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Side-by-side financial comparison of Chatham Lodging Trust (CLDT) and NETSTREIT Corp. (NTST). Click either name above to swap in a different company.
Chatham Lodging Trust is the larger business by last-quarter revenue ($67.7M vs $57.1M, roughly 1.2× NETSTREIT Corp.). NETSTREIT Corp. runs the higher net margin — 10.0% vs 6.8%, a 3.2% gap on every dollar of revenue. On growth, NETSTREIT Corp. posted the faster year-over-year revenue change (24.3% vs -9.8%). Over the past eight quarters, NETSTREIT Corp.'s revenue compounded faster (20.1% CAGR vs -0.5%).
Chatham Lodging Trust is a publicly traded real estate investment trust that invests in, owns, and operates upscale extended-stay and select-service premium hotel properties primarily across high-demand urban and suburban markets in the United States. Its portfolio targets assets with strong occupancy rates and steady cash flow from business and leisure traveler segments.
NETSTREIT Corp. is a US-headquartered real estate investment trust (REIT) that specializes in acquiring and operating a diversified portfolio of single-tenant net lease commercial properties. Its asset portfolio covers retail, industrial and office categories, primarily catering to investment-grade corporate tenants across the United States market.
CLDT vs NTST — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $67.7M | $57.1M |
| Net Profit | $4.6M | $5.7M |
| Gross Margin | — | — |
| Operating Margin | 15.9% | 34.1% |
| Net Margin | 6.8% | 10.0% |
| Revenue YoY | -9.8% | 24.3% |
| Net Profit YoY | 369.9% | 235.9% |
| EPS (diluted) | $0.05 | $0.32 |
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 | — | $57.1M | ||
| Q4 25 | $67.7M | $52.5M | ||
| Q3 25 | $78.4M | $48.3M | ||
| Q2 25 | $80.3M | $48.3M | ||
| Q1 25 | $68.6M | $45.9M | ||
| Q4 24 | $75.1M | $44.1M | ||
| Q3 24 | $87.2M | $41.4M | ||
| Q2 24 | $86.5M | $39.6M |
| Q1 26 | — | $5.7M | ||
| Q4 25 | $4.6M | $1.3M | ||
| Q3 25 | $3.5M | $618.0K | ||
| Q2 25 | $5.4M | $3.3M | ||
| Q1 25 | $1.5M | $1.7M | ||
| Q4 24 | $-1.7M | $-5.4M | ||
| Q3 24 | $4.3M | $-5.3M | ||
| Q2 24 | $6.8M | $-2.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 40.7% | — | ||
| Q3 24 | 44.7% | — | ||
| Q2 24 | 46.1% | — |
| Q1 26 | — | 34.1% | ||
| Q4 25 | 15.9% | 2.6% | ||
| Q3 25 | 12.7% | 1.3% | ||
| Q2 25 | 14.8% | 6.8% | ||
| Q1 25 | 12.1% | 3.7% | ||
| Q4 24 | 7.5% | -12.3% | ||
| Q3 24 | 14.3% | -12.8% | ||
| Q2 24 | 16.3% | -5.8% |
| Q1 26 | — | 10.0% | ||
| Q4 25 | 6.8% | 2.5% | ||
| Q3 25 | 4.5% | 1.3% | ||
| Q2 25 | 6.7% | 6.8% | ||
| Q1 25 | 2.2% | 3.7% | ||
| Q4 24 | -2.3% | -12.3% | ||
| Q3 24 | 4.9% | -12.8% | ||
| Q2 24 | 7.9% | -5.8% |
| Q1 26 | — | $0.32 | ||
| Q4 25 | $0.05 | $0.01 | ||
| Q3 25 | $0.03 | $0.01 | ||
| Q2 25 | $0.07 | $0.04 | ||
| Q1 25 | $-0.01 | $0.02 | ||
| Q4 24 | $-0.08 | $-0.07 | ||
| Q3 24 | $0.05 | $-0.07 | ||
| Q2 24 | $0.10 | $-0.03 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $24.4M | — |
| Total DebtLower is stronger | $338.9M | — |
| Stockholders' EquityBook value | $740.8M | $1.5B |
| Total Assets | $1.2B | $2.8B |
| Debt / EquityLower = less leverage | 0.46× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $24.4M | — | ||
| Q3 25 | $13.2M | — | ||
| Q2 25 | $17.2M | — | ||
| Q1 25 | $18.6M | — | ||
| Q4 24 | $20.2M | — | ||
| Q3 24 | $19.3M | — | ||
| Q2 24 | $10.6M | — |
| Q1 26 | — | — | ||
| Q4 25 | $338.9M | $1.1B | ||
| Q3 25 | $338.8M | $1.1B | ||
| Q2 25 | $351.2M | $926.6M | ||
| Q1 25 | $381.1M | $913.3M | ||
| Q4 24 | $406.9M | $868.3M | ||
| Q3 24 | — | $778.7M | ||
| Q2 24 | — | $726.2M |
| Q1 26 | — | $1.5B | ||
| Q4 25 | $740.8M | $1.4B | ||
| Q3 25 | $749.4M | $1.3B | ||
| Q2 25 | $754.1M | $1.3B | ||
| Q1 25 | $754.7M | $1.3B | ||
| Q4 24 | $758.2M | $1.3B | ||
| Q3 24 | $765.3M | $1.3B | ||
| Q2 24 | $766.5M | $1.3B |
| Q1 26 | — | $2.8B | ||
| Q4 25 | $1.2B | $2.6B | ||
| Q3 25 | $1.2B | $2.5B | ||
| Q2 25 | $1.2B | $2.3B | ||
| Q1 25 | $1.2B | $2.3B | ||
| Q4 24 | $1.3B | $2.3B | ||
| Q3 24 | $1.3B | $2.2B | ||
| Q2 24 | $1.3B | $2.1B |
| Q1 26 | — | — | ||
| Q4 25 | 0.46× | 0.76× | ||
| Q3 25 | 0.45× | 0.84× | ||
| Q2 25 | 0.47× | 0.70× | ||
| Q1 25 | 0.50× | 0.70× | ||
| Q4 24 | 0.54× | 0.65× | ||
| Q3 24 | — | 0.58× | ||
| Q2 24 | — | 0.55× |
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 | $64.1M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 13.90× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $64.1M | $109.5M | ||
| Q3 25 | $25.6M | $28.0M | ||
| Q2 25 | $22.1M | $30.6M | ||
| Q1 25 | $4.2M | $22.1M | ||
| Q4 24 | $73.8M | $90.2M | ||
| Q3 24 | $28.8M | $25.1M | ||
| Q2 24 | $25.2M | $25.4M |
| Q1 26 | — | — | ||
| Q4 25 | 13.90× | 82.46× | ||
| Q3 25 | 7.24× | 45.27× | ||
| Q2 25 | 4.10× | 9.36× | ||
| Q1 25 | 2.73× | 13.06× | ||
| Q4 24 | — | — | ||
| Q3 24 | 6.78× | — | ||
| Q2 24 | 3.68× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CLDT
| Occupancy | $61.5M | 91% |
| Hotel Other | $4.2M | 6% |
| Food And Beverage | $1.8M | 3% |
| Hotel | $1.1M | 2% |
NTST
| Rental revenue (including reimbursable) | $54.0M | 95% |
| Other | $3.0M | 5% |
