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Side-by-side financial comparison of NPK International Inc. (NPKI) and NETSTREIT Corp. (NTST). Click either name above to swap in a different company.
NPK International Inc. is the larger business by last-quarter revenue ($75.2M vs $57.1M, roughly 1.3× NETSTREIT Corp.). On growth, NPK International Inc. posted the faster year-over-year revenue change (30.7% vs 24.3%). Over the past eight quarters, NPK International Inc.'s revenue compounded faster (23.9% CAGR vs 20.1%).
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.
NPKI vs NTST — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $75.2M | $57.1M |
| Net Profit | — | $5.7M |
| Gross Margin | 37.7% | — |
| Operating Margin | 16.7% | 34.1% |
| Net Margin | — | 10.0% |
| Revenue YoY | 30.7% | 24.3% |
| Net Profit YoY | — | 235.9% |
| EPS (diluted) | $0.17 | $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 | $75.2M | $52.5M | ||
| Q3 25 | $68.8M | $48.3M | ||
| Q2 25 | $68.2M | $48.3M | ||
| Q1 25 | $64.8M | $45.9M | ||
| Q4 24 | $57.5M | $44.1M | ||
| Q3 24 | $44.2M | $41.4M | ||
| Q2 24 | $66.8M | $39.6M |
| Q1 26 | — | $5.7M | ||
| Q4 25 | — | $1.3M | ||
| Q3 25 | $5.7M | $618.0K | ||
| Q2 25 | $8.7M | $3.3M | ||
| Q1 25 | $10.0M | $1.7M | ||
| Q4 24 | — | $-5.4M | ||
| Q3 24 | $-174.3M | $-5.3M | ||
| Q2 24 | $8.0M | $-2.3M |
| Q1 26 | — | — | ||
| Q4 25 | 37.7% | — | ||
| Q3 25 | 31.9% | — | ||
| Q2 25 | 36.9% | — | ||
| Q1 25 | 39.0% | — | ||
| Q4 24 | 39.2% | — | ||
| Q3 24 | 27.5% | — | ||
| Q2 24 | 37.2% | — |
| Q1 26 | — | 34.1% | ||
| Q4 25 | 16.7% | 2.6% | ||
| Q3 25 | 13.2% | 1.3% | ||
| Q2 25 | 17.0% | 6.8% | ||
| Q1 25 | 20.9% | 3.7% | ||
| Q4 24 | 20.2% | -12.3% | ||
| Q3 24 | 2.8% | -12.8% | ||
| Q2 24 | 18.7% | -5.8% |
| Q1 26 | — | 10.0% | ||
| Q4 25 | — | 2.5% | ||
| Q3 25 | 8.2% | 1.3% | ||
| Q2 25 | 12.7% | 6.8% | ||
| Q1 25 | 15.4% | 3.7% | ||
| Q4 24 | — | -12.3% | ||
| Q3 24 | -394.3% | -12.8% | ||
| Q2 24 | 12.0% | -5.8% |
| Q1 26 | — | $0.32 | ||
| Q4 25 | $0.17 | $0.01 | ||
| Q3 25 | $0.07 | $0.01 | ||
| Q2 25 | $0.10 | $0.04 | ||
| Q1 25 | $0.11 | $0.02 | ||
| Q4 24 | $0.10 | $-0.07 | ||
| Q3 24 | $-1.99 | $-0.07 | ||
| Q2 24 | $0.09 | $-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 | $5.1M | — |
| Total DebtLower is stronger | $16.9M | — |
| Stockholders' EquityBook value | $351.2M | $1.5B |
| Total Assets | $441.8M | $2.8B |
| Debt / EquityLower = less leverage | 0.05× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $5.1M | — | ||
| Q3 25 | $35.6M | — | ||
| Q2 25 | $26.0M | — | ||
