FTAI Infrastructure Inc. (FIP) AI Stock Analysis

FTAI Infrastructure Inc. specializes in acquiring, developing, and managing critical infrastructure assets within the transportation and energy sectors. Its portfolio includes a multi-modal terminal on 1,630 acres along the Delaware River featuring underground caverns, a dock, and rail-to-ship transloading. It also operates a 1,660-acre port facility along the Ohio River equipped with rail and dock infrastructure, where a new power plant is under development. In addition, the company oversees five freight railroads and a switching facility to deliver integrated multi-modal transport services across key logistics markets.

FTAI Infrastructure's annual revenue rose from $120.2M in FY2021 to $502.5M in FY2025, delivering 51.6% growth in FY2025 and a 5-year CAGR of 48.9%. In the trailing twelve months, revenue reached $659.2M, with the quarter ended June 30, 2026, showing quarterly revenue growth of 52.7% year-over-year. Operating margin turned positive at 7.9% in FY2025 and stood at 12.1% over the trailing twelve months. However, the company continues to post negative net income, recording -$107.2M in FY2025 and a trailing profit margin of -83.4%, yielding a trailing EPS of -$4.89.

As of June 30, 2026, the company held $172.6M in cash and short-term investments against $2.87B in total debt, resulting in net debt of $2.69B and a debt-to-equity ratio of 3.47. Total assets stood at $5.75B against shareholders' equity of $826.1M, with a current ratio of 0.28. In FY2025, operating cash flow was -$118.0M and free cash flow was -$399.3M. Cash usage during FY2025 included $281.2M in capital expenditures, $447.1M for share buybacks, and $13.8M in dividends paid.

FTAI Infrastructure carries an enterprise value of $4.38B against a market cap of $286.0M. The stock trades at a forward P/E of 83.3x, compared to the forward P/E of 17.2x for the median of its US-listed Industrials peers. Its EV/EBITDA multiple is 57.9x versus the peer median of 13.9x, while its price-to-sales ratio is 0.4x compared to the peer median of 1.5x. Over the past year, the stock fell 54.0%, lagging the S&P 500 (SPY) gain of 16.8%.

FTAI Infrastructure pays a forward annual dividend of $0.12 per share, which equates to a dividend yield of 4.98%. The dividend is distributed quarterly, and the company has paid dividends for 5 consecutive years. Its most recent ex-dividend date was August 24, 2026.

Wall Street analysts hold 3 Strong Buy ratings and 1 Buy rating on the stock, with 0 Hold or Sell recommendations. The mean price target is $9.94, representing an upside of 310.6% from the last close of $2.42. For the fiscal year ending December 31, 2026, analysts estimate an EPS of -$3.83 on revenue of $728.4M. The company delivered 0 earnings beats over the last 4 quarters, and its next earnings date is November 5, 2026.

This page is an AI-written research summary of FTAI Infrastructure Inc. (FIP). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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