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Side-by-side financial comparison of ESSENTIAL PROPERTIES REALTY TRUST, INC. (EPRT) 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 $158.8M, roughly 1.3× ESSENTIAL PROPERTIES REALTY TRUST, INC.). ESSENTIAL PROPERTIES REALTY TRUST, INC. runs the higher net margin — 37.8% vs 2.2%, a 35.5% gap on every dollar of revenue. On growth, ESSENTIAL PROPERTIES REALTY TRUST, INC. posted the faster year-over-year revenue change (22.8% vs 5.2%). Over the past eight quarters, ESSENTIAL PROPERTIES REALTY TRUST, INC.'s revenue compounded faster (20.6% CAGR vs -3.3%).
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.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
EPRT vs ROG — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $158.8M | $200.5M |
| Net Profit | $60.0M | $4.5M |
| Gross Margin | — | 32.2% |
| Operating Margin | 56.5% | — |
| Net Margin | 37.8% | 2.2% |
| Revenue YoY | 22.8% | 5.2% |
| Net Profit YoY | 6.5% | 421.4% |
| EPS (diluted) | $0.28 | $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 | $158.8M | $200.5M | ||
| Q4 25 | $149.9M | $201.5M | ||
| Q3 25 | $144.9M | $216.0M | ||
| Q2 25 | $137.1M | $202.8M | ||
| Q1 25 | $129.4M | $190.5M | ||
| Q4 24 | $119.7M | $192.2M | ||
| Q3 24 | $117.1M | $210.3M | ||
| Q2 24 | $109.3M | $214.2M |
| Q1 26 | $60.0M | $4.5M | ||
| Q4 25 | $68.1M | $4.6M | ||
| Q3 25 | $65.6M | $8.6M | ||
| Q2 25 | $63.2M | $-73.6M | ||
| Q1 25 | $56.1M | $-1.4M | ||
| Q4 24 | $55.4M | $-500.0K | ||
| Q3 24 | $49.1M | $10.7M | ||
| Q2 24 | $51.5M | $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 | 56.5% | — | ||
| Q4 25 | 65.9% | 3.5% | ||
| Q3 25 | 64.7% | 7.3% | ||
| Q2 25 | 64.1% | -33.3% | ||
| Q1 25 | 61.6% | -0.2% | ||
| Q4 24 | 66.1% | -6.6% | ||
| Q3 24 | 59.7% | 6.9% | ||
| Q2 24 | 61.1% | 5.3% |
| Q1 26 | 37.8% | 2.2% | ||
| Q4 25 | 45.4% | 2.3% | ||
| Q3 25 | 45.3% | 4.0% | ||
| Q2 25 | 46.1% | -36.3% | ||
| Q1 25 | 43.4% | -0.7% | ||
| Q4 24 | 46.3% | -0.3% | ||
| Q3 24 | 42.0% | 5.1% | ||
| Q2 24 | 47.1% | 3.8% |
| Q1 26 | $0.28 | $0.25 | ||
| Q4 25 | $0.34 | $0.20 | ||
| Q3 25 | $0.33 | $0.48 | ||
| Q2 25 | $0.32 | $-4.00 | ||
| Q1 25 | $0.29 | $-0.08 | ||
| Q4 24 | $0.31 | $-0.04 | ||
| Q3 24 | $0.27 | $0.58 | ||
| Q2 24 | $0.29 | $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 | $15.2M | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $4.4B | $1.2B |
| Total Assets | $7.2B | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $15.2M | $195.8M | ||
| Q4 25 | $60.2M | $197.0M | ||
| Q3 25 | $23.8M | $167.8M | ||
| Q2 25 | $20.8M | $157.2M | ||
| Q1 25 | $47.0M | $175.6M | ||
| Q4 24 | $40.7M | $159.8M | ||
| Q3 24 | $32.7M | $146.4M | ||
| Q2 24 | $23.6M | $119.9M |
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $1.9B | — |
| Q1 26 | $4.4B | $1.2B | ||
| Q4 25 | $4.2B | $1.2B | ||
| Q3 25 | $3.8B | $1.2B | ||
| Q2 25 | $3.8B | $1.2B | ||
| Q1 25 | $3.8B | $1.3B | ||
| Q4 24 | $3.6B | $1.3B | ||
| Q3 24 | $3.2B | $1.3B | ||
| Q2 24 | $3.2B | $1.3B |
| Q1 26 | $7.2B | $1.4B | ||
| Q4 25 | $6.9B | $1.4B | ||
| Q3 25 | $6.6B | $1.4B | ||
| 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 | $1.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.60× | — | ||
| Q3 25 | 0.69× | — | ||
| Q2 25 | 0.61× | — | ||
| Q1 25 | 0.56× | — | ||
| Q4 24 | 0.60× | — | ||
| Q3 24 | 0.69× | — | ||
| Q2 24 | 0.59× | — |
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 | $381.1M | $46.9M | ||
| Q3 25 | $99.0M | $28.9M | ||
| Q2 25 | $99.8M | $13.7M | ||
| Q1 25 | $77.2M | $11.7M | ||
| Q4 24 | $308.5M | $33.7M | ||
| Q3 24 | $73.5M | $42.4M | ||
| Q2 24 | $81.1M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | — | $42.2M | ||
| Q3 25 | — | $21.2M | ||
| Q2 25 | — | $5.6M | ||
| Q1 25 | — | $2.1M | ||
| Q4 24 | — | $18.3M | ||
| Q3 24 | — | $25.2M | ||
| Q2 24 | — | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | 20.9% | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | — | 12.0% | ||
| Q2 24 | — | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 4.0% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 8.2% | ||
| Q2 24 | — | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 5.60× | 10.20× | ||
| Q3 25 | 1.51× | 3.36× | ||
| Q2 25 | 1.58× | — | ||
| Q1 25 | 1.38× | — | ||
| Q4 24 | 5.57× | — | ||
| Q3 24 | 1.50× | 3.96× | ||
| Q2 24 | 1.57× | 2.83× |
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% |
ROG
Segment breakdown not available.
