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Side-by-side financial comparison of BANCFIRST CORP (BANF) and FTAI Infrastructure Inc. (FIP). Click either name above to swap in a different company.
BANCFIRST CORP is the larger business by last-quarter revenue ($181.0M vs $143.5M, roughly 1.3× FTAI Infrastructure Inc.). BANCFIRST CORP runs the higher net margin — 32.9% vs -68.1%, a 101.0% gap on every dollar of revenue. On growth, FTAI Infrastructure Inc. posted the faster year-over-year revenue change (77.7% vs 11.1%). BANCFIRST CORP produced more free cash flow last quarter ($237.0M vs $-68.6M). Over the past eight quarters, FTAI Infrastructure Inc.'s revenue compounded faster (31.9% CAGR vs 9.5%).
BancFirst Corporation is an Oklahoma-based financial services holding company. The company operates three subsidiary banks, BancFirst, an Oklahoma state-chartered bank; and Pegasus Bank and Worthington Bank, both Texas state-chartered banks.
FTAI Infrastructure Inc. owns, operates and invests in high-quality critical infrastructure assets across core sectors including transportation logistics, midstream energy, and power generation. It primarily serves North American markets, focusing on assets with stable long-term cash flows, contracted revenue streams, and strong market positions to deliver sustainable returns for stakeholders.
BANF vs FIP — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $181.0M | $143.5M |
| Net Profit | $59.5M | $-97.7M |
| Gross Margin | — | — |
| Operating Margin | 41.6% | -45.7% |
| Net Margin | 32.9% | -68.1% |
| Revenue YoY | 11.1% | 77.7% |
| Net Profit YoY | 5.3% | 21.6% |
| EPS (diluted) | $1.75 | $-1.04 |
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.
| Q4 25 | $181.0M | $143.5M | ||
| Q3 25 | $175.5M | $140.6M | ||
| Q2 25 | $169.3M | $122.3M | ||
| Q1 25 | $164.8M | $96.2M | ||
| Q4 24 | $162.9M | $80.8M | ||
| Q3 24 | $163.7M | $83.3M | ||
| Q2 24 | $153.8M | $84.9M | ||
| Q1 24 | $151.0M | $82.5M |
| Q4 25 | $59.5M | $-97.7M | ||
| Q3 25 | $62.7M | $-104.5M | ||
| Q2 25 | $62.3M | $-70.0M | ||
| Q1 25 | $56.1M | $120.2M | ||
| Q4 24 | $56.5M | $-124.7M | ||
| Q3 24 | $58.9M | $-43.0M | ||
| Q2 24 | $50.6M | $-48.1M | ||
| Q1 24 | $50.3M | $-50.3M |
| Q4 25 | 41.6% | -45.7% | ||
| Q3 25 | 45.0% | -70.8% | ||
| Q2 25 | 47.1% | -56.4% | ||
| Q1 25 | 43.1% | 81.8% | ||
| Q4 24 | 44.2% | -152.7% | ||
| Q3 24 | 45.2% | -51.7% | ||
| Q2 24 | 42.4% | -56.4% | ||
| Q1 24 | 42.5% | -58.8% |
| Q4 25 | 32.9% | -68.1% | ||
| Q3 25 | 35.7% | -74.4% | ||
| Q2 25 | 36.8% | -57.2% | ||
| Q1 25 | 34.0% | 125.0% | ||
| Q4 24 | 34.7% | -154.4% | ||
| Q3 24 | 36.0% | -51.6% | ||
| Q2 24 | 32.9% | -56.7% | ||
| Q1 24 | 33.3% | -60.9% |
| Q4 25 | $1.75 | $-1.04 | ||
| Q3 25 | $1.85 | $-1.38 | ||
| Q2 25 | $1.85 | $-0.73 | ||
| Q1 25 | $1.66 | $0.89 | ||
| Q4 24 | $1.68 | $-1.21 | ||
| Q3 24 | $1.75 | $-0.45 | ||
| Q2 24 | $1.51 | $-0.52 | ||
| Q1 24 | $1.50 | $-0.54 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $57.4M |
| Total DebtLower is stronger | — | $3.8B |
