FTAI Infrastructure Inc.

Report azionario NasdaqGS:FIP

Capitalizzazione di mercato: US$499.8m

FTAI Infrastructure Performance degli utili passati

Criteri Il passato verificati 0/6

Gli utili di FTAI Infrastructure sono diminuiti a un tasso medio annuo di -25.7%, mentre il settore Transportation ha visto gli utili crescere a un tasso medio annuo di 1.7%. I ricavi sono cresciuti crescere a un tasso medio annuo di 20.9%.

Informazioni chiave

-25.70%

Tasso di crescita degli utili

-21.90%

Tasso di crescita dell'EPS

Transportation Crescita del settore15.63%
Tasso di crescita dei ricavi20.91%
Rendimento del capitale proprio-62.80%
Margine netto-87.60%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Seeking Alpha May 09

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
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
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Nuova narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...

Ripartizione dei ricavi e delle spese

Come FTAI Infrastructure guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NasdaqGS:FIP Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 26595-521370
31 Dec 25503-258370
30 Sep 25440-26840
30 Jun 25383-15940
31 Mar 25345-13020
31 Dec 24331-29420
30 Sep 24332-209300
30 Jun 24330-215320
31 Mar 24327-200330
31 Dec 23320-184250
30 Sep 23310-196270
30 Jun 23308-184260
31 Mar 23292-175250
31 Dec 22262-177240
30 Sep 22238-134250
30 Jun 22196-117260
31 Mar 22146-113260
31 Dec 21120-80240
31 Dec 2069-55220
31 Dec 192296240

Guadagni di qualità: FIP al momento non è redditizia.

Margine di profitto in crescita: FIP al momento non è redditizia.


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: FIP non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 25.7% all'anno.

Accelerare la crescita: Impossibile confrontare la crescita degli utili di FIP nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia

Guadagni vs Settore: FIP non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Transportation ( -15.9% ).


Rendimento del capitale proprio

ROE elevato: FIP ha un Return on Equity negativo ( -62.8% ), in quanto al momento non è redditizio.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 13:35
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

FTAI Infrastructure Inc. è coperta da 3 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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