Feed / FIP

FTAI Infrastructure Inc.

FIP

Industrials · 3.30 +0.1% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

FTAI Infrastructure Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 33 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.

Company+0.1% todayVolume comparison unavailable
Market group0 of 33 activeIndustrial Financials · unavailable
Disclosed network0 of 4 confirmingNo filing-linked name is confirming now
What would change this read
  • FIP's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if FIP's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Industrials · Conglomerates

No new filing conclusion is available. 0 of 33 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • FIP's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods6
Price observations319
Usable filing statements123
Verified relationships5
Evidence supporting the case
  • Latest annual revenue changed +51.6% year over year.
  • Macroeconomic conditions has repeated favorable evidence across 4 filings.
Evidence challenging the case
  • Diluted shares increased 6.5% in the latest annual period.
  • Credit and interest rates has repeated adverse evidence across 4 filings.
  • Demand and volume has repeated adverse evidence across 4 filings.
  • Input and raw-material costs has repeated adverse evidence across 3 filings.
  • Labor availability and costs has repeated adverse evidence across 3 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

3.30
6m-43.2%12m-36.2%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$120.2M+75.3%$-0.80+0.0%
2022-12-31$262.0M+117.9%$-1.73+3.4%
2023-12-31$320.5M+22.3%$-1.79+0.2%
2024-12-31$331.5M+3.4%$-2.72+5.1%
2025-12-31$502.5M+51.6%$-2.26+6.5%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 4 filings
Other income (expense) Total other expense increased $63.9 million during the three months ended March 31, 2026 primarily due to (i) loss on extinguishment of the Bridge Loan Credit Agreement during the current quarter and (ii) an increase in interest expense…
10-Q · May 8, 2026
Demand and volumenegative · 4 filings
Revenues Total revenues decreased $2.6 million during the three months ended March 31, 2026 primarily due to lower volumes stemming from the terminal’s current butane contract compared to the prior period contract that ended in March 2025.
10-Q · May 8, 2026
Macroeconomic conditionspositive · 4 filings
Our team focuses on acquiring a diverse group of long-lived assets or operating businesses that provide mission-critical services or functions to infrastructure networks and typically have high barriers to entry, strong margins, stable cash flows and upside f…
10-Q · May 8, 2026
Input and raw-material costsnegative · 3 filings
Expenses Total expenses increased $3.6 million primarily due to an increase in acquisition and transaction expenses related to consulting fees, partially offset by a decrease in operating expenses associated with lower repairs and maintenance and labor costs.
10-K · Mar 16, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

3.30+0.1% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for FIP. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for FIP. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind FIP

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

PW56.5% of FIPcustomerOct 31, 2025

Power revenues increased $56.5 million due to the acquisition of Long Ridge Energy & Power LLC in February 2025.

GEGE AerospacepartnerMar 16, 2026

In April 2022, Long Ridge, in collaboration with General Electric, became the first large scale gas power plant in the U.S.

JCAPFiling-linked namepartnerMar 16, 2026

The following primarily comprise our Ports and Terminals business: Jefferson Terminal Jefferson Terminal develops, owns and operates port terminals in southeast Texas, on the U.S.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

FIP is currently a Follower in the organic co-movement group Industrial Financials. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for FIP; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.