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Side-by-side financial comparison of Phillips Edison & Company, Inc. (PECO) and DOUGLAS DYNAMICS, INC (PLOW). Click either name above to swap in a different company.
Phillips Edison & Company, Inc. is the larger business by last-quarter revenue ($190.7M vs $184.5M, roughly 1.0× DOUGLAS DYNAMICS, INC). Phillips Edison & Company, Inc. runs the higher net margin — 17.4% vs 7.0%, a 10.5% gap on every dollar of revenue. On growth, DOUGLAS DYNAMICS, INC posted the faster year-over-year revenue change (28.6% vs 7.0%). Over the past eight quarters, DOUGLAS DYNAMICS, INC's revenue compounded faster (38.9% CAGR vs 8.7%).
Consolidated Edison, Inc., commonly known as Con Edison or ConEd, is an energy company based in New York City. It is one of the largest investor-owned energy companies in the United States, with approximately $15.26 billion in annual revenues as of 2024, and over $70 billion in assets. The company provides a wide range of energy-related products and services to its customers through its subsidiaries:Consolidated Edison Company of New York, Inc. (CECONY), a regulated utility providing electric...
General Dynamics Corporation (GD) is an American industrial and technology company based in Reston, Virginia. It is primarily a developer and producer of advanced military equipment of a wide variety, such as nuclear submarines, main battle tanks, and armoured fighting vehicles. It is also the manufacturer of the civilian aviation Gulfstream business jets and a provider of information technology services. The company is the 3rd largest of the top 100 contractors of the U.S. federal government...
PECO vs PLOW — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $190.7M | $184.5M |
| Net Profit | $33.2M | $12.8M |
| Gross Margin | — | 26.1% |
| Operating Margin | 30.5% | 10.5% |
| Net Margin | 17.4% | 7.0% |
| Revenue YoY | 7.0% | 28.6% |
| Net Profit YoY | 15.1% | 62.3% |
| EPS (diluted) | $0.24 | $0.54 |
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 | $190.7M | — | ||
| Q4 25 | $187.9M | $184.5M | ||
| Q3 25 | $182.7M | $162.1M | ||
| Q2 25 | $177.8M | $194.3M | ||
| Q1 25 | $178.3M | $115.1M | ||
| Q4 24 | $173.0M | $143.5M | ||
| Q3 24 | $165.5M | $129.4M | ||
| Q2 24 | $161.5M | $199.9M |
| Q1 26 | $33.2M | — | ||
| Q4 25 | $47.5M | $12.8M | ||
| Q3 25 | $24.7M | $8.0M | ||
| Q2 25 | $12.8M | $26.0M | ||
| Q1 25 | $26.3M | $148.0K | ||
| Q4 24 | $18.1M | $7.9M | ||
| Q3 24 | $11.6M | $32.3M | ||
| Q2 24 | $15.3M | $24.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | 26.1% | ||
| Q3 25 | — | 23.5% | ||
| Q2 25 | — | 31.0% | ||
| Q1 25 | — | 24.5% | ||
| Q4 24 | — | 24.9% | ||
| Q3 24 | — | 23.9% | ||
| Q2 24 | — | 30.7% |
| Q1 26 | 30.5% | — | ||
| Q4 25 | — | 10.5% | ||
| Q3 25 | — | 8.7% | ||
| Q2 25 | — | 19.0% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | — | 9.0% | ||
| Q3 24 | — | 35.4% | ||
| Q2 24 | — | 18.2% |
| Q1 26 | 17.4% | — | ||
| Q4 25 | 25.3% | 7.0% | ||
| Q3 25 | 13.5% | 4.9% | ||
| Q2 25 | 7.2% | 13.4% | ||
| Q1 25 | 14.8% | 0.1% | ||
| Q4 24 | 10.5% | 5.5% | ||
| Q3 24 | 7.0% | 24.9% | ||
| Q2 24 | 9.5% | 12.2% |
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.38 | $0.54 | ||
