FTAI Infrastructure Inc.

Informe acción NasdaqGS:FIP

Capitalización de mercado: US$654.6m

FTAI Infrastructure Crecimiento futuro

Future controles de criterios 2/6

Se prevé un crecimiento anual de los beneficios y los ingresos de FTAI Infrastructure de 54.1% y 34% respectivamente, mientras que el BPA crecerá en un 55.1% al año.

Información clave

54.1%

Tasa de crecimiento de los beneficios

55.07%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Transportation13.8%
Tasa de crecimiento de los ingresos34.0%
Rentabilidad financiera futuran/a
Cobertura de analistas

Low

Última actualización30 Apr 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Seeking Alpha 15h

FTAI Infrastructure: Lot Of Noise But Steps To Monetization

Summary FTAI Infrastructure is progressing toward asset monetization, highlighted by the announced $1.52 billion Long Ridge sale and ongoing debt reduction. Segment updates show Transtar realizing $10 million annualized cost synergies and targeting $23 million, with revenue synergies expected from propane loadings via Repauno. Jefferson is negotiating contracts to increase throughput to 500,000 barrels/day, potentially raising EBITDA from $60 million to $100–110 million. Management targets Repauno and possibly Jefferson monetization in 2025, with risk/reward remaining compelling as leverage declines and business complexity reduces. Read the full article on Seeking Alpha
Actualización del análisis Apr 29

FIP: Auditor Change And Filing Delay Will Unlock Future Upside Potential

Analysts have nudged their price targets on FTAI Infrastructure slightly higher, citing modest adjustments in discount rates, revenue growth, profit margins, and forward P/E assumptions. Together, these revisions support a small uplift in estimated fair value per share in dollar terms.
Actualización del análisis Apr 11

FIP: Filing Delay Will Create Upside As Market Reassesses Earnings Quality

Analysts have slightly adjusted their price targets on FTAI Infrastructure, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. These revisions keep the estimated fair value steady at about $10.00 per share.
Actualización del análisis Mar 28

FIP: Filing Delay Will Create Future Upside As Market Reassesses Earnings Quality

Analysts have nudged their price target on FTAI Infrastructure to $10.00, citing small updates to the discount rate, revenue growth and profit margin assumptions, as well as a slightly higher future P/E multiple. What's in the News FTAI Infrastructure announced on 03/03/2026 that it will be unable to file its next Form 10-K by the required SEC deadline, indicating a delay in its annual reporting timeline (SEC filing notice).
Actualización del análisis Mar 12

FIP: Filing Delay Risk Will Set Up Attractive Future Upside Potential

Analysts have trimmed their price target on FTAI Infrastructure to $10.00, reflecting slightly lower assumptions for revenue growth and profit margins, along with a marginally reduced discount rate and a modestly higher future P/E multiple. What's in the News On 03/03/2026, FTAI Infrastructure Inc.
Actualización del análisis Feb 26

FIP: Refined Earnings Assumptions Will Support Future Upside Potential

Analysts have modestly raised their price target for FTAI Infrastructure, citing slightly higher assumed revenue growth of 45.30%, a marginally lower discount rate of 8.50%, and a small reduction in future P/E expectations to 20.51x, which together refine their view of the stock's risk and earnings power. Valuation Changes Fair Value: $10.0 is unchanged.
Actualización del análisis Feb 10

FIP: Higher Revenue And Margin Expectations Will Support Future Upside Potential

Analysts have raised their price target on FTAI Infrastructure to US$10.00, reflecting updated assumptions that point to slightly higher revenue growth and profit margin expectations, along with a modestly lower future P/E multiple and discount rate. Valuation Changes Fair Value: The fair value estimate remains unchanged at US$10.00 per share.
Actualización del análisis Jan 25

