vs

Side-by-side financial comparison of ARBOR REALTY TRUST INC (ABR) and Solaris Energy Infrastructure, Inc. (SEI). Click either name above to swap in a different company.

Solaris Energy Infrastructure, Inc. is the larger business by last-quarter revenue ($196.2M vs $133.4M, roughly 1.5× ARBOR REALTY TRUST INC). On growth, Solaris Energy Infrastructure, Inc. posted the faster year-over-year revenue change (9.2% vs -12.1%). Over the past eight quarters, Solaris Energy Infrastructure, Inc.'s revenue compounded faster (63.0% CAGR vs -8.9%).

Arbor Realty Trust Inc. is a U.S.-headquartered specialized real estate investment trust (REIT). It primarily provides structured financing solutions for multifamily residential and commercial real estate projects, including bridge loans, agency lending, and mezzanine financing. Its core market covers the U.S. real estate sector, serving property owners, developers and real estate investors nationwide.

AGL Energy Ltd is an Australian listed public company involved in both the generation and retailing of electricity and gas for residential and commercial use. It is one of the "big three" retailers in the National Electricity Market. AGL is Australia's largest electricity generator, and the nation's largest carbon emitter.

ABR vs SEI — Head-to-Head

Bigger by revenue
SEI
SEI
1.5× larger
SEI
$196.2M
$133.4M
ABR
Growing faster (revenue YoY)
SEI
SEI
+21.3% gap
SEI
9.2%
-12.1%
ABR
Faster 2-yr revenue CAGR
SEI
SEI
Annualised
SEI
63.0%
-8.9%
ABR

Income Statement — Q4 FY2025 vs Q1 FY2026

Metric
ABR
ABR
SEI
SEI
Revenue
$133.4M
$196.2M
Net Profit
$32.1M
Gross Margin
Operating Margin
25.8%
Net Margin
16.3%
Revenue YoY
-12.1%
9.2%
Net Profit YoY
1013.5%
EPS (diluted)
$0.08
$0.32

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.

Revenue
ABR
ABR
SEI
SEI
Q1 26
$196.2M
Q4 25
$133.4M
$179.7M
Q3 25
$112.4M
$166.8M
Q2 25
$130.4M
$149.3M
Q1 25
$134.2M
$126.3M
Q4 24
$151.7M
$96.3M
Q3 24
$156.7M
$75.0M
Q2 24
$153.1M
$73.9M
Net Profit
ABR
ABR
SEI
SEI
Q1 26
$32.1M
Q4 25
$-1.7M
Q3 25
$52.0M
$14.6M
Q2 25
$36.3M
$12.0M
Q1 25
$43.4M
$5.3M
Q4 24
$6.3M
Q3 24
$73.5M
$-968.0K
Q2 24
$61.8M
$6.2M
Operating Margin
ABR
ABR
SEI
SEI
Q1 26
25.8%
Q4 25
22.2%
Q3 25
22.7%
Q2 25
23.8%
Q1 25
17.5%
Q4 24
26.7%
Q3 24
7.0%
Q2 24
16.0%
Net Margin
ABR
ABR
SEI
SEI
Q1 26
16.3%
Q4 25
-0.9%
Q3 25
46.3%
8.7%
Q2 25
27.8%
8.0%
Q1 25
32.3%
4.2%
Q4 24
6.5%
Q3 24
46.9%
-1.3%
Q2 24
40.4%
8.4%
EPS (diluted)
ABR
ABR
SEI
SEI
Q1 26
$0.32
Q4 25
$0.08
Q3 25
$0.20
Q2 25
$0.12
Q1 25
$0.16
Q4 24
$0.31
Q3 24
$0.31
Q2 24
$0.25

