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Side-by-side financial comparison of FTAI Infrastructure Inc. (FIP) and OneStream, Inc. (OS). Click either name above to swap in a different company.
OneStream, Inc. is the larger business by last-quarter revenue ($163.7M vs $143.5M, roughly 1.1× FTAI Infrastructure Inc.). OneStream, Inc. runs the higher net margin — 0.6% vs -68.1%, a 68.7% gap on every dollar of revenue. On growth, FTAI Infrastructure Inc. posted the faster year-over-year revenue change (77.7% vs 23.6%). OneStream, Inc. produced more free cash flow last quarter ($25.6M vs $-68.6M). Over the past eight quarters, FTAI Infrastructure Inc.'s revenue compounded faster (31.9% CAGR vs 21.8%).
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.
Blue Stream provides cable television, cable telephone, DVR, and up to 1 GIG Internet speed broadband services to customers in the Florida communities of Coral Springs and Weston.
FIP vs OS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $143.5M | $163.7M |
| Net Profit | $-97.7M | $999.0K |
| Gross Margin | — | 69.8% |
| Operating Margin | -45.7% | -3.2% |
| Net Margin | -68.1% | 0.6% |
| Revenue YoY | 77.7% | 23.6% |
| Net Profit YoY | 21.6% | — |
| EPS (diluted) | $-1.04 | — |
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 | $163.7M | ||
| Q3 25 | $140.6M | $154.3M | ||
| Q2 25 | $122.3M | $147.6M | ||
| Q1 25 | $96.2M | $136.3M | ||
| Q4 24 | $80.8M | $132.5M | ||
| Q3 24 | $83.3M | $129.1M | ||
| Q2 24 | $84.9M | $117.5M | ||
| Q1 24 | $82.5M | $110.3M |
| Q4 25 | $-97.7M | $999.0K | ||
| Q3 25 | $-104.5M | $-8.8M | ||
| Q2 25 | $-70.0M | $-18.4M | ||
| Q1 25 | $120.2M | $-24.0M | ||
| Q4 24 | $-124.7M | — | ||
| Q3 24 | $-43.0M | $-171.9M | ||
| Q2 24 | $-48.1M | $-7.8M | ||
| Q1 24 | $-50.3M | $-5.0M |
| Q4 25 | — | 69.8% | ||
| Q3 25 | — | 68.1% | ||
| Q2 25 | — | 68.6% | ||
| Q1 25 | — | 68.0% | ||
| Q4 24 | — | 66.8% | ||
| Q3 24 | — | 50.1% | ||
| Q2 24 | — | 68.5% | ||
| Q1 24 | — | 69.1% |
| Q4 25 | -45.7% | -3.2% | ||
| Q3 25 | -70.8% | -11.3% | ||
| Q2 25 | -56.4% | -21.8% | ||
| Q1 25 | 81.8% | -29.3% | ||
| Q4 24 | -152.7% | -35.8% | ||
| Q3 24 | -51.7% | -197.6% | ||
| Q2 24 | -56.4% | -9.8% | ||
| Q1 24 | -58.8% | -4.9% |
| Q4 25 | -68.1% | 0.6% | ||
| Q3 25 | -74.4% | -5.7% | ||
| Q2 25 | -57.2% | -12.5% | ||
| Q1 25 | 125.0% | -17.6% | ||
| Q4 24 | -154.4% | — | ||
| Q3 24 | -51.6% | -133.1% | ||
| Q2 24 | -56.7% | -6.7% | ||
| Q1 24 | -60.9% | -4.5% |
| Q4 25 | $-1.04 | — | ||
| Q3 25 | $-1.38 | — | ||
| Q2 25 | $-0.73 | — | ||
| Q1 25 | $0.89 | — | ||
| Q4 24 | $-1.21 | — | ||
| Q3 24 | $-0.45 | $-1.06 | ||
| Q2 24 | $-0.52 | — | ||
| Q1 24 | $-0.54 | — |
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 | $693.6M |
