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Side-by-side financial comparison of Twin Hospitality Group Inc. (TWNP) and Urban Edge Properties (UE). Click either name above to swap in a different company.
Urban Edge Properties is the larger business by last-quarter revenue ($132.6M vs $82.3M, roughly 1.6× Twin Hospitality Group Inc.). Urban Edge Properties runs the higher net margin — 17.1% vs -29.7%, a 46.8% gap on every dollar of revenue.
Target Hospitality is a company that provides workforce lodging and other temporary, modular housing used for oil, gas and mining operations; large-scale events; and disaster relief. Target Hospitality is based in The Woodlands, Texas, and also has offices in Williston, North Dakota; Denver, Colorado; Calgary, Alberta.
Urban Edge Properties is a publicly traded real estate investment trust (REIT) that owns, operates, and develops high-quality retail and mixed-use properties, primarily located in densely populated urban and suburban markets across the United States. Its portfolio covers grocery-anchored shopping centers, lifestyle outlets, and community-focused commercial assets.
TWNP vs UE — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $82.3M | $132.6M |
| Net Profit | $-24.5M | $22.6M |
| Gross Margin | — | — |
| Operating Margin | -16.2% | — |
| Net Margin | -29.7% | 17.1% |
| Revenue YoY | — | 12.2% |
| Net Profit YoY | — | -6.7% |
| EPS (diluted) | $-0.43 | $0.18 |
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 | — | $132.6M | ||
| Q4 25 | — | $119.6M | ||
| Q3 25 | $82.3M | $120.1M | ||
| Q2 25 | $87.8M | $114.1M | ||
| Q1 25 | $87.1M | $118.2M | ||
| Q4 24 | — | $116.4M | ||
| Q3 24 | — | $112.4M | ||
| Q2 24 | — | $106.5M |
| Q1 26 | — | $22.6M | ||
| Q4 25 | — | $12.4M | ||
| Q3 25 | $-24.5M | $14.9M | ||
| Q2 25 | $-20.8M | $58.0M | ||
| Q1 25 | $-12.1M | $8.2M | ||
| Q4 24 | — | $30.1M | ||
| Q3 24 | — | $9.1M | ||
| Q2 24 | — | $30.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 11.3% | ||
| Q3 25 | -16.2% | 13.4% | ||
| Q2 25 | -13.2% | 53.9% | ||
| Q1 25 | -1.2% | 7.6% | ||
| Q4 24 | — | 27.6% | ||
| Q3 24 | — | 8.9% | ||
| Q2 24 | — | 30.6% |
| Q1 26 | — | 17.1% | ||
| Q4 25 | — | 10.4% | ||
| Q3 25 | -29.7% | 12.4% | ||
| Q2 25 | -23.7% | 50.8% | ||
| Q1 25 | -13.9% | 6.9% | ||
| Q4 24 | — | 25.9% | ||
| Q3 24 | — | 8.1% | ||
| Q2 24 | — | 28.9% |
| Q1 26 | — | $0.18 | ||
| Q4 25 | — | $0.09 | ||
| Q3 25 | $-0.43 | $0.12 | ||
| Q2 25 | $-0.38 | $0.46 | ||
| Q1 25 | $-0.26 | $0.07 | ||
| Q4 24 | — | $0.25 | ||
| Q3 24 | — | $0.07 | ||
| Q2 24 | — | $0.26 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $50.0M |
| Total DebtLower is stronger | $402.8M | — |
| Stockholders' EquityBook value | $-92.1M | $1.4B |
| Total Assets | $516.8M | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $50.0M | ||
| Q4 25 | — | $48.9M | ||
| Q3 25 | — | $77.8M | ||
| Q2 25 | — | $53.0M | ||
| Q1 25 | — | $48.0M | ||
| Q4 24 | — | $41.4M | ||
| Q3 24 | — | $67.9M | ||
| Q2 24 | — | $78.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $402.8M | — | ||
| Q2 25 | $411.3M | — | ||
| Q1 25 | $413.0M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.4B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | $-92.1M | $1.4B | ||
| Q2 25 | $-78.6M | $1.4B | ||
| Q1 25 | $-101.9M | $1.4B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.3B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | $516.8M | $3.3B | ||
| Q2 25 | $535.1M | $3.3B | ||
| Q1 25 | $544.2M | $3.3B | ||
| Q4 24 | — | $3.3B | ||
| Q3 24 | — | $3.2B | ||
| Q2 24 | — | $3.2B |
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 | $-5.9M | $39.1M |
| Free Cash FlowOCF − Capex | $-7.4M | — |
| FCF MarginFCF / Revenue | -9.0% | — |
| Capex IntensityCapex / Revenue | 1.9% | 1.5% |
| Cash ConversionOCF / Net Profit | — | 1.73× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $39.1M | ||
| Q4 25 | — | $182.7M | ||
| Q3 25 | $-5.9M | $55.7M | ||
| Q2 25 | $-8.8M | $43.5M | ||
| Q1 25 | $-5.7M | $32.6M | ||
| Q4 24 | — | $153.2M | ||
| Q3 24 | — | $36.6M | ||
| Q2 24 | — | $41.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $81.8M | ||
| Q3 25 | $-7.4M | $26.1M | ||
| Q2 25 | $-10.6M | $19.6M | ||
| Q1 25 | $-9.7M | $11.9M | ||
| Q4 24 | — | $42.5M | ||
| Q3 24 | — | $12.2M | ||
| Q2 24 | — | $19.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 68.4% | ||
| Q3 25 | -9.0% | 21.7% | ||
| Q2 25 | -12.1% | 17.2% | ||
| Q1 25 | -11.2% | 10.0% | ||
| Q4 24 | — | 36.6% | ||
| Q3 24 | — | 10.8% | ||
| Q2 24 | — | 18.6% |
| Q1 26 | — | 1.5% | ||
| Q4 25 | — | 84.4% | ||
| Q3 25 | 1.9% | 24.6% | ||
| Q2 25 | 2.1% | 20.9% | ||
| Q1 25 | 4.6% | 17.5% | ||
| Q4 24 | — | 95.1% | ||
| Q3 24 | — | 21.7% | ||
| Q2 24 | — | 20.1% |
| Q1 26 | — | 1.73× | ||
| Q4 25 | — | 14.71× | ||
| Q3 25 | — | 3.73× | ||
| Q2 25 | — | 0.75× | ||
| Q1 25 | — | 3.97× | ||
| Q4 24 | — | 5.09× | ||
| Q3 24 | — | 4.03× | ||
| Q2 24 | — | 1.34× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
TWNP
Segment breakdown not available.
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
