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Side-by-side financial comparison of Kimco Realty (KIM) and RH (RH). Click either name above to swap in a different company.
RH is the larger business by last-quarter revenue ($883.8M vs $542.5M, roughly 1.6× Kimco Realty). Kimco Realty runs the higher net margin — 27.9% vs 4.1%, a 23.8% gap on every dollar of revenue. On growth, RH posted the faster year-over-year revenue change (8.9% vs 3.2%). Over the past eight quarters, RH's revenue compounded faster (9.4% CAGR vs 3.8%).
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
RH is an upscale American home-furnishings company headquartered in Corte Madera, California. The company sells its merchandise through its retail stores, catalog, and online. As of August 2018, the company operated a total of 70 galleries, 18 full-line design galleries, and 3 baby-and-child galleries. The company also has 36 outlet stores in the United States and Canada.
KIM vs RH — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $542.5M | $883.8M |
| Net Profit | $151.2M | $36.3M |
| Gross Margin | — | 44.1% |
| Operating Margin | 36.4% | 12.0% |
| Net Margin | 27.9% | 4.1% |
| Revenue YoY | 3.2% | 8.9% |
| Net Profit YoY | -9.0% | 9.3% |
| EPS (diluted) | — | $1.83 |
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 | $883.8M | ||
| Q3 25 | $535.9M | $899.2M | ||
| Q2 25 | $525.2M | $814.0M | ||
| Q1 25 | $536.6M | $812.4M | ||
| Q4 24 | $525.4M | $811.7M | ||
| Q3 24 | $507.6M | $829.7M | ||
| Q2 24 | $500.2M | $727.0M | ||
| Q1 24 | $503.8M | $738.3M |
| Q4 25 | $151.2M | $36.3M | ||
| Q3 25 | $137.8M | $51.7M | ||
| Q2 25 | $163.0M | $8.0M | ||
| Q1 25 | $132.8M | $13.9M | ||
| Q4 24 | $166.0M | $33.2M | ||
| Q3 24 | $136.0M | $29.0M | ||
| Q2 24 | $119.7M | $-3.6M | ||
| Q1 24 | $-11.0M | $11.4M |
| Q4 25 | — | 44.1% | ||
| Q3 25 | — | 45.5% | ||
| Q2 25 | — | 43.7% | ||
| Q1 25 | — | 44.7% | ||
| Q4 24 | — | 44.5% | ||
| Q3 24 | — | 45.2% | ||
| Q2 24 | — | 43.5% | ||
| Q1 24 | — | 43.5% |
| Q4 25 | 36.4% | 12.0% | ||
| Q3 25 | 34.9% | 14.3% | ||
| Q2 25 | 39.2% | 6.9% | ||
| Q1 25 | 33.6% | 8.7% | ||
| Q4 24 | 31.7% | 12.5% | ||
| Q3 24 | 33.7% | 11.6% | ||
| Q2 24 | 32.1% | 7.5% | ||
| Q1 24 | 25.9% | 8.7% |
| Q4 25 | 27.9% | 4.1% | ||
| Q3 25 | 25.7% | 5.8% | ||
| Q2 25 | 31.0% | 1.0% | ||
| Q1 25 | 24.8% | 1.7% | ||
| Q4 24 | 31.6% | 4.1% | ||
| Q3 24 | 26.8% | 3.5% | ||
| Q2 24 | 23.9% | -0.5% | ||
| Q1 24 | -2.2% | 1.5% |
| Q4 25 | — | $1.83 | ||
| Q3 25 | — | $2.62 | ||
| Q2 25 | — | $0.40 | ||
| Q1 25 | — | $0.71 | ||
| Q4 24 | — | $1.66 | ||
| Q3 24 | — | $1.45 | ||
| Q2 24 | — | $-0.20 | ||
| Q1 24 | — | $0.91 |
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 | $43.1M |