| Q1 25 | $20.8M | — | ||
| Q4 24 | $17.8M | — | ||
| Q3 24 | $42.9M | — | ||
| Q2 24 | $35.1M | — |
| Q1 26 | — | — | ||
| Q4 25 | $16.9M | $1.1B | ||
| Q3 25 | $9.5M | $1.1B | ||
| Q2 25 | $9.3M | $926.6M | ||
| Q1 25 | $8.1M | $913.3M | ||
| Q4 24 | $7.7M | $868.3M | ||
| Q3 24 | $14.0M | $778.7M | ||
| Q2 24 | $58.0M | $726.2M |
| Q1 26 | — | $1.5B | ||
| Q4 25 | $351.2M | $1.4B | ||
| Q3 25 | $333.9M | $1.3B | ||
| Q2 25 | $328.8M | $1.3B | ||
| Q1 25 | $326.9M | $1.3B | ||
| Q4 24 | $326.5M | $1.3B | ||
| Q3 24 | $316.5M | $1.3B | ||
| Q2 24 | $426.6M | $1.3B |
| Q1 26 | — | $2.8B | ||
| Q4 25 | $441.8M | $2.6B | ||
| Q3 25 | $404.5M | $2.5B | ||
| Q2 25 | $393.7M | $2.3B | ||
| Q1 25 | $390.0M | $2.3B | ||
| Q4 24 | $393.7M | $2.3B | ||
| Q3 24 | $389.6M | $2.2B | ||
| Q2 24 | $624.8M | $2.1B |
| Q1 26 | — | — | ||
| Q4 25 | 0.05× | 0.76× | ||
| Q3 25 | 0.03× | 0.84× | ||
| Q2 25 | 0.03× | 0.70× | ||
| Q1 25 | 0.02× | 0.70× | ||
| Q4 24 | 0.02× | 0.65× | ||
| Q3 24 | 0.04× | 0.58× | ||
| Q2 24 | 0.14× | 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 | $18.0M | — |
| Free Cash FlowOCF − Capex | $5.8M | — |
| FCF MarginFCF / Revenue | 7.6% | — |
| Capex IntensityCapex / Revenue | 16.3% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $26.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $18.0M | $109.5M | ||
| Q3 25 | $24.7M | $28.0M | ||
| Q2 25 | $21.4M | $30.6M | ||
| Q1 25 | $8.8M | $22.1M | ||
| Q4 24 | $-4.1M | $90.2M | ||
| Q3 24 | $2.8M | $25.1M | ||
| Q2 24 | $27.6M | $25.4M |
| Q1 26 | — | — | ||
| Q4 25 | $5.8M | — | ||
| Q3 25 | $12.0M | — | ||
| Q2 25 | $9.7M | — | ||
| Q1 25 | $-1.2M | — | ||
| Q4 24 | $-17.7M | — | ||
| Q3 24 | $-6.7M | — | ||
| Q2 24 | $21.0M | — |
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | — | ||
| Q3 25 | 17.4% | — | ||
| Q2 25 | 14.3% | — | ||
| Q1 25 | -1.8% | — | ||
| Q4 24 | -30.8% | — | ||
| Q3 24 | -15.2% | — | ||
| Q2 24 | 31.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | 16.3% | — | ||
| Q3 25 | 18.5% | — | ||
| Q2 25 | 17.1% | — | ||
| Q1 25 | 15.5% | — | ||
| Q4 24 | 23.6% | — | ||
| Q3 24 | 21.4% | — | ||
| Q2 24 | 9.9% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 82.46× | ||
| Q3 25 | 4.37× | 45.27× | ||
| Q2 25 | 2.47× | 9.36× | ||
| Q1 25 | 0.88× | 13.06× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 3.43× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NPKI
| Rental Revenue | $34.8M | 46% |
| Products | $25.5M | 34% |
| Services | $14.9M | 20% |
NTST
| Rental revenue (including reimbursable) | $54.0M | 95% |
| Other | $3.0M | 5% |
