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Side-by-side financial comparison of QUALYS, INC. (QLYS) 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 $175.3M, roughly 1.4× QUALYS, INC.). QUALYS, INC. runs the higher net margin — 30.3% vs 11.2%, a 19.1% gap on every dollar of revenue. On growth, QUALYS, INC. posted the faster year-over-year revenue change (10.1% vs -15.3%). QUALYS, INC. produced more free cash flow last quarter ($74.9M vs $-88.0M). Over the past eight quarters, QUALYS, INC.'s revenue compounded faster (9.6% CAGR vs -1.6%).
Qualys, Inc. is an American technology firm based in Foster City, California, specializing in cloud security, compliance and related services.
XPLR Infrastructure is a publicly traded subsidiary of NextEra Energy, is a Juno Beach, Florida-based renewable energy company.
QLYS vs XIFR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $175.3M | $249.0M |
| Net Profit | $53.1M | $28.0M |
| Gross Margin | 83.4% | — |
| Operating Margin | 33.6% | -19.3% |
| Net Margin | 30.3% | 11.2% |
| Revenue YoY | 10.1% | -15.3% |
| Net Profit YoY | 20.9% | 124.3% |
| EPS (diluted) | $1.47 | — |
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 | $175.3M | $249.0M | ||
| Q3 25 | $169.9M | $315.0M | ||
| Q2 25 | $164.1M | $342.0M | ||
| Q1 25 | $159.9M | $282.0M | ||
| Q4 24 | $159.2M | $294.0M | ||
| Q3 24 | $153.9M | $319.0M | ||
| Q2 24 | $148.7M | $360.0M | ||
| Q1 24 | $145.8M | $257.0M |
| Q4 25 | $53.1M | $28.0M | ||
| Q3 25 | $50.3M | $-37.0M | ||
| Q2 25 | $47.3M | $79.0M | ||
| Q1 25 | $47.5M | $-98.0M | ||
| Q4 24 | $44.0M | $-115.0M | ||
| Q3 24 | $46.2M | $-40.0M | ||
| Q2 24 | $43.8M | $62.0M | ||
| Q1 24 | $39.7M | $70.0M |
| Q4 25 | 83.4% | — | ||
| Q3 25 | 83.6% | — | ||
| Q2 25 | 82.4% | — | ||
| Q1 25 | 81.9% | — | ||
| Q4 24 | 81.8% | — | ||
| Q3 24 | 81.3% | — | ||
| Q2 24 | 82.2% | — | ||
| Q1 24 | 81.3% | — |
| Q4 25 | 33.6% | -19.3% | ||
| Q3 25 | 35.3% | 1.6% | ||
| Q2 25 | 31.3% | 26.3% | ||
| Q1 25 | 32.4% | -82.6% | ||
| Q4 24 | 31.0% | -188.1% | ||
| Q3 24 | 29.2% | 15.4% | ||
| Q2 24 | 32.3% | 18.3% | ||
| Q1 24 | 30.7% | -8.2% |
| Q4 25 | 30.3% | 11.2% | ||
| Q3 25 | 29.6% | -11.7% | ||
| Q2 25 | 28.8% | 23.1% | ||
| Q1 25 | 29.7% | -34.8% | ||
| Q4 24 | 27.6% | -39.1% | ||
| Q3 24 | 30.0% | -12.5% | ||
| Q2 24 | 29.4% | 17.2% | ||
| Q1 24 | 27.2% | 27.2% |
| Q4 25 | $1.47 | — | ||
| Q3 25 | $1.39 | $-0.40 | ||
| Q2 25 | $1.29 | $0.84 | ||
| Q1 25 | $1.29 | $-1.05 | ||
| Q4 24 | $1.19 | — | ||
| Q3 24 | $1.24 | $-0.43 | ||
| Q2 24 | $1.17 | $0.66 | ||
| Q1 24 | $1.05 | $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 | $250.3M | $960.0M |
| Total DebtLower is stronger | — | $6.2B |
| Stockholders' EquityBook value | $561.2M | $10.9B |
| Total Assets | $1.1B | $19.6B |
