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Side-by-side financial comparison of GRACO INC (GGG) and UDR, Inc. (UDR). Click either name above to swap in a different company.
GRACO INC is the larger business by last-quarter revenue ($593.2M vs $425.8M, roughly 1.4× UDR, Inc.). UDR, Inc. runs the higher net margin — 44.6% vs 22.3%, a 22.2% gap on every dollar of revenue. On growth, GRACO INC posted the faster year-over-year revenue change (8.1% vs 0.9%). Over the past eight quarters, GRACO INC's revenue compounded faster (9.8% CAGR vs 1.3%).
Graco Inc. is an American industrial company that specializes in the development and manufacturing of fluid-handling systems and products. The company is headquartered in Minneapolis, Minnesota, and markets its products to customers worldwide.
UDR, Inc. is a leading U.S.-headquartered real estate investment trust specializing in owning, operating, and redeveloping high-quality multifamily residential apartment communities. It operates across major U.S. metropolitan markets, catering to a diverse tenant base including young professionals, families, and middle-to-high income households.
GGG vs UDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $593.2M | $425.8M |
| Net Profit | $132.5M | $189.8M |
| Gross Margin | 51.7% | — |
| Operating Margin | 26.7% | 54.0% |
| Net Margin | 22.3% | 44.6% |
| Revenue YoY | 8.1% | 0.9% |
| Net Profit YoY | 21.9% | 147.2% |
| EPS (diluted) | $0.78 | $0.63 |
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 | — | $425.8M | ||
| Q4 25 | $593.2M | $433.1M | ||
| Q3 25 | $543.4M | $431.9M | ||
| Q2 25 | $571.8M | $425.4M | ||
| Q1 25 | $528.3M | $421.9M | ||
| Q4 24 | $548.7M | $422.7M | ||
| Q3 24 | $519.2M | $420.2M | ||
| Q2 24 | $553.2M | $415.3M |
| Q1 26 | — | $189.8M | ||
| Q4 25 | $132.5M | $222.9M | ||
| Q3 25 | $137.6M | $40.4M | ||
| Q2 25 | $127.6M | $37.7M | ||
| Q1 25 | $124.1M | $76.7M | ||
| Q4 24 | $108.7M | $-5.0M | ||
| Q3 24 | $122.2M | $22.6M | ||
| Q2 24 | $133.0M | $28.9M |
| Q1 26 | — | — | ||
| Q4 25 | 51.7% | — | ||
| Q3 25 | 53.2% | — | ||
| Q2 25 | 52.4% | — | ||
| Q1 25 | 52.6% | — | ||
| Q4 24 | 50.9% | — | ||
| Q3 24 | 53.2% | — | ||
| Q2 24 | 54.4% | — |
| Q1 26 | — | 54.0% | ||
| Q4 25 | 26.7% | 64.1% | ||
| Q3 25 | 30.3% | 17.7% | ||
| Q2 25 | 27.5% | 18.2% | ||
| Q1 25 | 27.3% | 29.0% | ||
| Q4 24 | 23.7% | 15.7% | ||
| Q3 24 | 28.1% | 16.6% | ||
| Q2 24 | 29.2% | 16.5% |
| Q1 26 | — | 44.6% | ||
| Q4 25 | 22.3% | 51.5% | ||
| Q3 25 | 25.3% | 9.4% | ||
| Q2 25 | 22.3% | 8.9% | ||
| Q1 25 | 23.5% | 18.2% | ||
| Q4 24 | 19.8% | -220.5% | ||
| Q3 24 | 23.5% | 5.4% | ||
| Q2 24 | 24.0% | 7.0% |
| Q1 26 | — | $0.63 | ||
| Q4 25 | $0.78 | $0.67 | ||
| Q3 25 | $0.82 | $0.12 | ||
| Q2 25 | $0.76 | $0.11 | ||
| Q1 25 | $0.72 | $0.23 | ||
| Q4 24 | $0.63 | $-0.01 | ||
| Q3 24 | $0.71 | $0.06 | ||
| Q2 24 | $0.77 | $0.08 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $624.1M | $1.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $3.3B |
