FTAI Infrastructure Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 0/6
FTAI Infrastructure şirketinin kazançları yıllık ortalama -31.2% oranında azalırken, Transportation sektörünün kazançları yıllık 2.2% oranında azalan oldu. Gelirler yıllık ortalama 26% oranında artan oldu.
Anahtar bilgiler
-31.20%
Kazanç büyüme oranı
-27.22%
EPS büyüme oranı
| Transportation Sektör Büyümesi | 15.63% |
| Gelir büyüme oranı | 25.97% |
| Özkaynak getirisi | -93.60% |
| Net Marj | -91.55% |
| Son Kazanç Güncellemesi | 30 Jun 2026 |
Yakın geçmiş performans güncellemeleri
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
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...
Yeni Anlatı • 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.Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Gelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
FTAI Infrastructure nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 30 Jun 26 | 659 | -604 | 37 | 0 |
| 31 Mar 26 | 595 | -521 | 37 | 0 |
| 31 Dec 25 | 503 | -258 | 37 | 0 |
| 30 Sep 25 | 440 | -268 | 4 | 0 |
| 30 Jun 25 | 383 | -159 | 4 | 0 |
| 31 Mar 25 | 345 | -130 | 2 | 0 |
| 31 Dec 24 | 331 | -294 | 2 | 0 |
| 30 Sep 24 | 332 | -209 | 30 | 0 |
| 30 Jun 24 | 330 | -215 | 32 | 0 |
| 31 Mar 24 | 327 | -200 | 33 | 0 |
| 31 Dec 23 | 320 | -184 | 25 | 0 |
| 30 Sep 23 | 310 | -196 | 27 | 0 |
| 30 Jun 23 | 308 | -184 | 26 | 0 |
| 31 Mar 23 | 292 | -175 | 25 | 0 |
| 31 Dec 22 | 262 | -177 | 24 | 0 |
| 30 Sep 22 | 238 | -134 | 25 | 0 |
| 30 Jun 22 | 196 | -117 | 26 | 0 |
| 31 Mar 22 | 146 | -113 | 26 | 0 |
| 31 Dec 21 | 120 | -80 | 24 | 0 |
| 31 Dec 20 | 69 | -55 | 22 | 0 |
| 31 Dec 19 | 229 | 6 | 24 | 0 |
Kaliteli Kazançlar: FIP şu anda kârlı değil.
Büyüyen Kar Marjı: FIP şu anda kârlı değil.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: FIP kârlı değildir ve zararlar son 5 yılda yılda 31.2% oranında artmıştır.
Büyüme Hızlandırma: FIP 'un son bir yıldaki kazanç büyümesinin 5 yıllık ortalamasıyla karşılaştırılması mümkün değil çünkü şu anda kârlı değil
Kazançlar vs. Sektör: FIP kârlı olmadığından, geçmiş yıl kazanç büyümesinin Transportation sektörüyle ( -3.1% ) karşılaştırılması zorlaşıyor.
Özkaynak Getirisi
Yüksek ROE: FIP hissesi şu anda kârlı olmadığından negatif Özsermaye Getirisi'ne ( -93.6% ) sahiptir.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/09 20:10 |
| Gün Sonu Hisse Fiyatı | 2026/09/09 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
FTAI Infrastructure Inc. 5 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Gregory Lewis | BTIG |
| Brian Mckenna | Citizens JMP Securities, LLC |
| Jeffrey Kauffman | Citizens JMP Securities, LLC |