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Ftai Infrastructure Inc. (FIP) stock

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NASDAQ: FIP Nasdaq Industrial REITs Next results ~November 5, 2026

D Fundamentals grade

Ftai Infrastructure Inc. is a US-listed company in the industrial REITs industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Model estimate per share

~$1.7

Dividend discount (growing dividend)

Base case. Range ~$1.5–$1.9. Today's dividend growing 2.5% a year, discounted at the cost of equity.

Price vs value

No Buy/Hold/Sell rating is issued: only 1 valuation models apply; a rating needs 3.

Ftai Infrastructure Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

Value diary

Our note on each quarter Ftai Infrastructure files

Where Ftai Infrastructure stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $659m, up 72.3% on a year earlier, about the same pace as a quarter earlier. That growth ranks 1 of 9 among the industrial reits companies we cover. Free-cash-flow margin rose to -48.3% from -74.5% a year earlier. Against its peers on growth, profitability, cash generation and balance sheet, it grades D. It passes 0 of our 4 financial-health checks. Our dividend discount value is $1.73 a share, against a share price of $2.85.

Source: 10-Q filed August 10, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 5, 2026 (estimated)

Ftai Infrastructure Inc.'s trailing-twelve-month revenue grew 72.3% year on year, with a free-cash-flow margin of -48.3%. Where it stands out: revenue growth of 72.3% ranks 1 of 10 industrial reits companies we cover. Where it lags: net margin of -84.0% ranks 10 of 10 industrial reits companies we cover.

Current signal Free cash flow diverging from earnings: TTM free cash flow fell 11.8% while net income fell 251.3%: a 239pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Fast growth. Revenue grew 72.3% over the last 12 months, against a median of 8.5% for industrial reits companies we cover.

Things to watch

  • Burning cash. Free cash flow was -48.3% of revenue over the last 12 months.
  • High debt. Long-term debt exceeds cash by $2.3bn, more than 1.5 times annual revenue.
  • Volatile shares. Over the past year the shares showed annualised volatility of 70% and a beta of 2.0 against the S&P 500.
  • Below peers: net margin. Net margin of -84.0% ranks 10 of 10 industrial reits companies we cover (median 34.3%).
  • Below peers: stock pay as % of revenue. Stock pay as % of revenue of 3.8% ranks 8 of 9 industrial reits companies we cover (median 2.2%).
  • Heavily shorted. 26.8% of the shares available to trade are sold short (13.0 days of average volume to cover).

Latest results: FY2026 Q2

Filed August 10, 2026
Earnings per share
-$1.41 against an average estimate of -$0.60: missed by 135.0%
Revenue
$187m, up 52.7% on a year earlier
Share reaction
+19.3% in the first session after the results on August 5, 2026, against -0.4% for the S&P 500
Next report
November 5, 2026

Ftai Infrastructure's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day-0.7%
  • 1 week+13.1%
  • 1 month+5.8%
  • This year-37.1%
  • 1 year-45.4%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$659M
Net margin
-84.0%
EPS (TTM, diluted)
$-4.84

Growth

Revenue growth
+72.3%
Change in growth rate
+0.0 pts
Share count change
−0.7%

Cash

Free cash flow (TTM)
-$319M
FCF margin
-48.3%
Stock pay % of revenue
3.8%

Earnings

Last results
August 5, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Announcement
  2. Agreement
  3. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Ftai Infrastructure Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: only 1 valuation models apply; a rating needs 3.

Valuation models

We value Ftai Infrastructure Inc. as an equity reit, with every model that fits that kind of business. Cost of equity 9.8%: the 10-year Treasury yield (4.9%) plus a beta of 1.07 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Funds-from-operations model Funds from operations growing 2.5% a year, discounted at 8%. — Does not apply: funds from operations not available or not positive
Price-to-FFO vs peers Funds from operations per share times peers' typical (harmonic-mean) price-to-FFO. — Does not apply: no positive funds from operations in the latest twelve months
Dividend discount (growing dividend) Today's dividend growing 2.5% a year, discounted at the cost of equity. ~$1.7 ~$1.5–$1.9 Included
Combined value Weighted average of the models that apply: the primary model (funds-from-operations model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$1.7 ~$1.5–$1.9 1 model

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Ftai Infrastructure Inc. with equity REITs in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

At fiscal year end 2022202320242025Now
Share price$2.68$3.66$6.94$4.52$2.84
Market value$275m$377m$751m$521m$325m
+ Net debt (− = net cash)$1.2bn$1.3bn$1.6bn$3.7bn$2.8bn
Enterprise value$1.5bn$1.7bn$2.3bn$4.3bn$3.1bn
Multiples
Price / sales 1.0x1.2x2.3x1.0x0.5x
Price / earnings —————
Price / free cash flow —————
EV / EBITDA —————

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

17 /100

Weak moat

How hard Ftai Infrastructure's competitive advantage looks for rivals to wear away, judged from 5 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 0 / 20

    Net income has been a median -7.6% of total assets over 5 years.

