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Side-by-side financial comparison of FTAI Infrastructure Inc. (FIP) and ServisFirst Bancshares, Inc. (SFBS). Click either name above to swap in a different company.
ServisFirst Bancshares, Inc. is the larger business by last-quarter revenue ($159.0M vs $143.5M, roughly 1.1× FTAI Infrastructure Inc.). ServisFirst Bancshares, Inc. runs the higher net margin — 52.2% vs -68.1%, a 120.3% gap on every dollar of revenue. Over the past eight quarters, FTAI Infrastructure Inc.'s revenue compounded faster (31.9% CAGR vs 17.7%).
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.
ServisFirst Bancshares, Inc. is a U.S.-based bank holding company operating full-service banking locations primarily across the Southeastern United States. It offers a full suite of commercial banking, consumer banking, wealth management, and mortgage lending services to small and medium-sized businesses, professional clients, and individual consumers.
FIP vs SFBS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $143.5M | $159.0M |
| Net Profit | $-97.7M | $83.0M |
| Gross Margin | — | — |
| Operating Margin | -45.7% | — |
| Net Margin | -68.1% | 52.2% |
| Revenue YoY | 77.7% | — |
| Net Profit YoY | 21.6% | 31.2% |
| EPS (diluted) | $-1.04 | $1.52 |
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 | — | $159.0M | ||
| Q4 25 | $143.5M | $162.2M | ||
| Q3 25 | $140.6M | $136.3M | ||
| Q2 25 | $122.3M | $132.1M | ||
| Q1 25 | $96.2M | $131.8M | ||
| Q4 24 | $80.8M | $131.9M | ||
| Q3 24 | $83.3M | $123.7M | ||
| Q2 24 | $84.9M | $114.8M |
| Q1 26 | — | $83.0M | ||
| Q4 25 | $-97.7M | $86.4M | ||
| Q3 25 | $-104.5M | $65.6M | ||
| Q2 25 | $-70.0M | $61.4M | ||
| Q1 25 | $120.2M | $63.2M | ||
| Q4 24 | $-124.7M | $65.2M | ||
| Q3 24 | $-43.0M | $59.9M | ||
| Q2 24 | $-48.1M | $52.1M |
| Q1 26 | — | — | ||
| Q4 25 | -45.7% | 66.3% | ||
| Q3 25 | -70.8% | 57.8% | ||
| Q2 25 | -56.4% | 58.0% | ||
| Q1 25 | 81.8% | 60.0% | ||
| Q4 24 | -152.7% | 60.2% | ||
| Q3 24 | -51.7% | 58.5% | ||
| Q2 24 | -56.4% | 58.0% |
| Q1 26 | — | 52.2% | ||
| Q4 25 | -68.1% | 59.0% | ||
| Q3 25 | -74.4% | 48.1% | ||
| Q2 25 | -57.2% | 46.5% | ||
| Q1 25 | 125.0% | 48.0% | ||
| Q4 24 | -154.4% | 52.9% | ||
| Q3 24 | -51.6% | 48.4% | ||
| Q2 24 | -56.7% | 45.4% |
| Q1 26 | — | $1.52 | ||
| Q4 25 | $-1.04 | $1.58 | ||
| Q3 25 | $-1.38 | $1.20 | ||
| Q2 25 | $-0.73 | $1.12 | ||
| Q1 25 | $0.89 | $1.16 | ||
| Q4 24 | $-1.21 | $1.19 | ||
| Q3 24 | $-0.45 | $1.10 | ||
| Q2 24 | $-0.52 | $0.95 |
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 | $1.8B |
| Total DebtLower is stronger | $3.8B | — |
| Stockholders' EquityBook value | $21.3M | $1.9B |
| Total Assets | $5.7B | $18.2B |
| Debt / EquityLower = less leverage | 176.99× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.8B | ||
| Q4 25 | $57.4M | — | ||
| Q3 25 | $34.7M | — | ||
| Q2 25 | $33.6M | — | ||
| Q1 25 | $26.3M | — | ||
| Q4 24 | $27.8M | — | ||
| Q3 24 | $20.3M | — | ||
| Q2 24 | $33.1M | — |
| 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 | — | $1.9B | ||
| Q4 25 | $21.3M | $1.8B | ||
| Q3 25 | $181.1M | $1.8B | ||
| Q2 25 | $375.5M | $1.7B | ||
| Q1 25 | $476.2M | $1.7B | ||
| Q4 24 | $202.7M | $1.6B | ||
| Q3 24 | $370.8M | $1.6B | ||
| Q2 24 | $394.8M | $1.5B |
| Q1 26 | — | $18.2B | ||
| Q4 25 | $5.7B | $17.7B | ||
| Q3 25 | $5.5B | $17.6B | ||
| Q2 25 | $4.4B | $17.4B | ||
| Q1 25 | $4.1B | $18.6B | ||
| Q4 24 | $2.4B | $17.4B | ||
| Q3 24 | $2.4B | $16.4B | ||
| Q2 24 | $2.5B | $16.0B |
| 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 | $355.2M | ||
| Q3 25 | $-24.4M | $140.9M | ||
| Q2 25 | $-5.2M | $67.6M | ||
| Q1 25 | $-85.7M | $48.0M | ||
| Q4 24 | $-8.1M | $252.9M | ||
| Q3 24 | $14.2M | $84.0M | ||
| Q2 24 | $-17.6M | $48.3M |
| Q1 26 | — | — | ||
| Q4 25 | $-68.6M | — | ||
| Q3 25 | $-90.7M | — | ||
| Q2 25 | $-87.5M | — | ||
| Q1 25 | $-151.7M | — | ||
| Q4 24 | $-34.3M | — | ||
| Q3 24 | $-11.7M | — | ||
| Q2 24 | $-32.1M | — |
| Q1 26 | — | — | ||
| Q4 25 | -47.8% | — | ||
| Q3 25 | -64.5% | — | ||
| Q2 25 | -71.6% | — | ||
| Q1 25 | -157.7% | — | ||
| Q4 24 | -42.4% | — | ||
| Q3 24 | -14.0% | — | ||
| Q2 24 | -37.9% | — |
| Q1 26 | — | — | ||
| Q4 25 | 45.9% | — | ||
| Q3 25 | 47.2% | — | ||
| Q2 25 | 67.3% | — | ||
| Q1 25 | 68.6% | — | ||
| Q4 24 | 32.5% | — | ||
| Q3 24 | 31.1% | — | ||
| Q2 24 | 17.2% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.11× | ||
| Q3 25 | — | 2.15× | ||
| Q2 25 | — | 1.10× | ||
| Q1 25 | -0.71× | 0.76× | ||
| Q4 24 | — | 3.88× | ||
| Q3 24 | — | 1.40× | ||
| Q2 24 | — | 0.93× |
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% |
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |
