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Side-by-side financial comparison of MILLER INDUSTRIES INC (MLR) and Phillips Edison & Company, Inc. (PECO). Click either name above to swap in a different company.
Phillips Edison & Company, Inc. is the larger business by last-quarter revenue ($190.7M vs $171.9M, roughly 1.1× MILLER INDUSTRIES INC). On growth, Phillips Edison & Company, Inc. posted the faster year-over-year revenue change (7.0% vs -22.5%). Over the past eight quarters, Phillips Edison & Company, Inc.'s revenue compounded faster (8.7% CAGR vs -29.9%).
Miller Industries is an American tow truck and towing equipment manufacturing company based in the Chattanooga suburb of Ooltewah, Tennessee. Its primary subsidiary, Miller Industries Towing Equipment Inc., manufactures a variety of light- to heavy-duty wreckers, car carriers, and rotators under several brand names, including Century, Vulcan, Chevron, and Holmes. Miller Industries also operates international brands with Boniface (U.K.) and Jige (France). It is listed on the New York Stock Exc...
Consolidated Edison, Inc., commonly known as Con Edison or ConEd, is an energy company based in New York City. It is one of the largest investor-owned energy companies in the United States, with approximately $15.26 billion in annual revenues as of 2024, and over $70 billion in assets. The company provides a wide range of energy-related products and services to its customers through its subsidiaries:Consolidated Edison Company of New York, Inc. (CECONY), a regulated utility providing electric...
MLR vs PECO — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $171.9M | $190.7M |
| Net Profit | — | $33.2M |
| Gross Margin | 15.4% | — |
| Operating Margin | 2.9% | 30.5% |
| Net Margin | — | 17.4% |
| Revenue YoY | -22.5% | 7.0% |
| Net Profit YoY | — | 15.1% |
| EPS (diluted) | $0.29 | $0.24 |
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 | — | $190.7M | ||
| Q4 25 | $171.9M | $187.9M | ||
| Q3 25 | $178.7M | $182.7M | ||
| Q2 25 | $214.0M | $177.8M | ||
| Q1 25 | $225.7M | $178.3M | ||
| Q4 24 | $221.9M | $173.0M | ||
| Q3 24 | $314.3M | $165.5M | ||
| Q2 24 | $371.5M | $161.5M |
| Q1 26 | — | $33.2M | ||
| Q4 25 | — | $47.5M | ||
| Q3 25 | $3.1M | $24.7M | ||
| Q2 25 | $8.5M | $12.8M | ||
| Q1 25 | $8.1M | $26.3M | ||
| Q4 24 | — | $18.1M | ||
| Q3 24 | $15.4M | $11.6M | ||
| Q2 24 | $20.5M | $15.3M |
| Q1 26 | — | — | ||
| Q4 25 | 15.4% | — | ||
| Q3 25 | 14.2% | — | ||
| Q2 25 | 16.2% | — | ||
| Q1 25 | 15.0% | — | ||
| Q4 24 | 15.1% | — | ||
| Q3 24 | 13.4% | — | ||
| Q2 24 | 13.8% | — |
| Q1 26 | — | 30.5% | ||
| Q4 25 | 2.9% | — | ||
| Q3 25 | 2.4% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 4.8% | — | ||
| Q4 24 | 5.7% | — | ||
| Q3 24 | 6.3% | — | ||
| Q2 24 | 7.1% | — |
| Q1 26 | — | 17.4% | ||
| Q4 25 | — | 25.3% | ||
| Q3 25 | 1.7% | 13.5% | ||
| Q2 25 | 4.0% | 7.2% | ||
| Q1 25 | 3.6% | 14.8% | ||
| Q4 24 | — | 10.5% | ||
