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Side-by-side financial comparison of Federal Realty Investment Trust (FRT) and Palomar Holdings, Inc. (PLMR). Click either name above to swap in a different company.
Federal Realty Investment Trust is the larger business by last-quarter revenue ($336.0M vs $253.4M, roughly 1.3× Palomar Holdings, Inc.). On growth, Palomar Holdings, Inc. posted the faster year-over-year revenue change (62.7% vs 8.7%). Over the past eight quarters, Palomar Holdings, Inc.'s revenue compounded faster (46.2% CAGR vs 6.5%).
Federal Realty Investment Trust is a real estate investment trust that invests in shopping centers in the Northeastern United States, the Mid-Atlantic states, California, and South Florida.
Palomar Holdings, Inc. is a specialty insurance holding company that primarily provides property insurance products for catastrophe-exposed residential and commercial assets. It mainly operates across the United States, focusing on core segments including earthquake, flood, and windstorm coverage to meet high-risk property protection demands of customers.
FRT vs PLMR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $336.0M | $253.4M |
| Net Profit | $129.7M | — |
| Gross Margin | — | — |
| Operating Margin | 53.8% | 28.7% |
| Net Margin | 38.6% | — |
| Revenue YoY | 8.7% | 62.7% |
| Net Profit YoY | 103.5% | — |
| EPS (diluted) | $1.49 | $2.05 |
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 | $336.0M | — | ||
| Q4 25 | $336.0M | $253.4M | ||
| Q3 25 | $322.3M | $244.7M | ||
| Q2 25 | $311.5M | $203.3M | ||
| Q1 25 | $309.2M | $174.6M | ||
| Q4 24 | $311.4M | $155.8M | ||
| Q3 24 | $303.6M | $148.5M | ||
| Q2 24 | $296.1M | $131.1M |
| Q1 26 | $129.7M | — | ||
| Q4 25 | $129.7M | — | ||
| Q3 25 | $61.6M | $51.5M | ||
| Q2 25 | $155.9M | $46.5M | ||
| Q1 25 | $63.8M | $42.9M | ||
| Q4 24 | $65.5M | — | ||
| Q3 24 | $61.0M | $30.5M | ||
| Q2 24 | $112.0M | $25.7M |
| Q1 26 | 53.8% | — | ||
| Q4 25 | 53.8% | 28.7% | ||
| Q3 25 | 34.3% | 27.4% | ||
| Q2 25 | 65.1% | 29.5% | ||
| Q1 25 | 35.0% | 30.8% | ||
| Q4 24 | 35.1% | 28.9% | ||
| Q3 24 | 34.9% | 25.9% | ||
| Q2 24 | 53.0% | 25.5% |
| Q1 26 | 38.6% | — | ||
| Q4 25 | 38.6% | — | ||
| Q3 25 | 19.1% | 21.0% | ||
| Q2 25 | 50.0% | 22.9% | ||
| Q1 25 | 20.6% | 24.6% | ||
| Q4 24 | 21.0% | — | ||
| Q3 24 | 20.1% | 20.5% | ||
| Q2 24 | 37.8% | 19.6% |
| Q1 26 | $1.49 | — | ||
| Q4 25 | $1.49 | $2.05 | ||
| Q3 25 | $0.69 | $1.87 | ||
| Q2 25 | $1.78 | $1.68 | ||
| Q1 25 | $0.72 | $1.57 | ||
| Q4 24 | $0.74 | $1.29 | ||
| Q3 24 | $0.70 | $1.15 | ||
| Q2 24 | $1.32 | $1.00 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $107.4M | $106.9M |
| Total DebtLower is stronger | $5.0B | — |
| Stockholders' EquityBook value | $3.2B | $942.7M |
| Total Assets | $9.1B | $3.1B |
| Debt / EquityLower = less leverage | 1.53× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $107.4M | — | ||
| Q4 25 | $107.4M | $106.9M | ||
| Q3 25 | $111.3M | $111.7M | ||
| Q2 25 | $177.0M | $81.3M | ||
| Q1 25 | $109.2M | $119.3M | ||
| Q4 24 | $123.4M | $80.4M | ||
| Q3 24 | $97.0M | $86.5M | ||
| Q2 24 | $103.2M | $47.8M |
| Q1 26 | $5.0B | — | ||
| Q4 25 | $5.0B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $4.5B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $942.7M | ||
| Q3 25 | $3.2B | $878.1M | ||
| Q2 25 | $3.2B | $847.2M | ||
| Q1 25 | $3.2B | $790.4M | ||
| Q4 24 | $3.2B | $729.0M | ||
| Q3 24 | $3.1B | $703.3M | ||
| Q2 24 | $3.0B | $532.6M |
| Q1 26 | $9.1B | — | ||
| Q4 25 | $9.1B | $3.1B | ||
| Q3 25 | $8.9B | $2.9B | ||
| Q2 25 | $8.6B | $2.8B | ||
| Q1 25 | $8.6B | $2.4B | ||
| Q4 24 | $8.5B | $2.3B | ||
| Q3 24 | $8.5B | $2.3B | ||
| Q2 24 | $8.4B | $2.0B |
| Q1 26 | 1.53× | — | ||
| Q4 25 | 1.53× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.42× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $409.1M |
| Free Cash FlowOCF − Capex | — | $409.0M |
| FCF MarginFCF / Revenue | — | 161.4% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $700.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $622.4M | $409.1M | ||
| Q3 25 | $147.8M | $83.6M | ||
| Q2 25 | $150.7M | $120.9M | ||
| Q1 25 | $179.0M | $87.2M | ||
| Q4 24 | $574.6M | $261.2M | ||
| Q3 24 | $144.1M | $100.3M | ||
| Q2 24 | $169.7M | $55.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $409.0M | ||
| Q3 25 | — | $83.6M | ||
| Q2 25 | — | $120.8M | ||
| Q1 25 | — | $87.1M | ||
| Q4 24 | — | $260.9M | ||
| Q3 24 | — | $100.1M | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 161.4% | ||
| Q3 25 | — | 34.2% | ||
| Q2 25 | — | 59.4% | ||
| Q1 25 | — | 49.9% | ||
| Q4 24 | — | 167.5% | ||
| Q3 24 | — | 67.4% | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.0% |
| Q1 26 | — | — | ||
| Q4 25 | 4.80× | — | ||
| Q3 25 | 2.40× | 1.63× | ||
| Q2 25 | 0.97× | 2.60× | ||
| Q1 25 | 2.81× | 2.03× | ||
| Q4 24 | 8.77× | — | ||
| Q3 24 | 2.36× | 3.29× | ||
| Q2 24 | 1.52× | 2.14× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
