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Side-by-side financial comparison of Kimco Realty (KIM) and WATTS WATER TECHNOLOGIES INC (WTS). Click either name above to swap in a different company.
WATTS WATER TECHNOLOGIES INC is the larger business by last-quarter revenue ($625.1M vs $558.0M, roughly 1.1× Kimco Realty). Kimco Realty runs the higher net margin — 29.8% vs 13.4%, a 16.4% gap on every dollar of revenue. On growth, WATTS WATER TECHNOLOGIES INC posted the faster year-over-year revenue change (15.7% vs 4.0%). Over the past eight quarters, Kimco Realty's revenue compounded faster (5.6% CAGR vs 4.6%).
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
AERCO International, Inc. is a manufacturer and supplier of commercial condensing boilers, high efficiency water heating equipment and energy recovery systems in the HVAC/plumbing industry across a variety of markets including education, lodging, government, office buildings, healthcare, industrial and multifamily housing. In 1949, AERCO introduced the industry's first semi-instantaneous, tankless steam-to-water water heater. In 1988, AERCO introduced the first condensing and fully modulating...
KIM vs WTS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $558.0M | $625.1M |
| Net Profit | $166.3M | $83.7M |
| Gross Margin | — | 49.5% |
| Operating Margin | 37.2% | 18.2% |
| Net Margin | 29.8% | 13.4% |
| Revenue YoY | 4.0% | 15.7% |
| Net Profit YoY | 23.7% | 24.0% |
| EPS (diluted) | $0.46 | $2.50 |
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 | $625.1M | ||
| Q3 25 | $535.9M | $611.7M | ||
| Q2 25 | $525.2M | $643.7M | ||
| Q1 25 | $536.6M | $558.0M | ||
| Q4 24 | $525.4M | $540.4M | ||
| Q3 24 | $507.6M | $543.6M | ||
| Q2 24 | $500.2M | $597.3M |
| Q1 26 | $166.3M | — | ||
| Q4 25 | $151.2M | $83.7M | ||
| Q3 25 | $137.8M | $82.2M | ||
| Q2 25 | $163.0M | $100.9M | ||
| Q1 25 | $132.8M | $74.0M | ||
| Q4 24 | $166.0M | $67.5M | ||
| Q3 24 | $136.0M | $69.1M | ||
| Q2 24 | $119.7M | $82.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 49.5% | ||
| Q3 25 | — | 48.8% | ||
| Q2 25 | — | 50.6% | ||
| Q1 25 | — | 48.8% | ||
| Q4 24 | — | 46.7% | ||
| Q3 24 | — | 47.3% | ||
| Q2 24 | — | 47.7% |
| Q1 26 | 37.2% | — | ||
| Q4 25 | 36.4% | 18.2% | ||
| Q3 25 | 34.9% | 18.2% | ||
| Q2 25 | 39.2% | 21.0% | ||
| Q1 25 | 33.6% | 15.7% | ||
| Q4 24 | 31.7% | 16.5% | ||
| Q3 24 | 33.7% | 17.1% | ||
| Q2 24 | 32.1% | 18.7% |
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.9% | 13.4% | ||
| Q3 25 | 25.7% | 13.4% | ||
| Q2 25 | 31.0% | 15.7% | ||
| Q1 25 | 24.8% | 13.3% | ||
| Q4 24 | 31.6% | 12.5% | ||
| Q3 24 | 26.8% | 12.7% | ||
| Q2 24 | 23.9% | 13.7% |
| Q1 26 | $0.46 | — | ||
| Q4 25 | — | $2.50 | ||
| Q3 25 | — | $2.45 | ||
| Q2 25 | — | $3.01 | ||
| Q1 25 | — | $2.21 | ||
| Q4 24 | — | $2.02 | ||
| Q3 24 | — | $2.06 | ||
| Q2 24 | — | $2.44 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $405.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $10.4B | $2.0B |
| Total Assets | $19.6B | $2.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $211.6M | $405.5M | ||
| Q3 25 | $159.3M | $457.7M | ||
| Q2 25 | $226.6M | $369.3M | ||
| Q1 25 | $131.3M | $336.8M | ||
| Q4 24 | $688.6M | $386.9M | ||
| Q3 24 | $789.0M | $303.9M | ||
| Q2 24 | $126.4M | $279.4M |
| 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 | $2.0B | ||
| Q3 25 | $10.5B | $2.0B | ||
| Q2 25 | $10.5B | $1.9B | ||
| Q1 25 | $10.6B | $1.8B | ||
| Q4 24 | $10.7B | $1.7B | ||
| Q3 24 | $10.5B | $1.7B | ||
| Q2 24 | $10.6B | $1.6B |
| Q1 26 | $19.6B | — | ||
| Q4 25 | $19.7B | $2.9B | ||
| Q3 25 | $19.9B | $2.7B | ||
| Q2 25 | $19.8B | $2.6B | ||
| Q1 25 | $19.7B | $2.5B | ||
| Q4 24 | $20.3B | $2.4B | ||
| Q3 24 | $20.1B | $2.4B | ||
| Q2 24 | $19.5B | $2.4B |
| 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 | — | $154.7M |
| Free Cash FlowOCF − Capex | — | $140.3M |
| FCF MarginFCF / Revenue | — | 22.4% |
| Capex IntensityCapex / Revenue | — | 2.3% |
| Cash ConversionOCF / Net Profit | — | 1.85× |
| TTM Free Cash FlowTrailing 4 quarters | — | $356.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $258.4M | $154.7M | ||
| Q3 25 | $332.4M | $122.4M | ||
| Q2 25 | $305.4M | $69.7M | ||
| Q1 25 | $223.8M | $55.2M | ||
| Q4 24 | $239.5M | $139.5M | ||
| Q3 24 | $295.9M | $90.7M | ||
| Q2 24 | $294.1M | $85.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $140.3M | ||
| Q3 25 | — | $110.9M | ||
| Q2 25 | — | $59.5M | ||
| Q1 25 | $205.4M | $45.6M | ||
| Q4 24 | — | $127.5M | ||
| Q3 24 | — | $84.3M | ||
| Q2 24 | — | $78.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | 22.4% | ||
| Q3 25 | — | 18.1% | ||
| Q2 25 | — | 9.2% | ||
| Q1 25 | 38.3% | 8.2% | ||
| Q4 24 | — | 23.6% | ||
| Q3 24 | — | 15.5% | ||
| Q2 24 | — | 13.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 2.3% | ||
| Q3 25 | 0.0% | 1.9% | ||
| Q2 25 | 0.0% | 1.6% | ||
| Q1 25 | 3.4% | 1.7% | ||
| Q4 24 | — | 2.2% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 1.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.71× | 1.85× | ||
| Q3 25 | 2.41× | 1.49× | ||
| Q2 25 | 1.87× | 0.69× | ||
| Q1 25 | 1.69× | 0.75× | ||
| Q4 24 | 1.44× | 2.07× | ||
| Q3 24 | 2.18× | 1.31× | ||
| Q2 24 | 2.46× | 1.04× |
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% |
WTS
Segment breakdown not available.
