vs
Side-by-side financial comparison of FTAI Infrastructure Inc. (FIP) and UNIVERSAL TECHNICAL INSTITUTE INC (UTI). Click either name above to swap in a different company.
UNIVERSAL TECHNICAL INSTITUTE INC is the larger business by last-quarter revenue ($220.8M vs $143.5M, roughly 1.5× FTAI Infrastructure Inc.). UNIVERSAL TECHNICAL INSTITUTE INC runs the higher net margin — 5.8% vs -68.1%, a 73.9% gap on every dollar of revenue. On growth, FTAI Infrastructure Inc. posted the faster year-over-year revenue change (77.7% vs 9.6%). UNIVERSAL TECHNICAL INSTITUTE INC produced more free cash flow last quarter ($-19.2M vs $-68.6M). Over the past eight quarters, FTAI Infrastructure Inc.'s revenue compounded faster (31.9% CAGR vs 9.5%).
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.
Universal Technical Institute, Inc. (UTI) is a private for-profit system of technical colleges in the United States. It was established in 1965 by Robert Sweet.
FIP vs UTI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $143.5M | $220.8M |
| Net Profit | $-97.7M | $12.8M |
| Gross Margin | — | — |
| Operating Margin | -45.7% | 7.1% |
| Net Margin | -68.1% | 5.8% |
| Revenue YoY | 77.7% | 9.6% |
| Net Profit YoY | 21.6% | -42.1% |
| EPS (diluted) | $-1.04 | $0.23 |
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 | $220.8M | ||
| Q3 25 | $140.6M | $222.4M | ||
| Q2 25 | $122.3M | $204.3M | ||
| Q1 25 | $96.2M | $207.4M | ||
| Q4 24 | $80.8M | $201.4M | ||
| Q3 24 | $83.3M | $196.4M | ||
| Q2 24 | $84.9M | $177.5M | ||
| Q1 24 | $82.5M | $184.2M |
| Q4 25 | $-97.7M | $12.8M | ||
| Q3 25 | $-104.5M | $18.8M | ||
| Q2 25 | $-70.0M | $10.7M | ||
| Q1 25 | $120.2M | $11.4M | ||
| Q4 24 | $-124.7M | $22.2M | ||
| Q3 24 | $-43.0M | $18.8M | ||
| Q2 24 | $-48.1M | $5.0M | ||
| Q1 24 | $-50.3M | $7.8M |
| Q4 25 | -45.7% | 7.1% | ||
| Q3 25 | -70.8% | 11.2% | ||
| Q2 25 | -56.4% | 6.9% | ||
| Q1 25 | 81.8% | 8.1% | ||
| Q4 24 | -152.7% | 13.6% | ||
| Q3 24 | -51.7% | 13.3% | ||
| Q2 24 | -56.4% | 4.2% | ||
| Q1 24 | -58.8% | 6.1% |
| Q4 25 | -68.1% | 5.8% | ||
| Q3 25 | -74.4% | 8.4% | ||
| Q2 25 | -57.2% | 5.2% | ||
| Q1 25 | 125.0% | 5.5% | ||
| Q4 24 | -154.4% | 11.0% | ||
| Q3 24 | -51.6% | 9.6% | ||
| Q2 24 | -56.7% | 2.8% | ||
| Q1 24 | -60.9% | 4.2% |
| Q4 25 | $-1.04 | $0.23 | ||
| Q3 25 | $-1.38 | $0.33 | ||
| Q2 25 | $-0.73 | $0.19 | ||
| Q1 25 | $0.89 | $0.21 | ||
| Q4 24 | $-1.21 | $0.40 | ||
| Q3 24 | $-0.45 | $0.35 | ||
| Q2 24 | $-0.52 | $0.09 | ||
| Q1 24 | $-0.54 | $0.14 |
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 | $162.8M |
| Total DebtLower is stronger | $3.8B | $101.4M |
| Stockholders' EquityBook value | $21.3M | $335.9M |
| Total Assets | $5.7B | $834.0M |
| Debt / EquityLower = less leverage | 176.99× | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $57.4M | $162.8M | ||
