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Side-by-side financial comparison of Kimco Realty (KIM) and RLJ Lodging Trust (RLJ). Click either name above to swap in a different company.
Kimco Realty is the larger business by last-quarter revenue ($558.0M vs $328.6M, roughly 1.7× RLJ Lodging Trust). Kimco Realty runs the higher net margin — 29.8% vs 0.1%, a 29.7% gap on every dollar of revenue. On growth, Kimco Realty posted the faster year-over-year revenue change (4.0% vs -0.4%). Over the past eight quarters, Kimco Realty's revenue compounded faster (5.6% CAGR vs 0.6%).
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
The RLJ Companies is an American asset management firm owned by entrepreneur Robert Louis Johnson. After selling Black Entertainment Television in 2001, Johnson's first company, he created RLJ Companies in Bethesda, Maryland. The company's network includes hotel real estate investment, private equity, financial services, asset management, insurance services, car dealerships, sports and entertainment, and video lottery terminal (VLT) gaming. The company is headquartered in Bethesda and has add...
KIM vs RLJ — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $558.0M | $328.6M |
| Net Profit | $166.3M | $430.0K |
| Gross Margin | — | — |
| Operating Margin | 37.2% | 0.2% |
| Net Margin | 29.8% | 0.1% |
| Revenue YoY | 4.0% | -0.4% |
| Net Profit YoY | 23.7% | -92.0% |
| EPS (diluted) | $0.46 | $-0.05 |
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 | $328.6M | ||
| Q3 25 | $535.9M | $330.0M | ||
| Q2 25 | $525.2M | $363.1M | ||
| Q1 25 | $536.6M | $328.1M | ||
| Q4 24 | $525.4M | $330.0M | ||
| Q3 24 | $507.6M | $345.7M | ||
| Q2 24 | $500.2M | $369.3M |
| Q1 26 | $166.3M | — | ||
| Q4 25 | $151.2M | $430.0K | ||
| Q3 25 | $137.8M | $-3.7M | ||
| Q2 25 | $163.0M | $28.5M | ||
| Q1 25 | $132.8M | $3.4M | ||
| Q4 24 | $166.0M | $5.4M | ||
| Q3 24 | $136.0M | $20.6M | ||
| Q2 24 | $119.7M | $37.1M |
| Q1 26 | 37.2% | — | ||
| Q4 25 | 36.4% | 0.2% | ||
| Q3 25 | 34.9% | -1.0% | ||
| Q2 25 | 39.2% | 8.0% | ||
| Q1 25 | 33.6% | 1.1% | ||
| Q4 24 | 31.7% | 1.8% | ||
| Q3 24 | 33.7% | 6.1% | ||
| Q2 24 | 32.1% | 10.2% |
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.9% | 0.1% | ||
| Q3 25 | 25.7% | -1.1% | ||
| Q2 25 | 31.0% | 7.8% | ||
| Q1 25 | 24.8% | 1.0% | ||
| Q4 24 | 31.6% | 1.6% | ||
| Q3 24 | 26.8% | 6.0% | ||
| Q2 24 | 23.9% | 10.0% |
| Q1 26 | $0.46 | — | ||
| Q4 25 | — | $-0.05 | ||
| Q3 25 | — | $-0.07 | ||
| Q2 25 | — | $0.15 | ||
| Q1 25 | — | $-0.02 | ||
| Q4 24 | — | $-0.01 | ||
| Q3 24 | — | $0.09 | ||
| Q2 24 | — | $0.20 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $410.2M |
| Total DebtLower is stronger | — | $2.2B |
| Stockholders' EquityBook value | $10.4B | $2.2B |
| Total Assets | $19.6B | $4.7B |
| Debt / EquityLower = less leverage | — | 1.01× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $211.6M | $410.2M | ||
| Q3 25 | $159.3M | $374.8M | ||
| Q2 25 | $226.6M | $373.9M | ||
| Q1 25 | $131.3M | $347.5M | ||
| Q4 24 | $688.6M | $409.8M | ||
| Q3 24 | $789.0M | $385.4M | ||
| Q2 24 | $126.4M | $371.1M |
| Q1 26 | — | — | ||
| Q4 25 | $7.7B | $2.2B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.2B | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | $8.0B | $2.2B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.2B |
| Q1 26 | $10.4B | — | ||
| Q4 25 | $10.4B | $2.2B | ||
| Q3 25 | $10.5B | $2.2B | ||
| Q2 25 | $10.5B | $2.2B | ||
| Q1 25 | $10.6B | $2.2B | ||
| Q4 24 | $10.7B | $2.3B | ||
| Q3 24 | $10.5B | $2.3B | ||
| Q2 24 | $10.6B | $2.3B |
| Q1 26 | $19.6B | — | ||
| Q4 25 | $19.7B | $4.7B | ||
| Q3 25 | $19.9B | $4.8B | ||
| Q2 25 | $19.8B | $4.8B | ||
| Q1 25 | $19.7B | $4.8B | ||
| Q4 24 | $20.3B | $4.9B | ||
| Q3 24 | $20.1B | $4.9B | ||
| Q2 24 | $19.5B | $4.9B |
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | 1.01× | ||
| Q3 25 | — | 1.01× | ||
| Q2 25 | — | 1.00× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | 0.75× | 0.97× | ||
| Q3 24 | — | 0.96× | ||
| Q2 24 | — | 0.95× |
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 | — | $243.8M |
| Free Cash FlowOCF − Capex | — | $117.4M |
| FCF MarginFCF / Revenue | — | 35.7% |
| Capex IntensityCapex / Revenue | — | 38.5% |
| Cash ConversionOCF / Net Profit | — | 566.97× |
| TTM Free Cash FlowTrailing 4 quarters | — | $186.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $258.4M | $243.8M | ||
| Q3 25 | $332.4M | $63.3M | ||
| Q2 25 | $305.4M | $101.3M | ||
| Q1 25 | $223.8M | $16.3M | ||
| Q4 24 | $239.5M | $285.4M | ||
| Q3 24 | $295.9M | $80.1M | ||
| Q2 24 | $294.1M | $113.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $117.4M | ||
| Q3 25 | — | $33.6M | ||
| Q2 25 | — | $66.1M | ||
| Q1 25 | $205.4M | $-30.5M | ||
| Q4 24 | — | $148.9M | ||
| Q3 24 | — | $45.4M | ||
| Q2 24 | — | $74.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 35.7% | ||
| Q3 25 | — | 10.2% | ||
| Q2 25 | — | 18.2% | ||
| Q1 25 | 38.3% | -9.3% | ||
| Q4 24 | — | 45.1% | ||
| Q3 24 | — | 13.1% | ||
| Q2 24 | — | 20.3% |
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 38.5% | ||
| Q3 25 | 0.0% | 9.0% | ||
| Q2 25 | 0.0% | 9.7% | ||
| Q1 25 | 3.4% | 14.3% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 10.0% | ||
| Q2 24 | — | 10.4% |
| Q1 26 | — | — | ||
| Q4 25 | 1.71× | 566.97× | ||
| Q3 25 | 2.41× | — | ||
| Q2 25 | 1.87× | 3.56× | ||
| Q1 25 | 1.69× | 4.85× | ||
| Q4 24 | 1.44× | 53.09× | ||
| Q3 24 | 2.18× | 3.89× | ||
| Q2 24 | 2.46× | 3.06× |
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% |
RLJ
| Occupancy | $262.1M | 80% |
| Food And Beverage | $41.9M | 13% |
| Hotel Other | $24.6M | 7% |
