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Side-by-side financial comparison of Inogen Inc (INGN) and NETSTREIT Corp. (NTST). Click either name above to swap in a different company.
Inogen Inc is the larger business by last-quarter revenue ($68.6M vs $57.1M, roughly 1.2× NETSTREIT Corp.). On growth, NETSTREIT Corp. posted the faster year-over-year revenue change (24.3% vs 3.4%). Over the past eight quarters, NETSTREIT Corp.'s revenue compounded faster (20.1% CAGR vs 4.2%).
Inogen Inc is a medical technology firm specializing in the development, production and distribution of portable oxygen concentrators and associated respiratory care products. It caters primarily to patients with chronic respiratory conditions needing long-term oxygen therapy across North America, Europe and other global markets, focusing on home care and ambulatory patient segments to enhance users' quality of life.
NETSTREIT Corp. is a US-headquartered real estate investment trust (REIT) that specializes in acquiring and operating a diversified portfolio of single-tenant net lease commercial properties. Its asset portfolio covers retail, industrial and office categories, primarily catering to investment-grade corporate tenants across the United States market.
INGN vs NTST — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $68.6M | $57.1M |
| Net Profit | — | $5.7M |
| Gross Margin | 51.4% | — |
| Operating Margin | -13.6% | 34.1% |
| Net Margin | — | 10.0% |
| Revenue YoY | 3.4% | 24.3% |
| Net Profit YoY | — | 235.9% |
| EPS (diluted) | $-0.26 | $0.32 |
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 | — | $57.1M | ||
| Q4 25 | $68.6M | $52.5M | ||
| Q3 25 | $79.1M | $48.3M | ||
| Q2 25 | $79.2M | $48.3M | ||
| Q1 25 | $68.5M | $45.9M | ||
| Q4 24 | $66.3M | $44.1M | ||
| Q3 24 | $74.9M | $41.4M | ||
| Q2 24 | $74.4M | $39.6M |
| Q1 26 | — | $5.7M | ||
| Q4 25 | — | $1.3M | ||
| Q3 25 | $-5.3M | $618.0K | ||
| Q2 25 | $-4.2M | $3.3M | ||
| Q1 25 | $-6.2M | $1.7M | ||
| Q4 24 | — | $-5.4M | ||
| Q3 24 | $-6.0M | $-5.3M | ||
| Q2 24 | $-5.6M | $-2.3M |
| Q1 26 | — | — | ||
| Q4 25 | 51.4% | — | ||
| Q3 25 | 52.2% | — | ||
| Q2 25 | 52.2% | — | ||
| Q1 25 | 53.1% | — | ||
| Q4 24 | 54.7% | — | ||
| Q3 24 | 55.2% | — | ||
| Q2 24 | 57.4% | — |
| Q1 26 | — | 34.1% | ||
| Q4 25 | -13.6% | 2.6% | ||
| Q3 25 | -9.0% | 1.3% | ||
| Q2 25 | -7.7% | 6.8% | ||
| Q1 25 | -11.2% | 3.7% | ||
| Q4 24 | -17.2% | -12.3% | ||
| Q3 24 | -10.4% | -12.8% | ||
| Q2 24 | -9.5% | -5.8% |
| Q1 26 | — | 10.0% | ||
| Q4 25 | — | 2.5% | ||
| Q3 25 | -6.7% | 1.3% | ||
| Q2 25 | -5.2% | 6.8% | ||
| Q1 25 | -9.0% | 3.7% | ||
| Q4 24 | — | -12.3% | ||
| Q3 24 | -8.0% | -12.8% | ||
| Q2 24 | -7.5% | -5.8% |
| Q1 26 | — | $0.32 | ||
| Q4 25 | $-0.26 | $0.01 | ||
| Q3 25 | $-0.20 | $0.01 | ||
| Q2 25 | $-0.15 | $0.04 | ||
| Q1 25 | $-0.25 | $0.02 | ||
| Q4 24 | $-0.41 | $-0.07 | ||
| Q3 24 | $-0.25 | $-0.07 | ||
| Q2 24 | $-0.24 | $-0.03 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $103.7M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $192.2M | $1.5B |
| Total Assets | $298.6M | $2.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $103.7M | — | ||
| Q3 25 | $106.5M | — | ||
| Q2 25 | $103.7M | — | ||
| Q1 25 | $118.9M | — | ||
| Q4 24 | $113.8M | — | ||
| Q3 24 | $105.7M | — | ||
| Q2 24 | $97.9M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $926.6M | ||
| Q1 25 | — | $913.3M | ||
| Q4 24 | — | $868.3M | ||
| Q3 24 | — | $778.7M | ||
| Q2 24 | — | $726.2M |
| Q1 26 | — | $1.5B | ||
| Q4 25 | $192.2M | $1.4B | ||
| Q3 25 | $197.2M | $1.3B | ||
| Q2 25 | $199.5M | $1.3B | ||
| Q1 25 | $198.0M | $1.3B | ||
| Q4 24 | $173.9M | $1.3B | ||
| Q3 24 | $185.4M | $1.3B | ||
| Q2 24 | $187.6M | $1.3B |
| Q1 26 | — | $2.8B | ||
| Q4 25 | $298.6M | $2.6B | ||
| Q3 25 | $307.0M | $2.5B | ||
| Q2 25 | $312.0M | $2.3B | ||
| Q1 25 | $308.4M | $2.3B | ||
| Q4 24 | $296.2M | $2.3B | ||
| Q3 24 | $306.2M | $2.2B | ||
| Q2 24 | $308.9M | $2.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.76× | ||
| Q3 25 | — | 0.84× | ||
| Q2 25 | — | 0.70× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | — | 0.65× | ||
| Q3 24 | — | 0.58× | ||
| Q2 24 | — | 0.55× |
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 | $-943.0K | — |
| Free Cash FlowOCF − Capex | $-1.9M | — |
| FCF MarginFCF / Revenue | -2.8% | — |
| Capex IntensityCapex / Revenue | 1.4% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-13.7M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-943.0K | $109.5M | ||
| Q3 25 | $2.2M | $28.0M | ||
| Q2 25 | $4.3M | $30.6M | ||
| Q1 25 | $-16.8M | $22.1M | ||
| Q4 24 | $-3.0M | $90.2M | ||
| Q3 24 | $7.0M | $25.1M | ||
| Q2 24 | $6.7M | $25.4M |
| Q1 26 | — | — | ||
| Q4 25 | $-1.9M | — | ||
| Q3 25 | $1.6M | — | ||
| Q2 25 | $3.7M | — | ||
| Q1 25 | $-17.1M | — | ||
| Q4 24 | $-3.3M | — | ||
| Q3 24 | $5.3M | — | ||
| Q2 24 | $6.6M | — |
| Q1 26 | — | — | ||
| Q4 25 | -2.8% | — | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | 4.6% | — | ||
| Q1 25 | -24.9% | — | ||
| Q4 24 | -5.0% | — | ||
| Q3 24 | 7.1% | — | ||
| Q2 24 | 8.9% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | — | ||
| Q3 25 | 0.7% | — | ||
| Q2 25 | 0.9% | — | ||
| Q1 25 | 0.4% | — | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | 2.2% | — | ||
| Q2 24 | 0.1% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 82.46× | ||
| Q3 25 | — | 45.27× | ||
| Q2 25 | — | 9.36× | ||
| Q1 25 | — | 13.06× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
INGN
| Other | $36.1M | 53% |
| Non Us | $32.5M | 47% |
NTST
| Rental revenue (including reimbursable) | $54.0M | 95% |
| Other | $3.0M | 5% |