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FTAI Infrastructure Inc. logo

FTAI Infrastructure Inc.

FIP

NASDAQIndustrialsConglomerates

Open in GoAI

Previous close

$3.82

+$0.09 · +2.41%

Aug 21, 4:00 PM ET

FIP company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Sell

Trim exposure — unfavorable risk-reward

Valuation

2

Overpriced

Momentum

30

Weakening

Sentiment

70

Bullish

Risk resilience

27

High Risk

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AI-generated, informational only, and not investment advice.

Company profile

Company website

FTAI Infrastructure Inc. specializes in acquiring, developing, and managing essential infrastructure assets and businesses that serve clients in the transportation and energy industries. Its operational portfolio includes a multi-modal terminal designed for crude oil and refined petroleum products, along with various associated facilities. A significant deep-water port spanning 1,630 acres on the Delaware River is also a key asset, featuring an underground storage cavern, a versatile multi-purpose dock, a rail-to-ship transloading system, and abundant opportunities for industrial expansion. Additionally, the company oversees a 1,660-acre multi-modal port situated on the Ohio River, equipped with extensive rail and dock infrastructure, and presenting numerous industrial development prospects, notably a power generation facility currently under construction. Furthermore, FTAI Infrastructure Inc. manages a network of five freight railroads and a dedicated switching facility. Established in 2021, FTAI Infrastructure Inc. is headquartered in New York, New York. The company, trading on NasdaqGS under the symbol FIP, has functioned as an independent entity separate from Fortress Transportation and Infrastructure Investors LLC since August 1, 2022.

Industry
Conglomerates
Sector
Industrials
Headquarters
US
CEO
Kenneth J. Nicholson
Listed since
Jul 20, 2022
Employees
1,110

Market position

Day range

Current $3.82

52-week range

Current $3.82

Open
$3.825
Previous close
$3.73
Volume
1.19M
1.03× average
Average volume
1.16M
Average daily volume
Market cap
451.38M USD
Beta
1.91
Market reference 1
50-day average
$4.3373
-11.93% below average
200-day average
$4.9605
-22.99% below average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
4.13B USD
P/E (TTM)
-0.74×
P/B (TTM)
0.55×
P/S (TTM)
0.68×
EV / EBITDA
17×
Earnings yield
-20.18%
Free cash flow yield
-75.17%
Dividend yield
3.14%

Profitability & efficiency

Gross margin
27.52%
Operating margin
-1.07%
Net margin
-63.85%
Return on equity
-9.64%
Return on assets
-1.86%
Return on invested capital
0.71%

Financial health

Debt / equity
3.47×
Current ratio
0.25×

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends117%50%-17%-84%Gross margin, FY2021: 100.00%Gross margin, FY2022: -11.42%Gross margin, FY2023: -8.32%Gross margin, FY2024: 100.00%Gross margin, FY2025: 11.09%Operating margin, FY2021: -47.17%Operating margin, FY2022: -15.57%Operating margin, FY2023: -12.32%Operating margin, FY2024: -6.55%Operating margin, FY2025: 7.86%Net margin, FY2021: -66.44%Net margin, FY2022: -58.63%Net margin, FY2023: -37.86%Net margin, FY2024: -67.47%Net margin, FY2025: -21.33%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 100.00%. Gross margin FY2022 -11.42%. Gross margin FY2023 -8.32%. Gross margin FY2024 100.00%. Gross margin FY2025 11.09%. Operating margin FY2021 -47.17%. Operating margin FY2022 -15.57%. Operating margin FY2023 -12.32%. Operating margin FY2024 -6.55%. Operating margin FY2025 7.86%. Net margin FY2021 -66.44%. Net margin FY2022 -58.63%. Net margin FY2023 -37.86%. Net margin FY2024 -67.47%. Net margin FY2025 -21.33%.