| Total DebtLower is stronger | $3.8B | — |
| Stockholders' EquityBook value | $21.3M | $504.7M |
| Total Assets | $5.7B | $1.0B |
| Debt / EquityLower = less leverage | 176.99× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $57.4M | $693.6M | ||
| Q3 25 | $34.7M | $653.9M | ||
| Q2 25 | $33.6M | $652.1M | ||
| Q1 25 | $26.3M | $593.9M | ||
| Q4 24 | $27.8M | $544.2M | ||
| Q3 24 | $20.3M | $495.5M | ||
| Q2 24 | $33.1M | $140.5M | ||
| Q1 24 | $23.0M | — |
| 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 24 | $1.3B | — |
| Q4 25 | $21.3M | $504.7M | ||
| Q3 25 | $181.1M | $472.1M | ||
| Q2 25 | $375.5M | $458.2M | ||
| Q1 25 | $476.2M | $412.9M | ||
| Q4 24 | $202.7M | $386.2M | ||
| Q3 24 | $370.8M | $458.2M | ||
| Q2 24 | $394.8M | $97.5M | ||
| Q1 24 | $402.5M | $102.5M |
| Q4 25 | $5.7B | $1.0B | ||
| Q3 25 | $5.5B | $949.4M | ||
| Q2 25 | $4.4B | $910.5M | ||
| Q1 25 | $4.1B | $867.3M | ||
| Q4 24 | $2.4B | $823.2M | ||
| Q3 24 | $2.4B | $750.1M | ||
| Q2 24 | $2.5B | $379.7M | ||
| Q1 24 | $2.3B | — |
| 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× | — | ||
| Q1 24 | 3.34× | — |
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 | $25.8M |
| Free Cash FlowOCF − Capex | $-68.6M | $25.6M |
| FCF MarginFCF / Revenue | -47.8% | 15.7% |
| Capex IntensityCapex / Revenue | 45.9% | 0.1% |
| Cash ConversionOCF / Net Profit | — | 25.79× |
| TTM Free Cash FlowTrailing 4 quarters | $-398.5M | $95.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-2.8M | $25.8M | ||
| Q3 25 | $-24.4M | $5.0M | ||
| Q2 25 | $-5.2M | $29.7M | ||
| Q1 25 | $-85.7M | $36.2M | ||
| Q4 24 | $-8.1M | — | ||
| Q3 24 | $14.2M | $2.4M | ||
| Q2 24 | $-17.6M | $8.1M | ||
| Q1 24 | $-3.9M | $25.5M |
| Q4 25 | $-68.6M | $25.6M | ||
| Q3 25 | $-90.7M | $4.8M | ||
| Q2 25 | $-87.5M | $29.4M | ||
| Q1 25 | $-151.7M | $35.8M | ||
| Q4 24 | $-34.3M | — | ||
| Q3 24 | $-11.7M | $1.3M | ||
| Q2 24 | $-32.1M | $7.7M | ||
| Q1 24 | $-16.7M | $24.9M |
| Q4 25 | -47.8% | 15.7% | ||
| Q3 25 | -64.5% | 3.1% | ||
| Q2 25 | -71.6% | 19.9% | ||
| Q1 25 | -157.7% | 26.3% | ||
| Q4 24 | -42.4% | — | ||
| Q3 24 | -14.0% | 1.0% | ||
| Q2 24 | -37.9% | 6.6% | ||
| Q1 24 | -20.3% | 22.5% |
| Q4 25 | 45.9% | 0.1% | ||
| Q3 25 | 47.2% | 0.1% | ||
| Q2 25 | 67.3% | 0.2% | ||
| Q1 25 | 68.6% | 0.3% | ||
| Q4 24 | 32.5% | — | ||
| Q3 24 | 31.1% | 0.8% | ||
| Q2 24 | 17.2% | 0.3% | ||
| Q1 24 | 15.6% | 0.6% |
| Q4 25 | — | 25.79× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -0.71× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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% |
OS
| Subscription And Circulation | $150.3M | 92% |
| Professional Services And Other | $9.4M | 6% |
| License | $4.0M | 2% |
