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Side-by-side financial comparison of Noble Corp plc (NE) and UDR, Inc. (UDR). Click either name above to swap in a different company.
Noble Corp plc is the larger business by last-quarter revenue ($764.4M vs $425.8M, roughly 1.8× UDR, Inc.). UDR, Inc. runs the higher net margin — 44.6% vs 11.3%, a 33.2% gap on every dollar of revenue. On growth, UDR, Inc. posted the faster year-over-year revenue change (0.9% vs -17.6%). Over the past eight quarters, Noble Corp plc's revenue compounded faster (9.5% CAGR vs 1.3%).
Barnes & Noble Booksellers is an American bookseller with the largest number of retail outlets in the United States. The company operates approximately 700+ retail stores across the United States.
UDR, Inc. is a leading U.S.-headquartered real estate investment trust specializing in owning, operating, and redeveloping high-quality multifamily residential apartment communities. It operates across major U.S. metropolitan markets, catering to a diverse tenant base including young professionals, families, and middle-to-high income households.
NE vs UDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $764.4M | $425.8M |
| Net Profit | $86.6M | $189.8M |
| Gross Margin | — | — |
| Operating Margin | 5.6% | 54.0% |
| Net Margin | 11.3% | 44.6% |
| Revenue YoY | -17.6% | 0.9% |
| Net Profit YoY | -10.4% | 147.2% |
| EPS (diluted) | $0.54 | $0.63 |
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 | — | $425.8M | ||
| Q4 25 | $764.4M | $433.1M | ||
| Q3 25 | $798.0M | $431.9M | ||
| Q2 25 | $848.7M | $425.4M | ||
| Q1 25 | $874.5M | $421.9M | ||
| Q4 24 | $927.3M | $422.7M | ||
| Q3 24 | $800.5M | $420.2M | ||
| Q2 24 | $692.8M | $415.3M |
| Q1 26 | — | $189.8M | ||
| Q4 25 | $86.6M | $222.9M | ||
| Q3 25 | $-21.1M | $40.4M | ||
| Q2 25 | $42.9M | $37.7M | ||
| Q1 25 | $108.3M | $76.7M | ||
| Q4 24 | $96.6M | $-5.0M | ||
| Q3 24 | $61.2M | $22.6M | ||
| Q2 24 | $195.0M | $28.9M |
| Q1 26 | — | 54.0% | ||
| Q4 25 | 5.6% | 64.1% | ||
| Q3 25 | 6.3% | 17.7% | ||
| Q2 25 | 15.9% | 18.2% | ||
| Q1 25 | 21.4% | 29.0% | ||
| Q4 24 | 18.4% | 15.7% | ||
| Q3 24 | 14.4% | 16.6% | ||
| Q2 24 | 30.3% | 16.5% |
| Q1 26 | — | 44.6% | ||
| Q4 25 | 11.3% | 51.5% | ||
| Q3 25 | -2.6% | 9.4% | ||
| Q2 25 | 5.1% | 8.9% | ||
| Q1 25 | 12.4% | 18.2% | ||
| Q4 24 | 10.4% | -220.5% | ||
| Q3 24 | 7.6% | 5.4% | ||
| Q2 24 | 28.1% | 7.0% |
| Q1 26 | — | $0.63 | ||
| Q4 25 | $0.54 | $0.67 | ||
| Q3 25 | $-0.13 | $0.12 | ||
| Q2 25 | $0.27 | $0.11 | ||
| Q1 25 | $0.67 | $0.23 | ||
| Q4 24 | $0.56 | $-0.01 | ||
| Q3 24 | $0.40 | $0.06 | ||
| Q2 24 | $1.34 | $0.08 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $471.4M | $1.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $4.5B | $3.3B |
| Total Assets | $7.5B | $10.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.3M | ||
