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Side-by-side financial comparison of FTAI Infrastructure Inc. (FIP) and TEXAS CAPITAL BANCSHARES INC (TCBI). Click either name above to swap in a different company.
TEXAS CAPITAL BANCSHARES INC is the larger business by last-quarter revenue ($324.0M vs $188.4M, roughly 1.7× FTAI Infrastructure Inc.). TEXAS CAPITAL BANCSHARES INC runs the higher net margin — 22.8% vs -79.7%, a 102.5% gap on every dollar of revenue. On growth, FTAI Infrastructure Inc. posted the faster year-over-year revenue change (95.9% vs 15.5%). Over the past eight quarters, FTAI Infrastructure Inc.'s revenue compounded faster (49.0% CAGR vs 10.2%).
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.
Texas Capital Bank is a bank headquartered in Dallas, Texas. The bank has branches located in every major city in Texas. Its parent bank holding company is Texas Capital Bancshares. It also operates an online-only banking division, Bask Bank.
FIP vs TCBI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $188.4M | $324.0M |
| Net Profit | $-150.2M | $73.8M |
| Gross Margin | — | — |
| Operating Margin | — | — |
| Net Margin | -79.7% | 22.8% |
| Revenue YoY | 95.9% | 15.5% |
| Net Profit YoY | -387.6% | 56.8% |
| EPS (diluted) | $-1.32 | $1.56 |
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 | $324.0M | ||
| Q4 25 | $143.5M | $327.5M | ||
| Q3 25 | $140.6M | $340.4M | ||
| Q2 25 | $122.3M | $307.5M | ||
| Q1 25 | $96.2M | $280.5M | ||
| Q4 24 | $80.8M | $229.6M | ||
| Q3 24 | $83.3M | $125.3M | ||
| Q2 24 | $84.9M | $267.0M |
| Q1 26 | $-150.2M | $73.8M | ||
| Q4 25 | $-97.7M | $100.7M | ||
| Q3 25 | $-104.5M | $105.2M | ||
| Q2 25 | $-70.0M | $77.3M | ||
| Q1 25 | $120.2M | $47.0M | ||
| Q4 24 | $-124.7M | $71.0M | ||
| Q3 24 | $-43.0M | $-61.3M | ||
| Q2 24 | $-48.1M | $41.7M |
| Q1 26 | — | — | ||
| Q4 25 | -45.7% | 40.4% | ||
| Q3 25 | -70.8% | 40.5% | ||
| Q2 25 | -56.4% | 33.2% | ||
| Q1 25 | 81.8% | 21.6% | ||
| Q4 24 | -152.7% | 40.7% | ||
| Q3 24 | -51.7% | -63.8% | ||
| Q2 24 | -56.4% | 21.9% |
| Q1 26 | -79.7% | 22.8% | ||
| Q4 25 | -68.1% | 30.7% | ||
| Q3 25 | -74.4% | 30.9% | ||
| Q2 25 | -57.2% | 25.2% | ||
| Q1 25 | 125.0% | 16.8% | ||
| Q4 24 | -154.4% | 30.9% | ||
| Q3 24 | -51.6% | -48.9% | ||
| Q2 24 | -56.7% | 15.6% |
| Q1 26 | $-1.32 | $1.56 | ||
| Q4 25 | $-1.04 | $2.11 | ||
| Q3 25 | $-1.38 | $2.18 | ||
| Q2 25 | $-0.73 | $1.58 | ||
| Q1 25 | $0.89 | $0.92 | ||
| Q4 24 | $-1.21 | $1.43 | ||
| Q3 24 | $-0.45 | $-1.41 | ||
| Q2 24 | $-0.52 | $0.80 |
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 | — |