| Q3 24 | 4.9% | 7.0% | ||
| Q2 24 | 5.5% | 9.5% |
| Q1 26 | — | $0.24 | ||
| Q4 25 | $0.29 | $0.38 | ||
| Q3 25 | $0.27 | $0.20 | ||
| Q2 25 | $0.73 | $0.10 | ||
| Q1 25 | $0.69 | $0.21 | ||
| Q4 24 | $0.89 | $0.16 | ||
| Q3 24 | $1.33 | $0.09 | ||
| Q2 24 | $1.78 | $0.12 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $3.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $420.6M | $2.3B |
| Total Assets | $589.7M | $5.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $3.1M | ||
| Q4 25 | — | $3.5M | ||
| Q3 25 | — | $4.1M | ||
| Q2 25 | — | $5.6M | ||
| Q1 25 | — | $5.5M | ||
| Q4 24 | — | $4.9M | ||
| Q3 24 | — | $6.4M | ||
| Q2 24 | — | $7.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.0B |
| Q1 26 | — | $2.3B | ||
| Q4 25 | $420.6M | $2.3B | ||
| Q3 25 | $420.7M | $2.3B | ||
| Q2 25 | $418.6M | $2.3B | ||
| Q1 25 | $406.5M | $2.3B | ||
| Q4 24 | $401.0M | $2.3B | ||
| Q3 24 | $395.2M | $2.2B | ||
| Q2 24 | $379.9M | $2.3B |
| Q1 26 | — | $5.4B | ||
| Q4 25 | $589.7M | $5.3B | ||
| Q3 25 | $604.3M | $5.3B | ||
| Q2 25 | $622.9M | $5.3B | ||
| Q1 25 | $639.7M | $5.2B | ||
| Q4 24 | $667.0M | $5.0B | ||
| Q3 24 | $755.3M | $5.0B | ||
| Q2 24 | $748.2M | $4.9B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.04× | ||
| Q3 25 | — | 1.05× | ||
| Q2 25 | — | 1.04× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | — | 0.91× | ||
| Q3 24 | — | 0.94× | ||
| Q2 24 | — | 0.90× |
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 | $48.9M | $55.6M |
| Free Cash FlowOCF − Capex | $43.8M | — |
| FCF MarginFCF / Revenue | 25.5% | — |
| Capex IntensityCapex / Revenue | 3.0% | 12.6% |
| Cash ConversionOCF / Net Profit | — | 1.67× |
| TTM Free Cash FlowTrailing 4 quarters | $85.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $55.6M | ||
| Q4 25 | $48.9M | $348.1M | ||
| Q3 25 | $19.9M | $95.4M | ||
| Q2 25 | $27.2M | $96.1M | ||
| Q1 25 | $2.7M | $60.5M | ||
| Q4 24 | $-11.7M | $334.7M | ||
| Q3 24 | $30.3M | $109.1M | ||
| Q2 24 | $-10.7M | $78.5M |
| Q1 26 | — | — | ||
| Q4 25 | $43.8M | — | ||
| Q3 25 | $18.1M | — | ||
| Q2 25 | $25.6M | — | ||
| Q1 25 | $-2.4M | — | ||
| Q4 24 | $-13.0M | — | ||
| Q3 24 | $24.0M | — | ||
| Q2 24 | $-13.8M | — |
| Q1 26 | — | — | ||
| Q4 25 | 25.5% | — | ||
| Q3 25 | 10.1% | — | ||
| Q2 25 | 11.9% | — | ||
| Q1 25 | -1.1% | — | ||
| Q4 24 | -5.9% | — | ||
| Q3 24 | 7.6% | — | ||
| Q2 24 | -3.7% | — |
| Q1 26 | — | 12.6% | ||
| Q4 25 | 3.0% | — | ||
| Q3 25 | 1.0% | — | ||
| Q2 25 | 0.8% | — | ||
| Q1 25 | 2.3% | — | ||
| Q4 24 | 0.6% | — | ||
| Q3 24 | 2.0% | — | ||
| Q2 24 | 0.8% | — |
| Q1 26 | — | 1.67× | ||
| Q4 25 | — | 7.33× | ||
| Q3 25 | 6.46× | 3.87× | ||
| Q2 25 | 3.22× | 7.52× | ||
| Q1 25 | 0.34× | 2.30× | ||
| Q4 24 | — | 18.45× | ||
| Q3 24 | 1.96× | 9.40× | ||
| Q2 24 | -0.52× | 5.14× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MLR
Segment breakdown not available.
PECO
| Rental income | $186.3M | 98% |
| Fees and management income | $3.4M | 2% |