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Side-by-side financial comparison of Dayforce (DAY) and XPLR Infrastructure, LP (XIFR). Click either name above to swap in a different company.
Dayforce is the larger business by last-quarter revenue ($481.6M vs $249.0M, roughly 1.9× XPLR Infrastructure, LP). XPLR Infrastructure, LP runs the higher net margin — 11.2% vs -40.9%, a 52.1% gap on every dollar of revenue. On growth, Dayforce posted the faster year-over-year revenue change (9.5% vs -15.3%). Over the past eight quarters, Dayforce's revenue compounded faster (9.8% CAGR vs -1.6%).
Dayforce, Inc., formerly Ceridian, is an American human resources software and services company.
XPLR Infrastructure is a publicly traded subsidiary of NextEra Energy, is a Juno Beach, Florida-based renewable energy company.
DAY vs XIFR — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $481.6M | $249.0M |
| Net Profit | $-196.8M | $28.0M |
| Gross Margin | — | — |
| Operating Margin | 6.3% | -19.3% |
| Net Margin | -40.9% | 11.2% |
| Revenue YoY | 9.5% | -15.3% |
| Net Profit YoY | -9940.0% | 124.3% |
| EPS (diluted) | $-1.23 | — |
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 | — | $249.0M | ||
| Q3 25 | $481.6M | $315.0M | ||
| Q2 25 | $464.7M | $342.0M | ||
| Q1 25 | $481.8M | $282.0M | ||
| Q4 24 | $465.2M | $294.0M | ||
| Q3 24 | $440.0M | $319.0M | ||
| Q2 24 | $423.3M | $360.0M | ||
| Q1 24 | $431.5M | $257.0M |
| Q4 25 | — | $28.0M | ||
| Q3 25 | $-196.8M | $-37.0M | ||
| Q2 25 | $21.3M | $79.0M | ||
| Q1 25 | $14.9M | $-98.0M | ||
| Q4 24 | $10.8M | $-115.0M | ||
| Q3 24 | $2.0M | $-40.0M | ||
| Q2 24 | $-1.8M | $62.0M | ||
| Q1 24 | $7.1M | $70.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 47.0% | — | ||
| Q3 24 | 45.8% | — | ||
| Q2 24 | 44.1% | — | ||
| Q1 24 | 47.6% | — |
| Q4 25 | — | -19.3% | ||
| Q3 25 | 6.3% | 1.6% | ||
| Q2 25 | 9.1% | 26.3% | ||
| Q1 25 | 6.4% | -82.6% | ||
| Q4 24 | 6.1% | -188.1% | ||
| Q3 24 | 4.7% | 15.4% | ||
| Q2 24 | 3.3% | 18.3% | ||
| Q1 24 | 9.4% | -8.2% |
| Q4 25 | — | 11.2% | ||
| Q3 25 | -40.9% | -11.7% | ||
| Q2 25 | 4.6% | 23.1% | ||
| Q1 25 | 3.1% | -34.8% | ||
| Q4 24 | 2.3% | -39.1% | ||
| Q3 24 | 0.5% | -12.5% | ||
| Q2 24 | -0.4% | 17.2% | ||
| Q1 24 | 1.6% | 27.2% |
| Q4 25 | — | — | ||
| Q3 25 | $-1.23 | $-0.40 | ||
| Q2 25 | $0.13 | $0.84 | ||
| Q1 25 | $0.09 | $-1.05 | ||
| Q4 24 | $0.07 | — | ||
| Q3 24 | $0.01 | $-0.43 | ||
| Q2 24 | $-0.01 | $0.66 | ||
| Q1 24 | $0.04 | $0.75 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $627.6M | $960.0M |
| Total DebtLower is stronger | $631.1M | $6.2B |
| Stockholders' EquityBook value | $2.7B | $10.9B |
| Total Assets | $8.7B | $19.6B |
| Debt / EquityLower = less leverage | 0.23× | 0.57× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $960.0M | ||
| Q3 25 | $627.6M | $711.0M | ||