| Total Assets | $3.3B | $10.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.3M | ||
| Q4 25 | $624.1M | $1.2M | ||
| Q3 25 | $618.7M | $1.2M | ||
| Q2 25 | $534.9M | $1.5M | ||
| Q1 25 | $536.1M | $1.3M | ||
| Q4 24 | $675.3M | $1.3M | ||
| Q3 24 | $764.5M | $2.3M | ||
| Q2 24 | $666.0M | $2.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $5.8B | ||
| Q3 25 | — | $5.8B | ||
| Q2 25 | — | $5.8B | ||
| Q1 25 | — | $5.8B | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | — | $5.9B | ||
| Q2 24 | — | $5.8B |
| Q1 26 | — | $3.3B | ||
| Q4 25 | $2.7B | $3.3B | ||
| Q3 25 | $2.6B | $3.3B | ||
| Q2 25 | $2.5B | $3.3B | ||
| Q1 25 | $2.5B | $3.3B | ||
| Q4 24 | $2.6B | $3.4B | ||
| Q3 24 | $2.5B | $3.5B | ||
| Q2 24 | $2.4B | $3.7B |
| Q1 26 | — | $10.3B | ||
| Q4 25 | $3.3B | $10.6B | ||
| Q3 25 | $3.2B | $10.6B | ||
| Q2 25 | $3.0B | $10.6B | ||
| Q1 25 | $3.0B | $10.7B | ||
| Q4 24 | $3.1B | $10.9B | ||
| Q3 24 | $3.0B | $11.1B | ||
| Q2 24 | $2.9B | $11.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.77× | ||
| Q3 25 | — | 1.78× | ||
| Q2 25 | — | 1.74× | ||
| Q1 25 | — | 1.74× | ||
| Q4 24 | — | 1.69× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.55× |
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 | $196.3M | — |
| Free Cash FlowOCF − Capex | $184.3M | — |
| FCF MarginFCF / Revenue | 31.1% | — |
| Capex IntensityCapex / Revenue | 2.0% | 4.9% |
| Cash ConversionOCF / Net Profit | 1.48× | — |
| TTM Free Cash FlowTrailing 4 quarters | $637.9M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $196.3M | $902.9M | ||
| Q3 25 | $179.2M | $234.9M | ||
| Q2 25 | $182.7M | $250.3M | ||
| Q1 25 | $125.4M | $156.2M | ||
| Q4 24 | $185.2M | $876.8M | ||
| Q3 24 | $178.6M | $230.3M | ||
| Q2 24 | $139.0M | $238.5M |
| Q1 26 | — | — | ||
| Q4 25 | $184.3M | $650.0M | ||
| Q3 25 | $175.7M | $164.6M | ||
| Q2 25 | $163.1M | $190.1M | ||
| Q1 25 | $114.8M | $103.2M | ||
| Q4 24 | $171.3M | $627.0M | ||
| Q3 24 | $159.2M | $161.3M | ||
| Q2 24 | $102.7M | $171.1M |
| Q1 26 | — | — | ||
| Q4 25 | 31.1% | 150.1% | ||
| Q3 25 | 32.3% | 38.1% | ||
| Q2 25 | 28.5% | 44.7% | ||
| Q1 25 | 21.7% | 24.5% | ||
| Q4 24 | 31.2% | 148.3% | ||
| Q3 24 | 30.7% | 38.4% | ||
| Q2 24 | 18.6% | 41.2% |
| Q1 26 | — | 4.9% | ||
| Q4 25 | 2.0% | 58.4% | ||
| Q3 25 | 0.6% | 16.3% | ||
| Q2 25 | 3.4% | 14.2% | ||
| Q1 25 | 2.0% | 12.6% | ||
| Q4 24 | 2.5% | 59.1% | ||
| Q3 24 | 3.7% | 16.4% | ||
| Q2 24 | 6.6% | 16.2% |
| Q1 26 | — | — | ||
| Q4 25 | 1.48× | 4.05× | ||
| Q3 25 | 1.30× | 5.81× | ||
| Q2 25 | 1.43× | 6.64× | ||
| Q1 25 | 1.01× | 2.04× | ||
| Q4 24 | 1.70× | — | ||
| Q3 24 | 1.46× | 10.19× | ||
| Q2 24 | 1.05× | 8.26× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GGG
| Industrial | $284.3M | 48% |
| Contractor | $265.5M | 45% |
| Other | $43.4M | 7% |
UDR
| Rental income | $423.3M | 99% |
| Joint venture management and other fees | $2.5M | 1% |
