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Side-by-side financial comparison of PagerDuty, Inc. (PD) and XPLR Infrastructure, LP (XIFR). Click either name above to swap in a different company.
XPLR Infrastructure, LP is the larger business by last-quarter revenue ($249.0M vs $124.5M, roughly 2.0× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 11.2%, a 118.5% gap on every dollar of revenue. On growth, PagerDuty, Inc. posted the faster year-over-year revenue change (4.7% vs -15.3%). PagerDuty, Inc. produced more free cash flow last quarter ($24.1M vs $-88.0M). Over the past eight quarters, PagerDuty, Inc.'s revenue compounded faster (5.9% CAGR vs -1.6%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
XPLR Infrastructure is a publicly traded subsidiary of NextEra Energy, is a Juno Beach, Florida-based renewable energy company.
PD vs XIFR — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $124.5M | $249.0M |
| Net Profit | $161.6M | $28.0M |
| Gross Margin | 85.3% | — |
| Operating Margin | 6.5% | -19.3% |
| Net Margin | 129.7% | 11.2% |
| Revenue YoY | 4.7% | -15.3% |
| Net Profit YoY | 2827.7% | 124.3% |
| EPS (diluted) | $1.69 | — |
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 | $124.5M | $249.0M | ||
| Q3 25 | $123.4M | $315.0M | ||
| Q2 25 | $119.8M | $342.0M | ||
| Q1 25 | $121.4M | $282.0M | ||
| Q4 24 | $118.9M | $294.0M | ||
| Q3 24 | $115.9M | $319.0M | ||
| Q2 24 | $111.2M | $360.0M | ||
| Q1 24 | $111.1M | $257.0M |
| Q4 25 | $161.6M | $28.0M | ||
| Q3 25 | $9.6M | $-37.0M | ||
| Q2 25 | $-7.2M | $79.0M | ||
| Q1 25 | $-8.8M | $-98.0M | ||
| Q4 24 | $-5.9M | $-115.0M | ||
| Q3 24 | $-10.9M | $-40.0M | ||
| Q2 24 | $-17.1M | $62.0M | ||
| Q1 24 | $-28.2M | $70.0M |
| Q4 25 | 85.3% | — | ||
| Q3 25 | 84.6% | — | ||
| Q2 25 | 84.0% | — | ||
| Q1 25 | 83.6% | — | ||
| Q4 24 | 83.0% | — | ||
| Q3 24 | 82.7% | — | ||
| Q2 24 | 82.6% | — | ||
| Q1 24 | 81.7% | — |
| Q4 25 | 6.5% | -19.3% | ||
| Q3 25 | 2.9% | 1.6% | ||
| Q2 25 | -8.6% | 26.3% | ||
| Q1 25 | -9.6% | -82.6% | ||
| Q4 24 | -8.7% | -188.1% | ||
| Q3 24 | -13.8% | 15.4% | ||
| Q2 24 | -19.5% | 18.3% | ||
| Q1 24 | -30.1% | -8.2% |
| Q4 25 | 129.7% | 11.2% | ||
| Q3 25 | 7.8% | -11.7% | ||
| Q2 25 | -6.0% | 23.1% | ||
| Q1 25 | -7.2% | -34.8% | ||
| Q4 24 | -5.0% | -39.1% | ||
| Q3 24 | -9.4% | -12.5% | ||
| Q2 24 | -15.4% | 17.2% | ||
| Q1 24 | -25.3% | 27.2% |
| Q4 25 | $1.69 | — | ||
| Q3 25 | $0.10 | $-0.40 | ||
| Q2 25 | $-0.07 | $0.84 | ||
| Q1 25 | $-0.12 | $-1.05 | ||
| Q4 24 | $-0.07 | — | ||
| Q3 24 | $-0.14 | $-0.43 | ||
| Q2 24 | $-0.26 | $0.66 | ||
| Q1 24 | $-0.34 | $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 | $547.8M | $960.0M |
| Total DebtLower is stronger | — | $6.2B |
| Stockholders' EquityBook value | $320.5M | $10.9B |
