CoverageForm 410-K10-Q8-K13D13G13F

NLCP · Newlake Capital Partners, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · NLCP

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$12.31M-$12.59M$12.93M$13.21M-$12.55M$12.46M$12.61M-
Cost of Revenue----------
Gross Profit----------
R&D----------
SG&A$1.87M-$1.62M$1.42M$2.22M-$2.08M$1.85M$2.06M-
Total Operating Expenses$6.31M-$5.68M$5.34M$6.73M-$5.93M$5.50M$5.64M-
D&A$3.87M-$3.87M$3.88M$3.88M-$3.73M$3.63M$3.57M-
Operating Income$6.01M-$6.92M$7.56M$6.49M-$6.63M$6.96M$6.98M-
Interest Expense$214.0K-$232.0K$210.0K$83.0K-$177.0K$97.0K$83.0K-
Income Tax----------
Net Income$5.78M-$6.67M$7.32M$6.30M-$6.42M$6.80M$6.87M-
EPS - Basic$0.28-$0.32$0.36$0.31-$0.31$0.33$0.33-
EPS - Diluted$0.28-$0.32$0.35$0.31-$0.31$0.33$0.33-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$24.77M$23.94M$23.57M$21.85M$19.94M$20.21M$19.83M$20.69M$21.55M$25.84M
Accounts Receivable----------
Inventory----------
Accounts Payable----------
Current Assets----------
Total Assets$417.63M$420.83M$424.00M$425.85M$427.54M$431.54M$434.58M$436.20M$433.12M$433.29M
Current Liabilities----------
Long-term Debt----------
Total Liabilities$26.00M$26.14M$26.39M$26.32M$26.45M$27.56M$27.66M$27.25M$22.45M$21.34M
Stockholders' Equity$384.94M$387.94M$390.81M$392.70M$394.24M$396.76M$399.66M$401.63M$403.32M$404.58M
Retained Earnings($62.63M)($59.45M)($56.47M)($54.27M)($52.68M)($50.07M)($47.01M)($44.58M)($42.48M)($40.91M)

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$10.39M---$10.16M---$10.04M-
Investing Cash Flow$0---($285.0K)---($7.89M)-
Financing Cash Flow($9.56M)---($10.15M)---($6.45M)-
CapEx----------
Free Cash Flow----------

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin----------
Operating margin48.9%-54.9%58.5%49.2%-52.9%55.9%55.3%-
EBITDA margin80.3%-85.7%88.5%78.6%-82.5%85.0%83.6%-
Net margin46.9%-53.0%56.6%47.7%-51.2%54.6%54.5%-
Free cash flow margin----------
FCF / Net income----------
R&D / Revenue----------
SG&A / Revenue15.2%-12.8%11.0%16.8%-16.5%14.8%16.3%-
Effective tax rate----------
Return on assets1.4%-1.6%1.7%1.5%-1.5%1.6%1.6%-
Return on equity1.5%-1.7%1.9%1.6%-1.6%1.7%1.7%-
Return on invested capital----------
Liquidity
Current ratio----------
Quick ratio----------
Cash ratio----------
Leverage
Debt / Equity----------
Debt / Assets----------
Debt / EBITDA----------
Interest coverage28.1x-29.8x36.0x78.2x-37.5x71.8x84.1x-
Equity multiplier1.081.081.081.081.081.091.091.091.071.07
Liabilities / Assets0.060.060.060.060.060.060.060.060.050.05
Efficiency
Asset turnover0.03-0.030.030.03-0.030.030.03-
Inventory turnover----------
Days sales outstanding----------
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E51.6x-41.4x41.3x46.3x-65.2x60.6x57.7x-
P / B0.8x-0.7x0.8x0.8x-1.1x1.0x1.0x-
P / S24.7x-22.1x23.5x22.8x-33.8x33.6x31.6x-
EV / EBITDA28.2x-23.6x24.6x27.1x-39.0x37.6x35.8x-
Growth
Revenue growth (YoY)-6.8%-0.3%3.8%4.8%-9.3%9.5%10.4%-
Revenue CAGR (3y)2.5%-16.1%7.2%44.1%-----
Revenue CAGR (5y)----------
Gross profit growth (YoY)----------
Operating income growth (YoY)-7.4%-4.2%8.6%-6.9%-10.9%20.4%19.4%-
Net income growth (YoY)-8.3%-3.8%7.7%-8.3%--1.4%17.2%17.1%-
EPS growth (YoY)-9.7%-3.2%6.1%-6.1%-10.7%22.2%22.2%-
EPS CAGR (3y)1.2%-2.2%24.8%10.5%--102.1%--
EPS CAGR (5y)----------
FCF growth (YoY)----------
FCF CAGR (5y)----------
Book value growth (YoY)-2.4%-2.2%-2.2%-2.2%-2.3%-1.9%-2.1%-3.9%-4.1%-4.5%

Peer comparison

Same SIC group: Real Estate Investment Trusts

CompanyRevenue (last FY)Net marginROE
UMH$261.75M2.3%0.7%
ARE---9.2%
VTR$5.83B4.3%2.0%
SPG$6.36B72.7%88.8%
NYSE: KRC$1.11B0.0%0.0%

Comparing NewLake Capital Partners against the 5 most active filers in the same SIC group.

Dividends

$1.72/share trailing 12 months · 0.0% YoY

Ex-datePer share
Mar 31, 2026$0.4300
Dec 31, 2025$0.4300
Sep 30, 2025$0.4300
Jun 30, 2025$0.4300
Mar 31, 2025$0.4300
Dec 31, 2024$0.4300
Sep 30, 2024$0.4300
Jun 28, 2024$0.4300
Mar 27, 2024$0.4100
Dec 28, 2023$0.4000
Sep 28, 2023$0.3900
Jun 29, 2023$0.3900
Mar 30, 2023$0.3900
Dec 29, 2022$0.3900
Sep 29, 2022$0.3700
Jun 29, 2022$0.3500
Mar 30, 2022$0.3300
Dec 30, 2021$0.3100
Sep 29, 2021$0.1200