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Side-by-side financial comparison of Urban Edge Properties (UE) 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 $132.6M, roughly 1.9× Urban Edge Properties). Urban Edge Properties runs the higher net margin — 17.1% vs 11.2%, a 5.8% gap on every dollar of revenue. On growth, Urban Edge Properties posted the faster year-over-year revenue change (12.2% vs -15.3%). Over the past eight quarters, Urban Edge Properties's revenue compounded faster (11.6% CAGR vs -1.6%).
Urban Edge Properties is a publicly traded real estate investment trust (REIT) that owns, operates, and develops high-quality retail and mixed-use properties, primarily located in densely populated urban and suburban markets across the United States. Its portfolio covers grocery-anchored shopping centers, lifestyle outlets, and community-focused commercial assets.
XPLR Infrastructure is a publicly traded subsidiary of NextEra Energy, is a Juno Beach, Florida-based renewable energy company.
UE vs XIFR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $132.6M | $249.0M |
| Net Profit | $22.6M | $28.0M |
| Gross Margin | — | — |
| Operating Margin | — | -19.3% |
| Net Margin | 17.1% | 11.2% |
| Revenue YoY | 12.2% | -15.3% |
| Net Profit YoY | -6.7% | 124.3% |
| EPS (diluted) | $0.18 | — |
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 | $132.6M | — | ||
| Q4 25 | $119.6M | $249.0M | ||
| Q3 25 | $120.1M | $315.0M | ||
| Q2 25 | $114.1M | $342.0M | ||
| Q1 25 | $118.2M | $282.0M | ||
| Q4 24 | $116.4M | $294.0M | ||
| Q3 24 | $112.4M | $319.0M | ||
| Q2 24 | $106.5M | $360.0M |
| Q1 26 | $22.6M | — | ||
| Q4 25 | $12.4M | $28.0M | ||
| Q3 25 | $14.9M | $-37.0M | ||
| Q2 25 | $58.0M | $79.0M | ||
| Q1 25 | $8.2M | $-98.0M | ||
| Q4 24 | $30.1M | $-115.0M | ||
| Q3 24 | $9.1M | $-40.0M | ||
| Q2 24 | $30.8M | $62.0M |
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | -19.3% | ||
| Q3 25 | 13.4% | 1.6% | ||
| Q2 25 | 53.9% | 26.3% | ||
| Q1 25 | 7.6% | -82.6% | ||
| Q4 24 | 27.6% | -188.1% | ||
| Q3 24 | 8.9% | 15.4% | ||
| Q2 24 | 30.6% | 18.3% |
| Q1 26 | 17.1% | — | ||
| Q4 25 | 10.4% | 11.2% | ||
| Q3 25 | 12.4% | -11.7% | ||
| Q2 25 | 50.8% | 23.1% | ||
| Q1 25 | 6.9% | -34.8% | ||
| Q4 24 | 25.9% | -39.1% | ||
| Q3 24 | 8.1% | -12.5% | ||
| Q2 24 | 28.9% | 17.2% |
| Q1 26 | $0.18 | — | ||
| Q4 25 | $0.09 | — | ||
| Q3 25 | $0.12 | $-0.40 | ||
| Q2 25 | $0.46 | $0.84 | ||
| Q1 25 | $0.07 | $-1.05 | ||
| Q4 24 | $0.25 | — | ||
| Q3 24 | $0.07 | $-0.43 | ||
| Q2 24 | $0.26 | $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 | $50.0M | $960.0M |
| Total DebtLower is stronger | — | $6.2B |
| Stockholders' EquityBook value | $1.4B | $10.9B |
| Total Assets | $3.4B | $19.6B |
| Debt / EquityLower = less leverage | — | 0.57× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $50.0M | — | ||
| Q4 25 | $48.9M | $960.0M | ||
| Q3 25 | $77.8M | $711.0M | ||
| Q2 25 | $53.0M | $880.0M | ||
| Q1 25 | $48.0M | $1.5B | ||
| Q4 24 | $41.4M | $283.0M | ||
| Q3 24 | $67.9M | $290.0M | ||
| Q2 24 | $78.6M | $281.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $6.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.4B | $10.9B | ||
| Q3 25 | $1.4B | $11.0B | ||
| Q2 25 | $1.4B | $11.3B | ||
| Q1 25 | $1.4B | $12.6B | ||
| Q4 24 | $1.4B | $12.9B | ||
| Q3 24 | $1.3B | $13.6B | ||
| Q2 24 | $1.3B | $13.9B |
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.3B | $19.6B | ||
| Q3 25 | $3.3B | $19.1B | ||
| Q2 25 | $3.3B | $20.5B | ||
| Q1 25 | $3.3B | $21.4B | ||
| Q4 24 | $3.3B | $20.3B | ||
| Q3 24 | $3.2B | $20.9B | ||
| Q2 24 | $3.2B | $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 | $39.1M | $186.0M |
| Free Cash FlowOCF − Capex | — | $-88.0M |
| FCF MarginFCF / Revenue | — | -35.3% |
| Capex IntensityCapex / Revenue | 1.5% | 110.0% |
| Cash ConversionOCF / Net Profit | 1.73× | 6.64× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-219.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $39.1M | — | ||
| Q4 25 | $182.7M | $186.0M | ||
| Q3 25 | $55.7M | $231.0M | ||
| Q2 25 | $43.5M | $232.0M | ||
| Q1 25 | $32.6M | $90.0M | ||
| Q4 24 | $153.2M | $283.0M | ||
| Q3 24 | $36.6M | $208.0M | ||
| Q2 24 | $41.2M | $231.0M |
| Q1 26 | — | — | ||
| Q4 25 | $81.8M | $-88.0M | ||
| Q3 25 | $26.1M | $-283.0M | ||
| Q2 25 | $19.6M | $151.0M | ||
| Q1 25 | $11.9M | $1.0M | ||
| Q4 24 | $42.5M | $231.0M | ||
| Q3 24 | $12.2M | $152.0M | ||
| Q2 24 | $19.9M | $162.0M |
| Q1 26 | — | — | ||
| Q4 25 | 68.4% | -35.3% | ||
| Q3 25 | 21.7% | -89.8% | ||
| Q2 25 | 17.2% | 44.2% | ||
| Q1 25 | 10.0% | 0.4% | ||
| Q4 24 | 36.6% | 78.6% | ||
| Q3 24 | 10.8% | 47.6% | ||
| Q2 24 | 18.6% | 45.0% |
| Q1 26 | 1.5% | — | ||
| Q4 25 | 84.4% | 110.0% | ||
| Q3 25 | 24.6% | 163.2% | ||
| Q2 25 | 20.9% | 23.7% | ||
| Q1 25 | 17.5% | 31.6% | ||
| Q4 24 | 95.1% | 17.7% | ||
| Q3 24 | 21.7% | 17.6% | ||
| Q2 24 | 20.1% | 19.2% |
| Q1 26 | 1.73× | — | ||
| Q4 25 | 14.71× | 6.64× | ||
| Q3 25 | 3.73× | — | ||
| Q2 25 | 0.75× | 2.94× | ||
| Q1 25 | 3.97× | — | ||
| Q4 24 | 5.09× | — | ||
| Q3 24 | 4.03× | — | ||
| Q2 24 | 1.34× | 3.73× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
XIFR
| Renewable Energy Sales | $238.0M | 96% |
| Related Party | $8.0M | 3% |
