Latest revenue
$188.4M
as of 2026-03-31
Latest net income
—
as of 2026-03-31
Net margin
—
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $532.9M
- Enterprise value
- $532.9M
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 2.7%
- 52-wk high
- $7.93
- 52-wk low
- $3.90
- Beta
- —
- Shares out
- 118.2M
5-year trend
What this company does
Item 2. Management’s Discussion and Analysis of Financial Condition and Results of Operations The following Management’s Discussion and Analysis of Financial Condition and Results of Operations (“MD&A”) is intended to help you understand FTAI Infrastructure Inc. (“we”, “us”, “our”, or the “Company”). Our MD&A should be read in conjunction with our unaudited consolidated financial statements and the accompanying notes, and with Part II, Item 1A, “Risk Factors” and “Forward-Looking Statements” included elsewhere in this Quarterly Report on Form 10-Q. Overview We are in the business of acquiring, developing and operating assets and businesses that represent critical infrastructure for…
AI summary unavailable — showing raw filing excerpt
Generated from FIP's filing dated 2026-05-08
Key risks
Item 1A. Risk Factors You should carefully consider the following risks and other information in this Form 10-Q in evaluating us and our common stock. Any of the following risks, as well as additional risks and uncertainties not currently known to us or that we currently deem immaterial, could materially and adversely affect our results of operations or financial condition. The risk factors generally have been separated into the following groups: risks related to our business, risks related to our capital structure, risks related to our Manager, risks related to the spin-off, risks related to the Wheeling acquisition and risks related to our common stock. However, these categories do…
AI summary unavailable — showing raw filing excerpt
Generated from FIP's filing dated 2026-05-08
Leverage
Debt / equity
268.59×
2406.3%Long-term debt / equity
173.92×
2189.8%Debt / assets
99.6%
8.9%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $188.4M | +95.9% | — | — | — |
Q4 2025 2025-12-31 | $143.5M | +77.7% | — | — | — |
Q3 2025 2025-09-30 | $140.6M | +68.7% | — | — | — |
Q2 2025 2025-06-30 | $122.3M | +44.1% | — | — | — |
Q1 2025 2025-03-31 | $96.2M | +16.5% | — | — | — |
Q4 2024 2024-12-31 | $80.8M | — | — | — | — |
Q3 2024 2024-09-30 | $83.3M | +3.2% | — | — | — |
Q2 2024 2024-06-30 | $84.9M | +3.7% | — | — | — |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Railroads, Line-Haul Operating · SIC 4011
Your notes
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Insider activity
Insider buying
$44.8K
Insider selling
$0
Net activity
+$44.8K
Distinct insiders
1
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value | |
|---|---|---|---|---|---|---|
| 2025-08-21 | Carl Russell Fletcher IV CFO and CAO | Purchase | 10,000 | $4.48 | $44.8K |
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns FIP
Institutional value
$213.4M
Total shares held
43.7M
Distinct holders
113
-67 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | WASHINGTON STATE INVESTMENT BOARD | 11.8M | $58.2M | +0 (+0.0%) | No change |
| 2 | BlackRock, Inc. | 8.2M | $40.7M | -78.0K (-0.9%) | Trimmed |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 4.7M | $23.1M | — | New |
| 4 | ROYCE & ASSOCIATES LP | 2.9M | $14.3M | +214.4K (+8.0%) | Added |
| 5 | First Eagle Investment Management, LLC | 2.5M | $12.5M | +141.6K (+5.9%) | Added |
| 6 | DIAMOND HILL CAPITAL MANAGEMENT INC | 1.6M | $7.7M | -191.6K (-11.0%) | Trimmed |
| 7 | CenterBook Partners LP | 1.3M | $6.7M | — | New |
| 8 | BARD ASSOCIATES INC | 1.2M | $6.0M | -1.4K (-0.1%) | Trimmed |
| 9 | Orchard Capital Management, LLC | 815.0K | $4.0M | +0 (+0.0%) | No change |
| 10 | VANGUARD FIDUCIARY TRUST CO | 799.8K | $4.0M | — | New |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | 777.4K | $3.8M | — | New |
| 12 | DIMENSIONAL FUND ADVISORS LP | 702.8K | $3.5M | -274.7K (-28.1%) | Trimmed |
| 13 | UBS Group AG | 546.0K | $2.7M | -157.7K (-22.4%) | Trimmed |
| 14 | Tejara Capital Ltd | 456.9K | $2.3M | +197.8K (+76.3%) | Added |
| 15 | FIFTH THIRD BANCORP | 372.4K | $1.8M | — | New |
| 16 | WELLS FARGO & COMPANY/MN | 360.9K | $1.8M | -70.5K (-16.3%) | Trimmed |
| 17 | Bank of New York Mellon Corp | 295.6K | $1.5M | -3.4K (-1.2%) | Trimmed |
| 18 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 294.9K | $1.5M | -3.0K (-1.0%) | Trimmed |
| 19 | KIM, LLC | 293.9K | $1.5M | +0 (+0.0%) | No change |
| 20 | Nuveen, LLC | 266.1K | $1.3M | +2.0K (+0.8%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once FIP's latest filing finishes processing.