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Side-by-side financial comparison of FTAI Infrastructure Inc. (FIP) and El Pollo Loco Holdings, Inc. (LOCO). Click either name above to swap in a different company.
FTAI Infrastructure Inc. is the larger business by last-quarter revenue ($143.5M vs $123.5M, roughly 1.2× El Pollo Loco Holdings, Inc.). El Pollo Loco Holdings, Inc. runs the higher net margin — 5.3% vs -68.1%, a 73.4% gap on every dollar of revenue. On growth, FTAI Infrastructure Inc. posted the faster year-over-year revenue change (77.7% vs 8.1%). El Pollo Loco Holdings, Inc. produced more free cash flow last quarter ($5.1M vs $-68.6M). Over the past eight quarters, FTAI Infrastructure Inc.'s revenue compounded faster (31.9% CAGR vs 3.1%).
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.
El Pollo Loco, Inc., is a restaurant chain based in the United States, specializing in Mexican-style grilled chicken. Restaurant service consists of dine-in and take-out, with some locations offering drive-through options. The company is headquartered in Costa Mesa, California, and operates about 500 company-owned and franchised restaurants in the Southwestern United States.
FIP vs LOCO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $143.5M | $123.5M |
| Net Profit | $-97.7M | $6.5M |
| Gross Margin | — | — |
| Operating Margin | -45.7% | 8.3% |
| Net Margin | -68.1% | 5.3% |
| Revenue YoY | 77.7% | 8.1% |
| Net Profit YoY | 21.6% | 9.9% |
| EPS (diluted) | $-1.04 | $0.22 |
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 | $143.5M | $123.5M | ||
| Q3 25 | $140.6M | $121.5M | ||
| Q2 25 | $122.3M | $125.8M | ||
| Q1 25 | $96.2M | $119.2M | ||
| Q4 24 | $80.8M | $114.3M | ||
| Q3 24 | $83.3M | $120.4M | ||
| Q2 24 | $84.9M | $122.2M | ||
| Q1 24 | $82.5M | $116.2M |
| Q4 25 | $-97.7M | $6.5M | ||
| Q3 25 | $-104.5M | $7.4M | ||
| Q2 25 | $-70.0M | $7.1M | ||
| Q1 25 | $120.2M | $5.5M | ||
| Q4 24 | $-124.7M | $6.0M | ||
| Q3 24 | $-43.0M | $6.2M | ||
| Q2 24 | $-48.1M | $7.6M | ||
| Q1 24 | $-50.3M | $5.9M |
| Q4 25 | -45.7% | 8.3% | ||
| Q3 25 | -70.8% | 9.4% | ||
| Q2 25 | -56.4% | 9.0% | ||
| Q1 25 | 81.8% | 7.5% | ||
| Q4 24 | -152.7% | 7.9% | ||
| Q3 24 | -51.7% | 8.4% | ||
| Q2 24 | -56.4% | 10.1% | ||
| Q1 24 | -58.8% | 8.3% |
| Q4 25 | -68.1% | 5.3% | ||
| Q3 25 | -74.4% | 6.1% | ||
| Q2 25 | -57.2% | 5.6% | ||
| Q1 25 | 125.0% | 4.6% | ||
| Q4 24 | -154.4% | 5.2% | ||
| Q3 24 | -51.6% | 5.1% | ||
| Q2 24 | -56.7% | 6.2% | ||
| Q1 24 | -60.9% | 5.1% |
| Q4 25 | $-1.04 | $0.22 | ||
| Q3 25 | $-1.38 | $0.25 | ||
| Q2 25 | $-0.73 | $0.24 | ||
| Q1 25 | $0.89 | $0.19 | ||
| Q4 24 | $-1.21 | $0.21 | ||
| Q3 24 | $-0.45 | $0.21 | ||
| Q2 24 | $-0.52 | $0.25 | ||
| Q1 24 | $-0.54 | $0.19 |
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 | $6.2M |
| Total DebtLower is stronger | $3.8B | $51.0M |
| Stockholders' EquityBook value | $21.3M | $291.1M |
| Total Assets | $5.7B | $606.6M |