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
ABR
ABR
SEI
SEI
Cash + ST InvestmentsLiquidity on hand
$482.9M
$344.5M
Total DebtLower is stronger
$11.1B
$395.4M
Stockholders' EquityBook value
$3.0B
Total Assets
$14.5B
Debt / EquityLower = less leverage
3.75×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ABR
ABR
SEI
SEI
Q1 26
$344.5M
Q4 25
$482.9M
$353.3M
Q3 25
$423.4M
$106.7M
Q2 25
$255.7M
$99.6M
Q1 25
$308.8M
$16.7M
Q4 24
$503.8M
$114.3M
Q3 24
$687.5M
$18.6M
Q2 24
$737.5M
$5.1M
Total Debt
ABR
ABR
SEI
SEI
Q1 26
$395.4M
Q4 25
$11.1B
$184.0M
Q3 25
$10.4B
$382.8M
Q2 25
$10.1B
$386.2M
Q1 25
$9.9B
$316.2M
Q4 24
$10.0B
$315.7M
Q3 24
$10.3B
$315.3M
Q2 24
$10.6B
Stockholders' Equity
ABR
ABR
SEI
SEI
Q1 26
Q4 25
$3.0B
$564.3M
Q3 25
$3.0B
$546.6M
Q2 25
$3.0B
$399.1M
Q1 25
$3.0B
$361.3M
Q4 24
$3.0B
$355.6M
Q3 24
$3.0B
$221.7M
Q2 24
$3.1B
$204.6M
Total Assets
ABR
ABR
SEI
SEI
Q1 26
Q4 25
$14.5B
$2.1B
Q3 25
$13.9B
$1.6B
Q2 25
$13.6B
$1.5B
Q1 25
$13.4B
$1.1B
Q4 24
$13.5B
$1.1B
Q3 24
$13.9B
$939.5M
Q2 24
$14.2B
$457.8M
Debt / Equity
ABR
ABR
SEI
SEI
Q1 26
Q4 25
3.75×
0.33×
Q3 25
3.47×
0.70×
Q2 25
3.40×
0.97×
Q1 25
3.29×
0.88×
Q4 24
3.29×
0.89×
Q3 24
3.40×
1.42×
Q2 24
3.47×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
ABR
ABR
SEI
SEI
Operating Cash FlowLast quarter
$372.4M
Free Cash FlowOCF − Capex
FCF MarginFCF / Revenue
Capex IntensityCapex / Revenue
175.0%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ABR
ABR
SEI
SEI
Q1 26
Q4 25
$372.4M
$95.9M
Q3 25
$178.7M
$63.3M
Q2 25
$60.0M
$24.2M
Q1 25
$150.5M
$25.7M
Q4 24
$461.5M
$13.1M
Q3 24
$85.0M
$10.5M
Q2 24
$69.9M
$18.9M
Free Cash Flow
ABR
ABR
SEI
SEI
Q1 26
Q4 25
$-158.6M
Q3 25
$462.0K
Q2 25
$-160.9M
Q1 25
$-118.6M
Q4 24
$-113.6M
Q3 24
$-47.2M
Q2 24
$18.2M
FCF Margin
ABR
ABR
SEI
SEI
Q1 26
Q4 25
-88.2%
Q3 25
0.3%
Q2 25
-107.8%
Q1 25
-93.9%
Q4 24
-117.9%
Q3 24
-63.0%
Q2 24
24.7%
Capex Intensity
ABR
ABR
SEI
SEI
Q1 26
175.0%
Q4 25
141.6%
Q3 25
37.6%
Q2 25
124.0%
Q1 25
114.2%
Q4 24
131.5%
Q3 24
77.0%
Q2 24
0.9%
Cash Conversion
ABR
ABR
SEI
SEI
Q1 26
Q4 25
Q3 25
3.44×
4.35×
Q2 25
1.65×
2.02×
Q1 25
3.47×
4.83×
Q4 24
2.10×
Q3 24
1.16×
Q2 24
1.13×
3.04×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

ABR
ABR

Segment breakdown not available.

SEI
SEI

Leasing revenue$105.4M54%
Service revenue$90.9M46%

Related Comparisons