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Side-by-side financial comparison of FTAI Infrastructure Inc. (FIP) and OLAPLEX HOLDINGS, INC. (OLPX). Click either name above to swap in a different company.
FTAI Infrastructure Inc. is the larger business by last-quarter revenue ($143.5M vs $105.1M, roughly 1.4× OLAPLEX HOLDINGS, INC.). OLAPLEX HOLDINGS, INC. runs the higher net margin — -12.5% vs -68.1%, a 55.6% gap on every dollar of revenue. On growth, FTAI Infrastructure Inc. posted the faster year-over-year revenue change (77.7% vs 4.3%). OLAPLEX HOLDINGS, INC. produced more free cash flow last quarter ($32.6M 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.
Olaplex Holdings, Inc. is a specialty beauty company developing and selling patented bond-repair hair care products. It runs three core segments: professional salon distribution, direct-to-consumer sales, and third-party retail, serving customers across North America, Europe, and Asia-Pacific with products that repair and protect damaged hair.
FIP vs OLPX — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $143.5M | $105.1M |
| Net Profit | $-97.7M | $-13.1M |
| Gross Margin | — | 68.0% |
| Operating Margin | -45.7% | -4.3% |
| Net Margin | -68.1% | -12.5% |
| Revenue YoY | 77.7% | 4.3% |
| Net Profit YoY | 21.6% | -48.9% |
| EPS (diluted) | $-1.04 | $-0.02 |
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 | $105.1M | ||
| Q3 25 | $140.6M | $114.6M | ||
| Q2 25 | $122.3M | $106.3M | ||
| Q1 25 | $96.2M | $97.0M | ||
| Q4 24 | $80.8M | $100.7M | ||
| Q3 24 | $83.3M | $119.1M | ||
| Q2 24 | $84.9M | $103.9M | ||
| Q1 24 | $82.5M | $98.9M |
| Q4 25 | $-97.7M | $-13.1M | ||
| Q3 25 | $-104.5M | $11.1M | ||
| Q2 25 | $-70.0M | $-7.7M | ||
| Q1 25 | $120.2M | $465.0K | ||
| Q4 24 | $-124.7M | $-8.8M | ||
| Q3 24 | $-43.0M | $14.8M | ||
| Q2 24 | $-48.1M | $5.8M | ||
| Q1 24 | $-50.3M | $7.7M |
| Q4 25 | — | 68.0% | ||
| Q3 25 | — | 69.1% | ||
| Q2 25 | — | 71.2% | ||
| Q1 25 | — | 69.5% | ||
| Q4 24 | — | 66.3% | ||
| Q3 24 | — | 68.6% | ||
| Q2 24 | — | 69.7% | ||
| Q1 24 | — | 72.1% |
| Q4 25 | -45.7% | -4.3% | ||
| Q3 25 | -70.8% | 3.7% | ||
| Q2 25 | -56.4% | -1.1% | ||
| Q1 25 | 81.8% | 8.7% | ||
| Q4 24 | -152.7% | 3.0% | ||
| Q3 24 | -51.7% | 23.5% | ||
| Q2 24 | -56.4% | 15.7% | ||
| Q1 24 | -58.8% | 19.8% |
| Q4 25 | -68.1% | -12.5% | ||
| Q3 25 | -74.4% | 9.7% | ||
| Q2 25 | -57.2% | -7.3% | ||
| Q1 25 | 125.0% | 0.5% | ||
| Q4 24 | -154.4% | -8.7% | ||
| Q3 24 | -51.6% | 12.4% | ||
| Q2 24 | -56.7% | 5.6% | ||
| Q1 24 | -60.9% | 7.8% |
| Q4 25 | $-1.04 | $-0.02 | ||
| Q3 25 | $-1.38 | $0.02 | ||
| Q2 25 | $-0.73 | $-0.01 | ||
| Q1 25 | $0.89 | $0.00 | ||
| Q4 24 | $-1.21 | $-0.01 | ||
| Q3 24 | $-0.45 | $0.02 | ||
| Q2 24 | $-0.52 | $0.01 | ||
| Q1 24 | $-0.54 | $0.01 |
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 | $318.7M |
| Total DebtLower is stronger | $3.8B | $352.3M |
| Stockholders' EquityBook value | $21.3M | $879.4M |
| Total Assets | $5.7B | $1.5B |
