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FIP

FTAI Infrastructure Inc.

FIP

NASDAQ·Industrials·Conglomerates·Mkt cap $532.9M

$4.44

-1.55%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$3.90 - $7.94

P/E

Fwd P/E

-2.52

Beta

1.90

Div Yield

2.66%

Avg Vol

1.0M

Shares Out

118.2M

Mkt Cap

$532.9M

Price action

Price chart

Down 29.5% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Strategic geographic locations with limited competing deep-water port capacity
  • Integrated multi-modal infrastructure (rail, dock, storage) reducing customer logistics costs
  • Long-term contracts with major industrial and energy customers providing revenue stability
  • High barriers to entry due to regulatory requirements and land scarcity
  • Significant undeveloped acreage enabling future industrial development and revenue growth

Bear Case

2 risks

  • Above-average volatility (beta 1.9).
  • Growth premium of 0.0x vs Conglomerates peers. Reasonable for this growth rate.

Growth

Moderate growth ahead

Industrial development projects on 3,290 acres of owned port property

Value

Growth premium of 0.0x vs Conglomerates peers. Reasonable for this growth rate.

Momentum

Weak

-10.5% over 3m

Quality

Stable

Emerging growth company (72% revenue growth). Early stage with higher risk.

Dividend

Solid

2.66% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Jul 28, 2026

Q2 26 RECAP

MAY 7, 2026

Reported EPS of -$1.32 vs -$0.42 consensus (-214.3% surprise). Revenue of $188.4M vs $182.4M expected (+3.3%).

EPS miss
Rev beat +3.3%

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-214.3%

Next: Jul 28, 2026

Revenue trend · last 8Q

-1%

+17%

+44%

+69%

+78%

+96%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$84.9M

$83.3M

$80.8M

$96.2M

$122.3M

$140.6M

$143.5M

$188.4M

Margins · last 8Q

Gross

Operating

Profit

-60.0%

Wall Street consensus

1 analyst · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

100%

Hold

0%

Sell

0%

Median Price Target

Latest: BTIG · May 8, 2026

vs Industry

How FIP stacks vs Conglomerates

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.