vs
Side-by-side financial comparison of MONRO, INC. (MNRO) and OneStream, Inc. (OS). Click either name above to swap in a different company.
MONRO, INC. is the larger business by last-quarter revenue ($293.4M vs $163.7M, roughly 1.8× OneStream, Inc.). MONRO, INC. runs the higher net margin — 3.8% vs 0.6%, a 3.2% gap on every dollar of revenue. On growth, OneStream, Inc. posted the faster year-over-year revenue change (23.6% vs -4.0%). OneStream, Inc. produced more free cash flow last quarter ($25.6M vs $9.1M). Over the past eight quarters, OneStream, Inc.'s revenue compounded faster (21.8% CAGR vs -2.7%).
Monro, Inc. is an automotive services company founded and headquartered in Rochester, New York, U.S. As of 2025, Monro has 1,260 locations making them the second-largest automotive services company in North America after Driven Brands by number of locations and by revenue.
Blue Stream provides cable television, cable telephone, DVR, and up to 1 GIG Internet speed broadband services to customers in the Florida communities of Coral Springs and Weston.
MNRO vs OS — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $293.4M | $163.7M |
| Net Profit | $11.1M | $999.0K |
| Gross Margin | 34.9% | 69.8% |
| Operating Margin | 6.3% | -3.2% |
| Net Margin | 3.8% | 0.6% |
| Revenue YoY | -4.0% | 23.6% |
| Net Profit YoY | 143.1% | — |
| EPS (diluted) | $0.35 | — |
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.
| Q4 25 | $293.4M | $163.7M | ||
| Q3 25 | $288.9M | $154.3M | ||
| Q2 25 | $301.0M | $147.6M | ||
| Q1 25 | $295.0M | $136.3M | ||
| Q4 24 | $305.8M | $132.5M | ||
| Q3 24 | $301.4M | $129.1M | ||
| Q2 24 | $293.2M | $117.5M | ||
| Q1 24 | $310.1M | $110.3M |
| Q4 25 | $11.1M | $999.0K | ||
| Q3 25 | $5.7M | $-8.8M | ||
| Q2 25 | $-8.1M | $-18.4M | ||
| Q1 25 | $-21.3M | $-24.0M | ||
| Q4 24 | $4.6M | — | ||
| Q3 24 | $5.6M | $-171.9M | ||
| Q2 24 | $5.9M | $-7.8M | ||
| Q1 24 | $3.7M | $-5.0M |
| Q4 25 | 34.9% | 69.8% | ||
| Q3 25 | 35.7% | 68.1% | ||
| Q2 25 | 35.5% | 68.6% | ||
| Q1 25 | 33.0% | 68.0% | ||
| Q4 24 | 34.3% | 66.8% | ||
| Q3 24 | 35.3% | 50.1% | ||
| Q2 24 | 37.2% | 68.5% | ||
| Q1 24 | 35.5% | 69.1% |
| Q4 25 | 6.3% | -3.2% | ||
| Q3 25 | 4.4% | -11.3% | ||
| Q2 25 | -2.0% | -21.8% | ||
| Q1 25 | -8.1% | -29.3% | ||
| Q4 24 | 3.3% | -35.8% | ||
| Q3 24 | 4.4% | -197.6% | ||
| Q2 24 | 4.5% | -9.8% | ||
| Q1 24 | 3.3% | -4.9% |
| Q4 25 | 3.8% | 0.6% | ||
| Q3 25 | 2.0% | -5.7% | ||
| Q2 25 | -2.7% | -12.5% | ||
| Q1 25 | -7.2% | -17.6% | ||
| Q4 24 | 1.5% | — | ||
| Q3 24 | 1.9% | -133.1% | ||
| Q2 24 | 2.0% | -6.7% | ||
| Q1 24 | 1.2% | -4.5% |
| Q4 25 | $0.35 | — | ||
| Q3 25 | $0.18 | — | ||
| Q2 25 | $-0.28 | — | ||
| Q1 25 | $-0.74 | — | ||
| Q4 24 | $0.15 | — | ||
| Q3 24 | $0.18 | $-1.06 | ||
| Q2 24 | $0.19 | — | ||
| Q1 24 | $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 | $4.9M | $693.6M |
| Total DebtLower is stronger | $45.0M | — |
