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Side-by-side financial comparison of Kimco Realty (KIM) and Skyward Specialty Insurance Group, Inc. (SKWD). Click either name above to swap in a different company.
Kimco Realty is the larger business by last-quarter revenue ($558.0M vs $385.6M, roughly 1.4× Skyward Specialty Insurance Group, Inc.). Kimco Realty runs the higher net margin — 29.8% vs 11.2%, a 18.6% gap on every dollar of revenue. On growth, Skyward Specialty Insurance Group, Inc. posted the faster year-over-year revenue change (26.7% vs 4.0%). Over the past eight quarters, Skyward Specialty Insurance Group, Inc.'s revenue compounded faster (20.6% CAGR vs 5.6%).
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
Skyward Specialty Insurance Group, Inc. is a specialty property and casualty insurance provider offering tailored coverage solutions including commercial auto, general liability, professional indemnity, and specialty property policies. It primarily serves small-to-medium enterprises and niche industry segments across the United States, focusing on underwriting complex, hard-to-place risks for underserved client groups.
KIM vs SKWD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $558.0M | $385.6M |
| Net Profit | $166.3M | $43.2M |
| Gross Margin | — | — |
| Operating Margin | 37.2% | 14.2% |
| Net Margin | 29.8% | 11.2% |
| Revenue YoY | 4.0% | 26.7% |
| Net Profit YoY | 23.7% | 200.1% |
| EPS (diluted) | $0.46 | $1.03 |
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 | $385.6M | ||
| Q3 25 | $535.9M | $382.5M | ||
| Q2 25 | $525.2M | $319.9M | ||
| Q1 25 | $536.6M | $328.5M | ||
| Q4 24 | $525.4M | $304.4M | ||
| Q3 24 | $507.6M | $300.9M | ||
| Q2 24 | $500.2M | $279.9M |
| Q1 26 | $166.3M | — | ||
| Q4 25 | $151.2M | $43.2M | ||
| Q3 25 | $137.8M | $45.9M | ||
| Q2 25 | $163.0M | $38.8M | ||
| Q1 25 | $132.8M | $42.1M | ||
| Q4 24 | $166.0M | $14.4M | ||
| Q3 24 | $136.0M | $36.7M | ||
| Q2 24 | $119.7M | $31.0M |
| Q1 26 | 37.2% | — | ||
| Q4 25 | 36.4% | 14.2% | ||
| Q3 25 | 34.9% | 15.8% | ||
| Q2 25 | 39.2% | 15.6% | ||
| Q1 25 | 33.6% | 15.7% | ||
| Q4 24 | 31.7% | 6.1% | ||
| Q3 24 | 33.7% | 15.6% | ||
| Q2 24 | 32.1% | 14.4% |
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.9% | 11.2% | ||
| Q3 25 | 25.7% | 12.0% | ||
| Q2 25 | 31.0% | 12.1% | ||
| Q1 25 | 24.8% | 12.8% | ||
| Q4 24 | 31.6% | 4.7% | ||
| Q3 24 | 26.8% | 12.2% | ||
| Q2 24 | 23.9% | 11.1% |
| Q1 26 | $0.46 | — | ||
| Q4 25 | — | $1.03 | ||
| Q3 25 | — | $1.10 | ||
| Q2 25 | — | $0.93 | ||
| Q1 25 | — | $1.01 | ||
| Q4 24 | — | $0.33 | ||
| Q3 24 | — | $0.89 | ||
| Q2 24 | — | $0.75 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $168.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $10.4B | $1.0B |
| Total Assets | $19.6B | $4.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $211.6M | $168.5M | ||
| Q3 25 | $159.3M | $160.1M | ||
| Q2 25 | $226.6M | $136.6M | ||
| Q1 25 | $131.3M | $112.9M | ||
| Q4 24 | $688.6M | $121.6M | ||
| Q3 24 | $789.0M | $105.6M | ||
| Q2 24 | $126.4M | $73.0M |
| Q1 26 | — | — | ||
| Q4 25 | $7.7B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $8.0B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $10.4B | — | ||
| Q4 25 | $10.4B | $1.0B | ||
| Q3 25 | $10.5B | $961.4M | ||
| Q2 25 | $10.5B | $899.9M | ||
| Q1 25 | $10.6B | $850.7M | ||
| Q4 24 | $10.7B | $794.0M | ||
| Q3 24 | $10.5B | $797.5M | ||
| Q2 24 | $10.6B | $723.6M |
| Q1 26 | $19.6B | — | ||
| Q4 25 | $19.7B | $4.8B | ||
| Q3 25 | $19.9B | $4.6B | ||
| Q2 25 | $19.8B | $4.3B | ||
| Q1 25 | $19.7B | $4.0B | ||
| Q4 24 | $20.3B | $3.7B | ||
| Q3 24 | $20.1B | $3.6B | ||
| Q2 24 | $19.5B | $3.4B |
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.75× | — | ||
| 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 | — | $408.1M |
| Free Cash FlowOCF − Capex | — | $402.6M |
| FCF MarginFCF / Revenue | — | 104.4% |
| Capex IntensityCapex / Revenue | — | 1.4% |
| Cash ConversionOCF / Net Profit | — | 9.44× |
| TTM Free Cash FlowTrailing 4 quarters | — | $755.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $258.4M | $408.1M | ||
| Q3 25 | $332.4M | $171.4M | ||
| Q2 25 | $305.4M | $88.2M | ||
| Q1 25 | $223.8M | $96.8M | ||
| Q4 24 | $239.5M | $305.1M | ||
| Q3 24 | $295.9M | $168.0M | ||
| Q2 24 | $294.1M | $21.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $402.6M | ||
| Q3 25 | — | $168.9M | ||
| Q2 25 | — | $87.1M | ||
| Q1 25 | $205.4M | $96.6M | ||
| Q4 24 | — | $300.9M | ||
| Q3 24 | — | $167.6M | ||
| Q2 24 | — | $18.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 104.4% | ||
| Q3 25 | — | 44.2% | ||
| Q2 25 | — | 27.2% | ||
| Q1 25 | 38.3% | 29.4% | ||
| Q4 24 | — | 98.8% | ||
| Q3 24 | — | 55.7% | ||
| Q2 24 | — | 6.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 1.4% | ||
| Q3 25 | 0.0% | 0.6% | ||
| Q2 25 | 0.0% | 0.3% | ||
| Q1 25 | 3.4% | 0.1% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.71× | 9.44× | ||
| Q3 25 | 2.41× | 3.73× | ||
| Q2 25 | 1.87× | 2.27× | ||
| Q1 25 | 1.69× | 2.30× | ||
| Q4 24 | 1.44× | 21.18× | ||
| Q3 24 | 2.18× | 4.58× | ||
| Q2 24 | 2.46× | 0.68× |
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% |
SKWD
Segment breakdown not available.
