FTAI Infrastructure Future Growth
Future criteria checks 2/6
FTAI Infrastructure is forecast to grow earnings and revenue by 54.1% and 34% per annum respectively while EPS is expected to grow by 55.1% per annum.
Key information
54.1%
Earnings growth rate
55.07%
EPS growth rate
| Transportation earnings growth | 12.4% |
| Revenue growth rate | 34.0% |
| Future return on equity | n/a |
| Analyst coverage | Low |
| Last updated | 30 Apr 2026 |
Recent future growth updates
Recent updates
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.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.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).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.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.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.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.Investors Still Aren't Entirely Convinced By FTAI Infrastructure Inc.'s (NASDAQ:FIP) Revenues Despite 27% Price Jump
Jan 22
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.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.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.Slammed 26% FTAI Infrastructure Inc. (NASDAQ:FIP) Screens Well Here But There Might Be A Catch
Nov 18The $1B Railroad Acquisition You Have Never Heard Of: FTAI Infrastructure's Earnings Review
Aug 10
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.With FTAI Infrastructure Inc. (NASDAQ:FIP) It Looks Like You'll Get What You Pay For
Jan 09FTAI Infrastructure (NASDAQ:FIP) Has Announced A Dividend Of $0.03
Nov 03FTAI Infrastructure: Valuation Has Gone Off The Rails And Momentum Is Losing Steam
Aug 07FTAI Infrastructure's (NASDAQ:FIP) Dividend Will Be $0.03
Aug 06FTAI Infrastructure: American Hard Assets With Upside
Jun 16FTAI Infrastructure (NASDAQ:FIP) Will Pay A Dividend Of $0.03
Mar 19Why Investors Shouldn't Be Surprised By FTAI Infrastructure Inc.'s (NASDAQ:FIP) 30% Share Price Surge
Mar 13FTAI Infrastructure (NASDAQ:FIP) Is Paying Out A Dividend Of $0.03
Mar 05FTAI Infrastructure Inc.'s (NASDAQ:FIP) Subdued P/S Might Signal An Opportunity
Jan 04FTAI Infrastructure's (NASDAQ:FIP) Dividend Will Be $0.03
Oct 31Calculating The Intrinsic Value Of FTAI Infrastructure Inc. (NASDAQ:FIP)
Nov 01Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 12/31/2027 | 1,028 | -79 | N/A | N/A | 3 |
| 12/31/2026 | 787 | -162 | N/A | N/A | 3 |
| 12/31/2025 | 503 | -258 | -399 | -118 | N/A |
| 9/30/2025 | 440 | -268 | -366 | -123 | N/A |
| 6/30/2025 | 383 | -159 | -284 | -85 | N/A |
| 3/31/2025 | 345 | -130 | -230 | -97 | N/A |
| 12/31/2024 | 331 | -294 | -95 | -15 | N/A |
| 9/30/2024 | 332 | -209 | -73 | 1 | N/A |
| 6/30/2024 | 330 | -215 | -63 | 1 | N/A |
| 3/31/2024 | 327 | -200 | -60 | 14 | N/A |
| 12/31/2023 | 320 | -184 | -95 | 6 | N/A |
| 9/30/2023 | 310 | -196 | -131 | -7 | N/A |
| 6/30/2023 | 308 | -184 | -173 | -4 | N/A |
| 3/31/2023 | 292 | -175 | -246 | -41 | N/A |
| 12/31/2022 | 262 | -177 | -260 | -43 | N/A |
| 9/30/2022 | 238 | -134 | -245 | -30 | N/A |
| 6/30/2022 | 196 | -117 | -240 | -59 | N/A |
| 3/31/2022 | 146 | -113 | -203 | -42 | N/A |
| 12/31/2021 | 120 | -80 | -203 | -62 | N/A |
| 12/31/2020 | 69 | -55 | -294 | -47 | N/A |
| 12/31/2019 | 229 | 6 | -376 | -53 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: FIP is forecast to remain unprofitable over the next 3 years.
Earnings vs Market: FIP is forecast to remain unprofitable over the next 3 years.
High Growth Earnings: FIP is forecast to remain unprofitable over the next 3 years.
Revenue vs Market: FIP's revenue (34% per year) is forecast to grow faster than the US market (11.2% per year).
High Growth Revenue: FIP's revenue (34% per year) is forecast to grow faster than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if FIP's Return on Equity is forecast to be high in 3 years time
Discover growth companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/04 14:06 |
| End of Day Share Price | 2026/05/04 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
FTAI Infrastructure Inc. is covered by 3 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Gregory Lewis | BTIG |
| Brian Mckenna | Citizens JMP Securities, LLC |
| Giuliano Anderes Bologna | Compass Point Research & Trading, LLC |