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Side-by-side financial comparison of Kimco Realty (KIM) and PATRICK INDUSTRIES INC (PATK). Click either name above to swap in a different company.
PATRICK INDUSTRIES INC is the larger business by last-quarter revenue ($924.2M vs $558.0M, roughly 1.7× Kimco Realty). Kimco Realty runs the higher net margin — 29.8% vs 3.1%, a 26.7% gap on every dollar of revenue. On growth, PATRICK INDUSTRIES INC posted the faster year-over-year revenue change (9.2% vs 4.0%). Over the past eight quarters, Kimco Realty's revenue compounded faster (5.6% CAGR vs -0.5%).
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
Anduril Industries, Inc. is an American defense technology company specializing in the development of advanced autonomous systems.
KIM vs PATK — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $558.0M | $924.2M |
| Net Profit | $166.3M | $29.1M |
| Gross Margin | — | 23.0% |
| Operating Margin | 37.2% | 6.2% |
| Net Margin | 29.8% | 3.1% |
| Revenue YoY | 4.0% | 9.2% |
| Net Profit YoY | 23.7% | 99.7% |
| EPS (diluted) | $0.46 | $0.82 |
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 | $924.2M | ||
| Q3 25 | $535.9M | $975.6M | ||
| Q2 25 | $525.2M | $1.0B | ||
| Q1 25 | $536.6M | $1.0B | ||
| Q4 24 | $525.4M | $846.1M | ||
| Q3 24 | $507.6M | $919.4M | ||
| Q2 24 | $500.2M | $1.0B |
| Q1 26 | $166.3M | — | ||
| Q4 25 | $151.2M | $29.1M | ||
| Q3 25 | $137.8M | $35.3M | ||
| Q2 25 | $163.0M | $32.4M | ||
| Q1 25 | $132.8M | $38.2M | ||
| Q4 24 | $166.0M | $14.6M | ||
| Q3 24 | $136.0M | $40.9M | ||
| Q2 24 | $119.7M | $47.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 23.0% | ||
| Q3 25 | — | 22.6% | ||
| Q2 25 | — | 23.9% | ||
| Q1 25 | — | 22.8% | ||
| Q4 24 | — | 22.1% | ||
| Q3 24 | — | 23.1% | ||
| Q2 24 | — | 22.8% |
| Q1 26 | 37.2% | — | ||
| Q4 25 | 36.4% | 6.2% | ||
| Q3 25 | 34.9% | 6.8% | ||
| Q2 25 | 39.2% | 8.3% | ||
| Q1 25 | 33.6% | 6.5% | ||
| Q4 24 | 31.7% | 4.7% | ||
| Q3 24 | 33.7% | 8.1% | ||
| Q2 24 | 32.1% | 8.3% |
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.9% | 3.1% | ||
| Q3 25 | 25.7% | 3.6% | ||
| Q2 25 | 31.0% | 3.1% | ||
| Q1 25 | 24.8% | 3.8% | ||
| Q4 24 | 31.6% | 1.7% | ||
| Q3 24 | 26.8% | 4.4% | ||
| Q2 24 | 23.9% | 4.7% |
| Q1 26 | $0.46 | — | ||
| Q4 25 | — | $0.82 | ||
| Q3 25 | — | $1.01 | ||
| Q2 25 | — | $0.96 | ||
| Q1 25 | — | $1.11 | ||
| Q4 24 | — | $-1.44 | ||
| Q3 24 | — | $1.80 | ||
| Q2 24 | — | $2.16 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $26.4M |
| Total DebtLower is stronger | — | $1.3B |
| Stockholders' EquityBook value | $10.4B | $1.2B |
| Total Assets | $19.6B | $3.1B |
| Debt / EquityLower = less leverage | — | 1.10× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $211.6M | $26.4M | ||
| Q3 25 | $159.3M | $20.7M | ||
| Q2 25 | $226.6M | $22.0M | ||
| Q1 25 | $131.3M | $86.6M | ||
| Q4 24 | $688.6M | $33.6M | ||
| Q3 24 | $789.0M | $52.6M | ||
| Q2 24 | $126.4M | $44.0M |
| Q1 26 | — | — | ||
| Q4 25 | $7.7B | $1.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $8.0B | $1.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $10.4B | — | ||
| Q4 25 | $10.4B | $1.2B | ||
| Q3 25 | $10.5B | $1.2B | ||
| Q2 25 | $10.5B | $1.1B | ||
| Q1 25 | $10.6B | $1.1B | ||
| Q4 24 | $10.7B | $1.1B | ||
| Q3 24 | $10.5B | $1.1B | ||
| Q2 24 | $10.6B | $1.1B |
| Q1 26 | $19.6B | — | ||
| Q4 25 | $19.7B | $3.1B | ||
| Q3 25 | $19.9B | $3.1B | ||
| Q2 25 | $19.8B | $3.1B | ||
| Q1 25 | $19.7B | $3.2B | ||
| Q4 24 | $20.3B | $3.0B | ||
| Q3 24 | $20.1B | $3.1B | ||
| Q2 24 | $19.5B | $3.0B |
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | 1.10× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.75× | 1.18× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $130.8M |
| Free Cash FlowOCF − Capex | — | $112.7M |
| FCF MarginFCF / Revenue | — | 12.2% |
| Capex IntensityCapex / Revenue | — | 2.0% |
| Cash ConversionOCF / Net Profit | — | 4.50× |
| TTM Free Cash FlowTrailing 4 quarters | — | $246.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $258.4M | $130.8M | ||
| Q3 25 | $332.4M | $9.1M | ||
| Q2 25 | $305.4M | $149.4M | ||
| Q1 25 | $223.8M | $40.1M | ||
| Q4 24 | $239.5M | $102.7M | ||
| Q3 24 | $295.9M | $51.5M | ||
| Q2 24 | $294.1M | $137.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $112.7M | ||
| Q3 25 | — | $-17.2M | ||
| Q2 25 | — | $131.1M | ||
| Q1 25 | $205.4M | $19.9M | ||
| Q4 24 | — | $77.2M | ||
| Q3 24 | — | $33.7M | ||
| Q2 24 | — | $120.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 12.2% | ||
| Q3 25 | — | -1.8% | ||
| Q2 25 | — | 12.5% | ||
| Q1 25 | 38.3% | 2.0% | ||
| Q4 24 | — | 9.1% | ||
| Q3 24 | — | 3.7% | ||
| Q2 24 | — | 11.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 2.0% | ||
| Q3 25 | 0.0% | 2.7% | ||
| Q2 25 | 0.0% | 1.7% | ||
| Q1 25 | 3.4% | 2.0% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 1.7% |
| Q1 26 | — | — | ||
| Q4 25 | 1.71× | 4.50× | ||
| Q3 25 | 2.41× | 0.26× | ||
| Q2 25 | 1.87× | 4.61× | ||
| Q1 25 | 1.69× | 1.05× | ||
| Q4 24 | 1.44× | 7.05× | ||
| Q3 24 | 2.18× | 1.26× | ||
| Q2 24 | 2.46× | 2.87× |
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% |
PATK
| Recreational Vehicle | $276.3M | 30% |
| Distribution | $222.4M | 24% |
| Marine | $141.9M | 15% |
| Industrial | $110.8M | 12% |
| Powersports | $104.8M | 11% |
| Manufactured Housing | $67.9M | 7% |
