M | ||
| Q3 24 | $67.3M | $10.8M | ||
| Q2 24 | $74.2M | $8.7M |
| Q1 26 | — | — | ||
| Q4 25 | $269.8M | $2.6M | ||
| Q3 25 | $58.0M | $-2.7M | ||
| Q2 25 | $76.7M | $7.4M | ||
| Q1 25 | $57.1M | $4.8M | ||
| Q4 24 | $259.5M | $14.0M | ||
| Q3 24 | $60.3M | $4.6M | ||
| Q2 24 | $74.0M | $1.5M |
| Q1 26 | — | — | ||
| Q4 25 | 228.1% | 1.3% | ||
| Q3 25 | 50.8% | -1.3% | ||
| Q2 25 | 67.9% | 3.3% | ||
| Q1 25 | 52.5% | 2.2% | ||
| Q4 24 | 231.4% | 6.4% | ||
| Q3 24 | 55.6% | 2.2% | ||
| Q2 24 | 69.9% | 0.6% |
| Q1 26 | — | — | ||
| Q4 25 | 25.1% | 3.0% | ||
| Q3 25 | 5.4% | 3.0% | ||
| Q2 25 | 2.3% | 1.4% | ||
| Q1 25 | 13.2% | 2.8% | ||
| Q4 24 | 15.0% | 2.4% | ||
| Q3 24 | 6.5% | 2.9% | ||
| Q2 24 | 0.2% | 3.0% |
| 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× | — | ||
| Q2 24 | 2.10× | 3.11× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BNL
Segment breakdown not available.
SRI
| Control Devices | $51.7M | 25% |
| Electronics | $38.0M | 19% |
| EE | $34.2M | 17% |
| SE | $28.6M | 14% |
| NL | $24.5M | 12% |
| Stoneridge Brazil | $14.1M | 7% |
| Asia Pacific | $13.1M | 6% |
