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Side-by-side financial comparison of FTAI Infrastructure Inc. (FIP) and Goosehead Insurance, Inc. (GSHD). Click either name above to swap in a different company.
FTAI Infrastructure Inc. is the larger business by last-quarter revenue ($143.5M vs $93.1M, roughly 1.5× Goosehead Insurance, Inc.). Goosehead Insurance, Inc. runs the higher net margin — 8.6% vs -68.1%, a 76.7% gap on every dollar of revenue. On growth, FTAI Infrastructure Inc. posted the faster year-over-year revenue change (77.7% vs 23.1%). Over the past eight quarters, FTAI Infrastructure Inc.'s revenue compounded faster (31.9% CAGR vs 9.2%).
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.
Goosehead Insurance is a U.S.-based personal lines insurance agency that offers a wide range of coverage products including auto, home, renters, flood, and specialty insurance. It partners with hundreds of insurance carriers to provide clients with tailored, cost-effective coverage options, operating via corporate locations and a national franchise network for independent agents.
FIP vs GSHD — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $143.5M | $93.1M |
| Net Profit | $-97.7M | $8.0M |
| Gross Margin | — | — |
| Operating Margin | -45.7% | 16.1% |
| Net Margin | -68.1% | 8.6% |
| Revenue YoY | 77.7% | 23.1% |
| Net Profit YoY | 21.6% | 204.0% |
| EPS (diluted) | $-1.04 | $0.19 |
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 | — | $93.1M | ||
| Q4 25 | $143.5M | $105.3M | ||
| Q3 25 | $140.6M | $90.4M | ||
| Q2 25 | $122.3M | $94.0M | ||
| Q1 25 | $96.2M | $75.6M | ||
| Q4 24 | $80.8M | $93.9M | ||
| Q3 24 | $83.3M | $78.0M | ||
| Q2 24 | $84.9M | $78.1M |
| Q1 26 | — | $8.0M | ||
| Q4 25 | $-97.7M | $12.4M | ||
| Q3 25 | $-104.5M | $7.9M | ||
| Q2 25 | $-70.0M | $5.2M | ||
| Q1 25 | $120.2M | $2.3M | ||
| Q4 24 | $-124.7M | $14.9M | ||
| Q3 24 | $-43.0M | $7.6M | ||
| Q2 24 | $-48.1M | $6.2M |
| Q1 26 | — | 16.1% | ||
| Q4 25 | -45.7% | 29.4% | ||
| Q3 25 | -70.8% | 23.5% | ||
| Q2 25 | -56.4% | 16.7% | ||
| Q1 25 | 81.8% | 8.8% | ||
| Q4 24 | -152.7% | 29.7% | ||
| Q3 24 | -51.7% | 21.1% | ||
| Q2 24 | -56.4% | 19.7% |
| Q1 26 | — | 8.6% | ||
| Q4 25 | -68.1% | 11.8% | ||
| Q3 25 | -74.4% | 8.7% | ||
| Q2 25 | -57.2% | 5.5% | ||
| Q1 25 | 125.0% | 3.1% | ||
| Q4 24 | -154.4% | 15.8% | ||
| Q3 24 | -51.6% | 9.7% | ||
| Q2 24 | -56.7% | 7.9% |
| Q1 26 | — | $0.19 | ||
| Q4 25 | $-1.04 | $0.48 | ||
| Q3 25 | $-1.38 | $0.29 | ||
| Q2 25 | $-0.73 | $0.18 | ||
| Q1 25 | $0.89 | $0.09 | ||
| Q4 24 | $-1.21 | $0.58 | ||
| Q3 24 | $-0.45 | $0.29 | ||
| Q2 24 | $-0.52 | $0.24 |
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 | $25.7M |
| Total DebtLower is stronger | $3.8B | — |
| Stockholders' EquityBook value | $21.3M | $-121.3M |
