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Side-by-side financial comparison of Phillips Edison & Company, Inc. (PECO) and SFL Corp Ltd. (SFL). Click either name above to swap in a different company.
SFL Corp Ltd. is the larger business by last-quarter revenue ($353.7M vs $190.7M, roughly 1.9× Phillips Edison & Company, Inc.). Phillips Edison & Company, Inc. runs the higher net margin — 17.4% vs 1.1%, a 16.3% gap on every dollar of revenue. On growth, Phillips Edison & Company, Inc. posted the faster year-over-year revenue change (7.0% vs -27.0%).
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...
SFL Corp Ltd is a global maritime transportation and vessel owning enterprise with a diversified fleet including container ships, oil tankers, dry bulk carriers and offshore support vessels. It serves international logistics, energy and bulk commodity sectors, offering long-term and spot charter services to clients across major global trade routes.
PECO vs SFL — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $190.7M | $353.7M |
| Net Profit | $33.2M | $4.0M |
| Gross Margin | — | — |
| Operating Margin | 30.5% | 22.8% |
| Net Margin | 17.4% | 1.1% |
| Revenue YoY | 7.0% | -27.0% |
| Net Profit YoY | 15.1% | -93.9% |
| EPS (diluted) | $0.24 | $0.03 |
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 | $353.7M | ||
| Q3 25 | $182.7M | — | ||
| Q2 25 | $177.8M | — | ||
| Q1 25 | $178.3M | — | ||
| Q4 24 | $173.0M | $484.4M | ||
| Q3 24 | $165.5M | — | ||
| Q2 24 | $161.5M | — |
| Q1 26 | $33.2M | — | ||
| Q4 25 | $47.5M | $4.0M | ||
| Q3 25 | $24.7M | — | ||
| Q2 25 | $12.8M | — | ||
| Q1 25 | $26.3M | — | ||
| Q4 24 | $18.1M | $64.7M | ||
| Q3 24 | $11.6M | — | ||
| Q2 24 | $15.3M | — |
| Q1 26 | 30.5% | — | ||
| Q4 25 | — | 22.8% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 32.8% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | 17.4% | — | ||
| Q4 25 | 25.3% | 1.1% | ||
| Q3 25 | 13.5% | — | ||
| Q2 25 | 7.2% | — | ||
| Q1 25 | 14.8% | — | ||
| Q4 24 | 10.5% | 13.4% | ||
| Q3 24 | 7.0% | — | ||
| Q2 24 | 9.5% | — |
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.38 | $0.03 | ||
| Q3 25 | $0.20 | — | ||
| Q2 25 | $0.10 | — | ||
| Q1 25 | $0.21 | — | ||
| Q4 24 | $0.16 | $0.49 | ||
| Q3 24 | $0.09 | — | ||
| Q2 24 | $0.12 | — |
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 | $150.8M |
| Total DebtLower is stronger | — | $2.6B |
| Stockholders' EquityBook value | $2.3B | $960.9M |
| Total Assets | $5.4B | $3.6B |
| Debt / EquityLower = less leverage | — | 2.69× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.1M | — | ||
| Q4 25 | $3.5M | $150.8M | ||
| Q3 25 | $4.1M | — | ||
| Q2 25 | $5.6M | — | ||
| Q1 25 | $5.5M | — | ||
| Q4 24 | $4.9M | $134.6M | ||
| Q3 24 | $6.4M | — | ||
| Q2 24 | $7.1M | — |
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | $2.6B | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.1B | $2.9B | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.0B | — |
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.3B | $960.9M | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.3B | $1.1B | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $2.3B | — |
| Q1 26 | $5.4B | — | ||
| Q4 25 | $5.3B | $3.6B | ||
| Q3 25 | $5.3B | — | ||
| Q2 25 | $5.3B | — | ||
| Q1 25 | $5.2B | — | ||
| Q4 24 | $5.0B | $4.1B | ||
| Q3 24 | $5.0B | — | ||
| Q2 24 | $4.9B | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | 2.69× | ||
| Q3 25 | 1.05× | — | ||
| Q2 25 | 1.04× | — | ||
| Q1 25 | 0.99× | — | ||
| Q4 24 | 0.91× | 2.54× | ||
| 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 | $118.4M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | 12.6% | — |
| Cash ConversionOCF / Net Profit | 1.67× | 29.75× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $55.6M | — | ||
| Q4 25 | $348.1M | $118.4M | ||
| Q3 25 | $95.4M | — | ||
| Q2 25 | $96.1M | — | ||
| Q1 25 | $60.5M | — | ||
| Q4 24 | $334.7M | $182.4M | ||
| Q3 24 | $109.1M | — | ||
| Q2 24 | $78.5M | — |
| Q1 26 | 12.6% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | 1.67× | — | ||
| Q4 25 | 7.33× | 29.75× | ||
| Q3 25 | 3.87× | — | ||
| Q2 25 | 7.52× | — | ||
| Q1 25 | 2.30× | — | ||
| Q4 24 | 18.45× | 2.82× | ||
| Q3 24 | 9.40× | — | ||
| Q2 24 | 5.14× | — |
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% |
SFL
Segment breakdown not available.
