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Side-by-side financial comparison of ESSENTIAL PROPERTIES REALTY TRUST, INC. (EPRT) and Loar Holdings Inc. (LOAR). Click either name above to swap in a different company.
ESSENTIAL PROPERTIES REALTY TRUST, INC. is the larger business by last-quarter revenue ($158.8M vs $131.8M, roughly 1.2× Loar Holdings Inc.). ESSENTIAL PROPERTIES REALTY TRUST, INC. runs the higher net margin — 37.8% vs 9.5%, a 28.3% gap on every dollar of revenue. On growth, ESSENTIAL PROPERTIES REALTY TRUST, INC. posted the faster year-over-year revenue change (22.8% vs 19.3%). Over the past eight quarters, ESSENTIAL PROPERTIES REALTY TRUST, INC.'s revenue compounded faster (20.6% CAGR vs 19.8%).
Essential Properties Realty Trust is a publicly traded real estate investment trust (REIT) that acquires, owns and manages a diversified portfolio of single-tenant net-leased commercial properties across the United States. Its assets primarily cover essential service-oriented sectors including casual dining, automotive services, medical clinics, early childhood education centers and light industrial facilities, with tenants mostly holding robust long-term operating track records.
EPRT vs LOAR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $158.8M | $131.8M |
| Net Profit | $60.0M | $12.5M |
| Gross Margin | — | 52.1% |
| Operating Margin | 56.5% | 18.0% |
| Net Margin | 37.8% | 9.5% |
| Revenue YoY | 22.8% | 19.3% |
| Net Profit YoY | 6.5% | 239.5% |
| EPS (diluted) | $0.28 | $0.13 |
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 | $158.8M | — | ||
| Q4 25 | $149.9M | $131.8M | ||
| Q3 25 | $144.9M | $126.8M | ||
| Q2 25 | $137.1M | $123.1M | ||
| Q1 25 | $129.4M | $114.7M | ||
| Q4 24 | $119.7M | $110.4M | ||
| Q3 24 | $117.1M | $103.5M | ||
| Q2 24 | $109.3M | $97.0M |
| Q1 26 | $60.0M | — | ||
| Q4 25 | $68.1M | $12.5M | ||
| Q3 25 | $65.6M | $27.6M | ||
| Q2 25 | $63.2M | $16.7M | ||
| Q1 25 | $56.1M | $15.3M | ||
| Q4 24 | $55.4M | $3.7M | ||
| Q3 24 | $49.1M | $8.7M | ||
| Q2 24 | $51.5M | $7.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 52.1% | ||
| Q3 25 | — | 52.7% | ||
| Q2 25 | — | 53.8% | ||
| Q1 25 | — | 52.1% | ||
| Q4 24 | — | 48.9% | ||
| Q3 24 | — | 51.1% | ||
| Q2 24 | — | 49.0% |
| Q1 26 | 56.5% | — | ||
| Q4 25 | 65.9% | 18.0% | ||
| Q3 25 | 64.7% | 22.9% | ||
| Q2 25 | 64.1% | 22.2% | ||
| Q1 25 | 61.6% | 22.8% | ||
| Q4 24 | 66.1% | 19.2% | ||
| Q3 24 | 59.7% | 22.1% | ||
| Q2 24 | 61.1% | 22.9% |
| Q1 26 | 37.8% | — | ||
| Q4 25 | 45.4% | 9.5% | ||
| Q3 25 | 45.3% | 21.8% | ||
| Q2 25 | 46.1% | 13.6% | ||
| Q1 25 | 43.4% | 13.4% | ||
| Q4 24 | 46.3% | 3.3% | ||
| Q3 24 | 42.0% | 8.4% | ||
| Q2 24 | 47.1% | 7.9% |
| Q1 26 | $0.28 | — | ||
| Q4 25 | $0.34 | $0.13 | ||
| Q3 25 | $0.33 | $0.29 | ||
| Q2 25 | $0.32 | $0.17 | ||
| Q1 25 | $0.29 | $0.16 | ||
| Q4 24 | $0.31 | $-11023.48 | ||
| Q3 24 | $0.27 | $0.09 | ||
| Q2 24 | $0.29 | $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 | $15.2M | $84.8M |
| Total DebtLower is stronger | — | $715.7M |
| Stockholders' EquityBook value | $4.4B | $1.2B |
| Total Assets | $7.2B | $2.0B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $15.2M | — | ||
| Q4 25 | $60.2M | $84.8M | ||
| Q3 25 | $23.8M | $99.0M | ||
| Q2 25 | $20.8M | $103.3M | ||
| Q1 25 | $47.0M | $80.5M | ||
| Q4 24 | $40.7M | $54.1M | ||
| Q3 24 | $32.7M | $55.2M | ||
| Q2 24 | $23.6M | $73.2M |
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $715.7M | ||
| Q3 25 | $2.6B | $279.4M | ||
| Q2 25 | $2.3B | $277.7M | ||
| Q1 25 | $2.1B | $277.5M | ||
| Q4 24 | $2.1B | $277.3M | ||
| Q3 24 | $2.2B | $602.1M | ||
| Q2 24 | $1.9B | $250.7M |
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.2B | $1.2B | ||
| Q3 25 | $3.8B | $1.2B | ||
| Q2 25 | $3.8B | $1.1B | ||
| Q1 25 | $3.8B | $1.1B | ||
| Q4 24 | $3.6B | $1.1B | ||
| Q3 24 | $3.2B | $769.8M | ||
| Q2 24 | $3.2B | $758.4M |
| Q1 26 | $7.2B | — | ||
| Q4 25 | $6.9B | $2.0B | ||
| Q3 25 | $6.6B | $1.5B | ||
| Q2 25 | $6.3B | $1.5B | ||
| Q1 25 | $6.1B | $1.5B | ||
| Q4 24 | $5.8B | $1.5B | ||
| Q3 24 | $5.5B | $1.5B | ||
| Q2 24 | $5.3B | $1.1B |
| Q1 26 | — | — | ||
| Q4 25 | 0.60× | 0.61× | ||
| Q3 25 | 0.69× | 0.24× | ||
| Q2 25 | 0.61× | 0.25× | ||
| Q1 25 | 0.56× | 0.25× | ||
| Q4 24 | 0.60× | 0.25× | ||
| Q3 24 | 0.69× | 0.78× | ||
| Q2 24 | 0.59× | 0.33× |
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 | — | $30.4M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | 2.43× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $381.1M | $30.4M | ||
| Q3 25 | $99.0M | $29.7M | ||
| Q2 25 | $99.8M | $23.8M | ||
| Q1 25 | $77.2M | $28.4M | ||
| Q4 24 | $308.5M | $20.7M | ||
| Q3 24 | $73.5M | $16.3M | ||
| Q2 24 | $81.1M | $7.1M |
| Q1 26 | — | — | ||
| Q4 25 | 5.60× | 2.43× | ||
| Q3 25 | 1.51× | 1.08× | ||
| Q2 25 | 1.58× | 1.42× | ||
| Q1 25 | 1.38× | 1.85× | ||
| Q4 24 | 5.57× | 5.62× | ||
| Q3 24 | 1.50× | 1.89× | ||
| Q2 24 | 1.57× | 0.93× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EPRT
| Rental revenue 1,2 | $149.4M | 94% |
| Other | $8.6M | 5% |
| Other revenue | $779.0K | 0% |
LOAR
| Other | $76.8M | 58% |
| Commercial Aerospace | $21.2M | 16% |
| Business Jet And General Aviation | $17.6M | 13% |
| Defense | $16.2M | 12% |