Income trends

Revenue

502.52M USD+51.59%

Operating income

39.51M USD+61.21M USD

Net income

−107.17M USD+52.08%
Income trends across reported periods575.14M USD284.67M USD−5.8M USD−296.26M USDRevenue, FY2021: 120.22M USDRevenue, FY2022: 261.97M USDRevenue, FY2023: 320.47M USDRevenue, FY2024: 331.5M USDRevenue, FY2025: 502.52M USDOperating income, FY2021: −56.71M USDOperating income, FY2022: −40.8M USDOperating income, FY2023: −39.49M USDOperating income, FY2024: −21.7M USDOperating income, FY2025: 39.51M USDNet income, FY2021: −79.87M USDNet income, FY2022: −153.58M USDNet income, FY2023: −121.34M USDNet income, FY2024: −223.65M USDNet income, FY2025: −107.17M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 120.22M USD. Revenue FY2022 261.97M USD. Revenue FY2023 320.47M USD. Revenue FY2024 331.5M USD. Revenue FY2025 502.52M USD. Operating income FY2021 −56.71M USD. Operating income FY2022 −40.8M USD. Operating income FY2023 −39.49M USD. Operating income FY2024 −21.7M USD. Operating income FY2025 39.51M USD. Net income FY2021 −79.87M USD. Net income FY2022 −153.58M USD. Net income FY2023 −121.34M USD. Net income FY2024 −223.65M USD. Net income FY2025 −107.17M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue502.52M USD331.5M USD320.47M USD261.97M USD120.22M USD
Cost of goods sold446.79M USD—347.13M USD291.87M USD—
Gross profit55.73M USD331.5M USD−26.66M USD−29.9M USD120.22M USD
Selling, general, and administrative16.22M USD14.8M USD12.83M USD23.86M USD8.74M USD
Operating expenses16.22M USD353.2M USD12.83M USD10.89M USD176.93M USD
Interest expense265.91M USD122.11M USD99.6M USD53.24M USD16.02M USD
Depreciation and amortization132.49M USD79.41M USD80.99M USD70.75M USD54.02M USD
Operating income39.51M USD−21.7M USD−39.49M USD−40.8M USD−56.71M USD
Net income−107.17M USD−223.65M USD−121.34M USD−153.58M USD−79.87M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
9%
1 beat, 10 misses, 0 met estimates
Average EPS surprise
-52.28%
11 comparable reports
Latest EPS result
-1.41
Estimate -0.6 · Miss by 136.97%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates1.070.18-0.7-1.59Q1 '25MissQ2 '25BeatQ3 '25MissQ4 '25MissQ1 '26MissQ2 '26MissQ3 '26MissQ4 '26Estimate
Q1 2025, reported Feb 27, 2025: actual -0.74, estimate -0.367, surprise -101.82%, Miss. Q2 2025, reported May 8, 2025: actual 0.89, estimate -0.29, surprise +406.90%, Beat. Q3 2025, reported Aug 7, 2025: actual -0.73, estimate -0.367, surprise -99.09%, Miss. Q4 2025, reported Oct 30, 2025: actual -1.38, estimate -0.59, surprise -133.90%, Miss. Q1 2026, reported Feb 26, 2026: actual -1.08, estimate -0.427, surprise -153.12%, Miss. Q2 2026, reported May 7, 2026: actual -1.32, estimate -0.42, surprise -214.29%, Miss. Q3 2026, reported Aug 5, 2026: actual -1.41, estimate -0.595, surprise -136.97%, Miss. Q4 2026, reported Oct 29, 2026: actual —, estimate -0.455, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates196.97M155.37M113.76M72.16MQ1 '25MissQ2 '25MissQ3 '25MissQ4 '25MissQ1 '26MissQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 27, 2025: actual 80.76M USD, estimate 94.83M USD, surprise -14.83%, Miss. Q2 2025, reported May 8, 2025: actual 96.16M USD, estimate 107.84M USD, surprise -10.83%, Miss. Q3 2025, reported Aug 7, 2025: actual 122.29M USD, estimate 151.77M USD, surprise -19.42%, Miss. Q4 2025, reported Oct 30, 2025: actual 140.56M USD, estimate 169.16M USD, surprise -16.91%, Miss. Q1 2026, reported Feb 26, 2026: actual 143.52M USD, estimate 169.16M USD, surprise -15.16%, Miss. Q2 2026, reported May 7, 2026: actual 188.36M USD, estimate 182.41M USD, surprise +3.26%, Beat. Q3 2026, reported Aug 5, 2026: actual 186.77M USD, estimate 186.08M USD, surprise +0.37%, Beat. Q4 2026, reported Oct 29, 2026: actual —, estimate 186.23M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$12.00

