FIP official logo FIP
FIP 2-star rating from Upturn Advisory
FTAI Infrastructure Inc. (FIP) company logo

FTAI Infrastructure Inc. (FIP)

FTAI Infrastructure Inc. (FIP) 2-star rating from Upturn Advisory
$5.07
Last Close (24-hour delay)
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PASS
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  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
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Upturn Stock price based on last close icon Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
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Upturn Advisory Summary

12/04/2025: FIP (2-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 2 star rating for performance

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Number of Analysts

1 star rating from financial analysts

3 Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

1 Year Target Price $11.67

1 Year Target Price $11.67

Analysts Price Target For last 52 week
$11.67 Target price
52w Low $3.04
Current$5.07
52w High $8.34

Analysis of Past Performance

Type Stock
Historic Profit 46.41%
Avg. Invested days 48
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 3.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 12/04/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 589.61M USD
Price to earnings Ratio -
1Y Target Price 11.67
Price to earnings Ratio -
1Y Target Price 11.67
Volume (30-day avg) 3
Beta 1.97
52 Weeks Range 3.04 - 8.34
Updated Date 12/5/2025
52 Weeks Range 3.04 - 8.34
Updated Date 12/5/2025
Dividends yield (FY) 2.46%
Basic EPS (TTM) -2.39

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin -50.48%
Operating Margin (TTM) 17.16%

Management Effectiveness

Return on Assets (TTM) 0.75%
Return on Equity (TTM) -31.36%

Valuation

Trailing PE -
Forward PE 83.33
Enterprise Value 4480902552
Price to Sales(TTM) 1.34
Enterprise Value 4480902552
Price to Sales(TTM) 1.34
Enterprise Value to Revenue 10.19
Enterprise Value to EBITDA 41.17
Shares Outstanding 116294461
Shares Floating 107517718
Shares Outstanding 116294461
Shares Floating 107517718
Percent Insiders 7.8
Percent Institutions 83.6

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

FTAI Infrastructure Inc.

FTAI Infrastructure Inc.(FIP) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo History and Background

FTAI Infrastructure Inc. (formerly Fortress Transportation and Infrastructure Investors LLC) was formed to own and acquire high-quality infrastructure and equipment that generates strong and sustainable cash flows. It focuses on long-lived assets critical to the economy.

Company business area logo Core Business Areas

  • Rail: Investments in rail infrastructure, including freight cars and terminals.
  • Ports and Terminals: Ownership and operation of ports and terminals facilities for handling various commodities.
  • Power Generation: Power generation assets, including renewable energy and gas-fired power plants.

leadership logo Leadership and Structure

Joseph Adams serves as the Chairman and CEO. The company operates with a functional organizational structure across its various asset classes.

Top Products and Market Share

Product Key Offerings logo Key Offerings

  • Rail Transport: Provides rail transport services primarily for freight. Competitors include major rail operators such as Union Pacific (UNP) and CSX (CSX). Market share data is not readily available as FTAI Infrastructure's rail assets are part of a larger transportation ecosystem.
  • Port and Terminal Services: Offers port and terminal services. Competitors include Ports America and other regional port operators. Market share data is not specifically disclosed.
  • Power Generation: Generates power through various sources, including renewable and natural gas. Competitors include NRG Energy (NRG) and Vistra (VST). Market share data is not readily available.

Market Dynamics

industry overview logo Industry Overview

The infrastructure industry is characterized by long-term assets and demand driven by economic growth and commodity flows. Rail transport is influenced by freight demand, port operations by global trade, and power generation by energy demand.

Positioning

FTAI Infrastructure is positioned as a diversified infrastructure owner and operator. Its competitive advantage lies in its ability to acquire and improve underperforming assets.

Total Addressable Market (TAM)

The TAM for infrastructure investment is substantial, estimated to be in the trillions globally. FTAI Infrastructure focuses on specific niches within this vast market, such as rail, ports, and power generation, aiming to capture significant market share through strategic acquisitions and operational improvements.

Upturn SWOT Analysis

Strengths

  • Diversified asset base
  • Experienced management team
  • Focus on essential infrastructure
  • Operational expertise

Weaknesses

  • Exposure to economic cycles
  • High capital intensity
  • Regulatory risks
  • Reliance on acquisitions for growth

Opportunities

  • Infrastructure investment boom
  • Growing demand for renewable energy
  • Expansion into new markets
  • Technological advancements in infrastructure

Threats

  • Economic downturns
  • Rising interest rates
  • Increased competition
  • Changes in government regulations

Competitors and Market Share

Key competitor logo Key Competitors

  • UNP
  • CSX
  • NRG
  • VST

Competitive Landscape

FTAI Infrastructure benefits from its diverse asset portfolio but faces competition from larger, more established players with greater financial resources. It differentiates itself through strategic acquisitions and operational improvements.

Major Acquisitions

Transtar LLC

  • Year: 2023
  • Acquisition Price (USD millions): 610
  • Strategic Rationale: Increased access to regional and national freight delivery

Growth Trajectory and Initiatives

Historical Growth: Historical growth has been driven by acquisitions and operational improvements in its infrastructure assets.

Future Projections: Future growth projections depend on macroeconomic conditions, infrastructure investment trends, and the company's ability to execute its acquisition strategy. Analyst estimates can vary.

Recent Initiatives: Recent initiatives include strategic acquisitions in rail and ports, and investments in renewable power generation.

Summary

FTAI Infrastructure is a diversified infrastructure company with a focus on acquiring and improving underperforming assets. It benefits from strong industry tailwinds but faces challenges from economic cycles and competition. Strategic acquisitions and operational improvements are key to its growth. Monitoring capital expenditure and new market expansion is crucial.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • Company filings
  • Analyst reports
  • Industry publications
  • FTAI Infrastructure Investor Relations
  • Public Financial News Sources

Disclaimers:

This analysis is based on publicly available information and does not constitute financial advice. Market conditions and company performance are subject to change.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About FTAI Infrastructure Inc.

Exchange NASDAQ
Headquaters New York, NY, United States
IPO Launch date 2022-08-02
CEO & President Mr. Kenneth J. Nicholson
Sector Industrials
Industry Conglomerates
Full time employees 670
Full time employees 670

FTAI Infrastructure Inc. engages in the acquiring, developing, and operating assets and businesses that represent infrastructure for customers in the transportation, energy, and industrial products industries in North America. It operates through five segments: Railroad, Jefferson Terminal, Repauno, Power and Gas, and Sustainability and Energy Transition. The company operates a multi-modal crude oil and refined products terminal, and other related assets. It also has a 1,630-acre deep-water port located along the Delaware River with an underground storage cavern, a multipurpose dock, a rail-to-ship transloading system, and multiple industrial development opportunities; and a 1,660-acre multi-modal port located along the Ohio River with rail, dock, and multiple industrial development opportunities, including a power plant. In addition, the company operates six freight railroads and one switching facility. Further, it focuses on waste plastic to renewable fuel, lithium-ion battery recycling, hydrogen-fueled power generation, and carbon capture businesses. FTAI Infrastructure Inc. was incorporated in 2021 and is headquartered in New York, New York.