| Debt / EquityLower = less leverage | 176.99× | 0.18× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $57.4M | $6.2M | ||
| Q3 25 | $34.7M | $10.9M | ||
| Q2 25 | $33.6M | $9.0M | ||
| Q1 25 | $26.3M | $4.3M | ||
| Q4 24 | $27.8M | $2.5M | ||
| Q3 24 | $20.3M | $7.9M | ||
| Q2 24 | $33.1M | $10.5M | ||
| Q1 24 | $23.0M | $9.1M |
| Q4 25 | $3.8B | $51.0M | ||
| Q3 25 | $3.7B | $61.0M | ||
| Q2 25 | $3.1B | $69.0M | ||
| Q1 25 | $2.8B | $73.0M | ||
| Q4 24 | $1.6B | $71.0M | ||
| Q3 24 | $1.5B | $76.0M | ||
| Q2 24 | $1.6B | $87.0M | ||
| Q1 24 | $1.3B | $80.0M |
| Q4 25 | $21.3M | $291.1M | ||
| Q3 25 | $181.1M | $282.9M | ||
| Q2 25 | $375.5M | $274.2M | ||
| Q1 25 | $476.2M | $265.7M | ||
| Q4 24 | $202.7M | $260.7M | ||
| Q3 24 | $370.8M | $255.2M | ||
| Q2 24 | $394.8M | $248.6M | ||
| Q1 24 | $402.5M | $256.3M |
| Q4 25 | $5.7B | $606.6M | ||
| Q3 25 | $5.5B | $602.7M | ||
| Q2 25 | $4.4B | $596.8M | ||
| Q1 25 | $4.1B | $590.5M | ||
| Q4 24 | $2.4B | $592.0M | ||
| Q3 24 | $2.4B | $590.0M | ||
| Q2 24 | $2.5B | $593.8M | ||
| Q1 24 | $2.3B | $598.0M |
| Q4 25 | 176.99× | 0.18× | ||
| Q3 25 | 20.59× | 0.22× | ||
| Q2 25 | 8.21× | 0.25× | ||
| Q1 25 | 5.79× | 0.27× | ||
| Q4 24 | 7.84× | 0.27× | ||
| Q3 24 | 4.14× | 0.30× | ||
| Q2 24 | 3.94× | 0.35× | ||
| Q1 24 | 3.34× | 0.31× |
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 | $13.9M |
| Free Cash FlowOCF − Capex | $-68.6M | $5.1M |
| FCF MarginFCF / Revenue | -47.8% | 4.1% |
| Capex IntensityCapex / Revenue | 45.9% | 7.1% |
| Cash ConversionOCF / Net Profit | — | 2.13× |
| TTM Free Cash FlowTrailing 4 quarters | $-398.5M | $25.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-2.8M | $13.9M | ||
| Q3 25 | $-24.4M | $15.3M | ||
| Q2 25 | $-5.2M | $14.1M | ||
| Q1 25 | $-85.7M | $4.7M | ||
| Q4 24 | $-8.1M | $5.6M | ||
| Q3 24 | $14.2M | $13.0M | ||
| Q2 24 | $-17.6M | $17.0M | ||
| Q1 24 | $-3.9M | $11.2M |
| Q4 25 | $-68.6M | $5.1M | ||
| Q3 25 | $-90.7M | $9.9M | ||
| Q2 25 | $-87.5M | $9.1M | ||
| Q1 25 | $-151.7M | $1.3M | ||
| Q4 24 | $-34.3M | $1.1M | ||
| Q3 24 | $-11.7M | $9.1M | ||
| Q2 24 | $-32.1M | $10.4M | ||
| Q1 24 | $-16.7M | $7.0M |
| Q4 25 | -47.8% | 4.1% | ||
| Q3 25 | -64.5% | 8.2% | ||
| Q2 25 | -71.6% | 7.2% | ||
| Q1 25 | -157.7% | 1.1% | ||
| Q4 24 | -42.4% | 1.0% | ||
| Q3 24 | -14.0% | 7.6% | ||
| Q2 24 | -37.9% | 8.5% | ||
| Q1 24 | -20.3% | 6.0% |
| Q4 25 | 45.9% | 7.1% | ||
| Q3 25 | 47.2% | 4.4% | ||
| Q2 25 | 67.3% | 4.0% | ||
| Q1 25 | 68.6% | 2.8% | ||
| Q4 24 | 32.5% | 3.9% | ||
| Q3 24 | 31.1% | 3.2% | ||
| Q2 24 | 17.2% | 5.3% | ||
| Q1 24 | 15.6% | 3.6% |
| Q4 25 | — | 2.13× | ||
| Q3 25 | — | 2.08× | ||
| Q2 25 | — | 1.99× | ||
| Q1 25 | -0.71× | 0.86× | ||
| Q4 24 | — | 0.95× | ||
| Q3 24 | — | 2.11× | ||
| Q2 24 | — | 2.22× | ||
| Q1 24 | — | 1.89× |
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% |
LOCO
| Services | $102.4M | 83% |
| Franchise | $13.0M | 11% |
| Franchise Advertising Fee | $8.1M | 7% |