214.14% upside
Past 12 months12-month forecastHigh $12.00Average $12.00Low $12.00

Rating distribution

5 ratings
Strong buy00%
Buy5100%
Hold00%
Sell00%
Strong sell00%

FIP news

defenseworld.net

Dimensional Fund Advisors LP Decreases Stake in FTAI Infrastructure Inc. $FIP

Dimensional Fund Advisors LP cut its stake in shares of FTAI Infrastructure Inc. (NASDAQ: FIP) by 28.1% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission…

Read source
seekingalpha.com

FTAI Infrastructure Inc. (FIP) Q2 2026 Earnings Call Transcript

FTAI Infrastructure Inc. (FIP) Q2 2026 Earnings Call Transcript

Read source
marketbeat.com

FTAI Infrastructure Q2 Earnings Call Highlights

FTAI Infrastructure NASDAQ: FIP reported second-quarter adjusted EBITDA of $76.1 million, compared with $45.9 million in the prior-year period, as the company advanced plans to sell its Long Ridge energy asset, expanded…

Read source
globenewswire.com

FTAI Infrastructure Inc. Reports Second Quarter 2026 Results, Declares Dividend of $0.03 per Share of Common Stock

NEW YORK, Aug. 05, 2026 (GLOBE NEWSWIRE) -- FTAI Infrastructure Inc. (NASDAQ:FIP) (the “Company” or “FTAI Infrastructure”) today reported financial results for the second quarter 2026. The Company's consolidated…

Read source
globenewswire.com

FTAI Infrastructure Inc. Announces Timing of Second Quarter 2026 Earnings and Conference Call

NEW YORK, July 15, 2026 (GLOBE NEWSWIRE) -- FTAI Infrastructure Inc. (NASDAQ:FIP; the "Company" or “FTAI Infrastructure”) plans to announce its financial results for the second quarter 2026 after the closing of Nasdaq on…

Read source
globenewswire.com

FTAI Infrastructure Announces Acquisition of Tidewater Logistics

NEW YORK, June 29, 2026 (GLOBE NEWSWIRE) -- FTAI Infrastructure Inc. (NASDAQ: FIP) (the “Company” or “FIP”) announced today that it has completed the acquisition of AP Shale Logistics ManagementCo LLC, doing business as…

Read source

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ETFs holding FIP

Funds reporting this stock among their holdings, ordered by reported position size.

Vanguard Morningstar Total Stock Market ETF logoVanguard Morningstar Total Stock Market ETFVTI
Market value
12.56M
Weight
0.00%
AUM
2.3T USD
Expense ratio
0.03%
Price / 1D
$378.24+0.44%
iShares Russell 2000 ETF logoiShares Russell 2000 ETFIWM
Market value
10.35M
Weight
0.01%
AUM
81.62B USD
Expense ratio
0.19%
Price / 1D
$299.96+0.77%
Vanguard Extended Market ETF logoVanguard Extended Market ETFVXF
Market value
5.13M
Weight
0.01%
AUM
93.7B USD
Expense ratio
0.05%
Price / 1D
$245.53+0.82%
iShares Russell 2000 Growth ETF logoiShares Russell 2000 Growth ETFIWO
Market value
3.86M
Weight
0.03%
AUM
15.16B USD
Expense ratio
0.24%
Price / 1D
$387.37+1.24%
State Street SPDR S&P Transportation ETF logoState Street SPDR S&P Transportation ETFXTN
Market value
2.32M
Weight
0.63%
AUM
369.22M USD
Expense ratio
0.35%
Price / 1D
$108.14+1.41%
Vanguard Russell 2000 ETF logoVanguard Russell 2000 ETFVTWO
Market value
2.31M
Weight
0.01%
AUM
17.4B USD
Expense ratio
0.06%
Price / 1D
$121.25+0.74%
Schwab U.S. Small-Cap ETF logoSchwab U.S. Small-Cap ETFSCHA
Market value
2.1M
Weight
0.01%
AUM
23.1B USD
Expense ratio
0.03%
Price / 1D
$34.83+0.52%
iShares Micro-Cap ETF logoiShares Micro-Cap ETFIWC
Market value
1.41M
Weight
0.09%
AUM
1.53B USD
Expense ratio
0.60%
Price / 1D
$198.39+1.10%

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