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Side-by-side financial comparison of Smith Douglas Homes Corp. (SDHC) and XPLR Infrastructure, LP (XIFR). Click either name above to swap in a different company.
Smith Douglas Homes Corp. is the larger business by last-quarter revenue ($260.4M vs $249.0M, roughly 1.0× XPLR Infrastructure, LP). XPLR Infrastructure, LP runs the higher net margin — 11.2% vs 1.4%, a 9.9% gap on every dollar of revenue. On growth, Smith Douglas Homes Corp. posted the faster year-over-year revenue change (-9.4% vs -15.3%). Smith Douglas Homes Corp. produced more free cash flow last quarter ($8.7M vs $-88.0M). Over the past eight quarters, Smith Douglas Homes Corp.'s revenue compounded faster (17.3% CAGR vs -1.6%).
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
XPLR Infrastructure is a publicly traded subsidiary of NextEra Energy, is a Juno Beach, Florida-based renewable energy company.
SDHC vs XIFR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $260.4M | $249.0M |
| Net Profit | $3.5M | $28.0M |
| Gross Margin | 19.9% | — |
| Operating Margin | 6.5% | -19.3% |
| Net Margin | 1.4% | 11.2% |
| Revenue YoY | -9.4% | -15.3% |
| Net Profit YoY | -14.3% | 124.3% |
| EPS (diluted) | $0.39 | — |
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 | $260.4M | $249.0M | ||
| Q3 25 | $262.0M | $315.0M | ||
| Q2 25 | $223.9M | $342.0M | ||
| Q1 25 | $224.7M | $282.0M | ||
| Q4 24 | $287.5M | $294.0M | ||
| Q3 24 | $277.8M | $319.0M | ||
| Q2 24 | $220.9M | $360.0M | ||
| Q1 24 | $189.2M | $257.0M |
| Q4 25 | $3.5M | $28.0M | ||
| Q3 25 | $2.1M | $-37.0M | ||
| Q2 25 | $2.4M | $79.0M | ||
| Q1 25 | $2.7M | $-98.0M | ||
| Q4 24 | $4.1M | $-115.0M | ||
| Q3 24 | $5.3M | $-40.0M | ||
| Q2 24 | $3.6M | $62.0M | ||
| Q1 24 | $3.0M | $70.0M |
| Q4 25 | 19.9% | — | ||
| Q3 25 | 21.0% | — | ||
| Q2 25 | 23.2% | — | ||
| Q1 25 | 23.8% | — | ||
| Q4 24 | 25.5% | — | ||
| Q3 24 | 26.5% | — | ||
| Q2 24 | 26.7% | — | ||
| Q1 24 | 26.1% | — |
| Q4 25 | 6.5% | -19.3% | ||
| Q3 25 | 6.6% | 1.6% | ||
| Q2 25 | 7.7% | 26.3% | ||
| Q1 25 | 8.7% | -82.6% | ||
| Q4 24 | 10.4% | -188.1% | ||
| Q3 24 | 14.2% | 15.4% | ||
| Q2 24 | 11.7% | 18.3% | ||
| Q1 24 | 11.3% | -8.2% |
| Q4 25 | 1.4% | 11.2% | ||
| Q3 25 | 0.8% | -11.7% | ||
| Q2 25 | 1.1% | 23.1% | ||
| Q1 25 | 1.2% | -34.8% | ||
| Q4 24 | 1.4% | -39.1% | ||
| Q3 24 | 1.9% | -12.5% | ||
| Q2 24 | 1.7% | 17.2% | ||
| Q1 24 | 1.6% | 27.2% |
| Q4 25 | $0.39 | — | ||
| Q3 25 | $0.24 | $-0.40 | ||
| Q2 25 | $0.26 | $0.84 | ||
| Q1 25 | $0.30 | $-1.05 | ||
| Q4 24 | $0.50 | — | ||
| Q3 24 | $0.58 | $-0.43 | ||
| Q2 24 | $0.40 | $0.66 | ||
| Q1 24 | $0.33 | $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 | $12.7M | $960.0M |
