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Side-by-side financial comparison of Phillips Edison & Company, Inc. (PECO) and Latham Group, Inc. (SWIM). 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 $100.0M, roughly 1.9× Latham Group, Inc.). Phillips Edison & Company, Inc. runs the higher net margin — 17.4% vs -7.0%, a 24.4% gap on every dollar of revenue. On growth, Latham Group, Inc. posted the faster year-over-year revenue change (14.5% vs 7.0%). Over the past eight quarters, Phillips Edison & Company, Inc.'s revenue compounded faster (8.7% CAGR vs -4.9%).
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...
Latham & Watkins LLP is an American multinational law firm. Founded in 1934 in Los Angeles, California, it is known for its litigation, corporate, and regulatory law practices.
PECO vs SWIM — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $190.7M | $100.0M |
| Net Profit | $33.2M | $-7.0M |
| Gross Margin | — | 28.0% |
| Operating Margin | 30.5% | -10.7% |
| Net Margin | 17.4% | -7.0% |
| Revenue YoY | 7.0% | 14.5% |
| Net Profit YoY | 15.1% | 76.0% |
| EPS (diluted) | $0.24 | $-0.06 |
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 | $100.0M | ||
| Q3 25 | $182.7M | $161.9M | ||
| Q2 25 | $177.8M | $172.6M | ||
| Q1 25 | $178.3M | $111.4M | ||
| Q4 24 | $173.0M | $87.3M | ||
| Q3 24 | $165.5M | $150.5M | ||
| Q2 24 | $161.5M | $160.1M |
| Q1 26 | $33.2M | — | ||
| Q4 25 | $47.5M | $-7.0M | ||
| Q3 25 | $24.7M | $8.1M | ||
| Q2 25 | $12.8M | $16.0M | ||
| Q1 25 | $26.3M | $-6.0M | ||
| Q4 24 | $18.1M | $-29.2M | ||
| Q3 24 | $11.6M | $5.9M | ||
| Q2 24 | $15.3M | $13.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | 28.0% | ||
| Q3 25 | — | 35.4% | ||
| Q2 25 | — | 37.1% | ||
| Q1 25 | — | 29.5% | ||
| Q4 24 | — | 24.6% | ||
| Q3 24 | — | 32.4% | ||
| Q2 24 | — | 33.1% |
| Q1 26 | 30.5% | — | ||
| Q4 25 | — | -10.7% | ||
| Q3 25 | — | 13.3% | ||
| Q2 25 | — | 14.3% | ||
| Q1 25 | — | -4.4% | ||
| Q4 24 | — | -14.9% | ||
| Q3 24 | — | 8.9% | ||
| Q2 24 | — | 12.5% |
| Q1 26 | 17.4% | — | ||
| Q4 25 | 25.3% | -7.0% | ||
| Q3 25 | 13.5% | 5.0% | ||
| Q2 25 | 7.2% | 9.3% | ||
| Q1 25 | 14.8% | -5.4% | ||
| Q4 24 | 10.5% | -33.4% | ||
| Q3 24 | 7.0% | 3.9% | ||
| Q2 24 | 9.5% | 8.3% |
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.38 | $-0.06 | ||
| Q3 25 | $0.20 | $0.07 | ||
| Q2 25 | $0.10 | $0.13 | ||
| Q1 25 | $0.21 | $-0.05 | ||
| Q4 24 | $0.16 | $-0.24 | ||
| Q3 24 | $0.09 | $0.05 | ||
| Q2 24 | $0.12 | $0.11 |
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 | — | $279.8M |
| Stockholders' EquityBook value | $2.3B | $405.9M |
| Total Assets | $5.4B | $823.2M |
| Debt / EquityLower = less leverage | — | 0.69× |
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 | $279.8M | ||
| Q3 25 | $2.4B | $281.1M | ||
| Q2 25 | $2.4B | $281.5M | ||
| Q1 25 | $2.3B | $306.9M | ||
| Q4 24 | $2.1B | $281.5M | ||
| Q3 24 | $2.1B | $282.8M | ||
| Q2 24 | $2.0B | $282.4M |
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.3B | $405.9M | ||
| Q3 25 | $2.3B | $408.4M | ||
| Q2 25 | $2.3B | $398.4M | ||
| Q1 25 | $2.3B | $381.1M | ||
| Q4 24 | $2.3B | $387.2M | ||
| Q3 24 | $2.2B | $416.6M | ||
| Q2 24 | $2.3B | $408.1M |
| Q1 26 | $5.4B | — | ||
| Q4 25 | $5.3B | $823.2M | ||
| Q3 25 | $5.3B | $844.4M | ||
| Q2 25 | $5.3B | $822.1M | ||
| Q1 25 | $5.2B | $824.6M | ||
| Q4 24 | $5.0B | $794.2M | ||
| Q3 24 | $5.0B | $853.4M | ||
| Q2 24 | $4.9B | $830.0M |
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | 0.69× | ||
| Q3 25 | 1.05× | 0.69× | ||
| Q2 25 | 1.04× | 0.71× | ||
| Q1 25 | 0.99× | 0.81× | ||
| Q4 24 | 0.91× | 0.73× | ||
| Q3 24 | 0.94× | 0.68× | ||
| Q2 24 | 0.90× | 0.69× |
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 | $23.3M |
| Free Cash FlowOCF − Capex | — | $14.1M |
| FCF MarginFCF / Revenue | — | 14.1% |
| Capex IntensityCapex / Revenue | 12.6% | 9.2% |
| Cash ConversionOCF / Net Profit | 1.67× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $38.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $55.6M | — | ||
| Q4 25 | $348.1M | $23.3M | ||
| Q3 25 | $95.4M | $51.0M | ||
| Q2 25 | $96.1M | $36.0M | ||
| Q1 25 | $60.5M | $-46.9M | ||
| Q4 24 | $334.7M | $6.2M | ||
| Q3 24 | $109.1M | $37.2M | ||
| Q2 24 | $78.5M | $52.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $14.1M | ||
| Q3 25 | — | $45.2M | ||
| Q2 25 | — | $29.1M | ||
| Q1 25 | — | $-50.3M | ||
| Q4 24 | — | $-98.0K | ||
| Q3 24 | — | $33.2M | ||
| Q2 24 | — | $47.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 14.1% | ||
| Q3 25 | — | 27.9% | ||
| Q2 25 | — | 16.8% | ||
| Q1 25 | — | -45.2% | ||
| Q4 24 | — | -0.1% | ||
| Q3 24 | — | 22.1% | ||
| Q2 24 | — | 29.9% |
| Q1 26 | 12.6% | — | ||
| Q4 25 | — | 9.2% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 4.0% | ||
| Q1 25 | — | 3.1% | ||
| Q4 24 | — | 7.2% | ||
| Q3 24 | — | 2.7% | ||
| Q2 24 | — | 2.8% |
| Q1 26 | 1.67× | — | ||
| Q4 25 | 7.33× | — | ||
| Q3 25 | 3.87× | 6.29× | ||
| Q2 25 | 7.52× | 2.25× | ||
| Q1 25 | 2.30× | — | ||
| Q4 24 | 18.45× | — | ||
| Q3 24 | 9.40× | 6.32× | ||
| Q2 24 | 5.14× | 3.95× |
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% |
SWIM
| In Ground Swimming Pools | $50.2M | 50% |
| Covers | $37.0M | 37% |
| Liners | $12.7M | 13% |
