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Side-by-side financial comparison of Vita Coco Company, Inc. (COCO) and FTAI Infrastructure Inc. (FIP). Click either name above to swap in a different company.
Vita Coco Company, Inc. is the larger business by last-quarter revenue ($179.8M vs $143.5M, roughly 1.3× FTAI Infrastructure Inc.). Vita Coco Company, Inc. runs the higher net margin — 17.0% vs -68.1%, a 85.0% gap on every dollar of revenue. On growth, FTAI Infrastructure Inc. posted the faster year-over-year revenue change (77.7% vs 37.3%). Over the past eight quarters, FTAI Infrastructure Inc.'s revenue compounded faster (31.9% CAGR vs 11.7%).
The Vita Coco Company, doing business simply as Vita Coco, is an American beverage company which mainly sells coconut water. The largest brand globally in coconut/plant waters, Vita Coco has operations in 31 countries as of 2016. It is a benefit corporation. The company is owned by All Market Inc.
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.
COCO vs FIP — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $179.8M | $143.5M |
| Net Profit | $30.5M | $-97.7M |
| Gross Margin | 39.9% | — |
| Operating Margin | 18.7% | -45.7% |
| Net Margin | 17.0% | -68.1% |
| Revenue YoY | 37.3% | 77.7% |
| Net Profit YoY | 61.4% | 21.6% |
| EPS (diluted) | $0.50 | $-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 | $179.8M | — | ||
| Q4 25 | $127.8M | $143.5M | ||
| Q3 25 | $182.3M | $140.6M | ||
| Q2 25 | $168.8M | $122.3M | ||
| Q1 25 | $130.9M | $96.2M | ||
| Q4 24 | $127.3M | $80.8M | ||
| Q3 24 | $132.9M | $83.3M | ||
| Q2 24 | $144.1M | $84.9M |
| Q1 26 | $30.5M | — | ||
| Q4 25 | $5.5M | $-97.7M | ||
| Q3 25 | $24.0M | $-104.5M | ||
| Q2 25 | $22.9M | $-70.0M | ||
| Q1 25 | $18.9M | $120.2M | ||
| Q4 24 | $3.4M | $-124.7M | ||
| Q3 24 | $19.3M | $-43.0M | ||
| Q2 24 | $19.1M | $-48.1M |
| Q1 26 | 39.9% | — | ||
| Q4 25 | 34.9% | — | ||
| Q3 25 | 37.7% | — | ||
| Q2 25 | 36.3% | — | ||
| Q1 25 | 36.7% | — | ||
| Q4 24 | 32.5% | — | ||
| Q3 24 | 38.8% | — | ||
| Q2 24 | 40.8% | — |
| Q1 26 | 18.7% | — | ||
| Q4 25 | 8.0% | -45.7% | ||
| Q3 25 | 15.3% | -70.8% | ||
| Q2 25 | 14.9% | -56.4% | ||
| Q1 25 | 14.7% | 81.8% | ||
| Q4 24 | 3.4% | -152.7% | ||
| Q3 24 | 15.5% | -51.7% | ||
| Q2 24 | 20.8% | -56.4% |
| Q1 26 | 17.0% | — | ||
| Q4 25 | 4.3% | -68.1% | ||
| Q3 25 | 13.2% | -74.4% | ||
| Q2 25 | 13.6% | -57.2% | ||
| Q1 25 | 14.4% | 125.0% | ||
| Q4 24 | 2.6% | -154.4% | ||
| Q3 24 | 14.5% | -51.6% | ||
| Q2 24 | 13.2% | -56.7% |
| Q1 26 | $0.50 | — | ||
| Q4 25 | $0.10 | $-1.04 | ||
