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Side-by-side financial comparison of MONRO, INC. (MNRO) and CVR PARTNERS, LP (UAN). Click either name above to swap in a different company.
MONRO, INC. is the larger business by last-quarter revenue ($293.4M vs $180.0M, roughly 1.6× CVR PARTNERS, LP). CVR PARTNERS, LP runs the higher net margin — 27.7% vs 3.8%, a 23.9% gap on every dollar of revenue. On growth, CVR PARTNERS, LP posted the faster year-over-year revenue change (26.0% vs -4.0%). Over the past eight quarters, CVR PARTNERS, LP's revenue compounded faster (16.4% 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.
CVR Partners, LP is a leading North American producer of nitrogen-based fertilizer products, primarily urea ammonium nitrate (UAN) and ammonia. It serves agricultural, industrial and commercial markets across the U.S. and Canada, delivering cost-effective, high-quality nutrient solutions for crop production and diverse industrial use cases.
MNRO vs UAN — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $293.4M | $180.0M |
| Net Profit | $11.1M | $49.9M |
| Gross Margin | 34.9% | 37.5% |
| Operating Margin | 6.3% | 32.0% |
| Net Margin | 3.8% | 27.7% |
| Revenue YoY | -4.0% | 26.0% |
| Net Profit YoY | 143.1% | 84.3% |
| 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.
| Q1 26 | — | $180.0M | ||
| Q4 25 | $293.4M | $131.1M | ||
| Q3 25 | $288.9M | $163.5M | ||
| Q2 25 | $301.0M | $168.6M | ||
| Q1 25 | $295.0M | $142.9M | ||
| Q4 24 | $305.8M | $139.6M | ||
| Q3 24 | $301.4M | $125.2M | ||
| Q2 24 | $293.2M | $132.9M |
| Q1 26 | — | $49.9M | ||
| Q4 25 | $11.1M | $-10.3M | ||
| Q3 25 | $5.7M | $43.1M | ||
| Q2 25 | $-8.1M | $38.8M | ||
| Q1 25 | $-21.3M | $27.1M | ||
| Q4 24 | $4.6M | $18.3M | ||
| Q3 24 | $5.6M | $3.8M | ||
| Q2 24 | $5.9M | $26.2M |
| Q1 26 | — | 37.5% | ||
| Q4 25 | 34.9% | 4.4% | ||
| Q3 25 | 35.7% | 37.0% | ||
| Q2 25 | 35.5% | 32.4% | ||
| Q1 25 | 33.0% | 29.7% | ||
| Q4 24 | 34.3% | 23.8% | ||
| Q3 24 | 35.3% | 14.7% | ||
| Q2 24 | 37.2% | 30.0% |
| Q1 26 | — | 32.0% | ||
| Q4 25 | 6.3% | -2.2% | ||
| Q3 25 | 4.4% | 31.0% | ||
| Q2 25 | -2.0% | 27.5% | ||
| Q1 25 | -8.1% | 24.2% | ||
| Q4 24 | 3.3% | 18.4% | ||
| Q3 24 | 4.4% | 8.8% | ||
| Q2 24 | 4.5% | 25.3% |
| Q1 26 | — | 27.7% | ||
| Q4 25 | 3.8% | -7.8% | ||
| Q3 25 | 2.0% | 26.3% | ||
| Q2 25 | -2.7% | 23.0% | ||
| Q1 25 | -7.2% | 19.0% | ||
| Q4 24 | 1.5% | 13.1% | ||
| Q3 24 | 1.9% | 3.0% | ||
| Q2 24 | 2.0% | 19.7% |
| Q1 26 | — | — | ||
| Q4 25 | $0.35 | $-0.98 | ||
| Q3 25 | $0.18 | $4.08 | ||
| Q2 25 | $-0.28 | $3.67 | ||
| Q1 25 | $-0.74 | $2.56 | ||
| Q4 24 | $0.15 | $1.73 | ||
| Q3 24 | $0.18 | $0.36 | ||
| Q2 24 | $0.19 | $2.48 |
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 | $128.1M |
