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Side-by-side financial comparison of Howard Hughes Holdings Inc. (HHH) and MONRO, INC. (MNRO). Click either name above to swap in a different company.
MONRO, INC. is the larger business by last-quarter revenue ($293.4M vs $235.9M, roughly 1.2× Howard Hughes Holdings Inc.). MONRO, INC. runs the higher net margin — 3.8% vs 3.4%, a 0.4% gap on every dollar of revenue. On growth, Howard Hughes Holdings Inc. posted the faster year-over-year revenue change (18.4% vs -4.0%). Over the past eight quarters, MONRO, INC.'s revenue compounded faster (-2.7% CAGR vs -13.8%).
Howard Hughes Holdings Inc., formerly the Howard Hughes Corporation, is a real estate development and management company based in The Woodlands, Texas. It was formed in 2010 as a spin-off from General Growth Properties (GGP). Most of its holdings are focused on several master-planned communities. It took its name from the original Howard Hughes Corporation, which had developed the planned community of Summerlin, Nevada, and later became a subsidiary of GGP.
Monro, Inc. is an automotive services company founded and headquartered in Rochester, New York, U.S. As of 2025, Monro has 1,260 locations making them the second-largest automotive services company in North America after Driven Brands by number of locations and by revenue.
HHH vs MNRO — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $235.9M | $293.4M |
| Net Profit | $8.1M | $11.1M |
| Gross Margin | — | 34.9% |
| Operating Margin | 121.6% | 6.3% |
| Net Margin | 3.4% | 3.8% |
| Revenue YoY | 18.4% | -4.0% |
| Net Profit YoY | -25.6% | 143.1% |
| EPS (diluted) | $0.14 | $0.35 |
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 | $235.9M | — | ||
| Q4 25 | $624.4M | $293.4M | ||
| Q3 25 | $390.2M | $288.9M | ||
| Q2 25 | $260.9M | $301.0M | ||
| Q1 25 | $199.3M | $295.0M | ||
| Q4 24 | $935.0M | $305.8M | ||
| Q3 24 | $327.1M | $301.4M | ||
| Q2 24 | $317.4M | $293.2M |
| Q1 26 | $8.1M | — | ||
| Q4 25 | $6.0M | $11.1M | ||
| Q3 25 | $119.5M | $5.7M | ||
| Q2 25 | $-12.1M | $-8.1M | ||
| Q1 25 | $10.5M | $-21.3M | ||
| Q4 24 | $156.3M | $4.6M | ||
| Q3 24 | $72.8M | $5.6M | ||
| Q2 24 | $21.1M | $5.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 34.9% | ||
| Q3 25 | — | 35.7% | ||
| Q2 25 | — | 35.5% | ||
| Q1 25 | — | 33.0% | ||
| Q4 24 | — | 34.3% | ||
| Q3 24 | — | 35.3% | ||
| Q2 24 | — | 37.2% |
| Q1 26 | 121.6% | — | ||
| Q4 25 | 4.2% | 6.3% | ||
| Q3 25 | 48.6% | 4.4% | ||
| Q2 25 | 26.0% | -2.0% | ||
| Q1 25 | 24.0% | -8.1% | ||
| Q4 24 | 33.5% | 3.3% | ||
| Q3 24 | 60.6% | 4.4% | ||
| Q2 24 | 20.4% | 4.5% |
| Q1 26 | 3.4% | — | ||
| Q4 25 | 1.0% | 3.8% | ||
| Q3 25 | 30.6% | 2.0% | ||
| Q2 25 | -4.7% | -2.7% | ||
| Q1 25 | 5.3% | -7.2% | ||
| Q4 24 | 16.7% | 1.5% | ||
| Q3 24 | 22.2% | 1.9% | ||
| Q2 24 | 6.6% | 2.0% |
| Q1 26 | $0.14 | — | ||
| Q4 25 | $0.20 | $0.35 | ||
| Q3 25 | $2.02 | $0.18 | ||
| Q2 25 | $-0.22 | $-0.28 | ||
| Q1 25 | $0.21 | $-0.74 | ||
| Q4 24 | $3.14 | $0.15 | ||
| Q3 24 | $1.46 | $0.18 | ||
| Q2 24 | $0.42 | $0.19 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.8B | $4.9M |
