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FTAI Infrastructure Inc.

FIP

FTAI Infrastructure Inc. is a diversified infrastructure company that acquires, develops, and operates mission-critical assets across the transportation, energy, and industrial sectors.

Market cap
$339.18M-38.3%
Revenue$659.2M+72.3%
Net income-$468.9M-299%
Free cash flow-$318.7M-11.8%
EPS (diluted)-$5.19-246%
Trailing twelve months · change vs. prior year

Earnings

Next report

Oct 29, 2026 (in a month)
Revenue estimate$186.2M
EPS estimate-$0.46

Financials

Q2 2026

Income statement

See full
Revenue$186.8M+52.7%
Net income-$139.4M-99.3%
EPS (diluted)-$1.41-93.2%

Balance sheet

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Cash & equivalents$32.6M-3.0%
Total debt$2.9B-9.0%
Total equity-$329.8M-188%
Total assets$5.7B+30.4%

Cash flow

See full
CapEx$82.6M+0.9%
Free cash flow-$43.5M+50.0%

Valuation & ratios

Valuation

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Market cap$339.18M-38.3%
Enterprise value$3.17B-13.5%
P/S0.5×-0.9×

Profitability

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Net margin-71.1%-295pp
FCF margin-48.3%-12.6pp

Returns & leverage

See full
Current ratio0.3×-1.2×

Segments

By product

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Terminal services revenues$29.8M+22.6%
Lease income$2.8M+123%

Competitors

Profile

FTAI Infrastructure Inc. is a diversified infrastructure company that acquires, develops, and operates mission-critical assets across the transportation, energy, and industrial sectors. The company focuses on high-barrier-to-entry assets with stable cash flows, targeting distressed or undervalued opportunities where active management can drive appreciation. It operates through a portfolio of railroads, port terminals, and power generation facilities, often utilizing public-private partnerships and long-term service agreements.

Competitive position

A leading operator of niche infrastructure assets with a focus on distressed acquisitions and high-barrier-to-entry regional monopolies.

GeographiesUnited States, North America
Customer segmentsEnergy corporations, Industrial manufacturers, Utility markets
Business modelAsset-heavy operations, Long-term service contracts, Public-private partnerships, External management
SuppliersLocomotive and railcar manufacturers, Power plant turbine suppliers, Natural gas producers, Construction and engineering firms
CustomersSteel production facilities, Petroleum refineries, Regional electric grids, International fuel exporters
Listed2022
Employees700.0
CEOKenneth J. Nicholson
Websitefipinc.com
FilingsSEC EDGAR

FAQ

What is FTAI Infrastructure Inc.'s market cap?
FTAI Infrastructure Inc. (FIP) has a market capitalization of $339.2M and trades on NASDAQ.
What is FTAI Infrastructure Inc.'s revenue and profitability?
FTAI Infrastructure Inc. generated $659.2M in trailing twelve-month revenue with a net loss of $468.9M, representing a net margin of -71.1%, with free cash flow of -$318.7M. The latest reported period is Q2 2026.
Who are FTAI Infrastructure Inc.'s competitors?
FTAI Infrastructure Inc.'s key competitors include Kinder Morgan, Union Pacific Corporation, CSX Corporation, and others. These companies compete in similar markets and product categories.
Who does FTAI Infrastructure Inc. partner with?
FTAI Infrastructure Inc.'s notable partners include U.S. Steel Corporation, Fortress Investment Group, Mubadala Investment Company, and others.
What subsidiaries does FTAI Infrastructure Inc. have?
FTAI Infrastructure Inc.'s subsidiaries include Transtar, The Wheeling Corporation, Jefferson Terminal, and others.
Where is FTAI Infrastructure Inc. headquartered?
FTAI Infrastructure Inc. is headquartered in United States of America and employs approximately 700 people. It has been publicly traded since 2022.