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FTAI Infrastructure Inc.(FIP)Earnings, Financials & Key Ratios
FIP•NASDAQ
$4.91
Price updated Jun 25, 2026
AboutFTAI Infrastructure Inc. focuses on acquiring, developing, and operating assets and businesses that represent infrastructure for customers in the transportation and energy industries. It operates a multi-modal crude oil and refined products terminal, and other related assets. The company 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 under construction. In addition, it operates five freight railroads and one switching facility. FTAI Infrastructure Inc. was incorporated in 2021 and is based in New York, New York. FTAI Infrastructure Inc. (NasdaqGS : FIP) operates independently of Fortress Transportation and Infrastructure Investors LLC as of August 1, 2022.Show more
- Revenue$503M+51.6%
- EBITDA$172M+198.1%
- Net Income-$107M+52.1%
- EPS (Diluted)-2.26+16.9%
- Gross Margin11.09%-88.9%
- EBITDA Margin34.23%+96.6%
- Operating Margin7.86%+220.1%
- Net Margin-21.33%+68.4%
- ROE-15.31%+59.1%
FIP Price & Volume
FTAI Infrastructure Inc. (FIP) stock price & volume — 10-year historical chart
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Aggressive Asset Expansion Masks Persistent Profitability Deficits
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Accelerating
Profitability:Negative
Financial Position:Vulnerable
Cash Flow:Burning
Primary Risk:High Debt Service Burden
"FTAI Infrastructure is currently navigating a high-growth phase characterized by a 95.9% year-over-year revenue surge in 2026Q1, yet this top-line momentum is heavily offset by structural profitability challenges and a precarious capital structure. The company's reliance on debt to fund its $4.8 billion net PPE base creates significant solvency risks, as evidenced by a 4.77x debt-to-equity ratio and consistent net losses. Investors should monitor whether the company can achieve sufficient operating leverage to transition from its current cash-burning state to sustainable free cash flow generation."
Verdict Logic
the company's inability to generate positive free cash flow, coupled with a 4.77x debt-to-equity ratio, suggests that the current financial trajectory poses significant risks to long-term shareholder value.
FIP Growth Metrics
FTAI Infrastructure Inc. (FIP) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years48.94%
3 Years24.25%
TTM72.32%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-570.23%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-236.09%
Return on Capital
10 Years-2.94%
5 Years-1.26%
3 Years-0.47%
Last Year1.34%
FIP Recent Earnings
FTAI Infrastructure Inc. (FIP) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 1/12 qtrs (8%)●Beat Revenue 1/12 qtrs (8%)
Q2 2026Latest
May 7, 2026Metric
Actual
Est
EPS
$1.32-214.3%
$0.42
Rev
$188M+3.3%
$182M
Q1 2026
Feb 26, 2026Metric
Actual
Est
EPS
$1.08-153.1%
$0.43
Rev
$144M-15.2%
$169M
Q4 2025
Oct 30, 2025Metric
Actual
Est
EPS
$1.38-133.9%
$0.59
Rev
$141M-16.9%
$169M
Q3 2025
Aug 7, 2025Metric
Actual
Est
EPS
$0.73-99.1%
$0.37
Rev
$122M-19.4%
$152M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $1.32vs $0.42-214.3% | $188Mvs $182M+3.3% |
| Q1 2026 | Feb 26, 2026 | $1.08vs $0.43-153.1% | $144Mvs $169M-15.2% |
| Q4 2025 | Oct 30, 2025 | $1.38vs $0.59-133.9% | $141Mvs $169M-16.9% |
| Q3 2025 | Aug 7, 2025 | $0.73vs $0.37-99.1% | $122Mvs $152M-19.4% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
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 |
|---|---|---|---|---|---|---|---|
| $4.91 | $580.18M | -2.17 | 51.59% | -21.33% | -15.31% | 2.44% | |
| $268.40 | $27.53B | 58.35 | 43.24% | 18.92% | 181.39% | — | |
| $36.39 | $16.81B | 37.13 | 9.8% | 1.74% | 1.25% | — | |
| $26.71 | $410.47M | -27.26 | -0.15% | -1.29% | -1.54% | — | |
| $14.02 | $1.72B | -19.21 | -45.03% | 2.11% | 5.32% | — | |
| $50.05 | $5.09B | 77.00 | 51.14% | 30.1% | 6.4% | — |
Compare FIP vs Peers
FTAI Infrastructure Inc. (FIP) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
FIP SEC Filings & Documents
FTAI Infrastructure Inc. (FIP) SEC filings — annual & quarterly reports (10-K, 10-Q)
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FIP Frequently Asked Questions
FTAI Infrastructure Inc. (FIP) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is FTAI Infrastructure Inc.'s revenue?
FTAI Infrastructure Inc. (FIP) reported $594.7M in revenue for fiscal year 2025. This represents a 159% increase from $229.5M in 2019.
How fast is FTAI Infrastructure Inc. growing?
FTAI Infrastructure Inc. (FIP) grew revenue by 51.6% over the past year. This is strong growth.
Is FIP profitable?
FTAI Infrastructure Inc. (FIP) reported a net loss of $351.7M for fiscal year 2025.
Dividend & Returns
Does FIP pay dividends?
Yes, FTAI Infrastructure Inc. (FIP) pays a dividend with a yield of 2.44%. This makes it attractive for income-focused investors.
What is FIP's return on equity?
FTAI Infrastructure Inc. (FIP) has a return on equity (ROE) of -15.3%. Negative ROE indicates the company is unprofitable.
What is FTAI Infrastructure Inc.'s free cash flow?
FTAI Infrastructure Inc. (FIP) had negative free cash flow of $147.7M in fiscal year 2025, likely due to heavy capital investments.