| Q4 25 | $471.4M | $1.2M | ||
| Q3 25 | $477.9M | $1.2M | ||
| Q2 25 | $338.2M | $1.5M | ||
| Q1 25 | $303.8M | $1.3M | ||
| Q4 24 | $247.3M | $1.3M | ||
| Q3 24 | $391.9M | $2.3M | ||
| Q2 24 | $162.9M | $2.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $5.8B | ||
| Q3 25 | — | $5.8B | ||
| Q2 25 | — | $5.8B | ||
| Q1 25 | — | $5.8B | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | — | $5.9B | ||
| Q2 24 | — | $5.8B |
| Q1 26 | — | $3.3B | ||
| Q4 25 | $4.5B | $3.3B | ||
| Q3 25 | $4.5B | $3.3B | ||
| Q2 25 | $4.6B | $3.3B | ||
| Q1 25 | $4.7B | $3.3B | ||
| Q4 24 | $4.7B | $3.4B | ||
| Q3 24 | $4.7B | $3.5B | ||
| Q2 24 | $4.0B | $3.7B |
| Q1 26 | — | $10.3B | ||
| Q4 25 | $7.5B | $10.6B | ||
| Q3 25 | $7.6B | $10.6B | ||
| Q2 25 | $7.7B | $10.6B | ||
| Q1 25 | $7.9B | $10.7B | ||
| Q4 24 | $8.0B | $10.9B | ||
| Q3 24 | $8.0B | $11.1B | ||
| Q2 24 | $5.6B | $11.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.77× | ||
| Q3 25 | — | 1.78× | ||
| Q2 25 | — | 1.74× | ||
| Q1 25 | — | 1.74× | ||
| Q4 24 | — | 1.69× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.55× |
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 | $187.1M | — |
| Free Cash FlowOCF − Capex | $35.4M | — |
| FCF MarginFCF / Revenue | 4.6% | — |
| Capex IntensityCapex / Revenue | 19.9% | 4.9% |
| Cash ConversionOCF / Net Profit | 2.16× | — |
| TTM Free Cash FlowTrailing 4 quarters | $432.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $187.1M | $902.9M | ||
| Q3 25 | $277.1M | $234.9M | ||
| Q2 25 | $216.4M | $250.3M | ||
| Q1 25 | $271.1M | $156.2M | ||
| Q4 24 | $136.2M | $876.8M | ||
| Q3 24 | $283.8M | $230.3M | ||
| Q2 24 | $106.8M | $238.5M |
| Q1 26 | — | — | ||
| Q4 25 | $35.4M | $650.0M | ||
| Q3 25 | $139.5M | $164.6M | ||
| Q2 25 | $99.8M | $190.1M | ||
| Q1 25 | $157.5M | $103.2M | ||
| Q4 24 | $-4.4M | $627.0M | ||
| Q3 24 | $156.8M | $161.3M | ||
| Q2 24 | $-34.3M | $171.1M |
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | 150.1% | ||
| Q3 25 | 17.5% | 38.1% | ||
| Q2 25 | 11.8% | 44.7% | ||
| Q1 25 | 18.0% | 24.5% | ||
| Q4 24 | -0.5% | 148.3% | ||
| Q3 24 | 19.6% | 38.4% | ||
| Q2 24 | -4.9% | 41.2% |
| Q1 26 | — | 4.9% | ||
| Q4 25 | 19.9% | 58.4% | ||
| Q3 25 | 17.3% | 16.3% | ||
| Q2 25 | 13.7% | 14.2% | ||
| Q1 25 | 13.0% | 12.6% | ||
| Q4 24 | 15.2% | 59.1% | ||
| Q3 24 | 15.9% | 16.4% | ||
| Q2 24 | 20.4% | 16.2% |
| Q1 26 | — | — | ||
| Q4 25 | 2.16× | 4.05× | ||
| Q3 25 | — | 5.81× | ||
| Q2 25 | 5.05× | 6.64× | ||
| Q1 25 | 2.50× | 2.04× | ||
| Q4 24 | 1.41× | — | ||
| Q3 24 | 4.64× | 10.19× | ||
| Q2 24 | 0.55× | 8.26× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NE
| Floaters | $559.8M | 73% |
| Jackups | $145.5M | 19% |
| Service Other | $59.1M | 8% |
UDR
| Rental income | $423.3M | 99% |
| Joint venture management and other fees | $2.5M | 1% |