  • Durability 10 / 20

    Net margin has been a median -59.8%; its worst year was -84.0%.

  • Cash conversion 0 / 20

    Free cash flow was positive in 0 of 5 years, at a median -56.2% of revenue.

AI disruption exposure: Low. In this industry, the business rests on physical assets, regulated networks or products AI itself depends on.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 5, 2026, after the close. Analysts expect revenue of $195m for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current −$3.83 −71% $730m +45%
Next −$1.26 +67% $890m +22%

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +39.3% on 90 days ago. In the last 30 days, 0 analysts raised Ftai Infrastructure Inc.'s forecast and 2 cut it.

Consensus EPS forecast Ftai Infrastructure Inc., last 90 days
−$4.00 −$3.00 −$2.00 −$1.00 $0.00 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: −$2.75 Current fiscal year, 60 days ago: −$3.65 Current fiscal year, 30 days ago: −$3.65 Current fiscal year, 7 days ago: −$3.83 Current fiscal year, Now: −$3.83 −$3.83 Next fiscal year, 90 days ago: −$1.18 Next fiscal year, 60 days ago: −$1.26 Next fiscal year, 30 days ago: −$1.26 Next fiscal year, 7 days ago: −$1.26 Next fiscal year, Now: −$1.26 −$1.26

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago −$2.75−$1.18
60 days ago −$3.65−$1.26
30 days ago −$3.65−$1.26
7 days ago −$3.83−$1.26
Now −$3.83−$1.26

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 −$0.60 −$1.41 −135.0%
Mar 2026 −$0.57 −$0.83 −45.7%
Dec 2025 −$0.43 −$1.06 −148.4%
Sept 2025 −$0.59 −$1.38 −133.9%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, August 5, 2026

No numeric guidance in Ftai Infrastructure Inc.'s latest earnings release (filed August 5, 2026). Some companies give their outlook only on the earnings call.

Analyst recommendations

4 analysts, Oct 2026
Buy4100%
Hold00%
Sell00%

Monthly trend

  1. Oct 2026134
  2. Sep 2026134
  3. Aug 2026134
  4. Jul 2026134

Counts of recommendations published by analysts covering Ftai Infrastructure Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
26.8%
of tradable shares
Days to cover
13
at average volume
Short interest, 1 month
+0%
to October 15, 2026
Held by institutions
90%
of shares
Held by insiders
8.3%
of shares
Employees
1,110
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months −45.4%

$5.20 on October 31, 2025 to $2.84

ThenNowEffect
Revenue (last 12 months) $383m $659m +72.3%
P/S multiple 1.6x 0.5x −68.5%
Share count 115m 115m +0.7%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

Last 3 years −5.5%

$3.01 on November 3, 2023 to $2.84

ThenNowEffect
Revenue (last 12 months) $308m $659m +113.8%
P/S multiple 1.0x 0.5x −51.6%
Share count 104m 115m −8.8%

Biggest factor: revenue. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 2023202420252026 to date
Return
FIP+37%+90%−35%−37%
Industry peers (median)+13%−13%+14%+13%
S&P 500+26%+25%+18%+11%
Months that ended higher
FIP50%67%42%36%
S&P 50067%75%75%46%
Largest fall from a high during the year
FIP−35%−31%−61%−63%
S&P 500−10%−8%−19%−9%

Worst fall since July 20, 2022: 76% from July 31, 2024 to October 14, 2026. Getting back needed a 324% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$2.31 – $6.31
From 52-week high
−55.0%
vs 50-day average
−3.6%
vs 200-day average
−36.3%
Volatility (1 year)
70%
Beta vs S&P 500
2.01