| Total DebtLower is stronger | — | $45.0M |
| Stockholders' EquityBook value | $3.8B | $604.9M |
| Total Assets | $11.2B | $1.6B |
| Debt / EquityLower = less leverage | — | 0.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.5B | $4.9M | ||
| Q3 25 | $1.5B | $10.5M | ||
| Q2 25 | $1.4B | $7.8M | ||
| Q1 25 | $493.7M | $20.8M | ||
| Q4 24 | $596.1M | $10.2M | ||
| Q3 24 | $400.7M | $20.9M | ||
| Q2 24 | $436.8M | $18.7M |
| Q1 26 | — | — | ||
| Q4 25 | $5.1B | $45.0M | ||
| Q3 25 | — | $60.0M | ||
| Q2 25 | — | $71.5M | ||
| Q1 25 | — | $61.3M | ||
| Q4 24 | $5.1B | $59.3M | ||
| Q3 24 | — | $62.0M | ||
| Q2 24 | — | $112.0M |
| Q1 26 | $3.8B | — | ||
| Q4 25 | $3.8B | $604.9M | ||
| Q3 25 | $3.8B | $601.7M | ||
| Q2 25 | $3.6B | $604.9M | ||
| Q1 25 | $2.8B | $620.8M | ||
| Q4 24 | $2.8B | $648.9M | ||
| Q3 24 | $2.6B | $651.9M | ||
| Q2 24 | $3.0B | $654.4M |
| Q1 26 | $11.2B | — | ||
| Q4 25 | $10.6B | $1.6B | ||
| Q3 25 | $10.7B | $1.6B | ||
| Q2 25 | $10.3B | $1.6B | ||
| Q1 25 | $9.3B | $1.6B | ||
| Q4 24 | $9.2B | $1.7B | ||
| Q3 24 | $9.4B | $1.7B | ||
| Q2 24 | $9.9B | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | 1.35× | 0.07× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | 1.85× | 0.09× | ||
| Q3 24 | — | 0.10× | ||
| Q2 24 | — | 0.17× |
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 | — | $17.8M |
| Free Cash FlowOCF − Capex | — | $9.1M |
| FCF MarginFCF / Revenue | — | 3.1% |
| Capex IntensityCapex / Revenue | — | 3.0% |
| Cash ConversionOCF / Net Profit | — | 1.60× |
| TTM Free Cash FlowTrailing 4 quarters | — | $49.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $360.3M | $17.8M | ||
| Q3 25 | $149.8M | $32.3M | ||
| Q2 25 | $177.3M | $-1.9M | ||
| Q1 25 | $-224.9M | $28.9M | ||
| Q4 24 | $337.1M | $14.8M | ||
| Q3 24 | $248.3M | $62.6M | ||
| Q2 24 | $-17.5M | $25.6M |
| Q1 26 | — | — | ||
| Q4 25 | $348.6M | $9.1M | ||
| Q3 25 | $137.7M | $26.6M | ||
| Q2 25 | $169.7M | $-9.3M | ||
| Q1 25 | $-238.4M | $23.2M | ||
| Q4 24 | $317.1M | $7.9M | ||
| Q3 24 | $238.7M | $57.6M | ||
| Q2 24 | $-25.1M | $16.8M |
| Q1 26 | — | — | ||
| Q4 25 | 55.8% | 3.1% | ||
| Q3 25 | 35.3% | 9.2% | ||
| Q2 25 | 65.1% | -3.1% | ||
| Q1 25 | -119.6% | 7.9% | ||
| Q4 24 | 33.9% | 2.6% | ||
| Q3 24 | 73.0% | 19.1% | ||
| Q2 24 | -7.9% | 5.7% |
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | 3.0% | ||
| Q3 25 | 3.1% | 2.0% | ||
| Q2 25 | 2.9% | 2.5% | ||
| Q1 25 | 6.8% | 1.9% | ||
| Q4 24 | 2.1% | 2.2% | ||
| Q3 24 | 2.9% | 1.6% | ||
| Q2 24 | 2.4% | 3.0% |
| Q1 26 | — | — | ||
| Q4 25 | 60.04× | 1.60× | ||
| Q3 25 | 1.25× | 5.71× | ||
| Q2 25 | — | — | ||
| Q1 25 | -21.35× | — | ||
| Q4 24 | 2.16× | 3.23× | ||
| Q3 24 | 3.41× | 11.08× | ||
| Q2 24 | -0.83× | 4.37× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
HHH
| Rental revenue | $113.5M | 48% |
| Master Planned Communities land sales | $99.6M | 42% |
| Other revenues | $11.0M | 5% |
| Builder price participation | $8.7M | 4% |
| Condominium rights and unit sales | $3.1M | 1% |
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
