FTAI Infrastructure/$FIP

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About FTAI Infrastructure

FTAI Infrastructure Inc is engaged in five segments; Railroad segment includes five freight railroads and one switching company that provide rail service to certain manufacturing and production facilities, the Jefferson Terminal segment consists of a multi-modal crude oil and refined products terminal and other related assets. Repauno segment consists of a 1,630-acre deep-water port located along the Delaware River with an underground storage cavern, a new multipurpose dock, a rail-to-ship transloading system, and multiple industrial development opportunities. Power and Gas segment is comprised of an equity method investment in Long Ridge, and Sustainability and Energy Transition segment is comprised of Aleon/Gladieux, Clean Planet, and CarbonFree.

Ticker

$FIP

Sector

Mobility
Primary listing

Employees

670

FIP Metrics

BasicAdvanced
$599M
-
-$2.35
1.97
$0.12
2.33%

What the Analysts think about FIP

Analyst ratings (Buy, Hold, Sell) for FTAI Infrastructure stock.

Bulls say / Bears say

Strong Q1’25 Adjusted EBITDA of $155.2 million far exceeded the $39.9 million estimate, showing FIP’s core business remains resilient in generating cash flow (GlobeNewswire May 8, 2025).
The $1.05 billion acquisition of Wheeling & Lake Erie Railway will increase FIP’s rail network by more than 1,000 miles, positioning the company for greater scale and network synergies after the Q3’25 close (Reuters Aug 6, 2025).
In Q2’25, segment EBITDA grew sequentially: Railroad EBITDA rose 4% to $20.7 million and Long Ridge EBITDA increased 27% to $23 million, reflecting momentum in rail and power operations (Investing.com Aug 2025).
The company reported a net loss of $79.8 million in Q2’25 (loss per share $0.73), indicating ongoing bottom-line challenges despite robust EBITDA (GlobeNewswire Aug 7, 2025).
Q1’25 revenue was $96.2 million, missing Wall Street’s forecast of $107.8 million by 10.8%, suggesting weaker demand in key end-markets (StockStory May 8, 2025).
The company’s $300 million in tax-exempt debt for Repauno phase 2 carries a 6.5% average coupon, which may raise interest expenses and put pressure on cash flows in a high-rate environment (GlobeNewswire Aug 7, 2025).
Data summarised monthly by Lightyear AI. Last updated on 31 Oct 2025.

FIP Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

FIP Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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