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Side-by-side financial comparison of Porch Group, Inc. (PRCH) and Terreno Realty Corp (TRNO). Click either name above to swap in a different company.
Terreno Realty Corp is the larger business by last-quarter revenue ($137.5M vs $121.1M, roughly 1.1× Porch Group, Inc.). Terreno Realty Corp runs the higher net margin — 115.1% vs -3.9%, a 119.0% gap on every dollar of revenue. On growth, Porch Group, Inc. posted the faster year-over-year revenue change (100.0% vs 32.6%). Over the past eight quarters, Terreno Realty Corp's revenue compounded faster (27.2% CAGR vs 26.4%).
Porch is a website that tries to connect homeowners with local home improvement contractors. The site features advice articles, cost guide, and online booking for over 160 home projects.
Terreno Realty Corp is a publicly traded real estate investment trust that specializes in owning, operating, and acquiring high-quality industrial real estate assets. Its portfolio mainly includes distribution warehouses and logistics facilities located in high-demand coastal U.S. metropolitan markets, serving tenants across e-commerce, last-mile delivery, retail supply chain, and light manufacturing segments.
PRCH vs TRNO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $121.1M | $137.5M |
| Net Profit | $-4.7M | $158.2M |
| Gross Margin | 52.7% | — |
| Operating Margin | 34.7% | — |
| Net Margin | -3.9% | 115.1% |
| Revenue YoY | 100.0% | 32.6% |
| Net Profit YoY | 2.0% | 107.9% |
| EPS (diluted) | $-0.04 | $1.54 |
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 | $121.1M | — | ||
| Q4 25 | $112.3M | $137.5M | ||
| Q3 25 | $115.1M | $116.2M | ||
| Q2 25 | $107.0M | $112.2M | ||
| Q1 25 | $84.5M | $110.4M | ||
| Q4 24 | $75.3M | $103.7M | ||
| Q3 24 | $77.7M | $99.6M | ||
| Q2 24 | $75.9M | $94.2M |
| Q1 26 | $-4.7M | — | ||
| Q4 25 | $-3.5M | $158.2M | ||
| Q3 25 | $-10.9M | $103.4M | ||
| Q2 25 | $2.6M | $93.3M | ||
| Q1 25 | $8.4M | $48.1M | ||
| Q4 24 | $30.5M | $76.1M | ||
| Q3 24 | $14.4M | $36.6M | ||
| Q2 24 | $-64.3M | $35.7M |
| Q1 26 | 52.7% | — | ||
| Q4 25 | 99.5% | — | ||
| Q3 25 | 75.6% | — | ||
| Q2 25 | 70.9% | — | ||
| Q1 25 | 77.4% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 79.4% | — | ||
| Q2 24 | 22.1% | — |
| Q1 26 | 34.7% | — | ||
| Q4 25 | 14.7% | — | ||
| Q3 25 | 14.2% | — | ||
| Q2 25 | 4.7% | — | ||
| Q1 25 | -1.5% | — | ||
| Q4 24 | 33.3% | — | ||
| Q3 24 | -3.2% | — | ||
| Q2 24 | -69.2% | — |
| Q1 26 | -3.9% | — | ||
| Q4 25 | -3.1% | 115.1% | ||
| Q3 25 | -9.4% | 88.9% | ||
| Q2 25 | 2.4% | 83.1% | ||
| Q1 25 | 9.9% | 43.6% | ||
| Q4 24 | 40.5% | 73.4% | ||
| Q3 24 | 18.5% | 36.8% | ||
| Q2 24 | -84.8% | 37.9% |
| Q1 26 | $-0.04 | — | ||
| Q4 25 | $0.00 | $1.54 | ||
| Q3 25 | $-0.10 | $1.00 | ||
| Q2 25 | $0.00 | $0.90 | ||
| Q1 25 | $0.07 | $0.47 | ||
| Q4 24 | $0.34 | $0.78 | ||
| Q3 24 | $0.12 | $0.37 | ||
