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Side-by-side financial comparison of GENCOR INDUSTRIES INC (GENC) and TPG Mortgage Investment Trust, Inc. (MITT). Click either name above to swap in a different company.
GENCOR INDUSTRIES INC is the larger business by last-quarter revenue ($23.6M vs $20.4M, roughly 1.2× TPG Mortgage Investment Trust, Inc.). TPG Mortgage Investment Trust, Inc. runs the higher net margin — 65.0% vs 14.6%, a 50.4% gap on every dollar of revenue. On growth, TPG Mortgage Investment Trust, Inc. posted the faster year-over-year revenue change (17.7% vs -25.0%). Over the past eight quarters, TPG Mortgage Investment Trust, Inc.'s revenue compounded faster (9.1% CAGR vs -23.9%).
Gencor Industries Inc is a leading manufacturer of heavy construction and infrastructure equipment, specializing in asphalt production plants, thermal combustion systems, and supporting road-building machinery. It primarily serves North American and global construction markets, supplying products to both public sector infrastructure projects and private commercial construction operators.
TPG Mortgage Investment Trust, Inc. is a real estate investment trust managed by global alternative asset firm TPG. It primarily invests in residential and commercial mortgage-backed securities, performing and non-performing mortgage loans, and other credit-linked real estate assets, with its core market being the United States. It generates returns via net interest income from holdings and strategic asset disposition gains.
GENC vs MITT — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $23.6M | $20.4M |
| Net Profit | $3.4M | $13.3M |
| Gross Margin | 28.7% | — |
| Operating Margin | 13.2% | 67.1% |
| Net Margin | 14.6% | 65.0% |
| Revenue YoY | -25.0% | 17.7% |
| Net Profit YoY | -9.8% | -7.0% |
| EPS (diluted) | $0.23 | $0.27 |
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 | $23.6M | $20.4M | ||
| Q3 25 | $18.8M | $19.5M | ||
| Q2 25 | $27.0M | $17.8M | ||
| Q1 25 | $38.2M | $18.8M | ||
| Q4 24 | $31.4M | $17.4M | ||
| Q3 24 | $20.9M | $14.9M | ||
| Q2 24 | $25.6M | $16.4M | ||
| Q1 24 | $40.7M | $17.2M |
| Q4 25 | $3.4M | $13.3M | ||
| Q3 25 | $1.9M | $20.0M | ||
| Q2 25 | $3.8M | $3.9M | ||
| Q1 25 | $6.1M | $11.5M | ||
| Q4 24 | $3.8M | $14.3M | ||
| Q3 24 | $1.5M | $16.6M | ||
| Q2 24 | $2.6M | $3.9M | ||
| Q1 24 | $6.2M | $20.9M |
| Q4 25 | 28.7% | — | ||
| Q3 25 | 24.2% | — | ||
| Q2 25 | 26.5% | — | ||
| Q1 25 | 29.7% | — | ||
| Q4 24 | 27.6% | — | ||
| Q3 24 | 25.6% | — | ||
| Q2 24 | 23.9% | — | ||
| Q1 24 | 30.3% | — |
| Q4 25 | 13.2% | 67.1% | ||
| Q3 25 | -1.2% | — | ||
| Q2 25 | 11.6% | 20.9% | ||
| Q1 25 | 17.0% | 54.6% | ||
| Q4 24 | 14.7% | 76.7% | ||
| Q3 24 | 5.9% | — | ||
| Q2 24 | 7.8% | 18.4% | ||
| Q1 24 | 17.4% | — |
| Q4 25 | 14.6% | 65.0% | ||
| Q3 25 | 10.2% | 102.5% | ||
| Q2 25 | 14.2% | 22.2% | ||
| Q1 25 | 16.0% | 60.9% | ||