| Q3 25 | $34.7M | $169.1M | ||
| Q2 25 | $33.6M | $70.7M | ||
| Q1 25 | $26.3M | $96.0M | ||
| Q4 24 | $27.8M | $172.0M | ||
| Q3 24 | $20.3M | $161.9M | ||
| Q2 24 | $33.1M | $115.5M | ||
| Q1 24 | $23.0M | $116.1M |
| Q4 25 | $3.8B | $101.4M | ||
| Q3 25 | $3.7B | $87.1M | ||
| Q2 25 | $3.1B | $73.8M | ||
| Q1 25 | $2.8B | $94.4M | ||
| Q4 24 | $1.6B | $120.1M | ||
| Q3 24 | $1.5B | $125.7M | ||
| Q2 24 | $1.6B | $137.3M | ||
| Q1 24 | $1.3B | $141.9M |
| Q4 25 | $21.3M | $335.9M | ||
| Q3 25 | $181.1M | $328.1M | ||
| Q2 25 | $375.5M | $306.8M | ||
| Q1 25 | $476.2M | $293.9M | ||
| Q4 24 | $202.7M | $280.0M | ||
| Q3 24 | $370.8M | $260.2M | ||
| Q2 24 | $394.8M | $239.4M | ||
| Q1 24 | $402.5M | $232.6M |
| Q4 25 | $5.7B | $834.0M | ||
| Q3 25 | $5.5B | $826.1M | ||
| Q2 25 | $4.4B | $740.8M | ||
| Q1 25 | $4.1B | $720.4M | ||
| Q4 24 | $2.4B | $753.8M | ||
| Q3 24 | $2.4B | $744.6M | ||
| Q2 24 | $2.5B | $706.0M | ||
| Q1 24 | $2.3B | $702.1M |
| Q4 25 | 176.99× | 0.30× | ||
| Q3 25 | 20.59× | 0.27× | ||
| Q2 25 | 8.21× | 0.24× | ||
| Q1 25 | 5.79× | 0.32× | ||
| Q4 24 | 7.84× | 0.43× | ||
| Q3 24 | 4.14× | 0.48× | ||
| Q2 24 | 3.94× | 0.57× | ||
| Q1 24 | 3.34× | 0.61× |
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 | $3.1M |
| Free Cash FlowOCF − Capex | $-68.6M | $-19.2M |
| FCF MarginFCF / Revenue | -47.8% | -8.7% |
| Capex IntensityCapex / Revenue | 45.9% | 10.1% |
| Cash ConversionOCF / Net Profit | — | 0.24× |
| TTM Free Cash FlowTrailing 4 quarters | $-398.5M | $16.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-2.8M | $3.1M | ||
| Q3 25 | $-24.4M | $57.1M | ||
| Q2 25 | $-5.2M | $18.1M | ||
| Q1 25 | $-85.7M | $-789.0K | ||
| Q4 24 | $-8.1M | $23.0M | ||
| Q3 24 | $14.2M | $67.5M | ||
| Q2 24 | $-17.6M | $10.0M | ||
| Q1 24 | $-3.9M | $-2.5M |
| Q4 25 | $-68.6M | $-19.2M | ||
| Q3 25 | $-90.7M | $40.6M | ||
| Q2 25 | $-87.5M | $6.8M | ||
| Q1 25 | $-151.7M | $-11.7M | ||
| Q4 24 | $-34.3M | $19.6M | ||
| Q3 24 | $-11.7M | $60.0M | ||
| Q2 24 | $-32.1M | $3.0M | ||
| Q1 24 | $-16.7M | $-8.4M |
| Q4 25 | -47.8% | -8.7% | ||
| Q3 25 | -64.5% | 18.3% | ||
| Q2 25 | -71.6% | 3.4% | ||
| Q1 25 | -157.7% | -5.7% | ||
| Q4 24 | -42.4% | 9.7% | ||
| Q3 24 | -14.0% | 30.6% | ||
| Q2 24 | -37.9% | 1.7% | ||
| Q1 24 | -20.3% | -4.6% |
| Q4 25 | 45.9% | 10.1% | ||
| Q3 25 | 47.2% | 7.4% | ||
| Q2 25 | 67.3% | 5.5% | ||
| Q1 25 | 68.6% | 5.3% | ||
| Q4 24 | 32.5% | 1.7% | ||
| Q3 24 | 31.1% | 3.8% | ||
| Q2 24 | 17.2% | 4.0% | ||
| Q1 24 | 15.6% | 3.2% |
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | 3.04× | ||
| Q2 25 | — | 1.69× | ||
| Q1 25 | -0.71× | -0.07× | ||
| Q4 24 | — | 1.04× | ||
| Q3 24 | — | 3.58× | ||
| Q2 24 | — | 2.01× | ||
| Q1 24 | — | -0.32× |
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% |
UTI
| UTI | $142.8M | 65% |
| Concorde | $78.0M | 35% |