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Side-by-side financial comparison of XPLR Infrastructure, LP (XIFR) and Zeta Global Holdings Corp. (ZETA). Click either name above to swap in a different company.
Zeta Global Holdings Corp. is the larger business by last-quarter revenue ($394.6M vs $249.0M, roughly 1.6× XPLR Infrastructure, LP). XPLR Infrastructure, LP runs the higher net margin — 11.2% vs 1.7%, a 9.6% gap on every dollar of revenue. On growth, Zeta Global Holdings Corp. posted the faster year-over-year revenue change (25.4% vs -15.3%). Zeta Global Holdings Corp. produced more free cash flow last quarter ($60.9M vs $-88.0M). Over the past eight quarters, Zeta Global Holdings Corp.'s revenue compounded faster (42.3% CAGR vs -1.6%).
XPLR Infrastructure is a publicly traded subsidiary of NextEra Energy, is a Juno Beach, Florida-based renewable energy company.
Zeta Global Holdings Corp. is an American marketing technology company which was founded in 2007. Zeta offers companies a suite of multichannel marketing tools focused on creating, maintaining, and monetizing customer relationships. The company went public on the New York Stock Exchange on June 10, 2021, at a US$1.7 billion valuation.
XIFR vs ZETA — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $249.0M | $394.6M |
| Net Profit | $28.0M | $6.5M |
| Gross Margin | — | 59.5% |
| Operating Margin | -19.3% | 4.5% |
| Net Margin | 11.2% | 1.7% |
| Revenue YoY | -15.3% | 25.4% |
| Net Profit YoY | 124.3% | -57.1% |
| EPS (diluted) | — | $0.04 |
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 | $249.0M | $394.6M | ||
| Q3 25 | $315.0M | $337.2M | ||
| Q2 25 | $342.0M | $308.4M | ||
| Q1 25 | $282.0M | $264.4M | ||
| Q4 24 | $294.0M | $314.7M | ||
| Q3 24 | $319.0M | $268.3M | ||
| Q2 24 | $360.0M | $227.8M | ||
| Q1 24 | $257.0M | $194.9M |
| Q4 25 | $28.0M | $6.5M | ||
| Q3 25 | $-37.0M | $-3.6M | ||
| Q2 25 | $79.0M | $-12.8M | ||
| Q1 25 | $-98.0M | $-21.6M | ||
| Q4 24 | $-115.0M | $15.2M | ||
| Q3 24 | $-40.0M | $-17.4M | ||
| Q2 24 | $62.0M | $-28.1M | ||
| Q1 24 | $70.0M | $-39.6M |
| Q4 25 | — | 59.5% | ||
| Q3 25 | — | 60.5% | ||
| Q2 25 | — | 62.1% | ||
| Q1 25 | — | 60.9% | ||
| Q4 24 | — | 60.0% | ||
| Q3 24 | — | 60.6% | ||
| Q2 24 | — | 60.0% | ||
| Q1 24 | — | 60.6% |
| Q4 25 | -19.3% | 4.5% | ||
| Q3 25 | 1.6% | 2.6% | ||
| Q2 25 | 26.3% | -1.7% | ||
| Q1 25 | -82.6% | -6.1% | ||
| Q4 24 | -188.1% | 2.2% | ||
| Q3 24 | 15.4% | -4.6% | ||
| Q2 24 | 18.3% | -11.7% | ||
| Q1 24 | -8.2% | -18.4% |
| Q4 25 | 11.2% | 1.7% | ||
| Q3 25 | -11.7% | -1.1% | ||
| Q2 25 | 23.1% | -4.2% | ||
| Q1 25 | -34.8% | -8.2% | ||
| Q4 24 | -39.1% | 4.8% | ||
| Q3 24 | -12.5% | -6.5% | ||
| Q2 24 | 17.2% | -12.3% | ||
| Q1 24 | 27.2% | -20.3% |
| Q4 25 | — | $0.04 | ||
| Q3 25 | $-0.40 | $-0.02 | ||
| Q2 25 | $0.84 | $-0.06 | ||
| Q1 25 | $-1.05 | $-0.10 | ||
| Q4 24 | — | $0.10 | ||
| Q3 24 | $-0.43 | $-0.09 | ||
| Q2 24 | $0.66 | $-0.16 | ||
| Q1 24 | $0.75 | $-0.23 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $960.0M | $319.8M |
| Total DebtLower is stronger | $6.2B | $197.1M |
