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Side-by-side financial comparison of Phillips Edison & Company, Inc. (PECO) and TACTILE SYSTEMS TECHNOLOGY INC (TCMD). 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 $103.6M, roughly 1.8× TACTILE SYSTEMS TECHNOLOGY INC). Phillips Edison & Company, Inc. runs the higher net margin — 17.4% vs 10.3%, a 7.2% gap on every dollar of revenue. On growth, TACTILE SYSTEMS TECHNOLOGY INC posted the faster year-over-year revenue change (21.0% vs 7.0%). Over the past eight quarters, TACTILE SYSTEMS TECHNOLOGY INC's revenue compounded faster (30.2% 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...
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.
PECO vs TCMD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $190.7M | $103.6M |
| Net Profit | $33.2M | $10.6M |
| Gross Margin | — | 78.2% |
| Operating Margin | 30.5% | 18.1% |
| Net Margin | 17.4% | 10.3% |
| Revenue YoY | 7.0% | 21.0% |
| Net Profit YoY | 15.1% | 9.4% |
| EPS (diluted) | $0.24 | $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 | $190.7M | — | ||
| Q4 25 | $187.9M | $103.6M | ||
| Q3 25 | $182.7M | $85.8M | ||
| Q2 25 | $177.8M | $78.9M | ||
| Q1 25 | $178.3M | $61.3M | ||
| Q4 24 | $173.0M | $85.6M | ||
| Q3 24 | $165.5M | $73.1M | ||
| Q2 24 | $161.5M | $73.2M |
| Q1 26 | $33.2M | — | ||
| Q4 25 | $47.5M | $10.6M | ||
| Q3 25 | $24.7M | $8.2M | ||
| Q2 25 | $12.8M | $3.2M | ||
| Q1 25 | $26.3M | $-3.0M | ||
| Q4 24 | $18.1M | $9.7M | ||
| Q3 24 | $11.6M | $5.2M | ||
| Q2 24 | $15.3M | $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 | 30.5% | — | ||
| Q4 25 | — | 18.1% | ||
| Q3 25 | — | 12.8% | ||
| Q2 25 | — | 5.2% | ||
| Q1 25 | — | -7.4% | ||
| Q4 24 | — | 14.6% | ||
| Q3 24 | — | 9.3% | ||
| Q2 24 | — | 8.0% |
| Q1 26 | 17.4% | — | ||
| Q4 25 | 25.3% | 10.3% | ||
| Q3 25 | 13.5% | 9.6% | ||
| Q2 25 | 7.2% | 4.1% | ||
| Q1 25 | 14.8% | -4.9% | ||
| Q4 24 | 10.5% | 11.4% | ||
| Q3 24 | 7.0% | 7.1% | ||
| Q2 24 | 9.5% | 5.9% |
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.38 | $0.45 | ||
| Q3 25 | $0.20 | $0.36 | ||
| Q2 25 | $0.10 | $0.14 | ||
| Q1 25 | $0.21 | $-0.13 | ||
| Q4 24 | $0.16 | $0.40 | ||
| Q3 24 | $0.09 | $0.21 | ||
| Q2 24 | $0.12 | $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 | $3.1M | $83.4M |
| Total DebtLower is stronger | — | $0 |
| Stockholders' EquityBook value | $2.3B | $218.9M |
| Total Assets | $5.4B | $273.9M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.1M | — | ||
| Q4 25 | $3.5M | $83.4M | ||
| Q3 25 | $4.1M | $66.0M | ||
| Q2 25 | $5.6M | $81.5M | ||
| Q1 25 | $5.5M | $83.6M | ||
| Q4 24 | $4.9M | $94.4M | ||
| Q3 24 | $6.4M | $82.1M | ||
| Q2 24 | $7.1M | $73.6M |
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | $0 | ||
| Q3 25 | $2.4B | $0 | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.1B | $27.0M | ||
| Q2 24 | $2.0B | $27.8M |
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.3B | $218.9M | ||
| Q3 25 | $2.3B | $204.9M | ||
| Q2 25 | $2.3B | $194.9M | ||
| Q1 25 | $2.3B | $205.6M | ||
| Q4 24 | $2.3B | $216.6M | ||
| Q3 24 | $2.2B | $207.9M | ||
| Q2 24 | $2.3B | $200.7M |
| Q1 26 | $5.4B | — | ||
| Q4 25 | $5.3B | $273.9M | ||
| Q3 25 | $5.3B | $259.2M | ||
| Q2 25 | $5.3B | $273.0M | ||
| Q1 25 | $5.2B | $280.2M | ||
| Q4 24 | $5.0B | $297.9M | ||
| Q3 24 | $5.0B | $287.7M | ||
| Q2 24 | $4.9B | $278.8M |
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | 0.00× | ||
| Q3 25 | 1.05× | 0.00× | ||
| Q2 25 | 1.04× | — | ||
| Q1 25 | 0.99× | — | ||
| Q4 24 | 0.91× | — | ||
| Q3 24 | 0.94× | 0.13× | ||
| Q2 24 | 0.90× | 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 | $55.6M | $17.3M |
| Free Cash FlowOCF − Capex | — | $16.8M |
| FCF MarginFCF / Revenue | — | 16.2% |
| Capex IntensityCapex / Revenue | 12.6% | 0.5% |
| Cash ConversionOCF / Net Profit | 1.67× | 1.63× |
| TTM Free Cash FlowTrailing 4 quarters | — | $40.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $55.6M | — | ||
| Q4 25 | $348.1M | $17.3M | ||
| Q3 25 | $95.4M | $10.3M | ||
| Q2 25 | $96.1M | $14.8M | ||
| Q1 25 | $60.5M | $417.0K | ||
| Q4 24 | $334.7M | $16.3M | ||
| Q3 24 | $109.1M | $10.3M | ||
| Q2 24 | $78.5M | $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 | 12.6% | — | ||
| 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 | 1.67× | — | ||
| Q4 25 | 7.33× | 1.63× | ||
| Q3 25 | 3.87× | 1.26× | ||
| Q2 25 | 7.52× | 4.59× | ||
| Q1 25 | 2.30× | — | ||
| Q4 24 | 18.45× | 1.68× | ||
| Q3 24 | 9.40× | 1.99× | ||
| Q2 24 | 5.14× | 3.06× |
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% |
TCMD
| Private Insurers | $57.6M | 56% |
| Medicare | $24.6M | 24% |
| Durable Medical Equipment Distributors | $14.1M | 14% |
| Veterans Administration | $7.3M | 7% |