| Total Assets | $5.7B | $392.8M |
| Debt / EquityLower = less leverage | 176.99× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $25.7M | ||
| Q4 25 | $57.4M | $34.4M | ||
| Q3 25 | $34.7M | $51.6M | ||
| Q2 25 | $33.6M | $92.4M | ||
| Q1 25 | $26.3M | $70.2M | ||
| Q4 24 | $27.8M | $54.3M | ||
| Q3 24 | $20.3M | $47.5M | ||
| Q2 24 | $33.1M | $23.6M |
| Q1 26 | — | — | ||
| Q4 25 | $3.8B | $289.5M | ||
| Q3 25 | $3.7B | $290.0M | ||
| Q2 25 | $3.1B | $289.8M | ||
| Q1 25 | $2.8B | $290.3M | ||
| Q4 24 | $1.6B | $82.3M | ||
| Q3 24 | $1.5B | $84.6M | ||
| Q2 24 | $1.6B | $87.0M |
| Q1 26 | — | $-121.3M | ||
| Q4 25 | $21.3M | $-95.5M | ||
| Q3 25 | $181.1M | $-105.0M | ||
| Q2 25 | $375.5M | $-78.6M | ||
| Q1 25 | $476.2M | $-88.5M | ||
| Q4 24 | $202.7M | $43.9M | ||
| Q3 24 | $370.8M | $58.3M | ||
| Q2 24 | $394.8M | $39.8M |
| Q1 26 | — | $392.8M | ||
| Q4 25 | $5.7B | $414.9M | ||
| Q3 25 | $5.5B | $403.6M | ||
| Q2 25 | $4.4B | $436.6M | ||
| Q1 25 | $4.1B | $412.6M | ||
| Q4 24 | $2.4B | $397.7M | ||
| Q3 24 | $2.4B | $358.1M | ||
| Q2 24 | $2.5B | $338.2M |
| Q1 26 | — | — | ||
| Q4 25 | 176.99× | — | ||
| Q3 25 | 20.59× | — | ||
| Q2 25 | 8.21× | — | ||
| Q1 25 | 5.79× | — | ||
| Q4 24 | 7.84× | 1.87× | ||
| Q3 24 | 4.14× | 1.45× | ||
| Q2 24 | 3.94× | 2.19× |
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 | $-2.8M | $91.8M | ||
| Q3 25 | $-24.4M | $24.2M | ||
| Q2 25 | $-5.2M | $28.9M | ||
| Q1 25 | $-85.7M | $15.5M | ||
| Q4 24 | $-8.1M | $71.5M | ||
| Q3 24 | $14.2M | $28.1M | ||
| Q2 24 | $-17.6M | $18.9M |
| Q1 26 | — | — | ||
| Q4 25 | $-68.6M | $86.1M | ||
| Q3 25 | $-90.7M | $23.7M | ||
| Q2 25 | $-87.5M | $27.2M | ||
| Q1 25 | $-151.7M | $14.9M | ||
| Q4 24 | $-34.3M | $70.6M | ||
| Q3 24 | $-11.7M | $28.0M | ||
| Q2 24 | $-32.1M | $18.6M |
| Q1 26 | — | — | ||
| Q4 25 | -47.8% | 81.8% | ||
| Q3 25 | -64.5% | 26.2% | ||
| Q2 25 | -71.6% | 28.9% | ||
| Q1 25 | -157.7% | 19.7% | ||
| Q4 24 | -42.4% | 75.1% | ||
| Q3 24 | -14.0% | 35.9% | ||
| Q2 24 | -37.9% | 23.9% |
| Q1 26 | — | — | ||
| Q4 25 | 45.9% | 5.4% | ||
| Q3 25 | 47.2% | 0.5% | ||
| Q2 25 | 67.3% | 1.8% | ||
| Q1 25 | 68.6% | 0.8% | ||
| Q4 24 | 32.5% | 1.0% | ||
| Q3 24 | 31.1% | 0.1% | ||
| Q2 24 | 17.2% | 0.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 7.38× | ||
| Q3 25 | — | 3.06× | ||
| Q2 25 | — | 5.61× | ||
| Q1 25 | -0.71× | 6.61× | ||
| Q4 24 | — | 4.82× | ||
| Q3 24 | — | 3.72× | ||
| Q2 24 | — | 3.05× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
GSHD
| Renewal Royalty Fees (2) | $43.6M | 47% |
| Renewal Commissions (1) | $18.2M | 20% |
| Contingent Commissions (1) | $10.7M | 11% |
| New Business Royalty Fees (2) | $7.9M | 8% |
| New Business Commissions (1) | $7.5M | 8% |
| Other | $3.7M | 4% |
| Initial Franchise Fees (2) | $1.6M | 2% |