| Q2 25 | $625.2M | $880.0M | ||
| Q1 25 | $557.3M | $1.5B | ||
| Q4 24 | $579.7M | $283.0M | ||
| Q3 24 | $494.1M | $290.0M | ||
| Q2 24 | $465.4M | $281.0M | ||
| Q1 24 | $392.5M | $245.0M |
| Q4 25 | — | $6.2B | ||
| Q3 25 | $631.1M | — | ||
| Q2 25 | $631.8M | — | ||
| Q1 25 | $632.4M | — | ||
| Q4 24 | $1.2B | $5.3B | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.2B | — | ||
| Q1 24 | $1.2B | — |
| Q4 25 | — | $10.9B | ||
| Q3 25 | $2.7B | $11.0B | ||
| Q2 25 | $2.7B | $11.3B | ||
| Q1 25 | $2.6B | $12.6B | ||
| Q4 24 | $2.5B | $12.9B | ||
| Q3 24 | $2.6B | $13.6B | ||
| Q2 24 | $2.5B | $13.9B | ||
| Q1 24 | $2.4B | $14.0B |
| Q4 25 | — | $19.6B | ||
| Q3 25 | $8.7B | $19.1B | ||
| Q2 25 | $8.5B | $20.5B | ||
| Q1 25 | $9.5B | $21.4B | ||
| Q4 24 | $9.1B | $20.3B | ||
| Q3 24 | $8.1B | $20.9B | ||
| Q2 24 | $9.0B | $21.7B | ||
| Q1 24 | $10.8B | $22.3B |
| Q4 25 | — | 0.57× | ||
| Q3 25 | 0.23× | — | ||
| Q2 25 | 0.23× | — | ||
| Q1 25 | 0.24× | — | ||
| Q4 24 | 0.47× | 0.41× | ||
| Q3 24 | 0.47× | — | ||
| Q2 24 | 0.49× | — | ||
| Q1 24 | 0.50× | — |
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 | $31.2M | $186.0M |
| Free Cash FlowOCF − Capex | — | $-88.0M |
| FCF MarginFCF / Revenue | — | -35.3% |
| Capex IntensityCapex / Revenue | — | 110.0% |
| Cash ConversionOCF / Net Profit | — | 6.64× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-219.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $186.0M | ||
| Q3 25 | $31.2M | $231.0M | ||
| Q2 25 | $112.7M | $232.0M | ||
| Q1 25 | $49.6M | $90.0M | ||
| Q4 24 | $81.0M | $283.0M | ||
| Q3 24 | $91.8M | $208.0M | ||
| Q2 24 | $99.2M | $231.0M | ||
| Q1 24 | $9.1M | $78.0M |
| Q4 25 | — | $-88.0M | ||
| Q3 25 | — | $-283.0M | ||
| Q2 25 | — | $151.0M | ||
| Q1 25 | — | $1.0M | ||
| Q4 24 | — | $231.0M | ||
| Q3 24 | — | $152.0M | ||
| Q2 24 | — | $162.0M | ||
| Q1 24 | — | $14.0M |
| Q4 25 | — | -35.3% | ||
| Q3 25 | — | -89.8% | ||
| Q2 25 | — | 44.2% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | — | 78.6% | ||
| Q3 24 | — | 47.6% | ||
| Q2 24 | — | 45.0% | ||
| Q1 24 | — | 5.4% |
| Q4 25 | — | 110.0% | ||
| Q3 25 | — | 163.2% | ||
| Q2 25 | — | 23.7% | ||
| Q1 25 | — | 31.6% | ||
| Q4 24 | — | 17.7% | ||
| Q3 24 | — | 17.6% | ||
| Q2 24 | — | 19.2% | ||
| Q1 24 | — | 24.9% |
| Q4 25 | — | 6.64× | ||
| Q3 25 | — | — | ||
| Q2 25 | 5.29× | 2.94× | ||
| Q1 25 | 3.33× | — | ||
| Q4 24 | 7.50× | — | ||
| Q3 24 | 45.90× | — | ||
| Q2 24 | — | 3.73× | ||
| Q1 24 | 1.28× | 1.11× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DAY
| Dayforce Recurring | $333.0M | 69% |
| Cloud And Bureau Professional Services And Other | $78.5M | 16% |
| Float | $42.2M | 9% |
| Powerpay Recurring | $19.7M | 4% |
| Other Recurring | $8.2M | 2% |
XIFR
| Renewable Energy Sales | $238.0M | 96% |
| Related Party | $8.0M | 3% |