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Side-by-side financial comparison of Climb Global Solutions, Inc. (CLMB) and FTAI Infrastructure Inc. (FIP). Click either name above to swap in a different company.
Climb Global Solutions, Inc. is the larger business by last-quarter revenue ($182.4M vs $143.5M, roughly 1.3× FTAI Infrastructure Inc.). Climb Global Solutions, Inc. runs the higher net margin — 1.8% vs -68.1%, a 69.9% gap on every dollar of revenue. On growth, FTAI Infrastructure Inc. posted the faster year-over-year revenue change (77.7% vs 32.1%). Over the past eight quarters, Climb Global Solutions, Inc.'s revenue compounded faster (40.7% CAGR vs 31.9%).
Univar Solutions Inc. is a global chemical and ingredients distributor and provider of value-added services.
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.
CLMB vs FIP — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $182.4M | $143.5M |
| Net Profit | $3.3M | $-97.7M |
| Gross Margin | 14.5% | — |
| Operating Margin | 2.1% | -45.7% |
| Net Margin | 1.8% | -68.1% |
| Revenue YoY | 32.1% | 77.7% |
| Net Profit YoY | -9.5% | 21.6% |
| EPS (diluted) | $0.18 | $-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.
| Q1 26 | $182.4M | — | ||
| Q4 25 | $193.8M | $143.5M | ||
| Q3 25 | $161.3M | $140.6M | ||
| Q2 25 | $159.3M | $122.3M | ||
| Q1 25 | $138.0M | $96.2M | ||
| Q4 24 | $161.8M | $80.8M | ||
| Q3 24 | $119.3M | $83.3M | ||
| Q2 24 | $92.1M | $84.9M |
| Q1 26 | $3.3M | — | ||
| Q4 25 | $7.0M | $-97.7M | ||
| Q3 25 | $4.7M | $-104.5M | ||
| Q2 25 | $6.0M | $-70.0M | ||
| Q1 25 | $3.7M | $120.2M | ||
| Q4 24 | $7.0M | $-124.7M | ||
| Q3 24 | $5.5M | $-43.0M | ||
| Q2 24 | $3.4M | $-48.1M |
| Q1 26 | 14.5% | — | ||
| Q4 25 | 15.4% | — | ||
| Q3 25 | 15.9% | — | ||
| Q2 25 | 16.5% | — | ||
| Q1 25 | 16.9% | — | ||
| Q4 24 | 19.3% | — | ||
| Q3 24 | 20.3% | — | ||
| Q2 24 | 20.2% | — |
| Q1 26 | 2.1% | — | ||
| Q4 25 | 4.9% | -45.7% | ||
| Q3 25 | 4.3% | -70.8% | ||
| Q2 25 | 5.0% | -56.4% | ||
| Q1 25 | 3.5% | 81.8% | ||
| Q4 24 | 7.2% | -152.7% | ||
| Q3 24 | 7.1% | -51.7% | ||
| Q2 24 | 4.6% | -56.4% |
| Q1 26 | 1.8% | — | ||
| Q4 25 | 3.6% | -68.1% | ||
| Q3 25 | 2.9% | -74.4% | ||
| Q2 25 | 3.7% | -57.2% | ||
| Q1 25 | 2.7% | 125.0% | ||
| Q4 24 | 4.3% | -154.4% | ||
| Q3 24 | 4.6% | -51.6% | ||
| Q2 24 | 3.7% | -56.7% |
| Q1 26 | $0.18 | — | ||
| Q4 25 | $1.51 | $-1.04 | ||
| Q3 25 | $1.02 | $-1.38 | ||
| Q2 25 | $1.30 | $-0.73 | ||
| Q1 25 | $0.81 | $0.89 | ||
| Q4 24 | $1.52 | $-1.21 | ||
| Q3 24 | $1.19 | $-0.45 | ||
| Q2 24 | $0.75 | $-0.52 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $41.8M | $57.4M |
| Total DebtLower is stronger | — | $3.8B |
| Stockholders' EquityBook value | $118.4M | $21.3M |
| Total Assets | $458.8M | $5.7B |
| Debt / EquityLower = less leverage | — | 176.99× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $41.8M | — | ||
| Q4 25 | $36.6M | $57.4M | ||
| Q3 25 | $49.8M | $34.7M | ||
| Q2 25 | $28.6M | $33.6M | ||
| Q1 25 | $32.5M | $26.3M | ||
| Q4 24 | $29.8M | $27.8M | ||
| Q3 24 | $22.1M | $20.3M | ||
| Q2 24 | $48.4M | $33.1M |
| Q1 26 | — | — | ||
| 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 26 | $118.4M | — | ||
| Q4 25 | $116.6M | $21.3M | ||
| Q3 25 | $109.3M | $181.1M | ||
| Q2 25 | $105.2M | $375.5M | ||
| Q1 25 | $95.6M | $476.2M | ||
| Q4 24 | $90.6M | $202.7M | ||
| Q3 24 | $87.7M | $370.8M | ||
| Q2 24 | $79.8M | $394.8M |
| Q1 26 | $458.8M | — | ||
| Q4 25 | $460.2M | $5.7B | ||
| Q3 25 | $376.1M | $5.5B | ||
| Q2 25 | $420.7M | $4.4B | ||
| Q1 25 | $370.1M | $4.1B | ||
| Q4 24 | $469.2M | $2.4B | ||
| Q3 24 | $371.9M | $2.4B | ||
| Q2 24 | $302.8M | $2.5B |
| Q1 26 | — | — | ||
| 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× |
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 | — | $-2.8M |
| Free Cash FlowOCF − Capex | — | $-68.6M |
| FCF MarginFCF / Revenue | — | -47.8% |
| Capex IntensityCapex / Revenue | — | 45.9% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-398.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-11.9M | $-2.8M | ||
| Q3 25 | $22.2M | $-24.4M | ||
| Q2 25 | $-2.2M | $-5.2M | ||
| Q1 25 | $8.5M | $-85.7M | ||
| Q4 24 | $16.0M | $-8.1M | ||
| Q3 24 | $-3.6M | $14.2M | ||
| Q2 24 | $7.3M | $-17.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-68.6M | ||
| Q3 25 | — | $-90.7M | ||
| Q2 25 | — | $-87.5M | ||
| Q1 25 | — | $-151.7M | ||
| Q4 24 | — | $-34.3M | ||
| Q3 24 | — | $-11.7M | ||
| Q2 24 | — | $-32.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | -47.8% | ||
| Q3 25 | — | -64.5% | ||
| Q2 25 | — | -71.6% | ||
| Q1 25 | — | -157.7% | ||
| Q4 24 | — | -42.4% | ||
| Q3 24 | — | -14.0% | ||
| Q2 24 | — | -37.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | 45.9% | ||
| Q3 25 | — | 47.2% | ||
| Q2 25 | — | 67.3% | ||
| Q1 25 | — | 68.6% | ||
| Q4 24 | — | 32.5% | ||
| Q3 24 | — | 31.1% | ||
| Q2 24 | — | 17.2% |
| Q1 26 | — | — | ||
| Q4 25 | -1.70× | — | ||
| Q3 25 | 4.73× | — | ||
| Q2 25 | -0.37× | — | ||
| Q1 25 | 2.30× | -0.71× | ||
| Q4 24 | 2.29× | — | ||
| Q3 24 | -0.66× | — | ||
| Q2 24 | 2.13× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CLMB
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% |