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Side-by-side financial comparison of Phillips Edison & Company, Inc. (PECO) 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 $190.7M, roughly 1.3× Phillips Edison & Company, Inc.). Phillips Edison & Company, Inc. runs the higher net margin — 17.4% vs 11.2%, a 6.2% gap on every dollar of revenue. On growth, Phillips Edison & Company, Inc. posted the faster year-over-year revenue change (7.0% vs -15.3%). Over the past eight quarters, Phillips Edison & Company, Inc.'s revenue compounded faster (8.7% CAGR vs -1.6%).
Consolidated Edison, Inc., commonly known as Con Edison or ConEd, is an energy company based in New York City. It is one of the largest investor-owned energy companies in the United States, with approximately $15.26 billion in annual revenues as of 2024, and over $70 billion in assets. The company provides a wide range of energy-related products and services to its customers through its subsidiaries:Consolidated Edison Company of New York, Inc. (CECONY), a regulated utility providing electric...
XPLR Infrastructure is a publicly traded subsidiary of NextEra Energy, is a Juno Beach, Florida-based renewable energy company.
PECO vs XIFR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $190.7M | $249.0M |
| Net Profit | $33.2M | $28.0M |
| Gross Margin | — | — |
| Operating Margin | 30.5% | -19.3% |
| Net Margin | 17.4% | 11.2% |
| Revenue YoY | 7.0% | -15.3% |
| Net Profit YoY | 15.1% | 124.3% |
| EPS (diluted) | $0.24 | — |
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 | $190.7M | — | ||
| Q4 25 | $187.9M | $249.0M | ||
| Q3 25 | $182.7M | $315.0M | ||
| Q2 25 | $177.8M | $342.0M | ||
| Q1 25 | $178.3M | $282.0M | ||
| Q4 24 | $173.0M | $294.0M | ||
| Q3 24 | $165.5M | $319.0M | ||
| Q2 24 | $161.5M | $360.0M |
| Q1 26 | $33.2M | — | ||
| Q4 25 | $47.5M | $28.0M | ||
| Q3 25 | $24.7M | $-37.0M | ||
| Q2 25 | $12.8M | $79.0M | ||
| Q1 25 | $26.3M | $-98.0M | ||
| Q4 24 | $18.1M | $-115.0M | ||
| Q3 24 | $11.6M | $-40.0M | ||
| Q2 24 | $15.3M | $62.0M |
| Q1 26 | 30.5% | — | ||
| Q4 25 | — | -19.3% | ||
| Q3 25 | — | 1.6% | ||
| Q2 25 | — | 26.3% | ||
| Q1 25 | — | -82.6% | ||
| Q4 24 | — | -188.1% | ||
| Q3 24 | — | 15.4% | ||
| Q2 24 | — | 18.3% |
| Q1 26 | 17.4% | — | ||
| Q4 25 | 25.3% | 11.2% | ||
| Q3 25 | 13.5% | -11.7% | ||
| Q2 25 | 7.2% | 23.1% | ||
| Q1 25 | 14.8% | -34.8% | ||
| Q4 24 | 10.5% | -39.1% | ||
| Q3 24 | 7.0% | -12.5% | ||
| Q2 24 | 9.5% | 17.2% |
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.38 | — | ||
| Q3 25 | $0.20 | $-0.40 | ||
| Q2 25 | $0.10 | $0.84 | ||
| Q1 25 | $0.21 | $-1.05 | ||
| Q4 24 | $0.16 | — | ||
| Q3 24 | $0.09 | $-0.43 | ||
| Q2 24 | $0.12 | $0.66 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.1M | $960.0M |
| Total DebtLower is stronger | — | $6.2B |
| Stockholders' EquityBook value | $2.3B | $10.9B |
| Total Assets | $5.4B | $19.6B |
| Debt / EquityLower = less leverage | — | 0.57× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.1M | — | ||
| Q4 25 | $3.5M | $960.0M | ||
| Q3 25 | $4.1M | $711.0M | ||
| Q2 25 | $5.6M | $880.0M | ||
| Q1 25 | $5.5M | $1.5B | ||
| Q4 24 | $4.9M | $283.0M | ||
| Q3 24 | $6.4M | $290.0M | ||
| Q2 24 | $7.1M | $281.0M |
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | $6.2B | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.1B | $5.3B | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.0B | — |
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.3B | $10.9B | ||
| Q3 25 | $2.3B | $11.0B | ||
| Q2 25 | $2.3B | $11.3B | ||
| Q1 25 | $2.3B | $12.6B | ||
| Q4 24 | $2.3B | $12.9B | ||
| Q3 24 | $2.2B | $13.6B | ||
| Q2 24 | $2.3B | $13.9B |
| Q1 26 | $5.4B | — | ||
| Q4 25 | $5.3B | $19.6B | ||
| Q3 25 | $5.3B | $19.1B | ||
| Q2 25 | $5.3B | $20.5B | ||
| Q1 25 | $5.2B | $21.4B | ||
| Q4 24 | $5.0B | $20.3B | ||
| Q3 24 | $5.0B | $20.9B | ||
| Q2 24 | $4.9B | $21.7B |
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | 0.57× | ||
| Q3 25 | 1.05× | — | ||
| Q2 25 | 1.04× | — | ||
| Q1 25 | 0.99× | — | ||
| Q4 24 | 0.91× | 0.41× | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.90× | — |
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 | $55.6M | $186.0M |
| Free Cash FlowOCF − Capex | — | $-88.0M |
| FCF MarginFCF / Revenue | — | -35.3% |
| Capex IntensityCapex / Revenue | 12.6% | 110.0% |
| Cash ConversionOCF / Net Profit | 1.67× | 6.64× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-219.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $55.6M | — | ||
| Q4 25 | $348.1M | $186.0M | ||
| Q3 25 | $95.4M | $231.0M | ||
| Q2 25 | $96.1M | $232.0M | ||
| Q1 25 | $60.5M | $90.0M | ||
| Q4 24 | $334.7M | $283.0M | ||
| Q3 24 | $109.1M | $208.0M | ||
| Q2 24 | $78.5M | $231.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-88.0M | ||
| Q3 25 | — | $-283.0M | ||
| Q2 25 | — | $151.0M | ||
| Q1 25 | — | $1.0M | ||
| Q4 24 | — | $231.0M | ||
| Q3 24 | — | $152.0M | ||
| Q2 24 | — | $162.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | -35.3% | ||
| Q3 25 | — | -89.8% | ||
| Q2 25 | — | 44.2% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | — | 78.6% | ||
| Q3 24 | — | 47.6% | ||
| Q2 24 | — | 45.0% |
| Q1 26 | 12.6% | — | ||
| Q4 25 | — | 110.0% | ||
| Q3 25 | — | 163.2% | ||
| Q2 25 | — | 23.7% | ||
| Q1 25 | — | 31.6% | ||
| Q4 24 | — | 17.7% | ||
| Q3 24 | — | 17.6% | ||
| Q2 24 | — | 19.2% |
| Q1 26 | 1.67× | — | ||
| Q4 25 | 7.33× | 6.64× | ||
| Q3 25 | 3.87× | — | ||
| Q2 25 | 7.52× | 2.94× | ||
| Q1 25 | 2.30× | — | ||
| Q4 24 | 18.45× | — | ||
| Q3 24 | 9.40× | — | ||
| Q2 24 | 5.14× | 3.73× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PECO
| Rental income | $186.3M | 98% |
| Fees and management income | $3.4M | 2% |
XIFR
| Renewable Energy Sales | $238.0M | 96% |
| Related Party | $8.0M | 3% |