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
5 up, 7 down
typical move ±9.7%
After a week
5 up, 7 down
typical move ±14.2%
After a month
5 up, 7 down
typical move ±20.7%
Results releasedNext dayS&P 500 next day5 days21 days
August 5, 2026 +19.3% −0.4% +32.6% −0.1%
May 7, 2026 −12.3% +0.5% −14.3% −17.9%
February 26, 2026 −9.3% −1.0% −10.8% −23.9%
October 30, 2025 +1.3% −0.8% −2.3% −18.6%
August 7, 2025 −30.5% +0.7% −34.0% −43.3%
May 8, 2025 +1.1% +0.6% +15.4% +42.4%
February 28, 2025 −6.2% −0.2% −11.2% −19.9%
October 30, 2024 −6.6% −2.3% +4.6% +0.4%
August 2, 2024 −7.0% −4.7% −10.7% −11.5%
May 7, 2024 +3.0% +0.1% +14.8% +6.4%
February 29, 2024 +16.1% +1.3% +19.6% +48.4%
October 26, 2023 −3.2% −1.6% −0.3% +15.9%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Ftai Infrastructure Inc. in five measures

Fundamentals grade D
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Ftai Infrastructure Inc.
$300M $400M $500M $600M $700M FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $310.4M Revenue (TTM), FY23 Q4: $320.5M Revenue (TTM), FY24 Q1: $326.5M Revenue (TTM), FY24 Q2: $329.6M Revenue (TTM), FY24 Q3: $332.2M Revenue (TTM), FY24 Q4: $331.5M Revenue (TTM), FY25 Q1: $345.1M Revenue (TTM), FY25 Q2: $382.5M Revenue (TTM), FY25 Q3: $439.8M Revenue (TTM), FY25 Q4: $502.5M Revenue (TTM), FY26 Q1: $594.7M Revenue (TTM), FY26 Q2: $659.2M $659.2M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $310.4M
FY23 Q4 $320.5M
FY24 Q1 $326.5M
FY24 Q2 $329.6M
FY24 Q3 $332.2M
FY24 Q4 $331.5M
FY25 Q1 $345.1M
FY25 Q2 $382.5M
FY25 Q3 $439.8M
FY25 Q4 $502.5M
FY26 Q1 $594.7M
FY26 Q2 $659.2M
Revenue growth, TTM YoY Ftai Infrastructure Inc.
0% 20% 40% 60% 80% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: 30.4% Revenue growth, TTM YoY, FY23 Q4: 22.3% Revenue growth, TTM YoY, FY24 Q1: 11.7% Revenue growth, TTM YoY, FY24 Q2: 6.9% Revenue growth, TTM YoY, FY24 Q3: 7.0% Revenue growth, TTM YoY, FY24 Q4: 3.4% Revenue growth, TTM YoY, FY25 Q1: 5.7% Revenue growth, TTM YoY, FY25 Q2: 16.1% Revenue growth, TTM YoY, FY25 Q3: 32.4% Revenue growth, TTM YoY, FY25 Q4: 51.6% Revenue growth, TTM YoY, FY26 Q1: 72.3% Revenue growth, TTM YoY, FY26 Q2: 72.3% 72.3%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 30.4%
FY23 Q4 22.3%
FY24 Q1 11.7%
FY24 Q2 6.9%
FY24 Q3 7.0%
FY24 Q4 3.4%
FY25 Q1 5.7%
FY25 Q2 16.1%
FY25 Q3 32.4%
FY25 Q4 51.6%
FY26 Q1 72.3%
FY26 Q2 72.3%
FCF margin (TTM) Ftai Infrastructure Inc.
-100% -50% 0% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: -42.1% FCF margin (TTM), FY23 Q4: -29.2% FCF margin (TTM), FY24 Q1: -17.8% FCF margin (TTM), FY24 Q2: -18.1% FCF margin (TTM), FY24 Q3: -22.0% FCF margin (TTM), FY24 Q4: -28.6% FCF margin (TTM), FY25 Q1: -66.7% FCF margin (TTM), FY25 Q2: -74.5% FCF margin (TTM), FY25 Q3: -82.8% FCF margin (TTM), FY25 Q4: -79.3% FCF margin (TTM), FY26 Q1: -60.9% FCF margin (TTM), FY26 Q2: -48.3% -48.3%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 -42.1%
FY23 Q4 -29.2%
FY24 Q1 -17.8%
FY24 Q2 -18.1%
FY24 Q3 -22.0%
FY24 Q4 -28.6%
FY25 Q1 -66.7%
FY25 Q2 -74.5%
FY25 Q3 -82.8%
FY25 Q4 -79.3%
FY26 Q1 -60.9%
FY26 Q2 -48.3%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 69 120 262 320 331 503 659
Net income −55 −80 −177 −184 −294 −207 −554
Diluted EPS −$0.56 −$0.80 −$1.73 −$1.79 −$2.72 −$2.26 −$4.84
Growth (year on year)
Revenue — +75.3% +117.9% +22.3% +3.4% +51.6% +72.3%
Margins
Net margin −80.5% −66.4% −67.7% −57.3% −88.8% −41.3% −84.0%
Free-cash-flow margin −429.4% −168.5% −99.2% −29.2% −28.6% −79.3% −48.3%
Cash flow
Cash from operations −47 −62 −43 6 −15 −118 −57
Capital spending 248 141 217 99 80 281 261
Free cash flow −294 −203 −260 −94 −95 −399 −319
Stock-based pay 2 4 4 9 9 11 25
Free cash flow after stock pay −297 −207 −264 −103 −103 −410 −344
Balance sheet
Cash 55 50 36 29 28 57 33
Total debt 0 1,230 1,261 1,372 1,603 3,796 2,788
Net debt (negative = net cash) −55 1,180 1,225 1,343 1,575 3,739 2,755
Diluted shares 99m 99m 103m 103m 108m 115m 115m
Returned to shareholders
Dividends 0 0 3 12 13 14 14
Total returned 0 0 3 12 13 14 14

