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Side-by-side financial comparison of NACCO INDUSTRIES INC (NC) and NETSTREIT Corp. (NTST). Click either name above to swap in a different company.
NACCO INDUSTRIES INC is the larger business by last-quarter revenue ($66.8M vs $57.1M, roughly 1.2× NETSTREIT Corp.). NETSTREIT Corp. runs the higher net margin — 10.0% vs -5.8%, a 15.8% gap on every dollar of revenue. On growth, NETSTREIT Corp. posted the faster year-over-year revenue change (24.3% vs -5.2%). Over the past eight quarters, NETSTREIT Corp.'s revenue compounded faster (20.1% CAGR vs 11.9%).
NACCO Industries, Inc. is an American publicly traded holding company, headquartered in Cleveland, Ohio. Through a portfolio of mining and natural resources businesses, the company operates under three business segments: Coal Mining, North American Mining, and Minerals Management. The Coal Mining segment operates surface coal mines under long-term contracts with power generation companies and an activated carbon producer pursuant to a service-based business model. The North American Mining se...
NETSTREIT Corp. is a US-headquartered real estate investment trust (REIT) that specializes in acquiring and operating a diversified portfolio of single-tenant net lease commercial properties. Its asset portfolio covers retail, industrial and office categories, primarily catering to investment-grade corporate tenants across the United States market.
NC vs NTST — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $66.8M | $57.1M |
| Net Profit | $-3.8M | $5.7M |
| Gross Margin | 18.0% | — |
| Operating Margin | 11.3% | 34.1% |
| Net Margin | -5.8% | 10.0% |
| Revenue YoY | -5.2% | 24.3% |
| Net Profit YoY | -150.8% | 235.9% |
| EPS (diluted) | $-0.53 | $0.32 |
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 | — | $57.1M | ||
| Q4 25 | $66.8M | $52.5M | ||
| Q3 25 | $76.6M | $48.3M | ||
| Q2 25 | $68.2M | $48.3M | ||
| Q1 25 | $65.6M | $45.9M | ||
| Q4 24 | $70.4M | $44.1M | ||
| Q3 24 | $61.7M | $41.4M | ||
| Q2 24 | $52.3M | $39.6M |
| Q1 26 | — | $5.7M | ||
| Q4 25 | $-3.8M | $1.3M | ||
| Q3 25 | $13.3M | $618.0K | ||
| Q2 25 | $3.3M | $3.3M | ||
| Q1 25 | $4.9M | $1.7M | ||
| Q4 24 | $7.6M | $-5.4M | ||
| Q3 24 | $15.6M | $-5.3M | ||
| Q2 24 | $6.0M | $-2.3M |
| Q1 26 | — | — | ||
| Q4 25 | 18.0% | — | ||
| Q3 25 | 13.0% | — | ||
| Q2 25 | 10.0% | — | ||
| Q1 25 | 14.7% | — | ||
| Q4 24 | 12.0% | — | ||
| Q3 24 | 11.7% | — | ||
| Q2 24 | 13.4% | — |
| Q1 26 | — | 34.1% | ||
| Q4 25 | 11.3% | 2.6% | ||
| Q3 25 | 8.8% | 1.3% | ||
| Q2 25 | -0.1% | 6.8% | ||
| Q1 25 | 11.7% | 3.7% | ||
| Q4 24 | 5.5% | -12.3% | ||
| Q3 24 | 31.9% | -12.8% | ||
| Q2 24 | 14.1% | -5.8% |
| Q1 26 | — | 10.0% | ||
| Q4 25 | -5.8% | 2.5% | ||
| Q3 25 | 17.3% | 1.3% | ||
| Q2 25 | 4.8% | 6.8% | ||
| Q1 25 | 7.5% | 3.7% | ||
| Q4 24 | 10.7% | -12.3% | ||
| Q3 24 | 25.4% | -12.8% | ||
| Q2 24 | 11.4% | -5.8% |
| Q1 26 | — | $0.32 | ||
| Q4 25 | $-0.53 | $0.01 | ||
| Q3 25 | $1.78 | $0.01 | ||
| Q2 25 | $0.44 | $0.04 | ||
| Q1 25 | $0.66 | $0.02 | ||
| Q4 24 | $0.99 | $-0.07 | ||
| Q3 24 | $2.14 | $-0.07 | ||
| Q2 24 | $0.81 | $-0.03 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $49.7M | — |
| Total DebtLower is stronger | $100.8M | — |
| Stockholders' EquityBook value | $429.2M | $1.5B |
| Total Assets | $661.2M | $2.8B |
| Debt / EquityLower = less leverage | 0.23× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $49.7M | — | ||
| Q3 25 | $52.7M | — | ||
| Q2 25 | $49.4M | — | ||
| Q1 25 | $61.9M | — | ||
| Q4 24 | $72.8M | — | ||
| Q3 24 | $63.1M | — | ||
| Q2 24 | $62.4M | — |
| Q1 26 | — | — | ||
| Q4 25 | $100.8M | $1.1B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $926.6M | ||
| Q1 25 | — | $913.3M | ||
| Q4 24 | $99.4M | $868.3M | ||
| Q3 24 | — | $778.7M | ||
| Q2 24 | $29.0M | $726.2M |
| Q1 26 | — | $1.5B | ||
| Q4 25 | $429.2M | $1.4B | ||
| Q3 25 | $426.4M | $1.3B | ||
| Q2 25 | $413.1M | $1.3B | ||
| Q1 25 | $409.1M | $1.3B | ||
| Q4 24 | $404.9M | $1.3B | ||
| Q3 24 | $397.3M | $1.3B | ||
| Q2 24 | $384.1M | $1.3B |
| Q1 26 | — | $2.8B | ||
| Q4 25 | $661.2M | $2.6B | ||
| Q3 25 | $637.6M | $2.5B | ||
| Q2 25 | $631.3M | $2.3B | ||
| Q1 25 | $634.2M | $2.3B | ||
| Q4 24 | $631.7M | $2.3B | ||
| Q3 24 | $597.4M | $2.2B | ||
| Q2 24 | $560.1M | $2.1B |
| Q1 26 | — | — | ||
| Q4 25 | 0.23× | 0.76× | ||
| Q3 25 | — | 0.84× | ||
| Q2 25 | — | 0.70× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | 0.25× | 0.65× | ||
| Q3 24 | — | 0.58× | ||
| Q2 24 | 0.08× | 0.55× |
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 | $11.4M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $11.4M | $109.5M | ||
| Q3 25 | $42.3M | $28.0M | ||
| Q2 25 | $-7.8M | $30.6M | ||
| Q1 25 | $5.0M | $22.1M | ||
| Q4 24 | $25.2M | $90.2M | ||
| Q3 24 | $2.8M | $25.1M | ||
| Q2 24 | $4.1M | $25.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 82.46× | ||
| Q3 25 | 3.19× | 45.27× | ||
| Q2 25 | -2.39× | 9.36× | ||
| Q1 25 | 1.03× | 13.06× | ||
| Q4 24 | 3.33× | — | ||
| Q3 24 | 0.18× | — | ||
| Q2 24 | 0.68× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NC
| Transferred Over Time | $42.7M | 64% |
| Transferred At Point In Time | $24.1M | 36% |
NTST
| Rental revenue (including reimbursable) | $54.0M | 95% |
| Other | $3.0M | 5% |
