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Side-by-side financial comparison of NETSTREIT Corp. (NTST) and TACTILE SYSTEMS TECHNOLOGY INC (TCMD). Click either name above to swap in a different company.
TACTILE SYSTEMS TECHNOLOGY INC is the larger business by last-quarter revenue ($103.6M vs $57.1M, roughly 1.8× NETSTREIT Corp.). TACTILE SYSTEMS TECHNOLOGY INC runs the higher net margin — 10.3% vs 10.0%, a 0.3% gap on every dollar of revenue. On growth, NETSTREIT Corp. posted the faster year-over-year revenue change (24.3% vs 21.0%). Over the past eight quarters, TACTILE SYSTEMS TECHNOLOGY INC's revenue compounded faster (30.2% 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.
Dominion Voting Systems Corporation was a North American company that produced and sold electronic voting hardware and software, including voting machines and tabulators, in Canada and the United States.
NTST vs TCMD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $57.1M | $103.6M |
| Net Profit | $5.7M | $10.6M |
| Gross Margin | — | 78.2% |
| Operating Margin | 34.1% | 18.1% |
| Net Margin | 10.0% | 10.3% |
| Revenue YoY | 24.3% | 21.0% |
| Net Profit YoY | 235.9% | 9.4% |
| EPS (diluted) | $0.32 | $0.45 |
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 | $52.5M | $103.6M | ||
| Q3 25 | $48.3M | $85.8M | ||
| Q2 25 | $48.3M | $78.9M | ||
| Q1 25 | $45.9M | $61.3M | ||
| Q4 24 | $44.1M | $85.6M | ||
| Q3 24 | $41.4M | $73.1M | ||
| Q2 24 | $39.6M | $73.2M |
| Q1 26 | $5.7M | — | ||
| Q4 25 | $1.3M | $10.6M | ||
| Q3 25 | $618.0K | $8.2M | ||
| Q2 25 | $3.3M | $3.2M | ||
| Q1 25 | $1.7M | $-3.0M | ||
| Q4 24 | $-5.4M | $9.7M | ||
| Q3 24 | $-5.3M | $5.2M | ||
| Q2 24 | $-2.3M | $4.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | 78.2% | ||
| Q3 25 | — | 75.8% | ||
| Q2 25 | — | 74.5% | ||
| Q1 25 | — | 74.0% | ||
| Q4 24 | — | 75.2% | ||
| Q3 24 | — | 75.0% | ||
| Q2 24 | — | 73.9% |
| Q1 26 | 34.1% | — | ||
| Q4 25 | 2.6% | 18.1% | ||
| Q3 25 | 1.3% | 12.8% | ||
| Q2 25 | 6.8% | 5.2% | ||
| Q1 25 | 3.7% | -7.4% | ||
| Q4 24 | -12.3% | 14.6% | ||
| Q3 24 | -12.8% | 9.3% | ||
| Q2 24 | -5.8% | 8.0% |
| Q1 26 | 10.0% | — | ||
| Q4 25 | 2.5% | 10.3% | ||
| Q3 25 | 1.3% | 9.6% | ||
| Q2 25 | 6.8% | 4.1% | ||
| Q1 25 | 3.7% | -4.9% | ||
| Q4 24 | -12.3% | 11.4% | ||
| Q3 24 | -12.8% | 7.1% | ||
| Q2 24 | -5.8% | 5.9% |
| Q1 26 | $0.32 | — | ||
| Q4 25 | $0.01 | $0.45 | ||
| Q3 25 | $0.01 | $0.36 | ||
| Q2 25 | $0.04 | $0.14 | ||
| Q1 25 | $0.02 | $-0.13 | ||
| Q4 24 | $-0.07 | $0.40 | ||
| Q3 24 | $-0.07 | $0.21 | ||
| Q2 24 | $-0.03 | $0.18 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $83.4M |
| Total DebtLower is stronger | — | $0 |
| Stockholders' EquityBook value | $1.5B | $218.9M |
