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Side-by-side financial comparison of ROGERS CORP (ROG) 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 $200.5M, roughly 1.2× ROGERS CORP). XPLR Infrastructure, LP runs the higher net margin — 11.2% vs 2.2%, a 9.0% gap on every dollar of revenue. On growth, ROGERS CORP posted the faster year-over-year revenue change (5.2% vs -15.3%). ROGERS CORP produced more free cash flow last quarter ($1.1M vs $-88.0M). Over the past eight quarters, XPLR Infrastructure, LP's revenue compounded faster (-1.6% CAGR vs -3.3%).
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
XPLR Infrastructure is a publicly traded subsidiary of NextEra Energy, is a Juno Beach, Florida-based renewable energy company.
ROG vs XIFR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $200.5M | $249.0M |
| Net Profit | $4.5M | $28.0M |
| Gross Margin | 32.2% | — |
| Operating Margin | — | -19.3% |
| Net Margin | 2.2% | 11.2% |
| Revenue YoY | 5.2% | -15.3% |
| Net Profit YoY | 421.4% | 124.3% |
| EPS (diluted) | $0.25 | — |
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 | $200.5M | — | ||
| Q4 25 | $201.5M | $249.0M | ||
| Q3 25 | $216.0M | $315.0M | ||
| Q2 25 | $202.8M | $342.0M | ||
| Q1 25 | $190.5M | $282.0M | ||
| Q4 24 | $192.2M | $294.0M | ||
| Q3 24 | $210.3M | $319.0M | ||
| Q2 24 | $214.2M | $360.0M |
| Q1 26 | $4.5M | — | ||
| Q4 25 | $4.6M | $28.0M | ||
| Q3 25 | $8.6M | $-37.0M | ||
| Q2 25 | $-73.6M | $79.0M | ||
| Q1 25 | $-1.4M | $-98.0M | ||
| Q4 24 | $-500.0K | $-115.0M | ||
| Q3 24 | $10.7M | $-40.0M | ||
| Q2 24 | $8.1M | $62.0M |
| Q1 26 | 32.2% | — | ||
| Q4 25 | 31.5% | — | ||
| Q3 25 | 33.5% | — | ||
| Q2 25 | 31.6% | — | ||
| Q1 25 | 29.9% | — | ||
| Q4 24 | 32.1% | — | ||
| Q3 24 | 35.2% | — | ||
| Q2 24 | 34.1% | — |
| Q1 26 | — | — | ||
| Q4 25 | 3.5% | -19.3% | ||
| Q3 25 | 7.3% | 1.6% | ||
| Q2 25 | -33.3% | 26.3% | ||
| Q1 25 | -0.2% | -82.6% | ||
| Q4 24 | -6.6% | -188.1% | ||
| Q3 24 | 6.9% | 15.4% | ||
| Q2 24 | 5.3% | 18.3% |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 2.3% | 11.2% | ||
| Q3 25 | 4.0% | -11.7% | ||
| Q2 25 | -36.3% | 23.1% | ||
| Q1 25 | -0.7% | -34.8% | ||
| Q4 24 | -0.3% | -39.1% | ||
| Q3 24 | 5.1% | -12.5% | ||
| Q2 24 | 3.8% | 17.2% |
| Q1 26 | $0.25 | — | ||
| Q4 25 | $0.20 | — | ||
| Q3 25 | $0.48 | $-0.40 | ||
| Q2 25 | $-4.00 | $0.84 | ||
| Q1 25 | $-0.08 | $-1.05 | ||
| Q4 24 | $-0.04 | — | ||
| Q3 24 | $0.58 | $-0.43 | ||
| Q2 24 | $0.44 | $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 | $195.8M | $960.0M |
| Total DebtLower is stronger | — | $6.2B |
| Stockholders' EquityBook value | $1.2B | $10.9B |
| Total Assets | $1.4B | $19.6B |
