FTAI Infrastructure（FIP）株式概要
FTAI Infrastructure Inc.は、北米の運輸、エネルギー、工業製品業界の顧客向けに、インフラに相当する資産や事業の買収、開発、運営を行っている。 詳細
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Analyst Price Targets
FTAI Infrastructure Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$5.13 |
| 52週高値 | US$7.94 |
| 52週安値 | US$3.90 |
| ベータ | 2.07 |
| 1ヶ月の変化 | -0.77% |
| 3ヶ月変化 | -14.64% |
| 1年変化 | 10.09% |
| 3年間の変化 | 62.34% |
| 5年間の変化 | n/a |
| IPOからの変化 | 71.00% |
最新ニュース
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
ナラティブ更新 • 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.ナラティブ更新 • 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.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ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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分析記事 • 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分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...株主還元
| FIP | US Transportation | US 市場 | |
|---|---|---|---|
| 7D | -16.5% | -0.6% | 2.1% |
| 1Y | 10.1% | 17.2% | 30.6% |
業界別リターン: FIP過去 1 年間で17.2 % の収益を上げたUS Transportation業界を下回りました。
リターン対市場: FIPは、過去 1 年間で30.6 % のリターンを上げたUS市場を下回りました。
価格変動
| FIP volatility | |
|---|---|
| FIP Average Weekly Movement | 9.7% |
| Transportation Industry Average Movement | 6.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: FIP 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: FIPの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2021 | 1,110 | Ken Nicholson | www.fipinc.com |
FTAI Infrastructure Inc.は、北米の運輸、エネルギー、工業製品業界の顧客向けに、インフラに相当する資産や事業の買収、開発、運営を行っている。4つのセグメントを通じて事業を展開している：鉄道事業、港湾・ターミナル事業、電力・ガス事業、サステナビリティ・エナジートランジション事業。マルチモーダルな原油・精製品ターミナルやその他関連資産、戦略的立地で原油、精製品、クリーン燃料など様々なエネルギー製品を保管し、第三者のために取り扱う工業用不動産を開発・取得するジェファーソン・ターミナルやレパウノを運営している。また、デラウェア川沿いに1,630エーカーの深水港を有し、地下貯蔵洞窟、多目的ドック、鉄道から船舶への積み替えシステム、複数の産業開発機会を有している。オハイオ川沿いに1,660エーカーの複合一貫港を有し、鉄道、ドック、発電所を含む複数の産業開発機会を有している。さらに、同社は8つの貨物鉄道と1つの交換会社を所有・運営し、特定の製造・生産施設に鉄道サービスを提供している。さらに、廃プラスチックの再生可能燃料化、水素燃料発電所、炭素回収事業にも注力している。FTAI Infrastructure Inc.は2021年に法人化され、ニューヨーク州ニューヨークに本社を置いている。
FTAI Infrastructure Inc. 基礎のまとめ
| FIP 基礎統計学 | |
|---|---|
| 時価総額 | US$654.63m |
| 収益（TTM） | -US$258.17m |
| 売上高(TTM) | US$502.52m |
1.2x
P/Sレシオ-2.3x
PER（株価収益率FIP は割高か？
公正価値と評価分析を参照収益と収入
| FIP 損益計算書（TTM） | |
|---|---|
| 収益 | US$502.52m |
| 売上原価 | US$299.59m |
| 売上総利益 | US$202.93m |
| その他の費用 | US$461.10m |
| 収益 | -US$258.17m |
直近の収益報告
Dec 31, 2025
次回決算日
May 08, 2026
| 一株当たり利益（EPS） | -2.18 |
| グロス・マージン | 40.38% |
| 純利益率 | -51.37% |
| 有利子負債／自己資本比率 | 399.8% |
FIP の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
2.3%
現在の配当利回り-5%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/07 17:40 |
| 終値 | 2026/05/07 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
FTAI Infrastructure Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3
| アナリスト | 機関 |
|---|---|
| Gregory Lewis | BTIG |
| Brian Mckenna | Citizens JMP Securities, LLC |
| Giuliano Anderes Bologna | Compass Point Research & Trading, LLC |