FIP
FTAI Infrastructure Inc.

FTAI Infrastructure Inc.FIP

Industrials · Conglomerates
3.47USD
+18.03%
Nov 09, 2026
FIP overview ready
Operator of multi-modal transportation and energy infrastructure assets in North America
FTAI Infrastructure Inc. acquires, develops, and operates infrastructure assets and businesses serving transportation, energy, and industrial products industries in North America through four segments: Railroad, Ports and Terminals, Power and Gas, and Sustainability and Energy Transition.
Theme not measured
No economic group is assigned yet.
Price trend is broken
Longer-term context reads early recovery, with a near-term setup of reclaim attempt.
Fair valuation
The price broadly reflects the cash the business actually produces, with upside and risk reasonably balanced.
Solid fundamentals
Free cash flow yield is strong.
Market Nov 6Price action Nov 8

Conviction Level

Theme Momentum has no canonical measurement for this company — a research-profile dimension, not an input to this score.

PriceAction6.3BusinessPerformance5.0BusinessQuality2.5Valuation5.3ThemeMomentum—Stable — Revenue is growing at a steady pace (+56% year over year). The company is still loss-making: the diluted loss per share narrowed to -$1.27 from -$1.38 a year earlier. — From filed financial statements. Describes the recent trajectory of the business, not the stock. 20 of the 100 Conviction points.

Conviction uses Price Action, Business Performance, Business Quality, Valuation. Theme Momentum is research context, not an input.

Theme momentumPrimary theme · group context, not entry timing
No economic group yet — pending research
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads early recovery, with a near-term setup of reclaim attempt.
EntryReset + recovery

The stock is still rebuilding below its long-term weekly base, and the recent reset toward the daily SMA200. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$410.1M
Provider figure at the stated date
Avg Volume (60D)
1.5M
60 sessions
Revenue Growth YoY
+55.8%
Latest quarter
Gross Margin
+40.2%
Trailing twelve months
Operating Margin
+25.5%
Trailing twelve months
Free Cash Flow Yield
+142.9%
Provider figure at the stated date
Distance from 200DMA
-21.1%
EV / EBITDA
16.8x
Provider figure at the stated date
EV / Sales
5.9x
Provider figure at the stated date
Market metrics as of Nov 9, 2026

Business Performance

Stable

Revenue is growing at a steady pace (+56% year over year). The company is still loss-making: the diluted loss per share narrowed to -$1.27 from -$1.38 a year earlier.

Latest reported: Q3 FY2026, ended Sep 30
Revenue growthGrowing
+56%
$219M in Q3 FY2026 · YoY
YoY growth, last 4 quarters
  1. +78%
  2. +96%
  3. +53%
  4. +56%
Earnings growthLoss narrowing
-$1.27
Diluted EPS -$1.27 vs -$1.38 a year earlier · GAAP
Too few comparable EPS quarters: a loss or a turn to profit has no meaningful percentage.
Operating marginNot enough data
—
No year-ago comparison
The business is consuming cash

Business Quality

2.5 / 10

How well the business earns on its assets, converts earnings to cash and funds itself — read from its SEC filings.

Fundamentals & Valuation

Only one valuation perspective could be built for this company, and it reads fair.
FTAI Infrastructure Inc. has a Fair valuation stance because the price broadly reflects the cash the business actually produces, with upside and risk reasonably balanced.

Company Research

Research coverage for this company is in progress.

Economic classification

Loading the economic classification…

Business & Markets

Industrials · Conglomerates
What they do

FTAI Infrastructure Inc. acquires, develops, and operates infrastructure assets and businesses serving transportation, energy, and industrial products industries in North America through four segments: Railroad, Ports and Terminals, Power and Gas, and Sustainability and Energy Transition.

How it earns

The company generates revenue primarily through transactional fees and service contracts related to the operation and leasing of infrastructure assets.

Products & services
Multi-modal crude oil and refined products terminal operations
Industrial property development and leasing
Railroad infrastructure services
Power and gas infrastructure services
Customers & end markets
Transportation industry customers
Energy sector customers
Industrial products companies
Market position

Niche infrastructure operator with diversified assets across transportation and energy sectors.

Demand drivers
Medium cyclicality

Business is influenced by industrial and energy sector activity cycles impacting demand for transportation and storage infrastructure.