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Side-by-side financial comparison of Broadstone Net Lease, Inc. (BNL) and UNIVERSAL TECHNICAL INSTITUTE INC (UTI). Click either name above to swap in a different company.
UNIVERSAL TECHNICAL INSTITUTE INC is the larger business by last-quarter revenue ($220.8M vs $121.4M, roughly 1.8× Broadstone Net Lease, Inc.). Broadstone Net Lease, Inc. runs the higher net margin — 38.2% vs 5.8%, a 32.4% gap on every dollar of revenue. On growth, Broadstone Net Lease, Inc. posted the faster year-over-year revenue change (11.7% vs 9.6%). Over the past eight quarters, UNIVERSAL TECHNICAL INSTITUTE INC's revenue compounded faster (9.5% 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.
Universal Technical Institute, Inc. (UTI) is a private for-profit system of technical colleges in the United States. It was established in 1965 by Robert Sweet.
BNL vs UTI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $121.4M | $220.8M |
| Net Profit | $46.4M | $12.8M |
| Gross Margin | — | — |
| Operating Margin | 52.2% | 7.1% |
| Net Margin | 38.2% | 5.8% |
| Revenue YoY | 11.7% | 9.6% |
| Net Profit YoY | — | -42.1% |
| EPS (diluted) | $0.24 | $0.23 |
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 | $220.8M | ||
| Q3 25 | $114.2M | $222.4M | ||
| Q2 25 | $113.0M | $204.3M | ||
| Q1 25 | $108.7M | $207.4M | ||
| Q4 24 | $112.1M | $201.4M | ||
| Q3 24 | $108.4M | $196.4M | ||
| Q2 24 | $105.9M | $177.5M |
| Q1 26 | $46.4M | — | ||
| Q4 25 | $33.1M | $12.8M | ||
| Q3 25 | $26.5M | $18.8M | ||
| Q2 25 | $20.2M | $10.7M | ||
| Q1 25 | $16.7M | $11.4M | ||
| Q4 24 | $26.4M | $22.2M | ||
| Q3 24 | $35.6M | $18.8M | ||
| Q2 24 | $35.3M | $5.0M |
| Q1 26 | 52.2% | — | ||
| Q4 25 | — | 7.1% | ||
| Q3 25 | — | 11.2% | ||
| Q2 25 | — | 6.9% | ||
| Q1 25 | — | 8.1% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | — | 13.3% | ||
| Q2 24 | — | 4.2% |
| Q1 26 | 38.2% | — | ||
| Q4 25 | 28.0% | 5.8% | ||
| Q3 25 | 23.2% | 8.4% | ||
| Q2 25 | 17.8% | 5.2% | ||
| Q1 25 | 15.4% | 5.5% | ||
| Q4 24 | 23.5% | 11.0% | ||
| Q3 24 | 32.8% | 9.6% | ||
| Q2 24 | 33.4% | 2.8% |
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.17 | $0.23 | ||
| Q3 25 | $0.14 | $0.33 | ||
| Q2 25 | $0.10 | $0.19 | ||
| Q1 25 | $0.09 | $0.21 | ||
| Q4 24 | $0.13 | $0.40 | ||
| Q3 24 | $0.19 | $0.35 | ||
| Q2 24 | $0.19 | $0.09 |
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 | $162.8M |
| Total DebtLower is stronger | — | $101.4M |
| Stockholders' EquityBook value | $3.0B | $335.9M |
| Total Assets | $5.8B | $834.0M |
| Debt / EquityLower = less leverage | — | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $20.3M | — | ||
| Q4 25 | $30.5M | $162.8M | ||
