Seeking Alpha·1d ago
FTAI Infrastructure Inc. (FIP) Q3 2026 Earnings Call TranscriptFTAI Infrastructure Inc. (FIP) Q3 2026 Earnings Call Transcript
FIP shows an accelerating revenue trajectory, up 52.7% year-over-year to $186.8M in 2026Q2, with gross margins transforming from negative territory in early 2024 to 37.2%, suggesting genuine operating scale-up and overhead leverage as SG&A held within a $2.8–7.4M range.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | -$1.27-132.0% vs -$0.55 | $219M+12.3% vs $195M |
Q3 2026 Aug 5, 2026 | -$1.41-137.0% vs -$0.59 | $187M+0.4% vs $186M |
Q2 2026 May 7, 2026 | -$1.32-214.3% vs -$0.42 | $188M+3.3% vs $182M |
Q1 2026 Feb 26, 2026 | -$1.08-153.1% vs -$0.43 | $144M-15.2% vs $169M |
FTAI Infrastructure Inc. (FIP) Q3 2026 Earnings Call Transcript
FTAI Infrastructure NASDAQ: FIP reported record third-quarter revenue and adjusted EBITDA, driven by growth in its freight railroad business, while management outlined plans to reduce debt and eventually sell its terminal assets.
NEW YORK, Nov. 05, 2026 (GLOBE NEWSWIRE) -- FTAI Infrastructure Inc. (NASDAQ:FIP) (the “Company” or “FTAI Infrastructure”) today reported financial results for the third quarter 2026. The Company's consolidated comparative financial statements and key performance measures are attached as an exhibit to this press release.
NEW YORK, Oct. 13, 2026 (GLOBE NEWSWIRE) -- FTAI Infrastructure Inc. (NASDAQ:FIP; the "Company" or “FTAI Infrastructure”) plans to announce its financial results for the third quarter 2026 after the closing of Nasdaq on Thursday, November 5, 2026. A copy of the press release and an earnings supplement will be posted to the Investor Relations section of the Company's website, https://www.fipinc.com/.
Benchmark FIP against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for FTAI Infrastructure Inc. (FIP)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $3.47 | $410.03M | -0.86 | 51.59% | -64.81% | -67.15% | 3.46% | |
| $180.27 | $18.49B | 35.47 | 43.24% | 15.46% | 132.03% | 0.68% | |
| $39.45 | $18.17B | 40.26 | 9.8% | — | — | 9.6% | |
| $28.02 | $430.97M | 2.44 | -0.15% | 24.3% | 26.16% | 3.67% | |
| $12.86 | $1.57B | 21.84 | -45.03% | 3.85% | 16.08% | 5.13% | |
| $43.07 | $4.38B | 26.86 | 51.14% | 31.27% | 7.51% | 7.01% |
FTAI Infrastructure Inc. (FIP) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
FTAI Infrastructure Inc. (FIP) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Jul 2, 2026·SEC
May 29, 2026·SEC
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FTAI Infrastructure Inc. (FIP) stock FAQ — growth, dividends, profitability & financials explained
FTAI Infrastructure Inc. (FIP) reported $737.6M in revenue over the trailing twelve months. Revenue was $502.5M in fiscal year 2025. That is 119% more than the $229.5M of fiscal year 2019.
FTAI Infrastructure Inc. (FIP) grew revenue by 67.7% over the trailing twelve months, compared with the twelve months before.
No. FTAI Infrastructure Inc. (FIP) reported a net loss of $478.1M over the trailing twelve months.
Yes. FTAI Infrastructure Inc. (FIP) pays a dividend that yields 3.46% at the current price, a moderate yield.
FTAI Infrastructure Inc. (FIP) had a return on equity (ROE) of -67.1% over the trailing twelve months. A negative ROE means the company lost money over the period.
FTAI Infrastructure Inc. (FIP) had negative free cash flow of $77.1M over the trailing twelve months.