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

0 of 4 checks passed · June 30, 2026
What it owns · $5.7bn
Short-term assets $368mLonger-term assets $5.4bn
What it owes, and who funded it · $5.1bn
Short-term liabilities $1.3bnLonger-term liabilities $3.8bnShareholders' equity $-330m
  • Short-term assets cover short-term liabilities $368m of assets due within a year against $1.3bn of liabilities due within a year.
  • Short-term assets cover long-term liabilities $368m short-term assets against $3.8bn of longer-dated liabilities.
  • More cash than debt $33m of cash against $2.8bn of debt.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt −$57m of operating cash flow against $2.8bn of debt.
  • Operating profit covers interest at least five times over Interest not separately reported. Not assessable.

From Ftai Infrastructure Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Dividends (TTM)
$14M
Returned to shareholders
-4%
of free cash flow
Diluted share count
−0.7%
year over year
Total shareholder yield
4.2%
dividends 4.2% + buybacks 0.0% of market value

Competitors: side by side with peers

Closest by revenue in industrial reits
Last 12 months unless stated FIP EGP FR TRNO STAG REXR Median
Revenue, last 12 months $659m $770m $775m $503m $901m $978m $838m
Revenue growth, last 12 months 72.3% 10.4% 8.5% 18.0% 9.3% −2.0% 7.9%
Revenue growth, 3-year average 28.8% 11.8% 8.8% 18.7% 9.0% 8.5% 8.8%
Revenue growth, latest quarter 52.7% 9.5% 8.6% 11.1% 9.4% −5.6% 8.2%
Operating margin — 36.1% — — — 73.3% 36.1%
Operating margin, 3-year average — 35.1% — — — 72.6% 35.1%
Net margin −84.0% 41.0% 46.1% 77.3% 29.9% −47.1% 32.1%
Cash from operations / revenue −8.7% 70.4% 56.9% 57.0% 53.3% 52.3% 53.2%
Free-cash-flow margin −48.3% 62.9% 31.1% 43.1% 18.0% 26.8% 22.4%
Free-cash-flow margin, 3-year average −47.0% 56.0% 30.1% 44.2% 37.2% 19.3% 23.9%
Stock pay / revenue 3.8% 1.6% 2.9% 3.6% 1.6% 8.0% 2.2%
Change in share count −0.7% 3.0% 0.1% 4.3% 2.7% −1.8% 0.5%

Median of all 10 companies we cover in industrial reits. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

10 industrial reits companies
Measure Company Peer median Rank
Revenue growth Growth 72.3% 8.5% 1 of 10
Change in growth rate Growth +0.0pp -0.0pp 4 of 10
Net margin Profitability -84.0% 34.3% 10 of 10
Stock pay as % of revenue Cash generation 3.8% 2.2% 8 of 9
Long-term debt as % of assets Balance sheet 39.8% 35.5% 7 of 8
Change in share count Balance sheet -0.7% 0.5% 2 of 9

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Segments
Line of business Revenue YoY
Long Ridge $179M —
Power and Gas $179M —
Railroad $173M ▼ 3.9%
Jefferson Terminal $85.7M ▲ 6.2%
Rapauno $11M ▼ 30.5%
Repauno $11M ▼ 30.5%
Sustainability $0 —

These categories overlap or exclude eliminations, so shares aren't shown.

Products and services
Line of business Revenue YoY
Rail Revenue $172M ▼ 3.2%
Other services $95.1M ▲ 1.9%
Roadside Services Revenues $52.2M ▼ 5.1%
Licenses and services $5.1M ▲ 2.5%
Other $324,000 ▲ 912.5%

These categories overlap or exclude eliminations, so shares aren't shown.