| Total DebtLower is stronger | $45.0M | — |
| Stockholders' EquityBook value | $604.9M | — |
| Total Assets | $1.6B | $1.0B |
| Debt / EquityLower = less leverage | 0.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $128.1M | ||
| Q4 25 | $4.9M | $69.2M | ||
| Q3 25 | $10.5M | $156.2M | ||
| Q2 25 | $7.8M | $114.4M | ||
| Q1 25 | $20.8M | $121.8M | ||
| Q4 24 | $10.2M | $90.9M | ||
| Q3 24 | $20.9M | $110.5M | ||
| Q2 24 | $18.7M | $47.5M |
| Q1 26 | — | — | ||
| Q4 25 | $45.0M | $569.1M | ||
| Q3 25 | $60.0M | $569.1M | ||
| Q2 25 | $71.5M | $569.2M | ||
| Q1 25 | $61.3M | $569.3M | ||
| Q4 24 | $59.3M | $568.0M | ||
| Q3 24 | $62.0M | $547.7M | ||
| Q2 24 | $112.0M | $547.6M |
| Q1 26 | — | — | ||
| Q4 25 | $604.9M | — | ||
| Q3 25 | $601.7M | — | ||
| Q2 25 | $604.9M | — | ||
| Q1 25 | $620.8M | — | ||
| Q4 24 | $648.9M | — | ||
| Q3 24 | $651.9M | — | ||
| Q2 24 | $654.4M | — |
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.6B | $969.5M | ||
| Q3 25 | $1.6B | $1.0B | ||
| Q2 25 | $1.6B | $998.0M | ||
| Q1 25 | $1.6B | $1.0B | ||
| Q4 24 | $1.7B | $1.0B | ||
| Q3 24 | $1.7B | $986.6M | ||
| Q2 24 | $1.7B | $959.4M |
| Q1 26 | — | — | ||
| 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× | — |
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 | — |
| Free Cash FlowOCF − Capex | $9.1M | — |
| FCF MarginFCF / Revenue | 3.1% | — |
| Capex IntensityCapex / Revenue | 3.0% | 7.6% |
| Cash ConversionOCF / Net Profit | 1.60× | — |
| TTM Free Cash FlowTrailing 4 quarters | $49.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $17.8M | $-21.6M | ||
| Q3 25 | $32.3M | $91.7M | ||
| Q2 25 | $-1.9M | $24.1M | ||
| Q1 25 | $28.9M | $55.4M | ||
| Q4 24 | $14.8M | $12.8M | ||
| Q3 24 | $62.6M | $86.7M | ||
| Q2 24 | $25.6M | $8.6M |
| Q1 26 | — | — | ||
| Q4 25 | $9.1M | $-45.2M | ||
| Q3 25 | $26.6M | $80.1M | ||
| Q2 25 | $-9.3M | $18.4M | ||
| Q1 25 | $23.2M | $45.5M | ||
| Q4 24 | $7.9M | $-5.6M | ||
| Q3 24 | $57.6M | $82.3M | ||
| Q2 24 | $16.8M | $2.4M |
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | -34.5% | ||
| Q3 25 | 9.2% | 49.0% | ||
| Q2 25 | -3.1% | 10.9% | ||
| Q1 25 | 7.9% | 31.9% | ||
| Q4 24 | 2.6% | -4.0% | ||
| Q3 24 | 19.1% | 65.7% | ||
| Q2 24 | 5.7% | 1.8% |
| Q1 26 | — | 7.6% | ||
| Q4 25 | 3.0% | 18.0% | ||
| Q3 25 | 2.0% | 7.1% | ||
| Q2 25 | 2.5% | 3.4% | ||
| Q1 25 | 1.9% | 6.9% | ||
| Q4 24 | 2.2% | 13.1% | ||
| Q3 24 | 1.6% | 3.6% | ||
| Q2 24 | 3.0% | 4.6% |
| Q1 26 | — | — | ||
| Q4 25 | 1.60× | — | ||
| Q3 25 | 5.71× | 2.13× | ||
| Q2 25 | — | 0.62× | ||
| Q1 25 | — | 2.04× | ||
| Q4 24 | 3.23× | 0.70× | ||
| Q3 24 | 11.08× | 22.78× | ||
| Q2 24 | 4.37× | 0.33× |
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% |
UAN
| Fertilizer sales | $166.1M | 92% |
| Other | $14.0M | 8% |