| Total Assets | $2.8B | $273.9M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $83.4M | ||
| Q3 25 | — | $66.0M | ||
| Q2 25 | — | $81.5M | ||
| Q1 25 | — | $83.6M | ||
| Q4 24 | — | $94.4M | ||
| Q3 24 | — | $82.1M | ||
| Q2 24 | — | $73.6M |
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $0 | ||
| Q3 25 | $1.1B | $0 | ||
| Q2 25 | $926.6M | — | ||
| Q1 25 | $913.3M | — | ||
| Q4 24 | $868.3M | — | ||
| Q3 24 | $778.7M | $27.0M | ||
| Q2 24 | $726.2M | $27.8M |
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.4B | $218.9M | ||
| Q3 25 | $1.3B | $204.9M | ||
| Q2 25 | $1.3B | $194.9M | ||
| Q1 25 | $1.3B | $205.6M | ||
| Q4 24 | $1.3B | $216.6M | ||
| Q3 24 | $1.3B | $207.9M | ||
| Q2 24 | $1.3B | $200.7M |
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.6B | $273.9M | ||
| Q3 25 | $2.5B | $259.2M | ||
| Q2 25 | $2.3B | $273.0M | ||
| Q1 25 | $2.3B | $280.2M | ||
| Q4 24 | $2.3B | $297.9M | ||
| Q3 24 | $2.2B | $287.7M | ||
| Q2 24 | $2.1B | $278.8M |
| Q1 26 | — | — | ||
| Q4 25 | 0.76× | 0.00× | ||
| Q3 25 | 0.84× | 0.00× | ||
| Q2 25 | 0.70× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 0.65× | — | ||
| Q3 24 | 0.58× | 0.13× | ||
| Q2 24 | 0.55× | 0.14× |
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 | — | $17.3M |
| Free Cash FlowOCF − Capex | — | $16.8M |
| FCF MarginFCF / Revenue | — | 16.2% |
| Capex IntensityCapex / Revenue | — | 0.5% |
| Cash ConversionOCF / Net Profit | — | 1.63× |
| TTM Free Cash FlowTrailing 4 quarters | — | $40.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $109.5M | $17.3M | ||
| Q3 25 | $28.0M | $10.3M | ||
| Q2 25 | $30.6M | $14.8M | ||
| Q1 25 | $22.1M | $417.0K | ||
| Q4 24 | $90.2M | $16.3M | ||
| Q3 24 | $25.1M | $10.3M | ||
| Q2 24 | $25.4M | $13.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $16.8M | ||
| Q3 25 | — | $9.2M | ||
| Q2 25 | — | $14.4M | ||
| Q1 25 | — | $38.0K | ||
| Q4 24 | — | $15.9M | ||
| Q3 24 | — | $9.3M | ||
| Q2 24 | — | $12.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 16.2% | ||
| Q3 25 | — | 10.8% | ||
| Q2 25 | — | 18.2% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 18.5% | ||
| Q3 24 | — | 12.7% | ||
| Q2 24 | — | 17.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 1.3% | ||
| Q2 24 | — | 0.7% |
| Q1 26 | — | — | ||
| Q4 25 | 82.46× | 1.63× | ||
| Q3 25 | 45.27× | 1.26× | ||
| Q2 25 | 9.36× | 4.59× | ||
| Q1 25 | 13.06× | — | ||
| Q4 24 | — | 1.68× | ||
| Q3 24 | — | 1.99× | ||
| Q2 24 | — | 3.06× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NTST
| Rental revenue (including reimbursable) | $54.0M | 95% |
| Other | $3.0M | 5% |
TCMD
| Private Insurers | $57.6M | 56% |
| Medicare | $24.6M | 24% |
| Durable Medical Equipment Distributors | $14.1M | 14% |
| Veterans Administration | $7.3M | 7% |