FIP: Refined Assumptions Will Support Strong Future Upside Potential

Analysts have made a modest adjustment to their price target on FTAI Infrastructure, maintaining fair value at $10.00 and refining assumptions around the discount rate, revenue growth, profit margin, and future P/E to reflect updated views on the company's risk and earnings power. Valuation Changes Fair Value: Kept unchanged at $10.00, indicating no adjustment to the central valuation anchor.
Artículo de análisis Jan 22

Investors Still Aren't Entirely Convinced By FTAI Infrastructure Inc.'s (NASDAQ:FIP) Revenues Despite 27% Price Jump

FTAI Infrastructure Inc. ( NASDAQ:FIP ) shareholders would be excited to see that the share price has had a great...
Actualización del análisis Jan 11

FIP: Improved Margins And Growth Assumptions Will Support Strong Future Upside

Analysts have modestly adjusted their price target on FTAI Infrastructure, citing updated assumptions around discount rates, revenue growth of about 43.33% and profit margins of about 5.22%, along with a slightly lower future P/E of about 23.28x. Valuation Changes Fair Value: Kept unchanged at a narrative value of 10.0 and an updated value of 10.0, indicating no revision in the core estimate.
Actualización del análisis Dec 26

FIP: Improved Profit Margins Are Expected To Drive Strong Future Upside

Analysts have raised their price target on FTAI Infrastructure to 10.00 dollars, driven by slightly lower discount rate assumptions, marginally higher projected revenue growth, and a modestly improved long term profit margin outlook that supports a stronger future earnings multiple. Valuation Changes Fair Value: Unchanged at 10.0 dollars per share, indicating no adjustment to the fundamental value estimate.
Actualización del análisis Dec 12

FIP: Profit Margin Expansion Is Expected To Drive Strong Future Upside

Analysts have raised their price target on FTAI Infrastructure from 9.00 dollars to 10.00 dollars, citing improving profit margin expectations and a more reasonable future earnings multiple, even as they assume moderating revenue growth. Valuation Changes The fair value estimate has risen moderately from 9.0 dollars to 10.0 dollars, reflecting an uplift in the assessed intrinsic value per share.
Artículo de análisis Nov 18

Slammed 26% FTAI Infrastructure Inc. (NASDAQ:FIP) Screens Well Here But There Might Be A Catch

FTAI Infrastructure Inc. ( NASDAQ:FIP ) shareholders won't be pleased to see that the share price has had a very rough...
User avatar
Nuevo análisis Mar 25

Long Ridge And Repauno Developments Will Unlock New Business Opportunities

Strategic refinancing, acquisitions, and contract conversions are set to significantly boost earnings, revenue, and EBITDA through increased power prices and capacity payments.
Artículo de análisis Jan 09

With FTAI Infrastructure Inc. (NASDAQ:FIP) It Looks Like You'll Get What You Pay For

FTAI Infrastructure Inc.'s ( NASDAQ:FIP ) price-to-sales (or "P/S") ratio of 2.9x may not look like an appealing...
Artículo de análisis Nov 03

FTAI Infrastructure (NASDAQ:FIP) Has Announced A Dividend Of $0.03

The board of FTAI Infrastructure Inc. ( NASDAQ:FIP ) has announced that it will pay a dividend of $0.03 per share on...
Seeking Alpha Aug 07

FTAI Infrastructure: Valuation Has Gone Off The Rails And Momentum Is Losing Steam

Summary FTAI Infrastructure owns North American energy infrastructure assets. The company recently reported Q2'24 earnings with revenue miss but positive EBITDA; performance seems to be going well across business units. However, given high maintenance capex and interest expense are significant detractors from EBITDA, the valuation doesn't appear as cheap as it is at first glance. At a 34x adjusted multiple to account for these items, shares of FTAI Infrastructure are too expensive, especially after a 192% rise in shares over the last year. Read the full article on Seeking Alpha
Artículo de análisis Aug 06

FTAI Infrastructure's (NASDAQ:FIP) Dividend Will Be $0.03

FTAI Infrastructure Inc. ( NASDAQ:FIP ) has announced that it will pay a dividend of $0.03 per share on the 20th of...
Seeking Alpha Jun 16

