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Side-by-side financial comparison of NNN REIT, INC. (NNN) and ROGERS CORP (ROG). Click either name above to swap in a different company.
NNN REIT, INC. is the larger business by last-quarter revenue ($240.4M vs $200.5M, roughly 1.2× ROGERS CORP). NNN REIT, INC. runs the higher net margin — 39.1% vs 2.2%, a 36.8% gap on every dollar of revenue. On growth, ROGERS CORP posted the faster year-over-year revenue change (5.2% vs 4.1%). Over the past eight quarters, NNN REIT, INC.'s revenue compounded faster (5.3% CAGR vs -3.3%).
NNN Reit, Inc. is a real estate investment trust that invests primarily in restaurant properties that are subject to long-term triple net leases, usually under leaseback arrangements. It is organized in Maryland with its principal office in Orlando, Florida.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
NNN vs ROG — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $240.4M | $200.5M |
| Net Profit | $94.0M | $4.5M |
| Gross Margin | — | 32.2% |
| Operating Margin | 61.0% | — |
| Net Margin | 39.1% | 2.2% |
| Revenue YoY | 4.1% | 5.2% |
| Net Profit YoY | -2.6% | 421.4% |
| EPS (diluted) | $0.50 | $0.25 |
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 | $240.4M | $200.5M | ||
| Q4 25 | $238.4M | $201.5M | ||
| Q3 25 | $230.2M | $216.0M | ||
| Q2 25 | $226.8M | $202.8M | ||
| Q1 25 | $230.9M | $190.5M | ||
| Q4 24 | $218.5M | $192.2M | ||
| Q3 24 | $218.6M | $210.3M | ||
| Q2 24 | $216.8M | $214.2M |
| Q1 26 | $94.0M | $4.5M | ||
| Q4 25 | $96.0M | $4.6M | ||
| Q3 25 | $96.8M | $8.6M | ||
| Q2 25 | $100.5M | $-73.6M | ||
| Q1 25 | $96.5M | $-1.4M | ||
| Q4 24 | $97.9M | $-500.0K | ||
| Q3 24 | $97.9M | $10.7M | ||
| Q2 24 | $106.7M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
| Q1 26 | 61.0% | — | ||
| Q4 25 | 62.3% | 3.5% | ||
| Q3 25 | 64.0% | 7.3% | ||
| Q2 25 | 66.0% | -33.3% | ||
| Q1 25 | 62.3% | -0.2% | ||
| Q4 24 | 65.8% | -6.6% | ||
| Q3 24 | 65.7% | 6.9% | ||
| Q2 24 | 70.2% | 5.3% |
| Q1 26 | 39.1% | 2.2% | ||
| Q4 25 | 40.2% | 2.3% | ||
| Q3 25 | 42.1% | 4.0% | ||
| Q2 25 | 44.3% | -36.3% | ||
| Q1 25 | 41.8% | -0.7% | ||
| Q4 24 | 44.8% | -0.3% | ||
| Q3 24 | 44.8% | 5.1% | ||
| Q2 24 | 49.2% | 3.8% |
| Q1 26 | $0.50 | $0.25 | ||
| Q4 25 | $0.51 | $0.20 | ||
| Q3 25 | $0.51 | $0.48 | ||
| Q2 25 | $0.54 | $-4.00 | ||
| Q1 25 | $0.51 | $-0.08 | ||
| Q4 24 | $0.52 | $-0.04 | ||
| Q3 24 | $0.53 | $0.58 | ||
| Q2 24 | $0.58 | $0.44 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $4.6M | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $4.4B | $1.2B |
| Total Assets | $9.4B | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $4.6M | $195.8M | ||
| Q4 25 | $5.0M | $197.0M | ||
| Q3 25 | $157.9M | $167.8M | ||
| Q2 25 | $6.0M | $157.2M | ||
| Q1 25 | $5.1M | $175.6M | ||
| Q4 24 | $8.7M | $159.8M | ||
| Q3 24 | $173.5M | $146.4M | ||
| Q2 24 | $2.1M | $119.9M |
| Q1 26 | $4.4B | $1.2B | ||
| Q4 25 | $4.4B | $1.2B | ||
| Q3 25 | $4.4B | $1.2B | ||
| Q2 25 | $4.4B | $1.2B | ||
| Q1 25 | $4.4B | $1.3B | ||
| Q4 24 | $4.4B | $1.3B | ||
| Q3 24 | $4.4B | $1.3B | ||
| Q2 24 | $4.2B | $1.3B |
| Q1 26 | $9.4B | $1.4B | ||
| Q4 25 | $9.4B | $1.4B | ||
| Q3 25 | $9.5B | $1.4B | ||
| Q2 25 | $9.1B | $1.5B | ||
| Q1 25 | $9.0B | $1.5B | ||
| Q4 24 | $8.9B | $1.5B | ||
| Q3 24 | $8.9B | $1.5B | ||
| Q2 24 | $8.7B | $1.5B |
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 | — | $5.8M |
| Free Cash FlowOCF − Capex | — | $1.1M |
| FCF MarginFCF / Revenue | — | 0.5% |
| Capex IntensityCapex / Revenue | — | 2.3% |
| Cash ConversionOCF / Net Profit | — | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | — | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $667.1M | $46.9M | ||
| Q3 25 | $218.3M | $28.9M | ||
| Q2 25 | $119.4M | $13.7M | ||
| Q1 25 | $203.3M | $11.7M | ||
| Q4 24 | $635.5M | $33.7M | ||
| Q3 24 | $206.6M | $42.4M | ||
| Q2 24 | $120.5M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | — | $42.2M | ||
| Q3 25 | — | $21.2M | ||
| Q2 25 | — | $5.6M | ||
| Q1 25 | — | $2.1M | ||
| Q4 24 | — | $18.3M | ||
| Q3 24 | — | $25.2M | ||
| Q2 24 | — | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | 20.9% | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | — | 12.0% | ||
| Q2 24 | — | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 4.0% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 8.2% | ||
| Q2 24 | — | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 6.95× | 10.20× | ||
| Q3 25 | 2.25× | 3.36× | ||
| Q2 25 | 1.19× | — | ||
| Q1 25 | 2.11× | — | ||
| Q4 24 | 6.49× | — | ||
| Q3 24 | 2.11× | 3.96× | ||
| Q2 24 | 1.13× | 2.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
