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Side-by-side financial comparison of Kimco Realty (KIM) and POTLATCHDELTIC CORP (PCH). Click either name above to swap in a different company.
Kimco Realty is the larger business by last-quarter revenue ($558.0M vs $314.2M, roughly 1.8× POTLATCHDELTIC CORP). Kimco Realty runs the higher net margin — 29.8% vs 8.2%, a 21.6% gap on every dollar of revenue. On growth, POTLATCHDELTIC CORP posted the faster year-over-year revenue change (23.1% vs 4.0%). Over the past eight quarters, POTLATCHDELTIC CORP's revenue compounded faster (11.1% CAGR vs 5.6%).
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
POTLATCHDELTIC CORPPCHEarnings & Financial Report
PotlatchDeltic Corporation is an American diversified forest products company based in Spokane, Washington.
KIM vs PCH — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $558.0M | $314.2M |
| Net Profit | $166.3M | $25.9M |
| Gross Margin | — | 18.2% |
| Operating Margin | 37.2% | 11.2% |
| Net Margin | 29.8% | 8.2% |
| Revenue YoY | 4.0% | 23.1% |
| Net Profit YoY | 23.7% | 682.5% |
| EPS (diluted) | $0.46 | $0.33 |
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 | — | ||
| Q3 25 | $535.9M | $314.2M | ||
| Q2 25 | $525.2M | $275.0M | ||
| Q1 25 | $536.6M | $268.3M | ||
| Q4 24 | $525.4M | $258.1M | ||
| Q3 24 | $507.6M | $255.1M | ||
| Q2 24 | $500.2M | $320.7M |
| Q1 26 | $166.3M | — | ||
| Q4 25 | $151.2M | — | ||
| Q3 25 | $137.8M | $25.9M | ||
| Q2 25 | $163.0M | $7.4M | ||
| Q1 25 | $132.8M | $25.8M | ||
| Q4 24 | $166.0M | $5.2M | ||
| Q3 24 | $136.0M | $3.3M | ||
| Q2 24 | $119.7M | $13.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 18.2% | ||
| Q2 25 | — | 13.0% | ||
| Q1 25 | — | 17.8% | ||
| Q4 24 | — | 13.4% | ||
| Q3 24 | — | 10.8% | ||
| Q2 24 | — | 11.9% |
| Q1 26 | 37.2% | — | ||
| Q4 25 | 36.4% | — | ||
| Q3 25 | 34.9% | 11.2% | ||
| Q2 25 | 39.2% | 5.0% | ||
| Q1 25 | 33.6% | 10.3% | ||
| Q4 24 | 31.7% | 5.2% | ||
| Q3 24 | 33.7% | 2.8% | ||
| Q2 24 | 32.1% | 5.4% |
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.9% | — | ||
| Q3 25 | 25.7% | 8.2% | ||
| Q2 25 | 31.0% | 2.7% | ||
| Q1 25 | 24.8% | 9.6% | ||
| Q4 24 | 31.6% | 2.0% | ||
| Q3 24 | 26.8% | 1.3% | ||
| Q2 24 | 23.9% | 4.3% |
| Q1 26 | $0.46 | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $0.33 | ||
| Q2 25 | — | $0.09 | ||
| Q1 25 | — | $0.33 | ||
| Q4 24 | — | $0.07 | ||
| Q3 24 | — | $0.04 | ||
| Q2 24 | — | $0.17 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $88.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $10.4B | $1.9B |
| Total Assets | $19.6B | $3.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $211.6M | — | ||
| Q3 25 | $159.3M | $88.8M | ||
| Q2 25 | $226.6M | $95.3M | ||
| Q1 25 | $131.3M | $147.5M | ||
| Q4 24 | $688.6M | $151.6M | ||
| Q3 24 | $789.0M | $161.1M | ||
| Q2 24 | $126.4M | $199.7M |
| Q1 26 | — | — | ||
| Q4 25 | $7.7B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $8.0B | $1.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $10.4B | — | ||
| Q4 25 | $10.4B | — | ||
| Q3 25 | $10.5B | $1.9B | ||
| Q2 25 | $10.5B | $1.9B | ||
| Q1 25 | $10.6B | $2.0B | ||
| Q4 24 | $10.7B | $2.0B | ||
| Q3 24 | $10.5B | $2.1B | ||
| Q2 24 | $10.6B | $2.1B |
| Q1 26 | $19.6B | — | ||
| Q4 25 | $19.7B | — | ||
| Q3 25 | $19.9B | $3.2B | ||
| Q2 25 | $19.8B | $3.2B | ||
| Q1 25 | $19.7B | $3.3B | ||
| Q4 24 | $20.3B | $3.3B | ||
| Q3 24 | $20.1B | $3.3B | ||
| Q2 24 | $19.5B | $3.4B |
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.75× | 0.51× | ||
| 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 | — | $65.7M |
| Free Cash FlowOCF − Capex | — | $50.1M |
| FCF MarginFCF / Revenue | — | 15.9% |
| Capex IntensityCapex / Revenue | — | 4.9% |
| Cash ConversionOCF / Net Profit | — | 2.54× |
| TTM Free Cash FlowTrailing 4 quarters | — | $132.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $258.4M | — | ||
| Q3 25 | $332.4M | $65.7M | ||
| Q2 25 | $305.4M | $41.0M | ||
| Q1 25 | $223.8M | $49.1M | ||
| Q4 24 | $239.5M | $45.4M | ||
| Q3 24 | $295.9M | $26.5M | ||
| Q2 24 | $294.1M | $100.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $50.1M | ||
| Q2 25 | — | $30.6M | ||
| Q1 25 | $205.4M | $26.3M | ||
| Q4 24 | — | $25.4M | ||
| Q3 24 | — | $-8.2M | ||
| Q2 24 | — | $72.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 15.9% | ||
| Q2 25 | — | 11.1% | ||
| Q1 25 | 38.3% | 9.8% | ||
| Q4 24 | — | 9.9% | ||
| Q3 24 | — | -3.2% | ||
| Q2 24 | — | 22.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | — | ||
| Q3 25 | 0.0% | 4.9% | ||
| Q2 25 | 0.0% | 3.8% | ||
| Q1 25 | 3.4% | 8.5% | ||
| Q4 24 | — | 7.7% | ||
| Q3 24 | — | 13.6% | ||
| Q2 24 | — | 8.8% |
| Q1 26 | — | — | ||
| Q4 25 | 1.71× | — | ||
| Q3 25 | 2.41× | 2.54× | ||
| Q2 25 | 1.87× | 5.58× | ||
| Q1 25 | 1.69× | 1.90× | ||
| Q4 24 | 1.44× | 8.74× | ||
| Q3 24 | 2.18× | 7.99× | ||
| Q2 24 | 2.46× | 7.35× |
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% |
PCH
| Lumber | $131.8M | 42% |
| Timberlands | $52.5M | 17% |
| Rural Real Estate | $51.3M | 16% |
| Residuals And Panels | $34.0M | 11% |
| Pulpwood | $16.7M | 5% |
| Development Real Estate | $14.6M | 5% |
| Other | $8.1M | 3% |
| Other Products | $5.2M | 2% |
