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FTAI Infrastructure Inc.

NasdaqGS:FIP 주식 리포트

시가총액: US$406.5m

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  • 가치 평가
  • 미래 성장
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  • 재무 건전성
  • 배당
  • 경영진
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  • 기타 정보
  • 주식 커뮤니티

FTAI Infrastructure 과거 순이익 실적

과거 기준 점검 0/6

FTAI Infrastructure 의 수입은 연평균 -31.2%의 비율로 감소해 온 반면, Transportation 산업은 연평균 2.2%의 비율로 감소했습니다. 매출은 연평균 26%의 비율로 증가해 왔습니다.

핵심 정보

-31.20%

순이익 성장률

-27.22%

주당순이익(EPS) 성장률

Transportation 산업 성장률15.63%
매출 성장률25.97%
자기자본이익률-93.60%
순이익률-91.55%
최근 순이익 업데이트30 Jun 2026

최근 과거 실적 업데이트

Recent updates

Seeking Alpha • Aug 10

FTAI Infrastructure: The $1.6 Billion Claim Most Models Leave Out

Summary FTAI Infrastructure (FIP) is rated Hold with a bearish lean due to a capital structure that heavily favors preferred holders and lenders over common equity. FIP's reported Adjusted EBITDA is materially overstated by non-recurring gains; the clean FY2025 figure is $232M, not $361M, significantly impacting valuation multiples. Preferred stock, accruing at 10% and rising, should be treated as debt at its $1.4B redemption value, which drastically reduces implied equity value. The expiration of US Steel’s minimum revenue guarantee and near-term blast furnace outages pose downside risk to FIP’s core rail revenue and near-term targets. Read the full article on Seeking Alpha
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내러티브 업데이트 • Jul 01

FIP: Auditor Transition Will Support Confidence In Future Earnings Potential

Analysts have reduced their fair value estimate for FTAI Infrastructure from $10.00 to $8.75 as they update assumptions for revenue growth, profit margins and future P/E, and apply a slightly higher discount rate in their models. What’s in the News for FTAI Infrastructure FTAI Infrastructure appointed KPMG LLP as its independent registered public accounting firm for the fiscal year ending December 31, 2026, effective April 15, 2026, according to a company key development filing.
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내러티브 업데이트 • 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.
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내러티브 업데이트 • 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.
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내러티브 업데이트 • 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).
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내러티브 업데이트 • 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.
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내러티브 업데이트 • 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.
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내러티브 업데이트 • 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.
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내러티브 업데이트 • 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.
분석 기사 • 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...
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내러티브 업데이트 • 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.
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내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
분석 기사 • 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
새로운 내러티브 • 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.
분석 기사 • 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...
분석 기사 • 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
분석 기사 • 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
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...

매출 및 비용 세부 내역

FTAI Infrastructure가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:FIP 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
30 Jun 26659-604370
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

양질의 수익: FIP 은(는) 현재 수익성이 없습니다.

이익 마진 증가: FIP는 현재 수익성이 없습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: FIP은 수익성이 없으며 지난 5년 동안 손실이 연평균 31.2% 증가했습니다.

성장 가속화: 현재 수익성이 없어 지난 1년간 FIP의 수익 성장률을 5년 평균과 비교할 수 없습니다.

수익 대 산업: FIP은 수익성이 없어 지난 해 수익 성장률을 Transportation 업계(-3.1%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: FIP는 현재 수익성이 없으므로 자본 수익률이 음수(-93.6%)입니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/09 20:04
종가2026/09/09 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
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별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

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Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

FTAI Infrastructure Inc.는 5명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Gregory LewisBTIG
Brian MckennaCitizens JMP Securities, LLC
Jeffrey KauffmanCitizens JMP Securities, LLC

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