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FTAI Infrastructure Inc.
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$334M
Market Cap
—
P/E
—
PEG
-0.5%
ROCE
—
ROE
4.53
D/E
9.6%
OPM
-54.7%
% from 52W High
20
α RS
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About

FTAI Infrastructure Inc. engages in acquiring, developing, and operating assets and businesses that represent infrastructure for customers in the transportation, energy, and industrial products industries in North America. It operates through four segments: Railroad, Ports and Terminals, Power and Gas, and Sustainability and Energy Transition. The company operates a multi-modal crude oil and refined products terminal, and other related assets; and Jefferson Terminal and Repauno that develops or acquires industrial properties in strategic locations that store and handle for third parties various energy products, including crude oil, refined products, and clean fuels. It also has a 1,630-acre deep-water port located along the Delaware River with an underground storage cavern, a multipurpose dock, a rail-to-ship transloading system, and multiple industrial development opportunities; and a 1,660-acre multi-modal port located along the Ohio River with rail, dock, and multiple industrial development opportunities, including a power plant. In addition, the company owns and operates eight freight railroads and one switching company that provides rail service to certain manufacturing and production facilities. Further, it focuses on waste plastic to renewable fuel, hydrogen-fueled power plant, and carbon capture businesses. FTAI Infrastructure Inc. was incorporated in 2021 and is headquartered in New York, New York.

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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q2 2026 Q2 2026 2026-08-06
Q2 2026 saw record adjusted EBITDA and revenue growth across rail and terminal segments, driven by acquisitions and operational improvements. The pending Long Ridge sale will significantly deleverage the balance sheet, while new contracts and projects are set to boost future EBITDA.
Q1 2026 Q1 2026 2026-05-08
Q1 2026 saw adjusted EBITDA nearly double year-over-year, driven by rail and terminal growth. The Long Ridge sale will enable significant deleveraging and a strategic focus on rail M&A, with Jefferson and Repauno terminals poised for further EBITDA expansion.
Q4 2025 Q4 2025 2026-02-27
Record Q4 and FY2025 adjusted EBITDA driven by acquisitions and new contracts, with strong segment performance in rail, power, and terminals. Integration synergies, asset monetization, and refinancing set the stage for growth and deleveraging in 2026.
Q3 2025 Q3 2025 2025-10-31
Q3 saw strong financial growth with adjusted EBITDA up 55% sequentially, driven by the Wheeling acquisition and new gas production. Segment performance was robust, and guidance was raised for future EBITDA. Strategic priorities include deleveraging and asset monetization.
Q2 2025 Q2 2025 2025-08-08
Q2 2025 saw a transformative $1.05B rail acquisition, major refinancing, and 30% sequential EBITDA growth. Annual EBITDA is expected to exceed $450M, with significant synergies, new contracts, and further growth in freight rail and energy segments.
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📊 Analysis Methodology

This comprehensive investment analysis was conducted using The Finmagine™ Stock Analysis & Ranking Methodology, a proprietary framework that systematically evaluates stocks across five critical dimensions: Financial Health, Growth Prospects, Competitive Positioning, Management Quality, and Valuation.

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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
This analysis does not constitute, nor should it be interpreted as, an offer, solicitation, or recommendation to buy, sell, or hold any securities or financial products. Investors are strongly advised to conduct their own independent research and due diligence and to consult with a licensed financial advisor or an SEC-registered investment adviser before making any investment decisions, taking into account their individual financial situation, risk tolerance, and investment objectives.

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Conflict of Interest Disclosure:
The author and/or analyst may currently hold or have previously held positions in the securities discussed. Any such positions are not intended to influence the objectivity or independence of the analysis. This research is produced independently and is not sponsored, endorsed, or commissioned by any company or institution.

Information Sources:
The analysis is based on publicly available information including SEC filings (10-K, 10-Q), annual reports, management commentary, and publicly available financial data. Information is believed to be accurate as of the date of publication but may be subject to change without notice. Readers are encouraged to independently verify all information before acting upon it.

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