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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
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | ||
|---|---|---|
| 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.
| 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 |
| 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 |
| 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% | — |
| 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% |
| 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% |
| 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 | ||
|---|---|---|
| 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.
| 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 | — |
| 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 |
| 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 |
| 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 |
| 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 | ||
|---|---|---|
| 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.
| 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 |
| 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 | — |
| 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% | — |
| 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% | — |
| 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
Segment breakdown not available.
NTST
| Rental revenue (including reimbursable) | $54.0M | 95% |
| Other | $3.0M | 5% |