FTAI Infrastructure Reports Q1 Earnings Results

Written by Emily J. Thompson, Senior Investment Analyst

Source: seekingalpha

Updated: 3 days ago

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FIP-5.26%

Should l Buy FIP?

Source: seekingalpha

Earnings Miss: FTAI Infrastructure reported a Q1 GAAP EPS of -$1.32, missing expectations by $0.90, indicating challenges in profitability that could undermine investor confidence.
Significant Revenue Growth: The company achieved revenue of $188.36 million in Q1, representing a 95.8% year-over-year increase and surpassing market expectations by $5.95 million, suggesting strong business momentum that may attract more investor interest.
Major Transaction Announcement: FTAI Infrastructure plans to sell Long Ridge Energy to MARA Holdings for $1.5 billion, a move expected to enhance financial flexibility and provide funding for future investments.
Market Reaction Analysis: Despite robust revenue growth, the earnings miss may lead to cautious sentiment regarding FTAI Infrastructure's short-term outlook, prompting investors to closely monitor subsequent financial performance and market reactions.

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Analyst Views on FIP

Wall Street analysts forecast FIP stock price to rise

1 Analyst Rating

1 Buy

0 Hold

0 Sell

Moderate Buy

Current: 5.130

Low

13.00

Averages

13.00

High

13.00

Current: 5.130

Low

13.00

Averages

13.00

High

13.00

Snowcap Research

downgrade

2025-07-30

Reason

Snowcap Research

Price Target

AI Analysis

2025-07-30

downgrade

Reason

Snowcap Research said that it is short FTAI Infrastructure. FTAI is an \"overleveraged collection of infrastructure assets that are bleeding cash and seem headed for an imminent liquidity crisis\" now that PIK dividends are off the table. The firm says its investigation suggests touted growth catalysts are \"exaggerated or fake,\" and adds that management \"have not hit a single growth target in 8 years.\" Reference Link

BTIG

Buy

upgrade

$9 -> $10

2025-06-04

Reason

BTIG

Price Target

$9 -> $10

2025-06-04

upgrade

Buy

Reason

BTIG raised the firm's price target on FTAI Infrastructure to $10 from $9 and keeps a Buy rating on the shares. The company's EBITDA run rate looks poised to finally step up, and while the acquisition of the outstanding 50% stake in Long Ridge should add about $60M in EBITDA this year, FTAI should also get an incremental $30M in annual capacity reserve payments from PJM starting June 1st, the analyst tells investors in a research note.

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About FIP

FTAI Infrastructure Inc. is in the business of acquiring, developing and operating assets and businesses that represent critical infrastructure for customers in the transportation, energy and industrial products industries. Its Railroad segment is comprised of over six freight railroads and one switching company that provides rail service to certain manufacturing and production facilities; Jefferson Terminal segment consists of a multi-modal crude oil and refined products terminal and other related assets; Repauno segment consists of deep-water port located along the Delaware River with an underground storage cavern, a multipurpose dock, and a rail-to-ship transloading system; Power and Gas segment is comprised of an equity method investment in Long Ridge, which is a multi-modal port located along the Ohio River with rail, dock and multiple industrial development opportunities, and Sustainability and Energy Transition segment is comprised of Aleon/Gladieux, Clean Planet and CarbonFree.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

FTAI Infrastructure Inc. Q1 2026 Earnings Call Insights

2 days agoseekingalpha

Long Ridge Sale Agreement: FTAI signed an agreement to sell Long Ridge to Mara Holdings for an aggregate transaction value of $1.52 billion, expected to close in Q3 2026, which will provide FTAI with over $300 million in net proceeds, significantly improving the company's balance sheet.
Debt Reduction Strategy: The transaction is projected to reduce parent-level debt by at least $300 million and lower annual interest expenses by approximately $30 million, thereby enhancing the company's leverage metrics and future financing capabilities.
Financial Performance Growth: FTAI reported an adjusted EBITDA of $70.6 million for Q1, a substantial increase from $35.2 million in Q1 2025, despite a 25-day outage at Long Ridge impacting revenues; excluding this outage, EBITDA would have exceeded $80 million, indicating a strong recovery in profitability.
Future Growth Opportunities: FTAI is actively pursuing new business at its Jefferson and Repauno terminals, representing over $50 million of additional annual EBITDA, while construction on Repauno Phase 2 is proceeding as planned, with revenue expected to commence by early 2027.

FTAI Infrastructure Declares Quarterly Dividend of $0.03 per Share

3 days agoseekingalpha

Quarterly Dividend Announcement: FTAI Infrastructure has declared a quarterly dividend of $0.03 per share, consistent with previous distributions, demonstrating the company's ongoing ability to maintain stable cash flow, which is likely to attract income-focused investors.
Dividend Yield: The forward yield of 2.34% reflects the company's attractiveness in the current market environment, potentially increasing investor interest in its stock as a reliable income source.
Payment Schedule: The dividend is payable on June 12, with a record date of May 18 and an ex-dividend date also on May 18, providing investors with a clear timeline to make informed investment decisions regarding their holdings.
Market Reaction Expectations: FTAI Infrastructure's dividend policy is expected to generate a positive response in the market, especially in the current economic climate where stable dividend payments are viewed as a sign of financial health, potentially enhancing the stock's market performance.