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Side-by-side financial comparison of MONRO, INC. (MNRO) and XPLR Infrastructure, LP (XIFR). Click either name above to swap in a different company.
MONRO, INC. is the larger business by last-quarter revenue ($293.4M vs $249.0M, roughly 1.2× XPLR Infrastructure, LP). XPLR Infrastructure, LP runs the higher net margin — 11.2% vs 3.8%, a 7.4% gap on every dollar of revenue. On growth, MONRO, INC. posted the faster year-over-year revenue change (-4.0% vs -15.3%). MONRO, INC. produced more free cash flow last quarter ($9.1M vs $-88.0M). Over the past eight quarters, XPLR Infrastructure, LP's revenue compounded faster (-1.6% CAGR vs -2.7%).
Monro, Inc. is an automotive services company founded and headquartered in Rochester, New York, U.S. As of 2025, Monro has 1,260 locations making them the second-largest automotive services company in North America after Driven Brands by number of locations and by revenue.
XPLR Infrastructure is a publicly traded subsidiary of NextEra Energy, is a Juno Beach, Florida-based renewable energy company.
MNRO vs XIFR — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $293.4M | $249.0M |
| Net Profit | $11.1M | $28.0M |
| Gross Margin | 34.9% | — |
| Operating Margin | 6.3% | -19.3% |
| Net Margin | 3.8% | 11.2% |
| Revenue YoY | -4.0% | -15.3% |
| Net Profit YoY | 143.1% | 124.3% |
| EPS (diluted) | $0.35 | — |
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 | $293.4M | $249.0M | ||
| Q3 25 | $288.9M | $315.0M | ||
| Q2 25 | $301.0M | $342.0M | ||
| Q1 25 | $295.0M | $282.0M | ||
| Q4 24 | $305.8M | $294.0M | ||
| Q3 24 | $301.4M | $319.0M | ||
| Q2 24 | $293.2M | $360.0M | ||
| Q1 24 | $310.1M | $257.0M |
| Q4 25 | $11.1M | $28.0M | ||
| Q3 25 | $5.7M | $-37.0M | ||
| Q2 25 | $-8.1M | $79.0M | ||
| Q1 25 | $-21.3M | $-98.0M | ||
| Q4 24 | $4.6M | $-115.0M | ||
| Q3 24 | $5.6M | $-40.0M | ||
| Q2 24 | $5.9M | $62.0M | ||
| Q1 24 | $3.7M | $70.0M |
| Q4 25 | 34.9% | — | ||
| Q3 25 | 35.7% | — | ||
| Q2 25 | 35.5% | — | ||
| Q1 25 | 33.0% | — | ||
| Q4 24 | 34.3% | — | ||
| Q3 24 | 35.3% | — | ||
| Q2 24 | 37.2% | — | ||
| Q1 24 | 35.5% | — |
| Q4 25 | 6.3% | -19.3% | ||
| Q3 25 | 4.4% | 1.6% | ||
| Q2 25 | -2.0% | 26.3% | ||
| Q1 25 | -8.1% | -82.6% | ||
| Q4 24 | 3.3% | -188.1% | ||
| Q3 24 | 4.4% | 15.4% | ||
| Q2 24 | 4.5% | 18.3% | ||
| Q1 24 | 3.3% | -8.2% |
| Q4 25 | 3.8% | 11.2% | ||
| Q3 25 | 2.0% | -11.7% | ||
| Q2 25 | -2.7% | 23.1% | ||
| Q1 25 | -7.2% | -34.8% | ||
| Q4 24 | 1.5% | -39.1% | ||
| Q3 24 | 1.9% | -12.5% | ||
| Q2 24 | 2.0% | 17.2% | ||
| Q1 24 | 1.2% | 27.2% |
| Q4 25 | $0.35 | — | ||
| Q3 25 | $0.18 | $-0.40 | ||
| Q2 25 | $-0.28 | $0.84 | ||
| Q1 25 | $-0.74 | $-1.05 | ||
| Q4 24 | $0.15 | — | ||
| Q3 24 | $0.18 | $-0.43 | ||
| Q2 24 | $0.19 | $0.66 | ||
| Q1 24 | $0.12 | $0.75 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $4.9M | $960.0M |
| Total DebtLower is stronger | $45.0M | $6.2B |
| Stockholders' EquityBook value | $604.9M | $10.9B |
