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Side-by-side financial comparison of Kimco Realty (KIM) and NATIONAL FUEL GAS CO (NFG). Click either name above to swap in a different company.
NATIONAL FUEL GAS CO is the larger business by last-quarter revenue ($637.9M vs $542.5M, roughly 1.2× Kimco Realty). NATIONAL FUEL GAS CO runs the higher net margin — 28.5% vs 27.9%, a 0.6% gap on every dollar of revenue. On growth, NATIONAL FUEL GAS CO posted the faster year-over-year revenue change (24.1% vs 3.2%). Over the past eight quarters, NATIONAL FUEL GAS CO's revenue compounded faster (6.9% CAGR vs 3.8%).
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
National Fuel Gas Company is a diversified energy company with $6.2 billion in assets distributed among the following five operating segments: Exploration and Production, Pipeline and Storage, Gathering, Utility, and Energy Marketing. National Fuel Gas was incorporated in 1902 and is based in Williamsville, New York.
KIM vs NFG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $542.5M | $637.9M |
| Net Profit | $151.2M | $181.6M |
| Gross Margin | — | 86.6% |
| Operating Margin | 36.4% | 43.3% |
| Net Margin | 27.9% | 28.5% |
| Revenue YoY | 3.2% | 24.1% |
| Net Profit YoY | -9.0% | 303.8% |
| EPS (diluted) | — | $1.98 |
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.
| Q4 25 | $542.5M | $637.9M | ||
| Q3 25 | $535.9M | $443.1M | ||
| Q2 25 | $525.2M | $527.4M | ||
| Q1 25 | $536.6M | $734.8M | ||
| Q4 24 | $525.4M | $513.8M | ||
| Q3 24 | $507.6M | $310.0M | ||
| Q2 24 | $500.2M | $338.6M | ||
| Q1 24 | $503.8M | $558.7M |
| Q4 25 | $151.2M | $181.6M | ||
| Q3 25 | $137.8M | $107.3M | ||
| Q2 25 | $163.0M | $149.8M | ||
| Q1 25 | $132.8M | $216.4M | ||
| Q4 24 | $166.0M | $45.0M | ||
| Q3 24 | $136.0M | $-167.6M | ||
| Q2 24 | $119.7M | $-54.2M | ||
| Q1 24 | $-11.0M | $166.3M |
| Q4 25 | — | 86.6% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 94.7% | ||
| Q1 25 | — | 81.6% | ||
| Q4 24 | — | 87.3% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 98.5% | ||
| Q1 24 | — | 81.0% |
| Q4 25 | 36.4% | 43.3% | ||
| Q3 25 | 34.9% | 40.6% | ||
| Q2 25 | 39.2% | 43.7% | ||
| Q1 25 | 33.6% | 43.2% | ||
| Q4 24 | 31.7% | 16.8% | ||
| Q3 24 | 33.7% | -63.4% | ||
| Q2 24 | 32.1% | -15.2% | ||
| Q1 24 | 25.9% | 44.9% |
| Q4 25 | 27.9% | 28.5% | ||
| Q3 25 | 25.7% | 24.2% | ||
| Q2 25 | 31.0% | 28.4% | ||
| Q1 25 | 24.8% | 29.4% | ||
| Q4 24 | 31.6% | 8.8% | ||
| Q3 24 | 26.8% | -54.1% | ||
| Q2 24 | 23.9% | -16.0% | ||
| Q1 24 | -2.2% | 29.8% |
| Q4 25 | — | $1.98 | ||
| Q3 25 | — | $1.18 | ||
| Q2 25 | — | $1.64 | ||
| Q1 25 | — | $2.37 | ||
| Q4 24 | — | $0.49 | ||
| Q3 24 | — | $-1.81 | ||
| Q2 24 | — | $-0.59 | ||
| Q1 24 | — | $1.80 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $211.6M | $271.4M |
| Total DebtLower is stronger | $7.7B | $2.7B |
| Stockholders' EquityBook value | $10.4B | $3.6B |
| Total Assets | $19.7B | $9.2B |
