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Side-by-side financial comparison of FTAI Infrastructure Inc. (FIP) and Origin Bancorp, Inc. (OBK). Click either name above to swap in a different company.
FTAI Infrastructure Inc. is the larger business by last-quarter revenue ($143.5M vs $104.0M, roughly 1.4× Origin Bancorp, Inc.). Origin Bancorp, Inc. runs the higher net margin — 26.6% vs -68.1%, a 94.7% gap on every dollar of revenue. Over the past eight quarters, FTAI Infrastructure Inc.'s revenue compounded faster (31.9% CAGR vs 3.9%).
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.
Southern Bancorp is a community development financial institution headquartered in Arkadelphia, Arkansas. It was founded in 1986 as Southern Development Bancorporation, and is often referred to simply as "Southern".
FIP vs OBK — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $143.5M | $104.0M |
| Net Profit | $-97.7M | $27.7M |
| Gross Margin | — | — |
| Operating Margin | -45.7% | — |
| Net Margin | -68.1% | 26.6% |
| Revenue YoY | 77.7% | — |
| Net Profit YoY | 21.6% | — |
| EPS (diluted) | $-1.04 | $0.89 |
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 | — | $104.0M | ||
| Q4 25 | $143.5M | $103.4M | ||
| Q3 25 | $140.6M | $109.8M | ||
| Q2 25 | $122.3M | $83.5M | ||
| Q1 25 | $96.2M | $94.1M | ||
| Q4 24 | $80.8M | $78.3M | ||
| Q3 24 | $83.3M | $90.8M | ||
| Q2 24 | $84.9M | $96.4M |
| Q1 26 | — | $27.7M | ||
| Q4 25 | $-97.7M | $29.5M | ||
| Q3 25 | $-104.5M | $8.6M | ||
| Q2 25 | $-70.0M | $14.6M | ||
| Q1 25 | $120.2M | $22.4M | ||
| Q4 24 | $-124.7M | $14.3M | ||
| Q3 24 | $-43.0M | $18.6M | ||
| Q2 24 | $-48.1M | $21.0M |
| Q1 26 | — | — | ||
| Q4 25 | -45.7% | 36.2% | ||
| Q3 25 | -70.8% | 10.0% | ||
| Q2 25 | -56.4% | 22.3% | ||
| Q1 25 | 81.8% | 30.4% | ||
| Q4 24 | -152.7% | 23.0% | ||
| Q3 24 | -51.7% | 26.1% | ||
| Q2 24 | -56.4% | 27.7% |
| Q1 26 | — | 26.6% | ||
| Q4 25 | -68.1% | 28.5% | ||
| Q3 25 | -74.4% | 7.9% | ||
| Q2 25 | -57.2% | 17.5% | ||
| Q1 25 | 125.0% | 23.8% | ||
| Q4 24 | -154.4% | 18.2% | ||
| Q3 24 | -51.6% | 20.5% | ||
| Q2 24 | -56.7% | 21.8% |
| Q1 26 | — | $0.89 | ||
| Q4 25 | $-1.04 | $0.95 | ||
| Q3 25 | $-1.38 | $0.27 | ||
| Q2 25 | $-0.73 | $0.47 | ||
| Q1 25 | $0.89 | $0.71 | ||
| Q4 24 | $-1.21 | $0.45 | ||
| Q3 24 | $-0.45 | $0.60 | ||
| Q2 24 | $-0.52 | $0.67 |
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 | — |
| Total DebtLower is stronger | $3.8B | — |
| Stockholders' EquityBook value | $21.3M | $1.3B |
| Total Assets | $5.7B | $10.2B |
| Debt / EquityLower = less leverage | 176.99× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $57.4M | $424.2M | ||
| Q3 25 | $34.7M | $626.9M | ||
| Q2 25 | $33.6M | $334.1M | ||
| Q1 25 | $26.3M | $486.2M | ||
| Q4 24 | $27.8M | $470.2M | ||
| Q3 24 | $20.3M | $321.2M | ||
| Q2 24 | $33.1M | $288.1M |
| 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 | — | $1.3B | ||
| Q4 25 | $21.3M | $1.2B | ||
| Q3 25 | $181.1M | $1.2B | ||
| Q2 25 | $375.5M | $1.2B | ||
| Q1 25 | $476.2M | $1.2B | ||
| Q4 24 | $202.7M | $1.1B | ||
| Q3 24 | $370.8M | $1.1B | ||
| Q2 24 | $394.8M | $1.1B |
| Q1 26 | — | $10.2B | ||
| Q4 25 | $5.7B | $9.7B | ||
| Q3 25 | $5.5B | $9.8B | ||
| Q2 25 | $4.4B | $9.7B | ||
| Q1 25 | $4.1B | $9.8B | ||
| Q4 24 | $2.4B | $9.7B | ||
| Q3 24 | $2.4B | $10.0B | ||
| Q2 24 | $2.5B | $9.9B |
| 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 | $-2.8M | $158.9M | ||
| Q3 25 | $-24.4M | $59.3M | ||
| Q2 25 | $-5.2M | $20.6M | ||
| Q1 25 | $-85.7M | $35.6M | ||
| Q4 24 | $-8.1M | $108.5M | ||
| Q3 24 | $14.2M | $39.6M | ||
| Q2 24 | $-17.6M | $11.9M |
| Q1 26 | — | — | ||
| Q4 25 | $-68.6M | $151.1M | ||
| Q3 25 | $-90.7M | $56.8M | ||
| Q2 25 | $-87.5M | $19.6M | ||
| Q1 25 | $-151.7M | $34.8M | ||
| Q4 24 | $-34.3M | $86.4M | ||
| Q3 24 | $-11.7M | $32.2M | ||
| Q2 24 | $-32.1M | $6.5M |
| Q1 26 | — | — | ||
| Q4 25 | -47.8% | 146.0% | ||
| Q3 25 | -64.5% | 51.7% | ||
| Q2 25 | -71.6% | 23.5% | ||
| Q1 25 | -157.7% | 37.0% | ||
| Q4 24 | -42.4% | 110.3% | ||
| Q3 24 | -14.0% | 35.5% | ||
| Q2 24 | -37.9% | 6.8% |
| Q1 26 | — | — | ||
| Q4 25 | 45.9% | 7.6% | ||
| Q3 25 | 47.2% | 2.3% | ||
| Q2 25 | 67.3% | 1.2% | ||
| Q1 25 | 68.6% | 0.8% | ||
| Q4 24 | 32.5% | 28.1% | ||
| Q3 24 | 31.1% | 8.1% | ||
| Q2 24 | 17.2% | 5.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | 5.38× | ||
| Q3 25 | — | 6.88× | ||
| Q2 25 | — | 1.41× | ||
| Q1 25 | -0.71× | 1.59× | ||
| Q4 24 | — | 7.60× | ||
| Q3 24 | — | 2.13× | ||
| Q2 24 | — | 0.57× |
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% |
OBK
| Net Interest Income | $87.2M | 84% |
| Noninterest Income | $16.8M | 16% |