| Q2 24 | $-0.65 | $0.37 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $68.4M | $25.0M |
| Total DebtLower is stronger | $391.3M | $943.3M |
| Stockholders' EquityBook value | $26.3M | $4.1B |
| Total Assets | $806.6M | $5.4B |
| Debt / EquityLower = less leverage | 14.87× | 0.23× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $68.4M | — | ||
| Q4 25 | $57.3M | $25.0M | ||
| Q3 25 | $85.0M | $26.2M | ||
| Q2 25 | $79.8M | $128.4M | ||
| Q1 25 | $70.4M | $156.5M | ||
| Q4 24 | $191.7M | $18.1M | ||
| Q3 24 | $238.6M | $243.7M | ||
| Q2 24 | $308.4M | $182.0M |
| Q1 26 | $391.3M | — | ||
| Q4 25 | $392.8M | $943.3M | ||
| Q3 25 | $387.1M | $1.0B | ||
| Q2 25 | $394.1M | $742.4M | ||
| Q1 25 | $409.2M | $741.9M | ||
| Q4 24 | $403.9M | $823.4M | ||
| Q3 24 | $399.0M | $672.2M | ||
| Q2 24 | $436.8M | $772.0M |
| Q1 26 | $26.3M | — | ||
| Q4 25 | $-24.6M | $4.1B | ||
| Q3 25 | $-27.9M | $4.0B | ||
| Q2 25 | $-29.3M | $3.9B | ||
| Q1 25 | $-52.4M | $3.9B | ||
| Q4 24 | $-43.2M | $3.7B | ||
| Q3 24 | $-77.0M | $3.6B | ||
| Q2 24 | $-101.9M | $3.4B |
| Q1 26 | $806.6M | — | ||
| Q4 25 | $797.4M | $5.4B | ||
| Q3 25 | $787.7M | $5.3B | ||
| Q2 25 | $770.7M | $5.0B | ||
| Q1 25 | $802.3M | $4.9B | ||
| Q4 24 | $814.0M | $4.8B | ||
| Q3 24 | $867.3M | $4.6B | ||
| Q2 24 | $876.1M | $4.5B |
| Q1 26 | 14.87× | — | ||
| Q4 25 | — | 0.23× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | — | 0.19× | ||
| Q4 24 | — | 0.22× | ||
| Q3 24 | — | 0.19× | ||
| Q2 24 | — | 0.22× |
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 | — | $271.9M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | 1.72× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.2M | $271.9M | ||
| Q3 25 | $40.8M | $79.5M | ||
| Q2 25 | $35.6M | $60.6M | ||
| Q1 25 | $-11.2M | $61.4M | ||
| Q4 24 | $-26.6M | $232.7M | ||
| Q3 24 | $12.4M | $70.0M | ||
| Q2 24 | $-26.0M | $64.3M |
| Q1 26 | — | — | ||
| Q4 25 | $1.1M | — | ||
| Q3 25 | $40.7M | — | ||
| Q2 25 | $35.4M | — | ||
| Q1 25 | $-11.2M | — | ||
| Q4 24 | $-26.8M | — | ||
| Q3 24 | $12.2M | — | ||
| Q2 24 | $-26.0M | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | — | ||
| Q3 25 | 35.4% | — | ||
| Q2 25 | 33.0% | — | ||
| Q1 25 | -13.3% | — | ||
| Q4 24 | -35.6% | — | ||
| Q3 24 | 15.7% | — | ||
| Q2 24 | -34.3% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | — | ||
| Q3 25 | 0.1% | — | ||
| Q2 25 | 0.2% | — | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.3% | — | ||
| Q2 24 | 0.1% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.72× | ||
| Q3 25 | — | 0.77× | ||
| Q2 25 | 13.79× | 0.65× | ||
| Q1 25 | -1.33× | 1.28× | ||
| Q4 24 | -0.87× | 3.06× | ||
| Q3 24 | 0.86× | 1.91× | ||
| Q2 24 | — | 1.80× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PRCH
Segment breakdown not available.
TRNO
| Disposal Group Disposed Of By Sale Not Discontinued Operations | $109.5M | 80% |
| Other | $23.8M | 17% |
| At Market Equity Offering Program500Million | $4.1M | 3% |