| Debt / EquityLower = less leverage | — | 0.57× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $195.8M | — | ||
| Q4 25 | $197.0M | $960.0M | ||
| Q3 25 | $167.8M | $711.0M | ||
| Q2 25 | $157.2M | $880.0M | ||
| Q1 25 | $175.6M | $1.5B | ||
| Q4 24 | $159.8M | $283.0M | ||
| Q3 24 | $146.4M | $290.0M | ||
| Q2 24 | $119.9M | $281.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $6.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $10.9B | ||
| Q3 25 | $1.2B | $11.0B | ||
| Q2 25 | $1.2B | $11.3B | ||
| Q1 25 | $1.3B | $12.6B | ||
| Q4 24 | $1.3B | $12.9B | ||
| Q3 24 | $1.3B | $13.6B | ||
| Q2 24 | $1.3B | $13.9B |
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.4B | $19.6B | ||
| Q3 25 | $1.4B | $19.1B | ||
| Q2 25 | $1.5B | $20.5B | ||
| Q1 25 | $1.5B | $21.4B | ||
| Q4 24 | $1.5B | $20.3B | ||
| Q3 24 | $1.5B | $20.9B | ||
| Q2 24 | $1.5B | $21.7B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.57× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.41× | ||
| Q3 24 | — | — | ||
| Q2 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 | $5.8M | $186.0M |
| Free Cash FlowOCF − Capex | $1.1M | $-88.0M |
| FCF MarginFCF / Revenue | 0.5% | -35.3% |
| Capex IntensityCapex / Revenue | 2.3% | 110.0% |
| Cash ConversionOCF / Net Profit | 1.29× | 6.64× |
| TTM Free Cash FlowTrailing 4 quarters | $70.1M | $-219.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $5.8M | — | ||
| Q4 25 | $46.9M | $186.0M | ||
| Q3 25 | $28.9M | $231.0M | ||
| Q2 25 | $13.7M | $232.0M | ||
| Q1 25 | $11.7M | $90.0M | ||
| Q4 24 | $33.7M | $283.0M | ||
| Q3 24 | $42.4M | $208.0M | ||
| Q2 24 | $22.9M | $231.0M |
| Q1 26 | $1.1M | — | ||
| Q4 25 | $42.2M | $-88.0M | ||
| Q3 25 | $21.2M | $-283.0M | ||
| Q2 25 | $5.6M | $151.0M | ||
| Q1 25 | $2.1M | $1.0M | ||
| Q4 24 | $18.3M | $231.0M | ||
| Q3 24 | $25.2M | $152.0M | ||
| Q2 24 | $8.8M | $162.0M |
| Q1 26 | 0.5% | — | ||
| Q4 25 | 20.9% | -35.3% | ||
| Q3 25 | 9.8% | -89.8% | ||
| Q2 25 | 2.8% | 44.2% | ||
| Q1 25 | 1.1% | 0.4% | ||
| Q4 24 | 9.5% | 78.6% | ||
| Q3 24 | 12.0% | 47.6% | ||
| Q2 24 | 4.1% | 45.0% |
| Q1 26 | 2.3% | — | ||
| Q4 25 | 2.3% | 110.0% | ||
| Q3 25 | 3.6% | 163.2% | ||
| Q2 25 | 4.0% | 23.7% | ||
| Q1 25 | 5.0% | 31.6% | ||
| Q4 24 | 8.0% | 17.7% | ||
| Q3 24 | 8.2% | 17.6% | ||
| Q2 24 | 6.6% | 19.2% |
| Q1 26 | 1.29× | — | ||
| Q4 25 | 10.20× | 6.64× | ||
| Q3 25 | 3.36× | — | ||
| Q2 25 | — | 2.94× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.96× | — | ||
| Q2 24 | 2.83× | 3.73× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ROG
Segment breakdown not available.
XIFR
| Renewable Energy Sales | $238.0M | 96% |
| Related Party | $8.0M | 3% |
