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Side-by-side financial comparison of ORTHOPEDIATRICS CORP (KIDS) and NETSTREIT Corp. (NTST). Click either name above to swap in a different company.

ORTHOPEDIATRICS CORP is the larger business by last-quarter revenue ($61.6M vs $57.1M, roughly 1.1× NETSTREIT Corp.). NETSTREIT Corp. runs the higher net margin — 10.0% vs -16.4%, a 26.4% gap on every dollar of revenue. On growth, NETSTREIT Corp. posted the faster year-over-year revenue change (24.3% vs 17.0%). Over the past eight quarters, NETSTREIT Corp.'s revenue compounded faster (20.1% CAGR vs 17.4%).

OrthoPediatrics is an American bio-science company engaged in designing, developing, manufacturing, and distributing orthopedic implants and instruments for pediatric issues. It is based in Warsaw, Indiana.

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.

KIDS vs NTST — Head-to-Head

Bigger by revenue
KIDS
KIDS
1.1× larger
KIDS
$61.6M
$57.1M
NTST
Growing faster (revenue YoY)
NTST
NTST
+7.3% gap
NTST
24.3%
17.0%
KIDS
Higher net margin
NTST
NTST
26.4% more per $
NTST
10.0%
-16.4%
KIDS
Faster 2-yr revenue CAGR
NTST
NTST
Annualised
NTST
20.1%
17.4%
KIDS

Income Statement — Q4 FY2025 vs Q1 FY2026

Metric
KIDS
KIDS
NTST
NTST
Revenue
$61.6M
$57.1M
Net Profit
$-10.1M
$5.7M
Gross Margin
73.2%
Operating Margin
-13.3%
34.1%
Net Margin
-16.4%
10.0%
Revenue YoY
17.0%
24.3%
Net Profit YoY
37.1%
235.9%
EPS (diluted)
$-0.43
$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.

Revenue
KIDS
KIDS
NTST
NTST
Q1 26
$57.1M
Q4 25
$61.6M
$52.5M
Q3 25
$61.3M
$48.3M
Q2 25
$61.1M
$48.3M
Q1 25
$52.4M
$45.9M
Q4 24
$52.7M
$44.1M
Q3 24
$54.6M
$41.4M
Q2 24
$52.8M
$39.6M
Net Profit
KIDS
KIDS
NTST
NTST
Q1 26
$5.7M
Q4 25
$-10.1M
$1.3M
Q3 25
$-11.8M
$618.0K
Q2 25
$-7.1M
$3.3M
Q1 25
$-10.7M
$1.7M
Q4 24
$-16.1M
$-5.4M
Q3 24
$-7.9M
$-5.3M
Q2 24
$-6.0M
$-2.3M
Gross Margin
KIDS
KIDS
NTST
NTST
Q1 26
Q4 25
73.2%
Q3 25
73.9%
Q2 25
72.1%
Q1 25
73.0%
Q4 24
67.5%
Q3 24
73.4%
Q2 24
77.3%
Operating Margin
KIDS
KIDS
NTST
NTST
Q1 26
34.1%
Q4 25
-13.3%
2.6%
Q3 25
-15.4%
1.3%
Q2 25
-17.4%
6.8%
Q1 25
-21.0%
3.7%
Q4 24
-26.7%
-12.3%
Q3 24
-10.2%
-12.8%
Q2 24
-10.7%
-5.8%
Net Margin
KIDS
KIDS
NTST
NTST
Q1 26
10.0%
Q4 25
-16.4%
2.5%
Q3 25
-19.2%
1.3%
Q2 25
-11.6%
6.8%
Q1 25
-20.3%
3.7%
Q4 24
-30.5%
-12.3%
Q3 24
-14.5%
-12.8%
Q2 24
-11.4%
-5.8%
EPS (diluted)
KIDS
KIDS
NTST
NTST
Q1 26
$0.32
Q4 25
$-0.43
$0.01
Q3 25
$-0.50
$0.01
Q2 25
$-0.30
$0.04
Q1 25
$-0.46
$0.02
Q4 24
$-0.70
$-0.07
Q3 24
$-0.34
$-0.07
Q2 24
$-0.26
$-0.03

