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Side-by-side financial comparison of Kimco Realty (KIM) and NEW JERSEY RESOURCES CORP (NJR). Click either name above to swap in a different company.
Kimco Realty is the larger business by last-quarter revenue ($558.0M vs $440.9M, roughly 1.3× NEW JERSEY RESOURCES CORP). Kimco Realty runs the higher net margin — 29.8% vs 27.8%, a 2.0% gap on every dollar of revenue. On growth, NEW JERSEY RESOURCES CORP posted the faster year-over-year revenue change (22.8% vs 4.0%). Over the past eight quarters, Kimco Realty's revenue compounded faster (5.6% CAGR vs 0.9%).
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
New Jersey Resources is an energy services holding company based in Wall Township, New Jersey. It is a Fortune 1000 company, and a member of the Forbes Platinum 400. New Jersey Natural Gas is its principal subsidiary.
KIM vs NJR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $558.0M | $440.9M |
| Net Profit | $166.3M | $122.5M |
| Gross Margin | — | — |
| Operating Margin | 37.2% | 40.6% |
| Net Margin | 29.8% | 27.8% |
| Revenue YoY | 4.0% | 22.8% |
| Net Profit YoY | 23.7% | -6.7% |
| EPS (diluted) | $0.46 | $1.21 |
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 | $558.0M | — | ||
| Q4 25 | $542.5M | $440.9M | ||
| Q3 25 | $535.9M | $188.3M | ||
| Q2 25 | $525.2M | $234.8M | ||
| Q1 25 | $536.6M | $569.2M | ||
| Q4 24 | $525.4M | $359.0M | ||
| Q3 24 | $507.6M | $265.7M | ||
| Q2 24 | $500.2M | $209.9M |
| Q1 26 | $166.3M | — | ||
| Q4 25 | $151.2M | $122.5M | ||
| Q3 25 | $137.8M | $15.1M | ||
| Q2 25 | $163.0M | $-15.1M | ||
| Q1 25 | $132.8M | $204.3M | ||
| Q4 24 | $166.0M | $131.3M | ||
| Q3 24 | $136.0M | $91.1M | ||
| Q2 24 | $119.7M | $-11.6M |
| Q1 26 | 37.2% | — | ||
| Q4 25 | 36.4% | 40.6% | ||
| Q3 25 | 34.9% | 21.5% | ||
| Q2 25 | 39.2% | -0.5% | ||
| Q1 25 | 33.6% | 49.2% | ||
| Q4 24 | 31.7% | 52.8% | ||
| Q3 24 | 33.7% | 55.0% | ||
| Q2 24 | 32.1% | 2.8% |
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.9% | 27.8% | ||
| Q3 25 | 25.7% | 8.0% | ||
| Q2 25 | 31.0% | -6.4% | ||
| Q1 25 | 24.8% | 35.9% | ||
| Q4 24 | 31.6% | 36.6% | ||
| Q3 24 | 26.8% | 34.3% | ||
| Q2 24 | 23.9% | -5.5% |
| Q1 26 | $0.46 | — | ||
| Q4 25 | — | $1.21 | ||
| Q3 25 | — | $0.15 | ||
| Q2 25 | — | $-0.15 | ||
| Q1 25 | — | $2.02 | ||
| Q4 24 | — | $1.31 | ||
| Q3 24 | — | $0.91 | ||
| Q2 24 | — | $-0.12 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $2.4M |
| Total DebtLower is stronger | — | $3.3B |
| Stockholders' EquityBook value | $10.4B | $2.5B |
| Total Assets | $19.6B | $7.9B |
| Debt / EquityLower = less leverage | — | 1.32× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $211.6M | $2.4M | ||
| Q3 25 | $159.3M | $591.0K | ||
| Q2 25 | $226.6M | $931.0K | ||
| Q1 25 | $131.3M | $83.7M | ||
| Q4 24 | $688.6M | $1.9M | ||
| Q3 24 | $789.0M | $1.0M | ||
| Q2 24 | $126.4M | $22.4M |
| Q1 26 | — | — | ||
| Q4 25 | $7.7B | $3.3B | ||
| Q3 25 | — | $3.3B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | $8.0B | $3.0B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.8B |
| Q1 26 | $10.4B | — | ||
| Q4 25 | $10.4B | $2.5B | ||
| Q3 25 | $10.5B | $2.4B | ||
| Q2 25 | $10.5B | $2.4B | ||
| Q1 25 | $10.6B | $2.5B | ||
| Q4 24 | $10.7B | $2.3B | ||
| Q3 24 | $10.5B | $2.2B | ||
| Q2 24 | $10.6B | $2.1B |
| Q1 26 | $19.6B | — | ||
| Q4 25 | $19.7B | $7.9B | ||
| Q3 25 | $19.9B | $7.6B | ||
| Q2 25 | $19.8B | $7.3B | ||
| Q1 25 | $19.7B | $7.3B | ||
| Q4 24 | $20.3B | $7.2B | ||
| Q3 24 | $20.1B | $7.0B | ||
| Q2 24 | $19.5B | $6.8B |
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | 1.32× | ||
| Q3 25 | — | 1.36× | ||
| Q2 25 | — | 1.25× | ||
| Q1 25 | — | 1.20× | ||
| Q4 24 | 0.75× | 1.29× | ||
| Q3 24 | — | 1.31× | ||
| Q2 24 | — | 1.30× |
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 | — | $26.7M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | 0.22× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $258.4M | $26.7M | ||
| Q3 25 | $332.4M | $81.2M | ||
| Q2 25 | $305.4M | $-28.9M | ||
| Q1 25 | $223.8M | $423.0M | ||
| Q4 24 | $239.5M | $-9.0M | ||
| Q3 24 | $295.9M | $64.5M | ||
| Q2 24 | $294.1M | $24.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $205.4M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 38.3% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | — | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 0.0% | — | ||
| Q1 25 | 3.4% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.71× | 0.22× | ||
| Q3 25 | 2.41× | 5.39× | ||
| Q2 25 | 1.87× | — | ||
| Q1 25 | 1.69× | 2.07× | ||
| Q4 24 | 1.44× | -0.07× | ||
| Q3 24 | 2.18× | 0.71× | ||
| Q2 24 | 2.46× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KIM
| Revenues from rental properties, net | $552.8M | 99% |
| Management and other fee income | $5.2M | 1% |
NJR
| Residential | $284.1M | 64% |
| Commercialand Industrial | $53.4M | 12% |
| Firm Transportation | $34.7M | 8% |
| Storage And Transportation ST Segment | $28.1M | 6% |
| Home Services And Other HSO | $16.0M | 4% |
| Energy Services ES Segment | $12.8M | 3% |
| Installationand Maintenance | $6.6M | 1% |
| Electricity | $5.6M | 1% |
| Renewable Energy Certificates | $3.7M | 1% |
| Interruptibleand Offtariff | $2.4M | 1% |