| Stockholders' EquityBook value | $10.9B | $804.6M |
| Total Assets | $19.6B | $1.5B |
| Debt / EquityLower = less leverage | 0.57× | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.0M | $319.8M | ||
| Q3 25 | $711.0M | $385.2M | ||
| Q2 25 | $880.0M | $365.3M | ||
| Q1 25 | $1.5B | $364.4M | ||
| Q4 24 | $283.0M | $366.2M | ||
| Q3 24 | $290.0M | $418.5M | ||
| Q2 24 | $281.0M | $154.7M | ||
| Q1 24 | $245.0M | $141.6M |
| Q4 25 | $6.2B | $197.1M | ||
| Q3 25 | — | $196.9M | ||
| Q2 25 | — | $196.7M | ||
| Q1 25 | — | $196.5M | ||
| Q4 24 | $5.3B | $196.3M | ||
| Q3 24 | — | $196.1M | ||
| Q2 24 | — | $184.4M | ||
| Q1 24 | — | $184.2M |
| Q4 25 | $10.9B | $804.6M | ||
| Q3 25 | $11.0B | $689.2M | ||
| Q2 25 | $11.3B | $673.3M | ||
| Q1 25 | $12.6B | $676.6M | ||
| Q4 24 | $12.9B | $676.8M | ||
| Q3 24 | $13.6B | $474.9M | ||
| Q2 24 | $13.9B | $217.0M | ||
| Q1 24 | $14.0B | $191.6M |
| Q4 25 | $19.6B | $1.5B | ||
| Q3 25 | $19.1B | $1.2B | ||
| Q2 25 | $20.5B | $1.1B | ||
| Q1 25 | $21.4B | $1.1B | ||
| Q4 24 | $20.3B | $1.1B | ||
| Q3 24 | $20.9B | $869.1M | ||
| Q2 24 | $21.7B | $583.9M | ||
| Q1 24 | $22.3B | $550.3M |
| Q4 25 | 0.57× | 0.24× | ||
| Q3 25 | — | 0.29× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.29× | ||
| Q4 24 | 0.41× | 0.29× | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.85× | ||
| Q1 24 | — | 0.96× |
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 | $186.0M | $64.1M |
| Free Cash FlowOCF − Capex | $-88.0M | $60.9M |
| FCF MarginFCF / Revenue | -35.3% | 15.4% |
| Capex IntensityCapex / Revenue | 110.0% | 0.8% |
| Cash ConversionOCF / Net Profit | 6.64× | 9.81× |
| TTM Free Cash FlowTrailing 4 quarters | $-219.0M | $185.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $186.0M | $64.1M | ||
| Q3 25 | $231.0M | $57.9M | ||
| Q2 25 | $232.0M | $42.0M | ||
| Q1 25 | $90.0M | $34.8M | ||
| Q4 24 | $283.0M | $43.7M | ||
| Q3 24 | $208.0M | $34.4M | ||
| Q2 24 | $231.0M | $31.1M | ||
| Q1 24 | $78.0M | $24.7M |
| Q4 25 | $-88.0M | $60.9M | ||
| Q3 25 | $-283.0M | $52.4M | ||
| Q2 25 | $151.0M | $39.7M | ||
| Q1 25 | $1.0M | $32.1M | ||
| Q4 24 | $231.0M | $35.4M | ||
| Q3 24 | $152.0M | $29.5M | ||
| Q2 24 | $162.0M | $24.4M | ||
| Q1 24 | $14.0M | $18.9M |
| Q4 25 | -35.3% | 15.4% | ||
| Q3 25 | -89.8% | 15.6% | ||
| Q2 25 | 44.2% | 12.9% | ||
| Q1 25 | 0.4% | 12.1% | ||
| Q4 24 | 78.6% | 11.3% | ||
| Q3 24 | 47.6% | 11.0% | ||
| Q2 24 | 45.0% | 10.7% | ||
| Q1 24 | 5.4% | 9.7% |
| Q4 25 | 110.0% | 0.8% | ||
| Q3 25 | 163.2% | 1.6% | ||
| Q2 25 | 23.7% | 0.8% | ||
| Q1 25 | 31.6% | 1.0% | ||
| Q4 24 | 17.7% | 2.6% | ||
| Q3 24 | 17.6% | 1.8% | ||
| Q2 24 | 19.2% | 3.0% | ||
| Q1 24 | 24.9% | 3.0% |
| Q4 25 | 6.64× | 9.81× | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.94× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.87× | ||
| Q3 24 | — | — | ||
| Q2 24 | 3.73× | — | ||
| Q1 24 | 1.11× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
XIFR
| Renewable Energy Sales | $238.0M | 96% |
| Related Party | $8.0M | 3% |
ZETA
Segment breakdown not available.