| Total Assets | $1.6B | $19.6B |
| Debt / EquityLower = less leverage | 0.07× | 0.57× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.9M | $960.0M | ||
| Q3 25 | $10.5M | $711.0M | ||
| Q2 25 | $7.8M | $880.0M | ||
| Q1 25 | $20.8M | $1.5B | ||
| Q4 24 | $10.2M | $283.0M | ||
| Q3 24 | $20.9M | $290.0M | ||
| Q2 24 | $18.7M | $281.0M | ||
| Q1 24 | $6.6M | $245.0M |
| Q4 25 | $45.0M | $6.2B | ||
| Q3 25 | $60.0M | — | ||
| Q2 25 | $71.5M | — | ||
| Q1 25 | $61.3M | — | ||
| Q4 24 | $59.3M | $5.3B | ||
| Q3 24 | $62.0M | — | ||
| Q2 24 | $112.0M | — | ||
| Q1 24 | $102.0M | — |
| Q4 25 | $604.9M | $10.9B | ||
| Q3 25 | $601.7M | $11.0B | ||
| Q2 25 | $604.9M | $11.3B | ||
| Q1 25 | $620.8M | $12.6B | ||
| Q4 24 | $648.9M | $12.9B | ||
| Q3 24 | $651.9M | $13.6B | ||
| Q2 24 | $654.4M | $13.9B | ||
| Q1 24 | $656.8M | $14.0B |
| Q4 25 | $1.6B | $19.6B | ||
| Q3 25 | $1.6B | $19.1B | ||
| Q2 25 | $1.6B | $20.5B | ||
| Q1 25 | $1.6B | $21.4B | ||
| Q4 24 | $1.7B | $20.3B | ||
| Q3 24 | $1.7B | $20.9B | ||
| Q2 24 | $1.7B | $21.7B | ||
| Q1 24 | $1.7B | $22.3B |
| Q4 25 | 0.07× | 0.57× | ||
| Q3 25 | 0.10× | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.10× | — | ||
| Q4 24 | 0.09× | 0.41× | ||
| Q3 24 | 0.10× | — | ||
| Q2 24 | 0.17× | — | ||
| Q1 24 | 0.16× | — |
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 | $17.8M | $186.0M |
| Free Cash FlowOCF − Capex | $9.1M | $-88.0M |
| FCF MarginFCF / Revenue | 3.1% | -35.3% |
| Capex IntensityCapex / Revenue | 3.0% | 110.0% |
| Cash ConversionOCF / Net Profit | 1.60× | 6.64× |
| TTM Free Cash FlowTrailing 4 quarters | $49.6M | $-219.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $17.8M | $186.0M | ||
| Q3 25 | $32.3M | $231.0M | ||
| Q2 25 | $-1.9M | $232.0M | ||
| Q1 25 | $28.9M | $90.0M | ||
| Q4 24 | $14.8M | $283.0M | ||
| Q3 24 | $62.6M | $208.0M | ||
| Q2 24 | $25.6M | $231.0M | ||
| Q1 24 | $-5.3M | $78.0M |
| Q4 25 | $9.1M | $-88.0M | ||
| Q3 25 | $26.6M | $-283.0M | ||
| Q2 25 | $-9.3M | $151.0M | ||
| Q1 25 | $23.2M | $1.0M | ||
| Q4 24 | $7.9M | $231.0M | ||
| Q3 24 | $57.6M | $152.0M | ||
| Q2 24 | $16.8M | $162.0M | ||
| Q1 24 | $-11.9M | $14.0M |
| Q4 25 | 3.1% | -35.3% | ||
| Q3 25 | 9.2% | -89.8% | ||
| Q2 25 | -3.1% | 44.2% | ||
| Q1 25 | 7.9% | 0.4% | ||
| Q4 24 | 2.6% | 78.6% | ||
| Q3 24 | 19.1% | 47.6% | ||
| Q2 24 | 5.7% | 45.0% | ||
| Q1 24 | -3.8% | 5.4% |
| Q4 25 | 3.0% | 110.0% | ||
| Q3 25 | 2.0% | 163.2% | ||
| Q2 25 | 2.5% | 23.7% | ||
| Q1 25 | 1.9% | 31.6% | ||
| Q4 24 | 2.2% | 17.7% | ||
| Q3 24 | 1.6% | 17.6% | ||
| Q2 24 | 3.0% | 19.2% | ||
| Q1 24 | 2.1% | 24.9% |
| Q4 25 | 1.60× | 6.64× | ||
| Q3 25 | 5.71× | — | ||
| Q2 25 | — | 2.94× | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.23× | — | ||
| Q3 24 | 11.08× | — | ||
| Q2 24 | 4.37× | 3.73× | ||
| Q1 24 | -1.42× | 1.11× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
XIFR
| Renewable Energy Sales | $238.0M | 96% |
| Related Party | $8.0M | 3% |