| Q4 24 | 12.1% | 82.2% | ||
| Q3 24 | 6.9% | 111.3% | ||
| Q2 24 | 10.0% | 24.0% | ||
| Q1 24 | 15.3% | 121.6% |
| Q4 25 | $0.23 | $0.27 | ||
| Q3 25 | $0.13 | $0.47 | ||
| Q2 25 | $0.26 | $-0.05 | ||
| Q1 25 | $0.42 | $0.21 | ||
| Q4 24 | $0.26 | $0.30 | ||
| Q3 24 | $0.10 | $0.40 | ||
| Q2 24 | $0.17 | $-0.02 | ||
| Q1 24 | $0.42 | $0.55 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $147.7M | $57.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $215.2M | $560.7M |
| Total Assets | $228.9M | $8.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $147.7M | $57.8M | ||
| Q3 25 | $136.3M | $59.0M | ||
| Q2 25 | $136.0M | $88.7M | ||
| Q1 25 | $143.7M | $115.5M | ||
| Q4 24 | $130.1M | $118.7M | ||
| Q3 24 | $115.4M | $102.5M | ||
| Q2 24 | $116.6M | $120.9M | ||
| Q1 24 | $117.1M | $100.3M |
| Q4 25 | — | — | ||
| Q3 25 | $0 | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $215.2M | $560.7M | ||
| Q3 25 | $211.8M | $559.8M | ||
| Q2 25 | $209.9M | $536.4M | ||
| Q1 25 | $206.1M | $543.9M | ||
| Q4 24 | $200.0M | $543.4M | ||
| Q3 24 | $196.1M | $540.1M | ||
| Q2 24 | $194.7M | $533.5M | ||
| Q1 24 | $192.1M | $539.6M |
| Q4 25 | $228.9M | $8.7B | ||
| Q3 25 | $222.6M | $9.0B | ||
| Q2 25 | $220.2M | $7.5B | ||
| Q1 25 | $223.9M | $7.3B | ||
| Q4 24 | $218.2M | $6.9B | ||
| Q3 24 | $208.1M | $7.0B | ||
| Q2 24 | $201.8M | $7.1B | ||
| Q1 24 | $206.0M | $6.4B |
| Q4 25 | — | — | ||
| Q3 25 | 0.00× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $11.1M | $59.6M |
| Free Cash FlowOCF − Capex | $10.1M | — |
| FCF MarginFCF / Revenue | 43.0% | — |
| Capex IntensityCapex / Revenue | 4.1% | — |
| Cash ConversionOCF / Net Profit | 3.23× | 4.48× |
| TTM Free Cash FlowTrailing 4 quarters | $-3.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.1M | $59.6M | ||
| Q3 25 | $-275.0K | $17.4M | ||
| Q2 25 | $-23.9M | $11.5M | ||
| Q1 25 | $12.4M | $12.0M | ||
| Q4 24 | $14.8M | $55.8M | ||
| Q3 24 | $-3.2M | $14.5M | ||
| Q2 24 | $-1.0M | $13.7M | ||
| Q1 24 | $11.7M | $12.0M |
| Q4 25 | $10.1M | — | ||
| Q3 25 | $-1.3M | — | ||
| Q2 25 | $-24.4M | — | ||
| Q1 25 | $12.3M | — | ||
| Q4 24 | $14.5M | — | ||
| Q3 24 | $-3.3M | — | ||
| Q2 24 | $-1.4M | — | ||
| Q1 24 | $11.7M | — |
| Q4 25 | 43.0% | — | ||
| Q3 25 | -6.8% | — | ||
| Q2 25 | -90.4% | — | ||
| Q1 25 | 32.2% | — | ||
| Q4 24 | 46.1% | — | ||
| Q3 24 | -15.8% | — | ||
| Q2 24 | -5.6% | — | ||
| Q1 24 | 28.7% | — |
| Q4 25 | 4.1% | — | ||
| Q3 25 | 5.4% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 0.4% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 0.4% | — | ||
| Q2 24 | 1.5% | — | ||
| Q1 24 | 0.0% | — |
| Q4 25 | 3.23× | 4.48× | ||
| Q3 25 | -0.14× | 0.87× | ||
| Q2 25 | -6.24× | 2.92× | ||
| Q1 25 | 2.04× | 1.05× | ||
| Q4 24 | 3.88× | 3.91× | ||
| Q3 24 | -2.22× | 0.87× | ||
| Q2 24 | -0.41× | 3.50× | ||
| Q1 24 | 1.87× | 0.57× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
