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Side-by-side financial comparison of PELOTON INTERACTIVE, INC. (PTON) and UDR, Inc. (UDR). Click either name above to swap in a different company.
PELOTON INTERACTIVE, INC. is the larger business by last-quarter revenue ($656.5M vs $425.8M, roughly 1.5× UDR, Inc.). UDR, Inc. runs the higher net margin — 44.6% vs -5.9%, a 50.5% gap on every dollar of revenue. On growth, UDR, Inc. posted the faster year-over-year revenue change (0.9% vs -2.6%).
Peloton Interactive, Inc. is an American exercise equipment and media company based in New York City. The company's products include stationary bicycles, treadmills, and indoor rowers equipped with Internet-connected touch screens that stream live and on-demand fitness classes through a subscription service. The equipment includes built-in sensors that track metrics such as power output, providing users with real-time feedback on their performance and leaderboard rankings to compete with othe...
UDR, Inc. is a leading U.S.-headquartered real estate investment trust specializing in owning, operating, and redeveloping high-quality multifamily residential apartment communities. It operates across major U.S. metropolitan markets, catering to a diverse tenant base including young professionals, families, and middle-to-high income households.
PTON vs UDR — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $656.5M | $425.8M |
| Net Profit | $-38.8M | $189.8M |
| Gross Margin | 50.5% | — |
| Operating Margin | -2.2% | 54.0% |
| Net Margin | -5.9% | 44.6% |
| Revenue YoY | -2.6% | 0.9% |
| Net Profit YoY | 57.8% | 147.2% |
| EPS (diluted) | $-0.09 | $0.63 |
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 | — | $425.8M | ||
| Q4 25 | $656.5M | $433.1M | ||
| Q3 25 | $550.8M | $431.9M | ||
| Q2 25 | — | $425.4M | ||
| Q1 25 | — | $421.9M | ||
| Q4 24 | — | $422.7M | ||
| Q3 24 | — | $420.2M | ||
| Q2 24 | — | $415.3M |
| Q1 26 | — | $189.8M | ||
| Q4 25 | $-38.8M | $222.9M | ||
| Q3 25 | $13.9M | $40.4M | ||
| Q2 25 | — | $37.7M | ||
| Q1 25 | — | $76.7M | ||
| Q4 24 | — | $-5.0M | ||
| Q3 24 | — | $22.6M | ||
| Q2 24 | — | $28.9M |
| Q1 26 | — | — | ||
| Q4 25 | 50.5% | — | ||
| Q3 25 | 51.5% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | 54.0% | ||
| Q4 25 | -2.2% | 64.1% | ||
| Q3 25 | 7.5% | 17.7% | ||
| Q2 25 | — | 18.2% | ||
| Q1 25 | — | 29.0% | ||
| Q4 24 | — | 15.7% | ||
| Q3 24 | — | 16.6% | ||
| Q2 24 | — | 16.5% |
| Q1 26 | — | 44.6% | ||
| Q4 25 | -5.9% | 51.5% | ||
| Q3 25 | 2.5% | 9.4% | ||
| Q2 25 | — | 8.9% | ||
| Q1 25 | — | 18.2% | ||
| Q4 24 | — | -220.5% | ||
| Q3 24 | — | 5.4% | ||
| Q2 24 | — | 7.0% |
| Q1 26 | — | $0.63 | ||
| Q4 25 | $-0.09 | $0.67 | ||
| Q3 25 | $0.03 | $0.12 | ||
| Q2 25 | — | $0.11 | ||
| Q1 25 | — | $0.23 | ||
| Q4 24 | — | $-0.01 | ||
| Q3 24 | — | $0.06 | ||
| Q2 24 | — | $0.08 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.2B | $1.3M |
| Total DebtLower is stronger | $1.5B | — |
| Stockholders' EquityBook value | $-326.7M | $3.3B |
| Total Assets | $2.2B | $10.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.3M | ||
| Q4 25 | $1.2B | $1.2M | ||
| Q3 25 | $1.1B | $1.2M | ||
| Q2 25 | — | $1.5M | ||
| Q1 25 | — | $1.3M | ||
| Q4 24 | — | $1.3M | ||
| Q3 24 | — | $2.3M | ||
| Q2 24 | — | $2.8M |
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $5.8B | ||
| Q3 25 | $1.5B | $5.8B | ||
| Q2 25 | — | $5.8B | ||
| Q1 25 | — | $5.8B | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | — | $5.9B | ||
| Q2 24 | — | $5.8B |
| Q1 26 | — | $3.3B | ||
| Q4 25 | $-326.7M | $3.3B | ||
| Q3 25 | $-347.0M | $3.3B | ||
| Q2 25 | — | $3.3B | ||
| Q1 25 | — | $3.3B | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | — | $3.5B | ||
| Q2 24 | — | $3.7B |
| Q1 26 | — | $10.3B | ||
| Q4 25 | $2.2B | $10.6B | ||
| Q3 25 | $2.2B | $10.6B | ||
| Q2 25 | — | $10.6B | ||
| Q1 25 | — | $10.7B | ||
| Q4 24 | — | $10.9B | ||
| Q3 24 | — | $11.1B | ||
| Q2 24 | — | $11.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.77× | ||
| Q3 25 | — | 1.78× | ||
| Q2 25 | — | 1.74× | ||
| Q1 25 | — | 1.74× | ||
| Q4 24 | — | 1.69× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.55× |
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 | $71.9M | — |
| Free Cash FlowOCF − Capex | $71.0M | — |
| FCF MarginFCF / Revenue | 10.8% | — |
| Capex IntensityCapex / Revenue | 0.1% | 4.9% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $71.9M | $902.9M | ||
| Q3 25 | $71.9M | $234.9M | ||
| Q2 25 | — | $250.3M | ||
| Q1 25 | — | $156.2M | ||
| Q4 24 | — | $876.8M | ||
| Q3 24 | — | $230.3M | ||
| Q2 24 | — | $238.5M |
| Q1 26 | — | — | ||
| Q4 25 | $71.0M | $650.0M | ||
| Q3 25 | $67.4M | $164.6M | ||
| Q2 25 | — | $190.1M | ||
| Q1 25 | — | $103.2M | ||
| Q4 24 | — | $627.0M | ||
| Q3 24 | — | $161.3M | ||
| Q2 24 | — | $171.1M |
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | 150.1% | ||
| Q3 25 | 12.2% | 38.1% | ||
| Q2 25 | — | 44.7% | ||
| Q1 25 | — | 24.5% | ||
| Q4 24 | — | 148.3% | ||
| Q3 24 | — | 38.4% | ||
| Q2 24 | — | 41.2% |
| Q1 26 | — | 4.9% | ||
| Q4 25 | 0.1% | 58.4% | ||
| Q3 25 | 0.8% | 16.3% | ||
| Q2 25 | — | 14.2% | ||
| Q1 25 | — | 12.6% | ||
| Q4 24 | — | 59.1% | ||
| Q3 24 | — | 16.4% | ||
| Q2 24 | — | 16.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.05× | ||
| Q3 25 | 5.17× | 5.81× | ||
| Q2 25 | — | 6.64× | ||
| Q1 25 | — | 2.04× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 10.19× | ||
| Q2 24 | — | 8.26× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PTON
| Subscription And Circulation | $412.6M | 63% |
| Connected Fitness Products Segment | $243.9M | 37% |
| Product Warranty | $4.0M | 1% |
UDR
| Rental income | $423.3M | 99% |
| Joint venture management and other fees | $2.5M | 1% |
