FTAI Infrastructure Inc. (FIP) FTAI Infrastructure Inc. specializes in acquiring, developing, and managing essential infrastructure assets and businesses that serve clients in the transportation and energy industries. Its operational portfolio includes a multi-modal terminal designed for crude oil and refined petroleum products, along with various associated facilities. A significant deep-water port spanning 1,630 acres on the Delaware River is also a key asset, featuring an underground storage cavern, a versatile multi-purpose dock, a rail-to-ship transloading system, and abundant opportunities for industrial expansion. Additionally, the company oversees a 1,660-acre multi-modal port situated on the Ohio River, equipped with extensive rail and dock infrastructure, and presenting numerous industrial development prospects, notably a power generation facility currently under construction. Furthermore, FTAI Infrastructure Inc. manages a network of five freight railroads and a dedicated switching facility. Established in 2021, FTAI Infrastructure Inc. is headquartered in New York, New York. The company, trading on NasdaqGS under the symbol FIP, has functioned as an independent entity separate from Fortress Transportation and Infrastructure Investors LLC since August 1, 2022.
Sector: Railroads, Line-Haul Operating
Industry: Conglomerates
FTAI Infrastructure Inc. NASDAQ:FIP Industrials · Conglomerates
Mkt Cap $300.18M
Div Yield 4.72%
Close $2.54 +0.79% AH Close $2.54 -0.79% since
Mkt Cap $300.18M
Div Yield 4.72%
All Press Release SEC Filings News
SEC Filing ⚠ 5
FIP: 8-K · debt financing
FTAI Infrastructure's Jefferson Terminal segment announced a private offering of up to $270 million of senior notes on October 23, 2026, to fund the previously disclosed acquisition of DRUbit LLC at a $255 million enterprise value and repay ~$255 million of related existing debt.
The acquired assets are expected to add roughly $50 million of annual Adjusted EBITDA under take-or-pay contracts, more than doubling Jefferson's annual Adjusted EBITDA to approximately $100 million over the next 12 months from a pro forma annualized run-rate of ~$41 million in 1H'26.
Jefferson is targeting 2027 pro forma Adjusted EBITDA of approximately $138 million and free cash flow of ~$57 million with total debt of ~$1,214 million, though targets depend on new contracts and refinanced debt bearing 10% interest, and Jefferson posted a $52.2 million net loss in 1H'26.
SEC 8-K • 2d ago Press Release
FTAI Infrastructure Inc. Announces Timing of Third Quarter 2026 Earnings and Conference Call
FTAI Infrastructure will report third quarter 2026 results after the close on Thursday, November 5, 2026, with the press release and earnings supplement posted to its investor relations site.
Management will host a conference call Friday, November 6, 2026, at 8:00 A.M. ET, with registration required for dial-in access and a public listen-only webcast available on the company website.
A replay will be available from 11:30 A.M. ET on November 6 through 11:30 A.M. ET on November 13.
• 12d ago AI analysis › News
FTAI Infrastructure agrees to buy crude logistics assets for $255 million
defenseworld.net • 26d ago News
FTAI Infrastructure (NASDAQ:FIP) Earns “Buy” Rating from JonesTrading
defenseworld.net • 27d ago SEC Filing ⚠ 3
FIP: 8-K · acquisition merger
FTAI Infrastructure (FIP) announced that on September 27, 2026, its indirect subsidiary Drub LLC signed a definitive agreement to acquire 100% of DRUbit LLC at a $255 million enterprise value, subject to customary adjustments.
DRUbit's existing term debt of roughly $190 million will remain outstanding at closing (reducing the cash purchase price), and Barclays Bank PLC committed a $72 million loan to fund the remainder; a buyer termination fee of $15.3 million applies in specified breach scenarios.
The deal is subject to HSR clearance and customary conditions with an outside date five months after signing, so closing timing carries uncertainty; the acquisition expands FTAI's infrastructure footprint but adds assumed debt to the balance sheet.