| Stockholders' EquityBook value | $1.9B | $21.3M |
| Total Assets | $14.8B | $5.7B |
| Debt / EquityLower = less leverage | — | 176.99× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $57.4M | ||
| Q3 25 | — | $34.7M | ||
| Q2 25 | — | $33.6M | ||
| Q1 25 | — | $26.3M | ||
| Q4 24 | — | $27.8M | ||
| Q3 24 | — | $20.3M | ||
| Q2 24 | — | $33.1M | ||
| Q1 24 | — | $23.0M |
| Q4 25 | — | $3.8B | ||
| Q3 25 | — | $3.7B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.6B | ||
| Q1 24 | — | $1.3B |
| Q4 25 | $1.9B | $21.3M | ||
| Q3 25 | $1.8B | $181.1M | ||
| Q2 25 | $1.7B | $375.5M | ||
| Q1 25 | $1.7B | $476.2M | ||
| Q4 24 | $1.6B | $202.7M | ||
| Q3 24 | $1.6B | $370.8M | ||
| Q2 24 | $1.5B | $394.8M | ||
| Q1 24 | $1.5B | $402.5M |
| Q4 25 | $14.8B | $5.7B | ||
| Q3 25 | $14.2B | $5.5B | ||
| Q2 25 | $14.0B | $4.4B | ||
| Q1 25 | $14.0B | $4.1B | ||
| Q4 24 | $13.6B | $2.4B | ||
| Q3 24 | $13.3B | $2.4B | ||
| Q2 24 | $12.7B | $2.5B | ||
| Q1 24 | $12.6B | $2.3B |
| Q4 25 | — | 176.99× | ||
| Q3 25 | — | 20.59× | ||
| Q2 25 | — | 8.21× | ||
| Q1 25 | — | 5.79× | ||
| Q4 24 | — | 7.84× | ||
| Q3 24 | — | 4.14× | ||
| Q2 24 | — | 3.94× | ||
| Q1 24 | — | 3.34× |
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 | $285.3M | $-2.8M |
| Free Cash FlowOCF − Capex | $237.0M | $-68.6M |
| FCF MarginFCF / Revenue | 130.9% | -47.8% |
| Capex IntensityCapex / Revenue | 26.7% | 45.9% |
| Cash ConversionOCF / Net Profit | 4.79× | — |
| TTM Free Cash FlowTrailing 4 quarters | $430.7M | $-398.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $285.3M | $-2.8M | ||
| Q3 25 | $75.4M | $-24.4M | ||
| Q2 25 | $78.1M | $-5.2M | ||
| Q1 25 | $77.0M | $-85.7M | ||
| Q4 24 | $261.2M | $-8.1M | ||
| Q3 24 | $77.6M | $14.2M | ||
| Q2 24 | $100.2M | $-17.6M | ||
| Q1 24 | $66.3M | $-3.9M |
| Q4 25 | $237.0M | $-68.6M | ||
| Q3 25 | $63.7M | $-90.7M | ||
| Q2 25 | $64.4M | $-87.5M | ||
| Q1 25 | $65.6M | $-151.7M | ||
| Q4 24 | $224.5M | $-34.3M | ||
| Q3 24 | $72.4M | $-11.7M | ||
| Q2 24 | $94.1M | $-32.1M | ||
| Q1 24 | $56.1M | $-16.7M |
| Q4 25 | 130.9% | -47.8% | ||
| Q3 25 | 36.3% | -64.5% | ||
| Q2 25 | 38.0% | -71.6% | ||
| Q1 25 | 39.8% | -157.7% | ||
| Q4 24 | 137.8% | -42.4% | ||
| Q3 24 | 44.2% | -14.0% | ||
| Q2 24 | 61.2% | -37.9% | ||
| Q1 24 | 37.1% | -20.3% |
| Q4 25 | 26.7% | 45.9% | ||
| Q3 25 | 6.7% | 47.2% | ||
| Q2 25 | 8.1% | 67.3% | ||
| Q1 25 | 6.9% | 68.6% | ||
| Q4 24 | 22.5% | 32.5% | ||
| Q3 24 | 3.2% | 31.1% | ||
| Q2 24 | 3.9% | 17.2% | ||
| Q1 24 | 6.8% | 15.6% |
| Q4 25 | 4.79× | — | ||
| Q3 25 | 1.20× | — | ||
| Q2 25 | 1.25× | — | ||
| Q1 25 | 1.37× | -0.71× | ||
| Q4 24 | 4.62× | — | ||
| Q3 24 | 1.32× | — | ||
| Q2 24 | 1.98× | — | ||
| Q1 24 | 1.32× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BANF
Segment breakdown not available.
FIP
| Power Revenues | $45.9M | 32% |
| Rail Revenue | $44.6M | 31% |
| Service Other | $22.8M | 16% |
| Gas Revenues | $15.3M | 11% |
| Roadside Services Revenues | $11.5M | 8% |
| Rapauno | $1.2M | 1% |
