CoverageForm 410-K10-Q8-K13D13G13F

FIP · Ftai Infrastructure Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · FIP

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$188.36M-$140.56M$122.29M$96.16M-$83.31M$84.89M$82.53M-
Cost of Revenue----------
Gross Profit----------
R&D----------
SG&A$3.55M-$3.20M$3.86M$5.11M-$2.99M$2.84M$4.86M-
Total Operating Expenses$185.55M-$120.00M$129.08M$104.60M-$90.58M$87.92M$93.88M-
D&A$50.69M-$34.81M$34.00M$25.01M-$19.49M$20.16M$20.52M-
Operating Income($123.69M)-($99.46M)($69.01M)$78.65M-($43.05M)($47.87M)($48.49M)-
Interest Expense$82.49M-$73.31M$59.20M$43.11M-$31.51M$29.69M$27.59M-
Income Tax$3.52M-$5.08M$952.0K($41.51M)-($92.0K)$267.0K$1.80M-
Net Income($150.17M)-($118.35M)($79.82M)$109.72M-($49.97M)($54.35M)($56.58M)-
EPS - Basic($1.32)-($1.38)($0.73)$0.95-($0.45)($0.52)($0.54)-
EPS - Diluted($1.32)-($1.38)($0.73)$0.89-($0.45)($0.52)($0.54)-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$37.86M$57.35M$34.72M$33.63M$26.32M$27.79M$20.30M$33.10M$22.97M$29.37M
Accounts Receivable----------
Inventory$958.0K$1.27M---$311.0K----
Accounts Payable----------
Current Assets$397.58M$484.01M$442.83M$539.04M$318.70M$219.85M$247.07M$289.24M$164.53M$185.50M
Total Assets$5.69B$5.75B$5.45B$4.41B$4.14B$2.37B$2.44B$2.45B$2.34B$2.38B
Current Liabilities$361.72M$410.00M$1.77B$362.76M$371.14M$250.79M$173.68M$137.62M$239.77M$150.64M
Long-term Debt$3.79B$3.71B$2.21B$3.00B$2.66B$1.54B$1.54B$1.55B$1.27B$1.34B
Total Liabilities$4.87B$4.80B$4.37B$3.63B$3.28B$1.92B$1.82B$1.81B$1.68B$1.64B
Stockholders' Equity($122.46M)$21.32M$181.06M$375.47M$476.20M$202.65M$370.77M$394.83M$402.55M$484.29M
Retained Earnings($625.94M)($512.99M)($438.64M)($333.11M)($274.25M)($405.82M)($291.51M)($258.52M)($221.78M)($182.17M)

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow($69.38M)---($85.65M)---($3.88M)-
Investing Cash Flow($44.76M)---$164.30M---($18.85M)-
Financing Cash Flow$15.62M---($2.54M)---($454.0K)-
CapEx$46.48M---$66.00M---$12.86M-
Free Cash Flow($115.85M)---($151.65M)---($16.74M)-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin----------
Operating margin-65.7%--70.8%-56.4%81.8%--51.7%-56.4%-58.8%-
EBITDA margin-38.8%--46.0%-28.6%107.8%--28.3%-32.6%-33.9%-
Net margin-79.7%--84.2%-65.3%114.1%--60.0%-64.0%-68.6%-
Free cash flow margin-61.5%----157.7%----20.3%-
FCF / Net income0.77----1.38---0.30-
R&D / Revenue----------
SG&A / Revenue1.9%-2.3%3.2%5.3%-3.6%3.3%5.9%-
Effective tax rate-----60.9%-----
Return on assets-2.6%--2.2%-1.8%2.6%--2.1%-2.2%-2.4%-
Return on equity122.6%--65.4%-21.3%23.0%--13.5%-13.8%-14.1%-
Return on invested capital-2.7%--3.3%-1.6%2.5%--1.8%-1.9%-2.3%-
Liquidity
Current ratio1.101.180.251.490.860.881.422.100.691.23
Quick ratio1.101.180.251.490.860.881.422.100.691.23
Cash ratio0.100.140.020.090.070.110.120.240.100.19
Leverage
Debt / Equity-30.93173.9212.237.995.597.604.143.943.152.77
Debt / Assets0.670.650.410.680.640.650.630.630.540.56
Debt / EBITDA----25.70-----
Interest coverage-1.5x--1.4x-1.2x1.8x--1.4x-1.6x-1.8x-
Equity multiplier-46.45269.5930.1111.748.7011.726.576.215.824.91
Liabilities / Assets0.860.840.800.820.790.810.750.740.720.69
Efficiency
Asset turnover0.03-0.030.030.02-0.030.030.04-
Inventory turnover----------
Days sales outstanding----------
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E----5.1x-----
P / B--2.8x1.9x1.2x-2.8x2.3x1.6x-
P / S3.1x-3.6x5.8x5.8x-12.3x10.7x7.9x-
EV / EBITDA----30.8x-----
Growth
Revenue growth (YoY)95.9%-68.7%44.1%16.5%-3.2%3.7%7.9%-
Revenue CAGR (3y)35.0%-56.3%99.7%------
Revenue CAGR (5y)----------
Gross profit growth (YoY)----------
Operating income growth (YoY)---131.0%-44.1%--14.0%-44.9%0.4%-
Net income growth (YoY)---136.8%-46.9%--10.9%-84.4%-39.4%-
EPS growth (YoY)---206.7%-40.4%--18.2%-36.8%-35.0%-
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)23.6%----805.8%---74.6%-
FCF CAGR (5y)----------
Book value growth (YoY)--89.5%-51.2%-4.9%18.3%-58.2%-30.5%-32.0%-28.1%-12.2%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$639.24M total
Long Ridge$179.33M · 28.1%
Power And Gas$179.33M · 28.1%
Railroad$172.94M · 27.1%
Jefferson Terminal$85.66M · 13.4%
Rapauno$10.99M · 1.7%
Repauno$10.99M · 1.7%

Product / service

$484.90M total
Rail Revenue$171.08M · 35.3%
Power Revenues$156.18M · 32.2%
Service Other$82.39M · 17.0%
Roadside Services Revenues$52.19M · 10.8%
Gas Revenues$21.19M · 4.4%
License And Service$1.82M · 0.4%
Product And Service Other$43.0K · 0.0%

Peer comparison

Same SIC group: Railroads, Line-Haul Operating

CompanyRevenue (last FY)Net marginROE
UNP$24.51B29.1%38.7%
NSC$12.18B23.6%18.5%
CSX$14.09B20.5%22.0%

Comparing FTAI Infrastructure Inc. against the 3 most active filers in the same SIC group.

Dividends

$0.12/share trailing 12 months · 0.0% YoY

Ex-datePer share
May 18, 2026$0.0300
Mar 13, 2026$0.0300
Nov 14, 2025$0.0300
Aug 25, 2025$0.0300
May 19, 2025$0.0300
Mar 14, 2025$0.0300
Nov 12, 2024$0.0300
Aug 12, 2024$0.0300
May 16, 2024$0.0300
Mar 26, 2024$0.0300
Nov 8, 2023$0.0300
Aug 7, 2023$0.0300
May 12, 2023$0.0300
Mar 13, 2023$0.0300
Nov 10, 2022$0.0300