| Q3 25 | $0.40 | $-1.38 | ||
| Q2 25 | $0.38 | $-0.73 | ||
| Q1 25 | $0.31 | $0.89 | ||
| Q4 24 | $0.06 | $-1.21 | ||
| Q3 24 | $0.32 | $-0.45 | ||
| Q2 24 | $0.32 | $-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 | $201.9M | $57.4M |
| Total DebtLower is stronger | — | $3.8B |
| Stockholders' EquityBook value | $352.2M | $21.3M |
| Total Assets | $488.3M | $5.7B |
| Debt / EquityLower = less leverage | — | 176.99× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $201.9M | — | ||
| Q4 25 | $196.9M | $57.4M | ||
| Q3 25 | $203.7M | $34.7M | ||
| Q2 25 | $167.0M | $33.6M | ||
| Q1 25 | $153.6M | $26.3M | ||
| Q4 24 | $164.7M | $27.8M | ||
| Q3 24 | $156.7M | $20.3M | ||
| Q2 24 | $150.1M | $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 | $352.2M | — | ||
| Q4 25 | $331.5M | $21.3M | ||
| Q3 25 | $323.7M | $181.1M | ||
| Q2 25 | $296.9M | $375.5M | ||
| Q1 25 | $277.9M | $476.2M | ||
| Q4 24 | $258.8M | $202.7M | ||
| Q3 24 | $252.1M | $370.8M | ||
| Q2 24 | $232.0M | $394.8M |
| Q1 26 | $488.3M | — | ||
| Q4 25 | $461.2M | $5.7B | ||
| Q3 25 | $461.3M | $5.5B | ||
| Q2 25 | $421.1M | $4.4B | ||
| Q1 25 | $384.0M | $4.1B | ||
| Q4 24 | $362.4M | $2.4B | ||
| Q3 24 | $353.1M | $2.4B | ||
| Q2 24 | $323.0M | $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 | $-3.9M | $-2.8M | ||
| Q3 25 | $39.1M | $-24.4M | ||
| Q2 25 | $21.8M | $-5.2M | ||
| Q1 25 | $-9.8M | $-85.7M | ||
| Q4 24 | $6.9M | $-8.1M | ||
| Q3 24 | $9.3M | $14.2M | ||
| Q2 24 | $26.9M | $-17.6M |
| Q1 26 | — | — | ||
| Q4 25 | $-7.1M | $-68.6M | ||
| Q3 25 | $35.6M | $-90.7M | ||
| Q2 25 | $20.9M | $-87.5M | ||
| Q1 25 | $-10.4M | $-151.7M | ||
| Q4 24 | $6.8M | $-34.3M | ||
| Q3 24 | $8.9M | $-11.7M | ||
| Q2 24 | $26.6M | $-32.1M |
| Q1 26 | — | — | ||
| Q4 25 | -5.6% | -47.8% | ||
| Q3 25 | 19.6% | -64.5% | ||
| Q2 25 | 12.4% | -71.6% | ||
| Q1 25 | -7.9% | -157.7% | ||
| Q4 24 | 5.3% | -42.4% | ||
| Q3 24 | 6.7% | -14.0% | ||
| Q2 24 | 18.5% | -37.9% |
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | 45.9% | ||
| Q3 25 | 1.9% | 47.2% | ||
| Q2 25 | 0.6% | 67.3% | ||
| Q1 25 | 0.4% | 68.6% | ||
| Q4 24 | 0.1% | 32.5% | ||
| Q3 24 | 0.3% | 31.1% | ||
| Q2 24 | 0.2% | 17.2% |
| Q1 26 | — | — | ||
| Q4 25 | -0.70× | — | ||
| Q3 25 | 1.63× | — | ||
| Q2 25 | 0.95× | — | ||
| Q1 25 | -0.52× | -0.71× | ||
| Q4 24 | 2.05× | — | ||
| Q3 24 | 0.48× | — | ||
| Q2 24 | 1.41× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
COCO
| Subtotal | $148.2M | 82% |
| Private Label | $24.4M | 14% |
| Other | $7.2M | 4% |
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% |