| Total DebtLower is stronger | — | $6.2B |
| Stockholders' EquityBook value | $86.7M | $10.9B |
| Total Assets | $557.6M | $19.6B |
| Debt / EquityLower = less leverage | — | 0.57× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $12.7M | $960.0M | ||
| Q3 25 | $14.8M | $711.0M | ||
| Q2 25 | $16.8M | $880.0M | ||
| Q1 25 | $12.7M | $1.5B | ||
| Q4 24 | $22.4M | $283.0M | ||
| Q3 24 | $23.7M | $290.0M | ||
| Q2 24 | $17.3M | $281.0M | ||
| Q1 24 | $32.8M | $245.0M |
| Q4 25 | — | $6.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $86.7M | $10.9B | ||
| Q3 25 | $82.2M | $11.0B | ||
| Q2 25 | $80.0M | $11.3B | ||
| Q1 25 | $76.9M | $12.6B | ||
| Q4 24 | $73.6M | $12.9B | ||
| Q3 24 | $68.4M | $13.6B | ||
| Q2 24 | $62.1M | $13.9B | ||
| Q1 24 | $59.7M | $14.0B |
| Q4 25 | $557.6M | $19.6B | ||
| Q3 25 | $571.6M | $19.1B | ||
| Q2 25 | $570.2M | $20.5B | ||
| Q1 25 | $513.9M | $21.4B | ||
| Q4 24 | $475.9M | $20.3B | ||
| Q3 24 | $460.1M | $20.9B | ||
| Q2 24 | $429.3M | $21.7B | ||
| Q1 24 | $401.3M | $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 | $9.8M | $186.0M |
| Free Cash FlowOCF − Capex | $8.7M | $-88.0M |
| FCF MarginFCF / Revenue | 3.4% | -35.3% |
| Capex IntensityCapex / Revenue | 0.4% | 110.0% |
| Cash ConversionOCF / Net Profit | 2.77× | 6.64× |
| TTM Free Cash FlowTrailing 4 quarters | $-36.9M | $-219.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.8M | $186.0M | ||
| Q3 25 | $22.8M | $231.0M | ||
| Q2 25 | $-28.9M | $232.0M | ||
| Q1 25 | $-34.9M | $90.0M | ||
| Q4 24 | $5.5M | $283.0M | ||
| Q3 24 | $22.9M | $208.0M | ||
| Q2 24 | $39.0K | $231.0M | ||
| Q1 24 | $-9.3M | $78.0M |
| Q4 25 | $8.7M | $-88.0M | ||
| Q3 25 | $21.4M | $-283.0M | ||
| Q2 25 | $-31.1M | $151.0M | ||
| Q1 25 | $-35.9M | $1.0M | ||
| Q4 24 | $4.8M | $231.0M | ||
| Q3 24 | $22.3M | $152.0M | ||
| Q2 24 | $-2.1M | $162.0M | ||
| Q1 24 | $-9.7M | $14.0M |
| Q4 25 | 3.4% | -35.3% | ||
| Q3 25 | 8.2% | -89.8% | ||
| Q2 25 | -13.9% | 44.2% | ||
| Q1 25 | -16.0% | 0.4% | ||
| Q4 24 | 1.7% | 78.6% | ||
| Q3 24 | 8.0% | 47.6% | ||
| Q2 24 | -1.0% | 45.0% | ||
| Q1 24 | -5.1% | 5.4% |
| Q4 25 | 0.4% | 110.0% | ||
| Q3 25 | 0.5% | 163.2% | ||
| Q2 25 | 0.9% | 23.7% | ||
| Q1 25 | 0.5% | 31.6% | ||
| Q4 24 | 0.2% | 17.7% | ||
| Q3 24 | 0.2% | 17.6% | ||
| Q2 24 | 1.0% | 19.2% | ||
| Q1 24 | 0.2% | 24.9% |
| Q4 25 | 2.77× | 6.64× | ||
| Q3 25 | 10.70× | — | ||
| Q2 25 | -12.24× | 2.94× | ||
| Q1 25 | -13.01× | — | ||
| Q4 24 | 1.33× | — | ||
| Q3 24 | 4.28× | — | ||
| Q2 24 | 0.01× | 3.73× | ||
| Q1 24 | -3.12× | 1.11× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SDHC
| Southeast | $164.7M | 63% |
| Central | $95.8M | 37% |
XIFR
| Renewable Energy Sales | $238.0M | 96% |
| Related Party | $8.0M | 3% |