| Total DebtLower is stronger | — | $878.3M |
| Stockholders' EquityBook value | $-122.5K | $3.6B |
| Total Assets | $5.7B | $33.5B |
| Debt / EquityLower = less leverage | — | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $37.9M | — | ||
| 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 | — | $878.3M | ||
| Q4 25 | $3.8B | $620.6M | ||
| Q3 25 | $3.7B | $620.4M | ||
| Q2 25 | $3.1B | $620.3M | ||
| Q1 25 | $2.8B | $660.5M | ||
| Q4 24 | $1.6B | $660.3M | ||
| Q3 24 | $1.5B | $660.2M | ||
| Q2 24 | $1.6B | $660.0M |
| Q1 26 | $-122.5K | $3.6B | ||
| Q4 25 | $21.3M | $3.6B | ||
| Q3 25 | $181.1M | $3.6B | ||
| Q2 25 | $375.5M | $3.5B | ||
| Q1 25 | $476.2M | $3.4B | ||
| Q4 24 | $202.7M | $3.4B | ||
| Q3 24 | $370.8M | $3.4B | ||
| Q2 24 | $394.8M | $3.2B |
| Q1 26 | $5.7B | $33.5B | ||
| Q4 25 | $5.7B | $31.5B | ||
| Q3 25 | $5.5B | $32.5B | ||
| Q2 25 | $4.4B | $31.9B | ||
| Q1 25 | $4.1B | $31.4B | ||
| Q4 24 | $2.4B | $30.7B | ||
| Q3 24 | $2.4B | $31.6B | ||
| Q2 24 | $2.5B | $29.9B |
| Q1 26 | — | 0.24× | ||
| Q4 25 | 176.99× | 0.17× | ||
| Q3 25 | 20.59× | 0.17× | ||
| Q2 25 | 8.21× | 0.18× | ||
| Q1 25 | 5.79× | 0.19× | ||
| Q4 24 | 7.84× | 0.20× | ||
| Q3 24 | 4.14× | 0.20× | ||
| Q2 24 | 3.94× | 0.21× |
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 | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $-69.4M | — | ||
| Q4 25 | $-2.8M | $360.2M | ||
| Q3 25 | $-24.4M | $166.3M | ||
| Q2 25 | $-5.2M | $63.0M | ||
| Q1 25 | $-85.7M | $368.0K | ||
| Q4 24 | $-8.1M | $480.1M | ||
| Q3 24 | $14.2M | $332.8M | ||
| Q2 24 | $-17.6M | $33.3M |
| Q1 26 | — | — | ||
| Q4 25 | $-68.6M | $347.6M | ||
| Q3 25 | $-90.7M | $161.3M | ||
| Q2 25 | $-87.5M | $57.5M | ||
| Q1 25 | $-151.7M | $-2.0M | ||
| Q4 24 | $-34.3M | $415.2M | ||
| Q3 24 | $-11.7M | $317.6M | ||
| Q2 24 | $-32.1M | $11.1M |
| Q1 26 | — | — | ||
| Q4 25 | -47.8% | 106.1% | ||
| Q3 25 | -64.5% | 47.4% | ||
| Q2 25 | -71.6% | 18.7% | ||
| Q1 25 | -157.7% | -0.7% | ||
| Q4 24 | -42.4% | 180.9% | ||
| Q3 24 | -14.0% | 253.4% | ||
| Q2 24 | -37.9% | 4.1% |
| Q1 26 | — | — | ||
| Q4 25 | 45.9% | 3.8% | ||
| Q3 25 | 47.2% | 1.5% | ||
| Q2 25 | 67.3% | 1.8% | ||
| Q1 25 | 68.6% | 0.9% | ||
| Q4 24 | 32.5% | 28.2% | ||
| Q3 24 | 31.1% | 12.1% | ||
| Q2 24 | 17.2% | 8.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.58× | ||
| Q3 25 | — | 1.58× | ||
| Q2 25 | — | 0.81× | ||
| Q1 25 | -0.71× | 0.01× | ||
| Q4 24 | — | 6.76× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.80× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