| Debt / EquityLower = less leverage | 0.74× | 0.75× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $211.6M | $271.4M | ||
| Q3 25 | $159.3M | $43.2M | ||
| Q2 25 | $226.6M | $39.3M | ||
| Q1 25 | $131.3M | $40.0M | ||
| Q4 24 | $688.6M | $48.7M | ||
| Q3 24 | $789.0M | $38.2M | ||
| Q2 24 | $126.4M | $81.4M | ||
| Q1 24 | $133.4M | $50.8M |
| Q4 25 | $7.7B | $2.7B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.7B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | $8.0B | $2.7B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.7B | ||
| Q1 24 | — | $2.4B |
| Q4 25 | $10.4B | $3.6B | ||
| Q3 25 | $10.5B | $3.1B | ||
| Q2 25 | $10.5B | $3.0B | ||
| Q1 25 | $10.6B | $2.8B | ||
| Q4 24 | $10.7B | $-76.2M | ||
| Q3 24 | $10.5B | $-15.5M | ||
| Q2 24 | $10.6B | $5.0M | ||
| Q1 24 | $10.6B | $75.3M |
| Q4 25 | $19.7B | $9.2B | ||
| Q3 25 | $19.9B | $8.7B | ||
| Q2 25 | $19.8B | $8.4B | ||
| Q1 25 | $19.7B | $8.5B | ||
| Q4 24 | $20.3B | $8.3B | ||
| Q3 24 | $20.1B | $8.3B | ||
| Q2 24 | $19.5B | $8.5B | ||
| Q1 24 | $19.5B | $8.7B |
| Q4 25 | 0.74× | 0.75× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.90× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 532.10× | ||
| Q1 24 | — | 31.68× |
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 | $258.4M | $274.9M |
| Free Cash FlowOCF − Capex | — | $-2.7M |
| FCF MarginFCF / Revenue | — | -0.4% |
| Capex IntensityCapex / Revenue | 0.0% | 43.5% |
| Cash ConversionOCF / Net Profit | 1.71× | 1.51× |
| TTM Free Cash FlowTrailing 4 quarters | — | $204.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $258.4M | $274.9M | ||
| Q3 25 | $332.4M | $237.8M | ||
| Q2 25 | $305.4M | $388.4M | ||
| Q1 25 | $223.8M | $253.8M | ||
| Q4 24 | $239.5M | $220.1M | ||
| Q3 24 | $295.9M | $197.9M | ||
| Q2 24 | $294.1M | $281.8M | ||
| Q1 24 | $176.1M | $315.3M |
| Q4 25 | — | $-2.7M | ||
| Q3 25 | — | $-47.8M | ||
| Q2 25 | — | $195.3M | ||
| Q1 25 | $205.4M | $59.9M | ||
| Q4 24 | — | $-20.3M | ||
| Q3 24 | — | $-49.1M | ||
| Q2 24 | — | $79.5M | ||
| Q1 24 | — | $80.3M |
| Q4 25 | — | -0.4% | ||
| Q3 25 | — | -10.8% | ||
| Q2 25 | — | 37.0% | ||
| Q1 25 | 38.3% | 8.2% | ||
| Q4 24 | — | -4.0% | ||
| Q3 24 | — | -15.8% | ||
| Q2 24 | — | 23.5% | ||
| Q1 24 | — | 14.4% |
| Q4 25 | 0.0% | 43.5% | ||
| Q3 25 | 0.0% | 64.4% | ||
| Q2 25 | 0.0% | 36.6% | ||
| Q1 25 | 3.4% | 26.4% | ||
| Q4 24 | — | 46.8% | ||
| Q3 24 | — | 79.7% | ||
| Q2 24 | — | 59.7% | ||
| Q1 24 | — | 42.1% |
| Q4 25 | 1.71× | 1.51× | ||
| Q3 25 | 2.41× | 2.21× | ||
| Q2 25 | 1.87× | 2.59× | ||
| Q1 25 | 1.69× | 1.17× | ||
| Q4 24 | 1.44× | 4.89× | ||
| Q3 24 | 2.18× | — | ||
| Q2 24 | 2.46× | — | ||
| Q1 24 | — | 1.90× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KIM
Segment breakdown not available.
NFG
| Natural Gas Production | $302.5M | 47% |
| Natural Gas Residential Sales | $198.0M | 31% |
| Pipeline And Storage | $69.2M | 11% |
| Natural Gas Commercial Sales | $27.9M | 4% |
| Natural Gas Storage | $25.1M | 4% |
| Other | $4.1M | 1% |
| Natural Gas Midstream | $2.8M | 0% |