FTAI Infrastructure: American Hard Assets With Upside

Summary FTAI Infrastructure is initiated with a buy rating and a price target of $11 per share by 1Q2025. Cash flows from Transtar's performance will enable FIP to finalize agreements on its remaining segments, unlocking accretive EBITDA by 4Q2024. The company has the potential to generate around $200 million in EBITDA by 2Q2025, translating to an intrinsic value of $14 per share. Read the full article on Seeking Alpha
Artículo de análisis Mar 19

FTAI Infrastructure (NASDAQ:FIP) Will Pay A Dividend Of $0.03

FTAI Infrastructure Inc.'s ( NASDAQ:FIP ) investors are due to receive a payment of $0.03 per share on 5th of April...
Artículo de análisis Mar 13

Why Investors Shouldn't Be Surprised By FTAI Infrastructure Inc.'s (NASDAQ:FIP) 30% Share Price Surge

FTAI Infrastructure Inc. ( NASDAQ:FIP ) shares have continued their recent momentum with a 30% gain in the last month...
Artículo de análisis Mar 05

FTAI Infrastructure (NASDAQ:FIP) Is Paying Out A Dividend Of $0.03

FTAI Infrastructure Inc. ( NASDAQ:FIP ) will pay a dividend of $0.03 on the 5th of April. The dividend yield will be...
Artículo de análisis Jan 04

FTAI Infrastructure Inc.'s (NASDAQ:FIP) Subdued P/S Might Signal An Opportunity

There wouldn't be many who think FTAI Infrastructure Inc.'s ( NASDAQ:FIP ) price-to-sales (or "P/S") ratio of 1.2x is...
Artículo de análisis Oct 31

FTAI Infrastructure's (NASDAQ:FIP) Dividend Will Be $0.03

FTAI Infrastructure Inc. ( NASDAQ:FIP ) has announced that it will pay a dividend of $0.03 per share on the 16th of...
Artículo de análisis Nov 01

Calculating The Intrinsic Value Of FTAI Infrastructure Inc. (NASDAQ:FIP)

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of FTAI Infrastructure...

Previsiones de crecimiento de beneficios e ingresos

NasdaqGS:FIP - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/20271,028-79N/AN/A3
12/31/2026787-162N/AN/A3
12/31/2025503-258-399-118N/A
9/30/2025440-268-366-123N/A
6/30/2025383-159-284-85N/A
3/31/2025345-130-230-97N/A
12/31/2024331-294-95-15N/A
9/30/2024332-209-731N/A
6/30/2024330-215-631N/A
3/31/2024327-200-6014N/A
12/31/2023320-184-956N/A
9/30/2023310-196-131-7N/A
6/30/2023308-184-173-4N/A
3/31/2023292-175-246-41N/A
12/31/2022262-177-260-43N/A
9/30/2022238-134-245-30N/A
6/30/2022196-117-240-59N/A
3/31/2022146-113-203-42N/A
12/31/2021120-80-203-62N/A
12/31/202069-55-294-47N/A
12/31/20192296-376-53N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Se prevé que FIP siga sin ser rentable en los próximos 3 años.

Beneficios vs. Mercado: Se prevé que FIP siga sin ser rentable en los próximos 3 años.

Beneficios de alto crecimiento: Se prevé que FIP siga sin ser rentable en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (34% al año) de FIP crezcan más rápidamente que los del mercado US (11.5% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos (34% al año) de FIP crezcan más rápidamente que un 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Datos insuficientes para determinar si la rentabilidad financiera de FIP se prevé que sea elevada dentro de 3 años.


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/07 21:41
Precio de las acciones al final del día2026/05/07 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

FTAI Infrastructure Inc. está cubierta por 3 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Gregory LewisBTIG
Brian MckennaCitizens JMP Securities, LLC
Giuliano Anderes BolognaCompass Point Research & Trading, LLC