SEC 8-K • 27d ago AI analysis › Press Release ● Major ⚠ 2
Affiliate of Jefferson Energy Companies Agrees to Acquire Crude Oil Logistics Assets from USD Group
FTAI Energy Partners (Jefferson), a subsidiary of FTAI Infrastructure, agreed to acquire the Port Arthur Terminal and a 50% interest in the Hardisty Diluent Recovery Unit from USD Group for approximately $255 million in cash.
The acquired assets are expected to generate roughly $50 million of annual EBITDA, more than doubling Jefferson's existing Adjusted EBITDA under long-term take-or-pay contracts with minimum volume commitments from an investment-grade counterparty.
The deal will be funded by assuming acquired-business debt plus a new acquisition debt facility, with a possible Additional Parity Bonds issuance via Jefferson Bond Borrower LLC; closing is expected in Q4 2026 pending regulatory approvals.
• 27d ago AI analysis › SEC Filing ● Major ⚠ 9
FIP: 10-Q · periodic report
FTAI Infrastructure reported Q2 2026 revenue of $186.8 million, up 53% year over year, with Adjusted EBITDA of $76.1 million, but its net loss more than doubled to $139.4 million ($1.41 per share) on a $63.2 million asset impairment and interest expense of $105.5 million.
The 10-Q details the pending $1.52 billion sale of Long Ridge Energy & Power to MARA USA Corporation, a subsidiary of MARA Holdings, expected to close around September 2026 pending FERC approval; Long Ridge is now held for sale with a $60.4 million valuation allowance, and the sale triggers mandatory prepayment of the $1.35 billion Term Loan.
Liquidity is the key risk: management states sources of liquidity on hand and operating cash flows are not expected to be sufficient to satisfy the $255 million Jefferson Bridge Loan maturing June 30, 2027, and is counting on Long Ridge proceeds and refinancing; total equity is negative $518.7 million and unrestricted cash fell to $32.6 million.
During the quarter FTAI Infrastructure closed the $46 million acquisition of Tidewater Logistics for its Railroad segment and sold its KRS business for $0.1 million, recording a $2.8 million impairment on the disposal.
SEC 10-Q • 2mo ago AI analysis › News
FTAI Infrastructure Inc. (FIP) Q2 2026 Earnings Call Transcript
seekingalpha.com • 2mo ago News
FTAI Infrastructure Q2 Earnings Call Highlights
marketbeat.com • 2mo ago Press Release ⚠ 3
FTAI Infrastructure Inc. Reports Second Quarter 2026 Results, Declares Dividend of $0.03 per Share of Common Stock
FTAI Infrastructure reported Q2 revenue of $186.8 million, up 53% year-over-year, driven by record revenues in the rail segment and Adjusted EBITDA of $76.1 million.
Despite the operational growth, the company posted a net loss attributable to common stockholders of $166.5 million, or $(1.41) per share.
The Board declared a quarterly dividend of $0.03 per share, payable September 8, while the pending sale of Long Ridge remains under regulatory review and is expected to reduce debt by roughly $1.5 billion.
• 2mo ago AI analysis › Press Release
FTAI Infrastructure Inc. Announces Timing of Second Quarter 2026 Earnings and Conference Call
FTAI Infrastructure Inc. announced that it will release its financial results for the second quarter of 2026 after the market closes on Wednesday, August 5, 2026.
Management is scheduled to host a conference call to discuss these results on Thursday, August 6, 2026, at 8:00 a.m. Eastern Time.
Access details for the live call, webcast, and subsequent replay are available on the company's investor relations website.
• 3mo ago AI analysis › SEC Filing ⚠ 3
FIP: 8-K · debt financing
FTAI Infrastructure Inc. announced that its subsidiary, Jefferson 2020 Bond Borrower LLC, entered into a $230.0 million secured bridge loan facility maturing on June 30, 2027. The loan carries an initial interest rate of Adjusted Term SOFR plus 5.50% per annum, with the margin increasing by 0.50% every 90 days, and was provided by lenders with Jefferies Finance LLC acting as administrative agent.