| Total DebtLower is stronger | $7.7B | — |
| Stockholders' EquityBook value | $10.4B | $3.3M |
| Total Assets | $19.7B | $4.8B |
| Debt / EquityLower = less leverage | 0.74× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $211.6M | $43.1M | ||
| Q3 25 | $159.3M | $34.6M | ||
| Q2 25 | $226.6M | $46.1M | ||
| Q1 25 | $131.3M | $30.4M | ||
| Q4 24 | $688.6M | $87.0M | ||
| Q3 24 | $789.0M | $78.3M | ||
| Q2 24 | $126.4M | $101.8M | ||
| Q1 24 | $133.4M | $123.7M |
| Q4 25 | $7.7B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $8.0B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $10.4B | $3.3M | ||
| Q3 25 | $10.5B | $-40.9M | ||
| Q2 25 | $10.5B | $-110.8M | ||
| Q1 25 | $10.6B | $-163.6M | ||
| Q4 24 | $10.7B | $-183.0M | ||
| Q3 24 | $10.5B | $-234.7M | ||
| Q2 24 | $10.6B | $-289.9M | ||
| Q1 24 | $10.6B | $-297.4M |
| Q4 25 | $19.7B | $4.8B | ||
| Q3 25 | $19.9B | $4.7B | ||
| Q2 25 | $19.8B | $4.7B | ||
| Q1 25 | $19.7B | $4.6B | ||
| Q4 24 | $20.3B | $4.5B | ||
| Q3 24 | $20.1B | $4.4B | ||
| Q2 24 | $19.5B | $4.2B | ||
| Q1 24 | $19.5B | $4.1B |
| Q4 25 | 0.74× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $258.4M | $131.9M |
| Free Cash FlowOCF − Capex | — | $83.0M |
| FCF MarginFCF / Revenue | — | 9.4% |
| Capex IntensityCapex / Revenue | 0.0% | 5.5% |
| Cash ConversionOCF / Net Profit | 1.71× | 3.64× |
| TTM Free Cash FlowTrailing 4 quarters | — | $128.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $258.4M | $131.9M | ||
| Q3 25 | $332.4M | $137.7M | ||
| Q2 25 | $305.4M | $86.6M | ||
| Q1 25 | $223.8M | $-18.8M | ||
| Q4 24 | $239.5M | $-31.4M | ||
| Q3 24 | $295.9M | $11.2M | ||
| Q2 24 | $294.1M | $56.1M | ||
| Q1 24 | $176.1M | $-114.0M |
| Q4 25 | — | $83.0M | ||
| Q3 25 | — | $80.7M | ||
| Q2 25 | — | $34.1M | ||
| Q1 25 | $205.4M | $-69.7M | ||
| Q4 24 | — | $-96.0M | ||
| Q3 24 | — | $-37.9M | ||
| Q2 24 | — | $-10.1M | ||
| Q1 24 | — | $-251.5M |
| Q4 25 | — | 9.4% | ||
| Q3 25 | — | 9.0% | ||
| Q2 25 | — | 4.2% | ||
| Q1 25 | 38.3% | -8.6% | ||
| Q4 24 | — | -11.8% | ||
| Q3 24 | — | -4.6% | ||
| Q2 24 | — | -1.4% | ||
| Q1 24 | — | -34.1% |
| Q4 25 | 0.0% | 5.5% | ||
| Q3 25 | 0.0% | 6.3% | ||
| Q2 25 | 0.0% | 6.5% | ||
| Q1 25 | 3.4% | 6.3% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 5.9% | ||
| Q2 24 | — | 9.1% | ||
| Q1 24 | — | 18.6% |
| Q4 25 | 1.71× | 3.64× | ||
| Q3 25 | 2.41× | 2.66× | ||
| Q2 25 | 1.87× | 10.78× | ||
| Q1 25 | 1.69× | -1.35× | ||
| Q4 24 | 1.44× | -0.95× | ||
| Q3 24 | 2.18× | 0.39× | ||
| Q2 24 | 2.46× | — | ||
| Q1 24 | — | -10.01× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KIM
Segment breakdown not available.
RH
| RH Segment | $835.8M | 95% |
| Waterworks Segment | $48.0M | 5% |
| Gift Card And Merchandise Credit | $4.5M | 1% |