From Ftai Infrastructure Inc.'s 10-K filed March 16, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$495M
Institutions reporting
174
Shares held vs prior quarter
▲ 7.3%
Positions opened / closed
21 / 26

Top buyers and sellers, Q2 2026: 82 institutions bought and 74 sold ; the biggest buyer was First Eagle Investment Management, LLC (+3.0M shares) and the biggest seller Alliancebernstein L.P (−945K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Wellington Management Group LLP $62.6M 13.5M 12.6% ▲ 10.3%
Washington State Investment Board $54.7M 11.8M 11.0% 0.0%
Blackrock, Inc. $41.5M 9.0M 8.4% ▲ 8.6%
Frontier Capital Management Co LLC $38.3M 8.3M 7.7% ▲ 9.3%
First Eagle Investment Management, LLC $25.5M 5.5M 5.1% ▲ 117.6%
Caspian Capital LP $24.2M 5.2M 4.9% 0.0%
Vanguard Capital Management LLC $22.5M 4.8M 4.5% ▲ 3.5%
Alliancebernstein L.P. $21M 4.3M 4.2% ▼ 18.2%
Long Focus Capital Management, LLC $16.3M 3.5M 3.3% ▼ 13.7%
Royce & Associates LP $15.3M 3.3M 3.1% ▲ 14.2%
State Street Corp $13.9M 3.0M 2.8% ▲ 11.4%
Geode Capital Management, LLC $13.7M 2.9M 2.8% ▲ 6.3%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Ftai Infrastructure Inc.'s complete shareholder register. Values are as reported by the filers ; 1 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $45,800 1 trade by 1 insider, last 12 months Insider sales History → $0 0 trades by 0 insiders
Net ▲ $45,800 net buying
Insider Date Trade Shares Price Value
Fletcher Carl Russell Iv CFO and CAO May 28, 2026 Buy 10,000 $4.58 $45,800

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 2 trades and filings

In the last 12 months, 1 member of Congress disclosed 0 purchases and 1 sale of Ftai Infrastructure Inc. shares.

  • Brian Babin(R-TX 36):Sale (full), $1,001 - $15,000, traded May 5, 2026, filed May 18, 2026
  • Brian Babin(R-TX 36):Purchase, $1,001 - $15,000, traded August 2, 2022, filed June 9, 2023

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around October 29, 2026 estimated from the company's past filing pattern, not announced

  • August 5, 2026
  • May 7, 2026
  • February 26, 2026
  • October 30, 2025
  • August 7, 2025
  • May 8, 2025

Recent SEC filings

Data status

When each part of this page on Ftai Infrastructure Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Ftai Infrastructure Inc. in brief

What does Ftai Infrastructure Inc. do?
Ftai Infrastructure Inc. is a US-listed company in the industrial REITs industry. Its financial year ends in December.
What is Ftai Infrastructure Inc.'s stock ticker?
Ftai Infrastructure Inc. trades under the ticker FIP on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Ftai Infrastructure Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Ftai Infrastructure Inc. reported revenue of $659M, 72.3% higher than a year earlier, according to its SEC filings.
What is Ftai Infrastructure Inc.'s free cash flow?
Ftai Infrastructure Inc.'s free-cash-flow margin is -48.3% of revenue over the trailing twelve months.
Who are Ftai Infrastructure Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Wellington Management Group LLP, Washington State Investment Board and Blackrock, Inc. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Ftai Infrastructure Inc.'s market cap?
On November 2, 2026, Ftai Infrastructure Inc.'s market capitalisation was about $325M and net debt of $2.8B. Market figures come from third-party market data and may be delayed.
Does Ftai Infrastructure Inc. pay a dividend?
Yes: Ftai Infrastructure Inc. paid $14M in dividends over the trailing twelve months, a dividend yield of 4.18%.
Who are Ftai Infrastructure Inc.'s competitors?
In our Industrial REITs peer group, the companies closest to Ftai Infrastructure Inc. are Eastgroup Properties Inc, First Industrial Realty Trust Inc, Terreno Realty Corp, Stag Industrial, Inc. and Rexford Industrial Realty, Inc. The side-by-side comparison below sets their revenue, margins and growth against Ftai Infrastructure Inc.'s.
Are insiders buying or selling Ftai Infrastructure Inc. stock?
Over the last 12 months, Ftai Infrastructure Inc.'s directors and officers reported 1 open-market purchases and 0 sales on Form 4. The insider trading page charts every trade.
When is Ftai Infrastructure Inc.'s next earnings date?
Around November 5, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Ftai Infrastructure Inc. announces its own schedule.