FTAI Infrastructure Inc.
FIP
NASDAQ·Industrials·Conglomerates·Mkt cap $402.9M
$3.41
▲ +1.19%
P/E
—
Mkt Cap
$402.9M
52-Wk Range
$3.06–$6.69
52-Week Range
$3.06 - $6.69
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 15.6% over the trailing year
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
1 risk
- Above-average volatility (beta 1.9).
Growth
Stable outlook
Industrial development projects on 3,290 acres of owned port property
Value
Trading at 0.0x Conglomerates peers — a discount despite the growth profile.
Momentum
Falling
-24.6% over 3m
Quality
Stable
Emerging growth company (72% revenue growth). Early stage with higher risk.
Dividend
Solid
3.52% yield
Smart-money signal
Who's buying FIP right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 29, 2026
AUG 5, 2026
Reported EPS of -$1.41 vs -$0.60 consensus (-137.0% surprise). Revenue of $186.8M vs $186.1M expected (+0.4%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-137.0%
Revenue trend · last 8Q
—
-1%
+17%
+44%
+69%
+78%
+96%
+53%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$83.3M
$80.8M
$96.2M
$122.3M
$140.6M
$143.5M
$188.4M
$186.8M
Margins · last 8Q
Gross
-36.4%
Operating
-1.5%
Profit
-111.4%
Wall Street consensus
1 analyst · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
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.
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