The proceeds from the bridge loan were used to fully repay the $217.87 million in outstanding principal of the Taxable Series 2024B Bonds issued by the Port of Beaumont Navigation District of Jefferson County, Texas, which reached maturity on July 1, 2026. Remaining proceeds were utilized to fund the required debt service reserve account and to pay associated fees and expenses.
The credit agreement includes mandatory prepayment requirements tied to asset sales, recovery events, debt issuances, equity issuances, and excess cash flow. Additionally, the borrower is obligated to maintain a minimum liquidity of $20.0 million at all times during the loan term, subject to the terms of the intercreditor agreement.
SEC 8-K • 3mo ago AI analysis › Press Release
FTAI Infrastructure Announces Acquisition of Tidewater Logistics
FTAI Infrastructure acquired AP Shale Logistics ManagementCo LLC (doing business as Tidewater Logistics) for approximately $45 million in cash.
The transloading platform is expected to generate $9 million of Adjusted EBITDA over the next twelve months, with additional upside from integration with FIP's Wheeling & Lake Erie Railway.
The purchase was funded through an upsizing of FIP's existing term loan with existing lenders.
• 3mo ago AI analysis › Press Release
Long Ridge Energy LLC Announces Timing of First Quarter 2026 Earnings Conference Call
FTAI Infrastructure (FIP) announced that its subsidiary Long Ridge Energy LLC will hold its Q1 2026 earnings conference call on June 11, 2026, at 3:00 PM ET.
Financial statements and an investor presentation will be posted to the Long Ridge Energy website prior to the call.
The release includes standard boilerplate descriptions of LREP’s 485-megawatt power plant and 1,600 acres of land, but contains no new financial data or guidance.
• 4mo ago AI analysis › SEC Filing
FIP: 8-K · proxy statement
FTAI Infrastructure Inc. reported the results of its 2026 Annual Meeting of Shareholders held on May 29, 2026. Shareholders elected James L. Hamilton as the sole Class I director to serve until the 2029 Annual Meeting.
The vote for Hamilton received 38,456,441 votes in favor, with 31,990,834 votes withheld and 31,827,451 broker non-votes. This indicates a significant portion of shares were either withheld or held by brokers without voting instructions for this non-routine matter.
Shareholders also ratified the appointment of KPMG LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026. The ratification received overwhelming support with 101,692,640 votes for, 404,981 against, and 177,105 abstentions.
SEC 8-K • 4mo ago Press Release
Long Ridge Energy LLC Announces Timing of Fourth Quarter 2025 Earnings Conference Call
Long Ridge Energy LLC (LREP), a wholly owned portfolio company of FTAI Infrastructure (FIP), announced the timing for its fourth quarter 2025 earnings conference call.
The call is scheduled for Friday, May 8, 2026, at 3:30 PM ET, with registration and webcast access available via the company's website.
Financial statements and an investor presentation will be posted prior to the call.
• 5mo ago AI analysis › Press Release
TimberHP Announces Strategic Investment from FTAI Infrastructure to Accelerate Growth and Expand High-Performance, Sustainable Building Materials in North America
FTAI Infrastructure announced a strategic investment in TimberHP, the first U.S.-based manufacturer of wood fiber insulation, to support production ramp-up and North American expansion.
TimberHP offers high-performance, low-carbon insulation products including TimberBatt, TimberFill, and TimberBoard, which serve as alternatives to conventional materials.
The partnership aligns with FIP's strategy of investing in critical infrastructure assets with high barriers to entry and strong cash flow potential.
• 5mo ago AI analysis › Press Release ● Major
FTAI Infrastructure Inc. Announces Timing of First Quarter 2026 Earnings and Conference Call
globenewswire.com • 6mo ago Recent SEC filings with analysis 
