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Side-by-side financial comparison of FTAI Infrastructure Inc. (FIP) and SOLAREDGE TECHNOLOGIES, INC. (SEDG). Click either name above to swap in a different company.
SOLAREDGE TECHNOLOGIES, INC. is the larger business by last-quarter revenue ($335.4M vs $188.4M, roughly 1.8× FTAI Infrastructure Inc.). SOLAREDGE TECHNOLOGIES, INC. runs the higher net margin — -39.4% vs -79.7%, a 40.3% gap on every dollar of revenue. On growth, FTAI Infrastructure Inc. posted the faster year-over-year revenue change (95.9% vs 70.9%). Over the past eight quarters, FTAI Infrastructure Inc.'s revenue compounded faster (49.0% CAGR vs 28.1%).
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.
SolarEdge Technologies, Inc. is an Israeli company that developed a DC optimized inverter system.
FIP vs SEDG — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $188.4M | $335.4M |
| Net Profit | $-150.2M | $-132.1M |
| Gross Margin | — | 22.2% |
| Operating Margin | — | -14.4% |
| Net Margin | -79.7% | -39.4% |
| Revenue YoY | 95.9% | 70.9% |
| Net Profit YoY | -387.6% | 54.0% |
| EPS (diluted) | $-1.32 | $-2.21 |
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 | $188.4M | — | ||
| Q4 25 | $143.5M | $335.4M | ||
| Q3 25 | $140.6M | $340.2M | ||
| Q2 25 | $122.3M | $289.4M | ||
| Q1 25 | $96.2M | $219.5M | ||
| Q4 24 | $80.8M | $196.2M | ||
| Q3 24 | $83.3M | $235.4M | ||
| Q2 24 | $84.9M | $265.4M |
| Q1 26 | $-150.2M | — | ||
| Q4 25 | $-97.7M | $-132.1M | ||
| Q3 25 | $-104.5M | $-50.1M | ||
| Q2 25 | $-70.0M | $-124.7M | ||
| Q1 25 | $120.2M | $-98.5M | ||
| Q4 24 | $-124.7M | $-287.4M | ||
| Q3 24 | $-43.0M | $-1.2B | ||
| Q2 24 | $-48.1M | $-130.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 22.2% | ||
| Q3 25 | — | 21.2% | ||
| Q2 25 | — | 11.1% | ||
| Q1 25 | — | 8.0% | ||
| Q4 24 | — | -57.2% | ||
| Q3 24 | — | -309.1% | ||
| Q2 24 | — | -4.1% |
| Q1 26 | — | — | ||
| Q4 25 | -45.7% | -14.4% | ||
| Q3 25 | -70.8% | -10.3% | ||
| Q2 25 | -56.4% | -39.9% | ||
| Q1 25 | 81.8% | -46.8% | ||
| Q4 24 | -152.7% | -134.4% | ||
| Q3 24 | -51.7% | -471.8% | ||
| Q2 24 | -56.4% | -60.4% |
| Q1 26 | -79.7% | — | ||
| Q4 25 | -68.1% | -39.4% | ||
| Q3 25 | -74.4% | -14.7% | ||
| Q2 25 | -57.2% | -43.1% | ||
| Q1 25 | 125.0% | -44.9% | ||
| Q4 24 | -154.4% | -146.5% | ||
| Q3 24 | -51.6% | -522.8% | ||
| Q2 24 | -56.7% | -49.3% |
| Q1 26 | $-1.32 | — | ||
| Q4 25 | $-1.04 | $-2.21 | ||
| Q3 25 | $-1.38 | $-0.84 | ||
| Q2 25 | $-0.73 | $-2.13 | ||
| Q1 25 | $0.89 | $-1.70 | ||
| Q4 24 | $-1.21 | $-5.00 | ||
| Q3 24 | $-0.45 | $-21.58 | ||
| Q2 24 | $-0.52 | $-2.31 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $37.9M | $493.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $-122.5K | $427.5M |
| Total Assets | $5.7B | $2.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $37.9M | — | ||
| Q4 25 | $57.4M | $493.2M | ||
| Q3 25 | $34.7M | $498.6M | ||
| Q2 25 | $33.6M | $758.0M | ||
| Q1 25 | $26.3M | $651.6M | ||
| Q4 24 | $27.8M | $585.9M | ||
| Q3 24 | $20.3M | $678.8M | ||
| Q2 24 | $33.1M | $689.8M |
| 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 | $-122.5K | — | ||
| Q4 25 | $21.3M | $427.5M | ||
| Q3 25 | $181.1M | $479.8M | ||
| Q2 25 | $375.5M | $513.2M | ||
| Q1 25 | $476.2M | $594.2M | ||
| Q4 24 | $202.7M | $658.3M | ||
| Q3 24 | $370.8M | $930.9M | ||
| Q2 24 | $394.8M | $2.1B |
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.7B | $2.2B | ||
| Q3 25 | $5.5B | $2.2B | ||
| Q2 25 | $4.4B | $2.5B | ||
| Q1 25 | $4.1B | $2.5B | ||
| Q4 24 | $2.4B | $2.6B | ||
| Q3 24 | $2.4B | $2.8B | ||
| Q2 24 | $2.5B | $3.9B |
| 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 | $-69.4M | $52.6M |
| Free Cash FlowOCF − Capex | — | $43.3M |
| FCF MarginFCF / Revenue | — | 12.9% |
| Capex IntensityCapex / Revenue | — | 2.8% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $80.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $-69.4M | — | ||
| Q4 25 | $-2.8M | $52.6M | ||
| Q3 25 | $-24.4M | $25.6M | ||
| Q2 25 | $-5.2M | $-7.8M | ||
| Q1 25 | $-85.7M | $33.8M | ||
| Q4 24 | $-8.1M | $37.8M | ||
| Q3 24 | $14.2M | $-89.3M | ||
| Q2 24 | $-17.6M | $-44.8M |
| Q1 26 | — | — | ||
| Q4 25 | $-68.6M | $43.3M | ||
| Q3 25 | $-90.7M | $22.8M | ||
| Q2 25 | $-87.5M | $-9.1M | ||
| Q1 25 | $-151.7M | $23.7M | ||
| Q4 24 | $-34.3M | $25.5M | ||
| Q3 24 | $-11.7M | $-136.7M | ||
| Q2 24 | $-32.1M | $-67.0M |
| Q1 26 | — | — | ||
| Q4 25 | -47.8% | 12.9% | ||
| Q3 25 | -64.5% | 6.7% | ||
| Q2 25 | -71.6% | -3.1% | ||
| Q1 25 | -157.7% | 10.8% | ||
| Q4 24 | -42.4% | 13.0% | ||
| Q3 24 | -14.0% | -58.1% | ||
| Q2 24 | -37.9% | -25.2% |
| Q1 26 | — | — | ||
| Q4 25 | 45.9% | 2.8% | ||
| Q3 25 | 47.2% | 0.8% | ||
| Q2 25 | 67.3% | 0.4% | ||
| Q1 25 | 68.6% | 4.6% | ||
| Q4 24 | 32.5% | 6.2% | ||
| Q3 24 | 31.1% | 20.1% | ||
| Q2 24 | 17.2% | 8.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -0.71× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FIP
Segment breakdown not available.
SEDG
| Other | $197.7M | 59% |
| Europe Except Netherlands | $99.4M | 30% |
| Others | $38.2M | 11% |