| Debt / EquityLower = less leverage | — | 0.57× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $250.3M | $960.0M | ||
| Q3 25 | $225.3M | $711.0M | ||
| Q2 25 | $194.0M | $880.0M | ||
| Q1 25 | $290.7M | $1.5B | ||
| Q4 24 | $232.2M | $283.0M | ||
| Q3 24 | $235.4M | $290.0M | ||
| Q2 24 | $281.2M | $281.0M | ||
| Q1 24 | $273.8M | $245.0M |
| Q4 25 | — | $6.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $561.2M | $10.9B | ||
| Q3 25 | $529.4M | $11.0B | ||
| Q2 25 | $508.2M | $11.3B | ||
| Q1 25 | $498.0M | $12.6B | ||
| Q4 24 | $477.1M | $12.9B | ||
| Q3 24 | $449.6M | $13.6B | ||
| Q2 24 | $427.8M | $13.9B | ||
| Q1 24 | $404.2M | $14.0B |
| Q4 25 | $1.1B | $19.6B | ||
| Q3 25 | $1.0B | $19.1B | ||
| Q2 25 | $999.5M | $20.5B | ||
| Q1 25 | $996.5M | $21.4B | ||
| Q4 24 | $973.5M | $20.3B | ||
| Q3 24 | $908.3M | $20.9B | ||
| Q2 24 | $876.6M | $21.7B | ||
| Q1 24 | $861.8M | $22.3B |
| Q4 25 | — | 0.57× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.41× | ||
| Q3 24 | — | — | ||
| 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 | $75.7M | $186.0M |
| Free Cash FlowOCF − Capex | $74.9M | $-88.0M |
| FCF MarginFCF / Revenue | 42.8% | -35.3% |
| Capex IntensityCapex / Revenue | 0.4% | 110.0% |
| Cash ConversionOCF / Net Profit | 1.42× | 6.64× |
| TTM Free Cash FlowTrailing 4 quarters | $304.4M | $-219.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $75.7M | $186.0M | ||
| Q3 25 | $90.4M | $231.0M | ||
| Q2 25 | $33.8M | $232.0M | ||
| Q1 25 | $109.6M | $90.0M | ||
| Q4 24 | $47.7M | $283.0M | ||
| Q3 24 | $61.0M | $208.0M | ||
| Q2 24 | $49.8M | $231.0M | ||
| Q1 24 | $85.5M | $78.0M |
| Q4 25 | $74.9M | $-88.0M | ||
| Q3 25 | $89.5M | $-283.0M | ||
| Q2 25 | $32.4M | $151.0M | ||
| Q1 25 | $107.5M | $1.0M | ||
| Q4 24 | $41.9M | $231.0M | ||
| Q3 24 | $57.6M | $152.0M | ||
| Q2 24 | $48.8M | $162.0M | ||
| Q1 24 | $83.5M | $14.0M |
| Q4 25 | 42.8% | -35.3% | ||
| Q3 25 | 52.7% | -89.8% | ||
| Q2 25 | 19.8% | 44.2% | ||
| Q1 25 | 67.3% | 0.4% | ||
| Q4 24 | 26.3% | 78.6% | ||
| Q3 24 | 37.4% | 47.6% | ||
| Q2 24 | 32.8% | 45.0% | ||
| Q1 24 | 57.2% | 5.4% |
| Q4 25 | 0.4% | 110.0% | ||
| Q3 25 | 0.5% | 163.2% | ||
| Q2 25 | 0.8% | 23.7% | ||
| Q1 25 | 1.3% | 31.6% | ||
| Q4 24 | 3.7% | 17.7% | ||
| Q3 24 | 2.2% | 17.6% | ||
| Q2 24 | 0.7% | 19.2% | ||
| Q1 24 | 1.4% | 24.9% |
| Q4 25 | 1.42× | 6.64× | ||
| Q3 25 | 1.80× | — | ||
| Q2 25 | 0.71× | 2.94× | ||
| Q1 25 | 2.31× | — | ||
| Q4 24 | 1.09× | — | ||
| Q3 24 | 1.32× | — | ||
| Q2 24 | 1.14× | 3.73× | ||
| Q1 24 | 2.15× | 1.11× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
QLYS
| Sales Channel Through Intermediary | $88.6M | 51% |
| Sales Channel Directly To Consumer | $86.7M | 49% |
XIFR
| Renewable Energy Sales | $238.0M | 96% |
| Related Party | $8.0M | 3% |