| Debt / EquityLower = less leverage | 176.99× | 0.40× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $57.4M | $318.7M | ||
| Q3 25 | $34.7M | $286.4M | ||
| Q2 25 | $33.6M | $289.3M | ||
| Q1 25 | $26.3M | $580.9M | ||
| Q4 24 | $27.8M | $586.0M | ||
| Q3 24 | $20.3M | $538.8M | ||
| Q2 24 | $33.1M | $507.9M | ||
| Q1 24 | $23.0M | $507.5M |
| Q4 25 | $3.8B | $352.3M | ||
| Q3 25 | $3.7B | $352.1M | ||
| Q2 25 | $3.1B | $351.9M | ||
| Q1 25 | $2.8B | $649.1M | ||
| Q4 24 | $1.6B | $650.5M | ||
| Q3 24 | $1.5B | $651.8M | ||
| Q2 24 | $1.6B | $653.1M | ||
| Q1 24 | $1.3B | $654.4M |
| Q4 25 | $21.3M | $879.4M | ||
| Q3 25 | $181.1M | $888.7M | ||
| Q2 25 | $375.5M | $874.2M | ||
| Q1 25 | $476.2M | $878.3M | ||
| Q4 24 | $202.7M | $874.4M | ||
| Q3 24 | $370.8M | $879.7M | ||
| Q2 24 | $394.8M | $863.3M | ||
| Q1 24 | $402.5M | $855.7M |
| Q4 25 | $5.7B | $1.5B | ||
| Q3 25 | $5.5B | $1.5B | ||
| Q2 25 | $4.4B | $1.5B | ||
| Q1 25 | $4.1B | $1.8B | ||
| Q4 24 | $2.4B | $1.8B | ||
| Q3 24 | $2.4B | $1.8B | ||
| Q2 24 | $2.5B | $1.8B | ||
| Q1 24 | $2.3B | $1.8B |
| Q4 25 | 176.99× | 0.40× | ||
| Q3 25 | 20.59× | 0.40× | ||
| Q2 25 | 8.21× | 0.40× | ||
| Q1 25 | 5.79× | 0.74× | ||
| Q4 24 | 7.84× | 0.74× | ||
| Q3 24 | 4.14× | 0.74× | ||
| Q2 24 | 3.94× | 0.76× | ||
| Q1 24 | 3.34× | 0.76× |
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 | $32.7M |
| Free Cash FlowOCF − Capex | $-68.6M | $32.6M |
| FCF MarginFCF / Revenue | -47.8% | 31.0% |
| Capex IntensityCapex / Revenue | 45.9% | 0.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-398.5M | $58.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-2.8M | $32.7M | ||
| Q3 25 | $-24.4M | $8.0M | ||
| Q2 25 | $-5.2M | $20.9M | ||
| Q1 25 | $-85.7M | $-2.9M | ||
| Q4 24 | $-8.1M | $49.7M | ||
| Q3 24 | $14.2M | $33.5M | ||
| Q2 24 | $-17.6M | $16.2M | ||
| Q1 24 | $-3.9M | $43.7M |
| Q4 25 | $-68.6M | $32.6M | ||
| Q3 25 | $-90.7M | $7.9M | ||
| Q2 25 | $-87.5M | $20.8M | ||
| Q1 25 | $-151.7M | $-3.0M | ||
| Q4 24 | $-34.3M | $49.2M | ||
| Q3 24 | $-11.7M | $33.3M | ||
| Q2 24 | $-32.1M | $16.1M | ||
| Q1 24 | $-16.7M | $43.3M |
| Q4 25 | -47.8% | 31.0% | ||
| Q3 25 | -64.5% | 6.9% | ||
| Q2 25 | -71.6% | 19.6% | ||
| Q1 25 | -157.7% | -3.1% | ||
| Q4 24 | -42.4% | 48.9% | ||
| Q3 24 | -14.0% | 28.0% | ||
| Q2 24 | -37.9% | 15.5% | ||
| Q1 24 | -20.3% | 43.7% |
| Q4 25 | 45.9% | 0.1% | ||
| Q3 25 | 47.2% | 0.1% | ||
| Q2 25 | 67.3% | 0.1% | ||
| Q1 25 | 68.6% | 0.0% | ||
| Q4 24 | 32.5% | 0.4% | ||
| Q3 24 | 31.1% | 0.1% | ||
| Q2 24 | 17.2% | 0.1% | ||
| Q1 24 | 15.6% | 0.5% |
| Q4 25 | — | — | ||
| Q3 25 | — | 0.72× | ||
| Q2 25 | — | — | ||
| Q1 25 | -0.71× | -6.27× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.26× | ||
| Q2 24 | — | 2.81× | ||
| Q1 24 | — | 5.64× |
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% |
OLPX
| Sales Channel Directly To Consumer | $43.6M | 42% |
| Sales Channel Through Intermediary Professional | $36.8M | 35% |
| Sales Channel Through Intermediary Specialty Retail | $24.7M | 23% |
