vs
Side-by-side financial comparison of Kimco Realty (KIM) and UL Solutions Inc. (ULS). Click either name above to swap in a different company.
Kimco Realty is the larger business by last-quarter revenue ($542.5M vs $340.0M, roughly 1.6× UL Solutions Inc.). On growth, Kimco Realty posted the faster year-over-year revenue change (3.2% vs -12.4%). Over the past eight quarters, Kimco Realty's revenue compounded faster (3.8% CAGR vs -31.8%).
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
The UL enterprise is a global private safety company headquartered in Northbrook, Illinois, composed of three organizations, UL Research Institutes, UL Standards & Engagement and UL Solutions.
KIM vs ULS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $542.5M | $340.0M |
| Net Profit | $151.2M | — |
| Gross Margin | — | — |
| Operating Margin | 36.4% | 24.4% |
| Net Margin | 27.9% | — |
| Revenue YoY | 3.2% | -12.4% |
| Net Profit YoY | -9.0% | — |
| EPS (diluted) | — | — |
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 | — | $340.0M | ||
| Q4 25 | $542.5M | $789.0M | ||
| Q3 25 | $535.9M | $783.0M | ||
| Q2 25 | $525.2M | $776.0M | ||
| Q1 25 | $536.6M | $705.0M | ||
| Q4 24 | $525.4M | $739.0M | ||
| Q3 24 | $507.6M | $731.0M | ||
| Q2 24 | $500.2M | $730.0M |
| Q1 26 | — | — | ||
| Q4 25 | $151.2M | $67.0M | ||
| Q3 25 | $137.8M | $100.0M | ||
| Q2 25 | $163.0M | $91.0M | ||
| Q1 25 | $132.8M | $67.0M | ||
| Q4 24 | $166.0M | $81.0M | ||
| Q3 24 | $136.0M | $88.0M | ||
| Q2 24 | $119.7M | $101.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 49.7% | ||
| Q3 25 | — | 50.3% | ||
| Q2 25 | — | 49.4% | ||
| Q1 25 | — | 48.4% | ||
| Q4 24 | — | 47.4% | ||
| Q3 24 | — | 49.0% | ||
| Q2 24 | — | 50.1% |
| Q1 26 | — | 24.4% | ||
| Q4 25 | 36.4% | 15.0% | ||
| Q3 25 | 34.9% | 19.9% | ||
| Q2 25 | 39.2% | 17.9% | ||
| Q1 25 | 33.6% | 15.5% | ||
| Q4 24 | 31.7% | 15.6% | ||
| Q3 24 | 33.7% | 17.8% | ||
| Q2 24 | 32.1% | 17.3% |
| Q1 26 | — | — | ||
| Q4 25 | 27.9% | 8.5% | ||
| Q3 25 | 25.7% | 12.8% | ||
| Q2 25 | 31.0% | 11.7% | ||
| Q1 25 | 24.8% | 9.5% | ||
| Q4 24 | 31.6% | 11.0% | ||
| Q3 24 | 26.8% | 12.0% | ||
| Q2 24 | 23.9% | 13.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | $0.33 | ||
| Q3 25 | — | $0.49 | ||
| Q2 25 | — | $0.45 | ||
| Q1 25 | — | $0.33 | ||
| Q4 24 | — | $0.40 | ||
| Q3 24 | — | $0.44 | ||
| Q2 24 | — | $0.50 |
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 | — |
| Total DebtLower is stronger | $7.7B | — |
| Stockholders' EquityBook value | $10.4B | — |
| Total Assets | $19.7B | — |
| Debt / EquityLower = less leverage | 0.74× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $211.6M | $295.0M | ||
| Q3 25 | $159.3M | $255.0M | ||
| Q2 25 | $226.6M | $272.0M | ||
| Q1 25 | $131.3M | $267.0M | ||
| Q4 24 | $688.6M | $298.0M | ||
| Q3 24 | $789.0M | $327.0M | ||
| Q2 24 | $126.4M | $295.0M |
| Q1 26 | — | — | ||
| Q4 25 | $7.7B | $491.0M | ||
| Q3 25 | — | $544.0M | ||
| Q2 25 | — | $608.0M | ||
| Q1 25 | — | $653.0M | ||
| Q4 24 | $8.0B | $742.0M | ||
| Q3 24 | — | $797.0M | ||
| Q2 24 | — | $810.0M |
| Q1 26 | — | — | ||
| Q4 25 | $10.4B | $1.3B | ||
| Q3 25 | $10.5B | $1.2B | ||
| Q2 25 | $10.5B | $1.1B | ||
| Q1 25 | $10.6B | $970.0M | ||
| Q4 24 | $10.7B | $904.0M | ||
| Q3 24 | $10.5B | $872.0M | ||
| Q2 24 | $10.6B | $769.0M |
| Q1 26 | — | — | ||
| Q4 25 | $19.7B | $2.9B | ||
| Q3 25 | $19.9B | $2.9B | ||
| Q2 25 | $19.8B | $2.9B | ||
| Q1 25 | $19.7B | $2.9B | ||
| Q4 24 | $20.3B | $2.8B | ||
| Q3 24 | $20.1B | $2.9B | ||
| Q2 24 | $19.5B | $2.7B |
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | 0.39× | ||
| Q3 25 | — | 0.46× | ||
| Q2 25 | — | 0.56× | ||
| Q1 25 | — | 0.67× | ||
| Q4 24 | 0.75× | 0.82× | ||
| Q3 24 | — | 0.91× | ||
| Q2 24 | — | 1.05× |
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 | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | 0.0% | — |
| Cash ConversionOCF / Net Profit | 1.71× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $258.4M | $144.0M | ||
| Q3 25 | $332.4M | $155.0M | ||
| Q2 25 | $305.4M | $147.0M | ||
| Q1 25 | $223.8M | $154.0M | ||
| Q4 24 | $239.5M | $130.0M | ||
| Q3 24 | $295.9M | $150.0M | ||
| Q2 24 | $294.1M | $103.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $86.0M | ||
| Q3 25 | — | $109.0M | ||
| Q2 25 | — | $105.0M | ||
| Q1 25 | $205.4M | $103.0M | ||
| Q4 24 | — | $72.0M | ||
| Q3 24 | — | $84.0M | ||
| Q2 24 | — | $47.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 10.9% | ||
| Q3 25 | — | 13.9% | ||
| Q2 25 | — | 13.5% | ||
| Q1 25 | 38.3% | 14.6% | ||
| Q4 24 | — | 9.7% | ||
| Q3 24 | — | 11.5% | ||
| Q2 24 | — | 6.4% |
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 7.4% | ||
| Q3 25 | 0.0% | 5.9% | ||
| Q2 25 | 0.0% | 5.4% | ||
| Q1 25 | 3.4% | 7.2% | ||
| Q4 24 | — | 7.8% | ||
| Q3 24 | — | 9.0% | ||
| Q2 24 | — | 7.7% |
| Q1 26 | — | — | ||
| Q4 25 | 1.71× | 2.15× | ||
| Q3 25 | 2.41× | 1.55× | ||
| Q2 25 | 1.87× | 1.62× | ||
| Q1 25 | 1.69× | 2.30× | ||
| Q4 24 | 1.44× | 1.60× | ||
| Q3 24 | 2.18× | 1.70× | ||
| Q2 24 | 2.46× | 1.02× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