| Q3 25 | $82.0M | $169.1M | ||
| Q2 25 | $20.8M | $70.7M | ||
| Q1 25 | $9.6M | $96.0M | ||
| Q4 24 | $14.8M | $172.0M | ||
| Q3 24 | $9.0M | $161.9M | ||
| Q2 24 | $18.3M | $115.5M |
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $101.4M | ||
| Q3 25 | $2.4B | $87.1M | ||
| Q2 25 | $2.1B | $73.8M | ||
| Q1 25 | $2.0B | $94.4M | ||
| Q4 24 | $1.9B | $120.1M | ||
| Q3 24 | $2.0B | $125.7M | ||
| Q2 24 | $1.9B | $137.3M |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.9B | $335.9M | ||
| Q3 25 | $2.9B | $328.1M | ||
| Q2 25 | $2.9B | $306.8M | ||
| Q1 25 | $2.9B | $293.9M | ||
| Q4 24 | $3.0B | $280.0M | ||
| Q3 24 | $3.0B | $260.2M | ||
| Q2 24 | $3.1B | $239.4M |
| Q1 26 | $5.8B | — | ||
| Q4 25 | $5.7B | $834.0M | ||
| Q3 25 | $5.5B | $826.1M | ||
| Q2 25 | $5.3B | $740.8M | ||
| Q1 25 | $5.2B | $720.4M | ||
| Q4 24 | $5.2B | $753.8M | ||
| Q3 24 | $5.3B | $744.6M | ||
| Q2 24 | $5.3B | $706.0M |
| Q1 26 | — | — | ||
| Q4 25 | 0.87× | 0.30× | ||
| Q3 25 | 0.82× | 0.27× | ||
| Q2 25 | 0.73× | 0.24× | ||
| Q1 25 | 0.68× | 0.32× | ||
| Q4 24 | 0.64× | 0.43× | ||
| Q3 24 | 0.65× | 0.48× | ||
| Q2 24 | 0.62× | 0.57× |
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 | — | $3.1M |
| Free Cash FlowOCF − Capex | — | $-19.2M |
| FCF MarginFCF / Revenue | — | -8.7% |
| Capex IntensityCapex / Revenue | — | 10.1% |
| Cash ConversionOCF / Net Profit | — | 0.24× |
| TTM Free Cash FlowTrailing 4 quarters | — | $16.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $299.5M | $3.1M | ||
| Q3 25 | $64.2M | $57.1M | ||
| Q2 25 | $79.3M | $18.1M | ||
| Q1 25 | $71.5M | $-789.0K | ||
| Q4 24 | $276.3M | $23.0M | ||
| Q3 24 | $67.3M | $67.5M | ||
| Q2 24 | $74.2M | $10.0M |
| Q1 26 | — | — | ||
| Q4 25 | $269.8M | $-19.2M | ||
| Q3 25 | $58.0M | $40.6M | ||
| Q2 25 | $76.7M | $6.8M | ||
| Q1 25 | $57.1M | $-11.7M | ||
| Q4 24 | $259.5M | $19.6M | ||
| Q3 24 | $60.3M | $60.0M | ||
| Q2 24 | $74.0M | $3.0M |
| Q1 26 | — | — | ||
| Q4 25 | 228.1% | -8.7% | ||
| Q3 25 | 50.8% | 18.3% | ||
| Q2 25 | 67.9% | 3.4% | ||
| Q1 25 | 52.5% | -5.7% | ||
| Q4 24 | 231.4% | 9.7% | ||
| Q3 24 | 55.6% | 30.6% | ||
| Q2 24 | 69.9% | 1.7% |
| Q1 26 | — | — | ||
| Q4 25 | 25.1% | 10.1% | ||
| Q3 25 | 5.4% | 7.4% | ||
| Q2 25 | 2.3% | 5.5% | ||
| Q1 25 | 13.2% | 5.3% | ||
| Q4 24 | 15.0% | 1.7% | ||
| Q3 24 | 6.5% | 3.8% | ||
| Q2 24 | 0.2% | 4.0% |
| Q1 26 | — | — | ||
| Q4 25 | 9.04× | 0.24× | ||
| Q3 25 | 2.43× | 3.04× | ||
| Q2 25 | 3.93× | 1.69× | ||
| Q1 25 | 4.27× | -0.07× | ||
| Q4 24 | 10.47× | 1.04× | ||
| Q3 24 | 1.89× | 3.58× | ||
| Q2 24 | 2.10× | 2.01× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BNL
Segment breakdown not available.
UTI
| UTI | $142.8M | 65% |
| Concorde | $78.0M | 35% |