| Q3 25 | $0.20 | $0.33 | ||
| Q2 25 | $0.10 | $1.09 | ||
| Q1 25 | $0.21 | $0.00 | ||
| Q4 24 | $0.16 | $0.35 | ||
| Q3 24 | $0.09 | $1.36 | ||
| Q2 24 | $0.12 | $1.02 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.1M | — |
| Total DebtLower is stronger | — | $144.0M |
| Stockholders' EquityBook value | $2.3B | $281.4M |
| Total Assets | $5.4B | $626.7M |
| Debt / EquityLower = less leverage | — | 0.51× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.1M | — | ||
| Q4 25 | $3.5M | — | ||
| Q3 25 | $4.1M | — | ||
| Q2 25 | $5.6M | — | ||
| Q1 25 | $5.5M | — | ||
| Q4 24 | $4.9M | — | ||
| Q3 24 | $6.4M | — | ||
| Q2 24 | $7.1M | — |
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | $144.0M | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.1B | $147.5M | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.0B | — |
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.3B | $281.4M | ||
| Q3 25 | $2.3B | $275.3M | ||
| Q2 25 | $2.3B | $273.3M | ||
| Q1 25 | $2.3B | $258.9M | ||
| Q4 24 | $2.3B | $264.2M | ||
| Q3 24 | $2.2B | $260.8M | ||
| Q2 24 | $2.3B | $236.7M |
| Q1 26 | $5.4B | — | ||
| Q4 25 | $5.3B | $626.7M | ||
| Q3 25 | $5.3B | $694.9M | ||
| Q2 25 | $5.3B | $671.5M | ||
| Q1 25 | $5.2B | $621.0M | ||
| Q4 24 | $5.0B | $590.0M | ||
| Q3 24 | $5.0B | $665.6M | ||
| Q2 24 | $4.9B | $617.0M |
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | 0.51× | ||
| Q3 25 | 1.05× | — | ||
| Q2 25 | 1.04× | — | ||
| Q1 25 | 0.99× | — | ||
| Q4 24 | 0.91× | 0.56× | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.90× | — |
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 | $55.6M | $95.9M |
| Free Cash FlowOCF − Capex | — | $92.8M |
| FCF MarginFCF / Revenue | — | 50.3% |
| Capex IntensityCapex / Revenue | 12.6% | 1.7% |
| Cash ConversionOCF / Net Profit | 1.67× | 7.47× |
| TTM Free Cash FlowTrailing 4 quarters | — | $63.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $55.6M | — | ||
| Q4 25 | $348.1M | $95.9M | ||
| Q3 25 | $95.4M | $-8.5M | ||
| Q2 25 | $96.1M | $-11.4M | ||
| Q1 25 | $60.5M | $-1.3M | ||
| Q4 24 | $334.7M | $74.4M | ||
| Q3 24 | $109.1M | $-14.2M | ||
| Q2 24 | $78.5M | $2.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $92.8M | ||
| Q3 25 | — | $-11.4M | ||
| Q2 25 | — | $-14.3M | ||
| Q1 25 | — | $-3.5M | ||
| Q4 24 | — | $70.2M | ||
| Q3 24 | — | $-15.2M | ||
| Q2 24 | — | $836.0K |
| Q1 26 | — | — | ||
| Q4 25 | — | 50.3% | ||
| Q3 25 | — | -7.1% | ||
| Q2 25 | — | -7.4% | ||
| Q1 25 | — | -3.0% | ||
| Q4 24 | — | 48.9% | ||
| Q3 24 | — | -11.8% | ||
| Q2 24 | — | 0.4% |
| Q1 26 | 12.6% | — | ||
| Q4 25 | — | 1.7% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 1.5% | ||
| Q1 25 | — | 1.9% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | — | 0.8% |
| Q1 26 | 1.67× | — | ||
| Q4 25 | 7.33× | 7.47× | ||
| Q3 25 | 3.87× | -1.07× | ||
| Q2 25 | 7.52× | -0.44× | ||
| Q1 25 | 2.30× | -9.03× | ||
| Q4 24 | 18.45× | 9.41× | ||
| Q3 24 | 9.40× | -0.44× | ||
| Q2 24 | 5.14× | 0.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PECO
| Rental income | $186.3M | 98% |
| Fees and management income | $3.4M | 2% |
PLOW
| Work Truck Solutions | $101.5M | 55% |
| Transferred At Point In Time | $83.1M | 45% |