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
KIDS
KIDS
NTST
NTST
Cash + ST InvestmentsLiquidity on hand
$60.9M
Total DebtLower is stronger
$106.0M
Stockholders' EquityBook value
$346.6M
$1.5B
Total Assets
$508.6M
$2.8B
Debt / EquityLower = less leverage
0.31×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
KIDS
KIDS
NTST
NTST
Q1 26
Q4 25
$60.9M
Q3 25
$57.7M
Q2 25
$70.1M
Q1 25
$58.8M
Q4 24
$68.8M
Q3 24
$76.1M
Q2 24
$28.9M
Total Debt
KIDS
KIDS
NTST
NTST
Q1 26
Q4 25
$106.0M
$1.1B
Q3 25
$105.3M
$1.1B
Q2 25
$102.7M
$926.6M
Q1 25
$77.4M
$913.3M
Q4 24
$77.5M
$868.3M
Q3 24
$76.9M
$778.7M
Q2 24
$11.2M
$726.2M
Stockholders' Equity
KIDS
KIDS
NTST
NTST
Q1 26
$1.5B
Q4 25
$346.6M
$1.4B
Q3 25
$349.3M
$1.3B
Q2 25
$355.5M
$1.3B
Q1 25
$347.1M
$1.3B
Q4 24
$354.6M
$1.3B
Q3 24
$370.9M
$1.3B
Q2 24
$371.3M
$1.3B
Total Assets
KIDS
KIDS
NTST
NTST
Q1 26
$2.8B
Q4 25
$508.6M
$2.6B
Q3 25
$493.5M
$2.5B
Q2 25
$503.6M
$2.3B
Q1 25
$470.3M
$2.3B
Q4 24
$473.2M
$2.3B
Q3 24
$489.3M
$2.2B
Q2 24
$430.8M
$2.1B
Debt / Equity
KIDS
KIDS
NTST
NTST
Q1 26
Q4 25
0.31×
0.76×
Q3 25
0.30×
0.84×
Q2 25
0.29×
0.70×
Q1 25
0.22×
0.70×
Q4 24
0.22×
0.65×
Q3 24
0.21×
0.58×
Q2 24
0.03×
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
KIDS
KIDS
NTST
NTST
Operating Cash FlowLast quarter
$10.3M
Free Cash FlowOCF − Capex
$9.7M
FCF MarginFCF / Revenue
15.8%
Capex IntensityCapex / Revenue
1.0%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$-16.0M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
KIDS
KIDS
NTST
NTST
Q1 26
Q4 25
$10.3M
$109.5M
Q3 25
$-581.0K
$28.0M
Q2 25
$-10.5M
$30.6M
Q1 25
$-4.2M
$22.1M
Q4 24
$-4.0M
$90.2M
Q3 24
$-10.3M
$25.1M
Q2 24
$-6.1M
$25.4M
Free Cash Flow
KIDS
KIDS
NTST
NTST
Q1 26
Q4 25
$9.7M
Q3 25
$-3.4M
Q2 25
$-13.9M
Q1 25
$-8.4M
Q4 24
$-4.2M
Q3 24
$-11.7M
Q2 24
$-12.8M
FCF Margin
KIDS
KIDS
NTST
NTST
Q1 26
Q4 25
15.8%
Q3 25
-5.6%
Q2 25
-22.8%
Q1 25
-16.0%
Q4 24
-8.1%
Q3 24
-21.4%
Q2 24
-24.2%
Capex Intensity
KIDS
KIDS
NTST
NTST
Q1 26
Q4 25
1.0%
Q3 25
4.6%
Q2 25
5.6%
Q1 25
8.1%
Q4 24
0.5%
Q3 24
2.5%
Q2 24
12.7%
Cash Conversion
KIDS
KIDS
NTST
NTST
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

KIDS
KIDS

Segment breakdown not available.

NTST
NTST

Rental revenue (including reimbursable)$54.0M95%
Other$3.0M5%

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