| Total Assets | $1.0B | $19.6B |
| Debt / EquityLower = less leverage | — | 0.57× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $547.8M | $960.0M | ||
| Q3 25 | $567.9M | $711.0M | ||
| Q2 25 | $597.1M | $880.0M | ||
| Q1 25 | $570.8M | $1.5B | ||
| Q4 24 | $542.2M | $283.0M | ||
| Q3 24 | $599.3M | $290.0M | ||
| Q2 24 | $592.8M | $281.0M | ||
| Q1 24 | $571.2M | $245.0M |
| Q4 25 | — | $6.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $484.5M | — | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $489.5M | — |
| Q4 25 | $320.5M | $10.9B | ||
| Q3 25 | $180.7M | $11.0B | ||
| Q2 25 | $145.7M | $11.3B | ||
| Q1 25 | $129.8M | $12.6B | ||
| Q4 24 | $111.6M | $12.9B | ||
| Q3 24 | $164.7M | $13.6B | ||
| Q2 24 | $174.0M | $13.9B | ||
| Q1 24 | $171.6M | $14.0B |
| Q4 25 | $1.0B | $19.6B | ||
| Q3 25 | $891.5M | $19.1B | ||
| Q2 25 | $926.8M | $20.5B | ||
| Q1 25 | $927.3M | $21.4B | ||
| Q4 24 | $866.8M | $20.3B | ||
| Q3 24 | $916.0M | $20.9B | ||
| Q2 24 | $924.0M | $21.7B | ||
| Q1 24 | $925.3M | $22.3B |
| Q4 25 | — | 0.57× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.73× | — | ||
| Q4 24 | — | 0.41× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 2.85× | — |
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 | $24.8M | $186.0M |
| Free Cash FlowOCF − Capex | $24.1M | $-88.0M |
| FCF MarginFCF / Revenue | 19.3% | -35.3% |
| Capex IntensityCapex / Revenue | 0.6% | 110.0% |
| Cash ConversionOCF / Net Profit | 0.15× | 6.64× |
| TTM Free Cash FlowTrailing 4 quarters | $117.6M | $-219.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.8M | $186.0M | ||
| Q3 25 | $34.0M | $231.0M | ||
| Q2 25 | $30.7M | $232.0M | ||
| Q1 25 | $31.4M | $90.0M | ||
| Q4 24 | $22.1M | $283.0M | ||
| Q3 24 | $35.8M | $208.0M | ||
| Q2 24 | $28.6M | $231.0M | ||
| Q1 24 | $22.2M | $78.0M |
| Q4 25 | $24.1M | $-88.0M | ||
| Q3 25 | $33.1M | $-283.0M | ||
| Q2 25 | $30.2M | $151.0M | ||
| Q1 25 | $30.3M | $1.0M | ||
| Q4 24 | $21.5M | $231.0M | ||
| Q3 24 | $35.1M | $152.0M | ||
| Q2 24 | $28.2M | $162.0M | ||
| Q1 24 | $21.2M | $14.0M |
| Q4 25 | 19.3% | -35.3% | ||
| Q3 25 | 26.8% | -89.8% | ||
| Q2 25 | 25.2% | 44.2% | ||
| Q1 25 | 24.9% | 0.4% | ||
| Q4 24 | 18.1% | 78.6% | ||
| Q3 24 | 30.3% | 47.6% | ||
| Q2 24 | 25.4% | 45.0% | ||
| Q1 24 | 19.1% | 5.4% |
| Q4 25 | 0.6% | 110.0% | ||
| Q3 25 | 0.7% | 163.2% | ||
| Q2 25 | 0.4% | 23.7% | ||
| Q1 25 | 0.9% | 31.6% | ||
| Q4 24 | 0.5% | 17.7% | ||
| Q3 24 | 0.5% | 17.6% | ||
| Q2 24 | 0.4% | 19.2% | ||
| Q1 24 | 0.9% | 24.9% |
| Q4 25 | 0.15× | 6.64× | ||
| Q3 25 | 3.55× | — | ||
| Q2 25 | — | 2.94× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.73× | ||
| Q1 24 | — | 1.11× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
XIFR
| Renewable Energy Sales | $238.0M | 96% |
| Related Party | $8.0M | 3% |