| Stockholders' EquityBook value | $604.9M | $504.7M |
| Total Assets | $1.6B | $1.0B |
| Debt / EquityLower = less leverage | 0.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.9M | $693.6M | ||
| Q3 25 | $10.5M | $653.9M | ||
| Q2 25 | $7.8M | $652.1M | ||
| Q1 25 | $20.8M | $593.9M | ||
| Q4 24 | $10.2M | $544.2M | ||
| Q3 24 | $20.9M | $495.5M | ||
| Q2 24 | $18.7M | $140.5M | ||
| Q1 24 | $6.6M | — |
| Q4 25 | $45.0M | — | ||
| Q3 25 | $60.0M | — | ||
| Q2 25 | $71.5M | — | ||
| Q1 25 | $61.3M | — | ||
| Q4 24 | $59.3M | — | ||
| Q3 24 | $62.0M | — | ||
| Q2 24 | $112.0M | — | ||
| Q1 24 | $102.0M | — |
| Q4 25 | $604.9M | $504.7M | ||
| Q3 25 | $601.7M | $472.1M | ||
| Q2 25 | $604.9M | $458.2M | ||
| Q1 25 | $620.8M | $412.9M | ||
| Q4 24 | $648.9M | $386.2M | ||
| Q3 24 | $651.9M | $458.2M | ||
| Q2 24 | $654.4M | $97.5M | ||
| Q1 24 | $656.8M | $102.5M |
| Q4 25 | $1.6B | $1.0B | ||
| Q3 25 | $1.6B | $949.4M | ||
| Q2 25 | $1.6B | $910.5M | ||
| Q1 25 | $1.6B | $867.3M | ||
| Q4 24 | $1.7B | $823.2M | ||
| Q3 24 | $1.7B | $750.1M | ||
| Q2 24 | $1.7B | $379.7M | ||
| Q1 24 | $1.7B | — |
| Q4 25 | 0.07× | — | ||
| Q3 25 | 0.10× | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.10× | — | ||
| Q4 24 | 0.09× | — | ||
| Q3 24 | 0.10× | — | ||
| Q2 24 | 0.17× | — | ||
| Q1 24 | 0.16× | — |
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 | $17.8M | $25.8M |
| Free Cash FlowOCF − Capex | $9.1M | $25.6M |
| FCF MarginFCF / Revenue | 3.1% | 15.7% |
| Capex IntensityCapex / Revenue | 3.0% | 0.1% |
| Cash ConversionOCF / Net Profit | 1.60× | 25.79× |
| TTM Free Cash FlowTrailing 4 quarters | $49.6M | $95.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $17.8M | $25.8M | ||
| Q3 25 | $32.3M | $5.0M | ||
| Q2 25 | $-1.9M | $29.7M | ||
| Q1 25 | $28.9M | $36.2M | ||
| Q4 24 | $14.8M | — | ||
| Q3 24 | $62.6M | $2.4M | ||
| Q2 24 | $25.6M | $8.1M | ||
| Q1 24 | $-5.3M | $25.5M |
| Q4 25 | $9.1M | $25.6M | ||
| Q3 25 | $26.6M | $4.8M | ||
| Q2 25 | $-9.3M | $29.4M | ||
| Q1 25 | $23.2M | $35.8M | ||
| Q4 24 | $7.9M | — | ||
| Q3 24 | $57.6M | $1.3M | ||
| Q2 24 | $16.8M | $7.7M | ||
| Q1 24 | $-11.9M | $24.9M |
| Q4 25 | 3.1% | 15.7% | ||
| Q3 25 | 9.2% | 3.1% | ||
| Q2 25 | -3.1% | 19.9% | ||
| Q1 25 | 7.9% | 26.3% | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 19.1% | 1.0% | ||
| Q2 24 | 5.7% | 6.6% | ||
| Q1 24 | -3.8% | 22.5% |
| Q4 25 | 3.0% | 0.1% | ||
| Q3 25 | 2.0% | 0.1% | ||
| Q2 25 | 2.5% | 0.2% | ||
| Q1 25 | 1.9% | 0.3% | ||
| Q4 24 | 2.2% | — | ||
| Q3 24 | 1.6% | 0.8% | ||
| Q2 24 | 3.0% | 0.3% | ||
| Q1 24 | 2.1% | 0.6% |
| Q4 25 | 1.60× | 25.79× | ||
| Q3 25 | 5.71× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.23× | — | ||
| Q3 24 | 11.08× | — | ||
| Q2 24 | 4.37× | — | ||
| Q1 24 | -1.42× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
OS
| Subscription And Circulation | $150.3M | 92% |
| Professional Services And Other | $9.4M | 6% |
| License | $4.0M | 2% |