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Side-by-side financial comparison of Global Net Lease, Inc. (GNL) 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 $117.0M, roughly 1.7× Global Net Lease, Inc.). Global Net Lease, Inc. runs the higher net margin — 41.2% vs 2.2%, a 39.0% gap on every dollar of revenue. On growth, ROGERS CORP posted the faster year-over-year revenue change (5.2% vs -15.1%). Over the past eight quarters, ROGERS CORP's revenue compounded faster (-3.3% CAGR vs -11.1%).
Global Net Lease, Inc. is a publicly traded real estate investment trust that acquires, owns and manages a diversified portfolio of commercial real estate assets under long-term net lease contracts. Its property portfolio spans North America and Europe, covering industrial, office, retail and other key sectors, serving tenants across multiple industries to deliver consistent long-term returns for shareholders.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
GNL vs ROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $117.0M | $200.5M |
| Net Profit | $48.2M | $4.5M |
| Gross Margin | — | 32.2% |
| Operating Margin | 94.7% | — |
| Net Margin | 41.2% | 2.2% |
| Revenue YoY | -15.1% | 5.2% |
| Net Profit YoY | 838.7% | 421.4% |
| EPS (diluted) | $0.14 | $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 | — | $200.5M | ||
| Q4 25 | $117.0M | $201.5M | ||
| Q3 25 | $121.0M | $216.0M | ||
| Q2 25 | $124.9M | $202.8M | ||
| Q1 25 | $132.4M | $190.5M | ||
| Q4 24 | $137.8M | $192.2M | ||
| Q3 24 | $138.7M | $210.3M | ||
| Q2 24 | $145.5M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $48.2M | $4.6M | ||
| Q3 25 | $-60.1M | $8.6M | ||
| Q2 25 | $-24.1M | $-73.6M | ||
| Q1 25 | $-189.4M | $-1.4M | ||
| Q4 24 | $-6.5M | $-500.0K | ||
| Q3 24 | $-65.6M | $10.7M | ||
| Q2 24 | $-35.7M | $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 | — | — | ||
| Q4 25 | 94.7% | 3.5% | ||
| Q3 25 | -11.7% | 7.3% | ||
| Q2 25 | 33.9% | -33.3% | ||
| Q1 25 | -21.1% | -0.2% | ||
| Q4 24 | 40.8% | -6.6% | ||
| Q3 24 | 9.3% | 6.9% | ||
| Q2 24 | 42.6% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 41.2% | 2.3% | ||
| Q3 25 | -49.7% | 4.0% | ||
| Q2 25 | -19.3% | -36.3% | ||
| Q1 25 | -143.0% | -0.7% | ||
| Q4 24 | -4.7% | -0.3% | ||
| Q3 24 | -47.3% | 5.1% | ||
| Q2 24 | -24.5% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.14 | $0.20 | ||
| Q3 25 | $-0.32 | $0.48 | ||
| Q2 25 | $-0.16 | $-4.00 | ||
| Q1 25 | $-0.87 | $-0.08 | ||
| Q4 24 | $-0.08 | $-0.04 | ||
| Q3 24 | $-0.33 | $0.58 | ||
| Q2 24 | $-0.20 | $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 | $180.1M | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.7B | $1.2B |
| Total Assets | $4.3B | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $180.1M | $197.0M | ||
| Q3 25 | $165.1M | $167.8M | ||
| Q2 25 | $144.8M | $157.2M | ||
| Q1 25 | $147.0M | $175.6M | ||
| Q4 24 | $159.7M | $159.8M | ||
| Q3 24 | $127.2M | $146.4M | ||
| Q2 24 | $122.2M | $119.9M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.7B | $1.2B | ||
| Q3 25 | $1.7B | $1.2B | ||
| Q2 25 | $1.8B | $1.2B | ||
| Q1 25 | $1.9B | $1.3B | ||
| Q4 24 | $2.2B | $1.3B | ||
| Q3 24 | $2.3B | $1.3B | ||
| Q2 24 | $2.4B | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $4.3B | $1.4B | ||
| Q3 25 | $4.8B | $1.4B | ||
| Q2 25 | $5.0B | $1.5B | ||
| Q1 25 | $5.8B | $1.5B | ||
| Q4 24 | $7.0B | $1.5B | ||
| Q3 24 | $7.3B | $1.5B | ||
| Q2 24 | $7.6B | $1.5B |
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 | $222.8M | $5.8M |
| Free Cash FlowOCF − Capex | — | $1.1M |
| FCF MarginFCF / Revenue | — | 0.5% |
| Capex IntensityCapex / Revenue | — | 2.3% |
| Cash ConversionOCF / Net Profit | 4.62× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | — | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $222.8M | $46.9M | ||
| Q3 25 | $56.0M | $28.9M | ||
| Q2 25 | $52.0M | $13.7M | ||
| Q1 25 | $59.2M | $11.7M | ||
| Q4 24 | $299.5M | $33.7M | ||
| Q3 24 | $62.1M | $42.4M | ||
| Q2 24 | $70.4M | $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 | 4.62× | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 2.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GNL
| Industrial And Distribution Segment | $56.0M | 48% |
| Office Segment | $30.8M | 26% |
| Single Tenant Retail Segment | $30.2M | 26% |
ROG
Segment breakdown not available.
