The earnings call presented a highly positive outlook for FTAI Infrastructure with significant growth milestones achieved, including a major acquisition and substantial EBITDA increase. However, regulatory challenges and integration risks pose potential hurdles.

Company Guidance -

Q3 2025

During the Second Quarter 2025 FTAI Infrastructure Earnings Conference Call, the company announced significant strategic moves aimed at transforming its freight rail segment and enhancing financial flexibility. Key metrics highlighted included the acquisition of the Wheeling & Lake Erie Railway for $1.05 billion, expected to generate $150 million in annual revenue and to increase the combined rail companies' annual EBITDA to at least $200 million by the end of 2026. The integration plan anticipates $20 million in annual cost savings and additional revenue opportunities from the Repauno terminal and Nippon Steel's investment in U.S. Steel facilities, potentially adding $35 million in annual EBITDA. Financing strategies include issuing $1 billion in preferred stock with a 10% dividend rate and $1.25 billion in new debt, reducing annual cash fixed charges from over $130 million to just over $100 million. The company reported an adjusted EBITDA of $45.9 million for Q2, reflecting a 30% increase from Q1 2025, and projects annual EBITDA to exceed $450 million post-acquisition.

Major Acquisition in Freight Rail Segment

FTAI Infrastructure announced the acquisition of Wheeling & Lake Erie Railway for $1.05 billion, expected to transform the freight rail segment and add significant revenue and customer diversification.

Significant Increase in Adjusted EBITDA

Adjusted EBITDA for Q2 2025 was $45.9 million, up 30% from Q1 and 34% from the same quarter last year, showing substantial growth across multiple segments.

Successful Refinancing and Improved Cash Flow

FTAI refinanced corporate debt, reducing cash fixed charges by $30 million annually, and issued $1.25 billion of new debt at lower interest rates, enhancing financial flexibility.

Progress in Phase 2 Construction at Repauno

Construction for Phase 2 at Repauno is underway with contracts increasing to 71,000 barrels per day, representing approximately $80 million of annual EBITDA.

Increased Capacity Revenues at Long Ridge

Long Ridge's capacity revenues increased significantly, projecting an annual run rate EBITDA of $160 million by end of Q3 2025.

FTAI Infrastructure Incorporation (FIP) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

FIP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	-0.33 / -	-0.45	―	―	―
Aug 07, 2025	2025 (Q2)	-0.37 / -0.73	-0.52	-40.38% (-0.21)
May 08, 2025	2025 (Q1)	-0.34 / 0.89	-0.54	264.81% (+1.43)
Feb 27, 2025	2024 (Q4)	-0.37 / -1.24	-0.47	-163.83% (-0.77)
Oct 30, 2024	2024 (Q3)	-0.40 / -0.45	-0.55	18.18% (+0.10)
Aug 02, 2024	2024 (Q2)	-0.36 / -0.52	-0.38	-36.84% (-0.14)
May 07, 2024	2024 (Q1)	-0.34 / -0.54	-0.4	-35.00% (-0.14)
Feb 29, 2024	2023 (Q4)	-0.37 / -0.47	-0.59	20.34% (+0.12)
Oct 26, 2023	2023 (Q3)	-0.21 / -0.55	-0.43	-27.91% (-0.12)
Jul 25, 2023	2023 (Q2)	-0.32 / -0.38	-0.29	-31.03% (-0.09)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

FIP Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$6.24	$4.98	-20.19%
May 08, 2025	$4.63	$4.57	-1.30%
Feb 27, 2025	$5.62	$5.77	+2.67%
Oct 30, 2024	$8.41	$7.95	-5.47%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does FTAI Infrastructure Incorporation (FIP) report earnings?

FTAI Infrastructure Incorporation (FIP) is schdueled to report earning on Oct 29, 2025, After Close (Confirmed).

What is FTAI Infrastructure Incorporation (FIP) earnings time?

FTAI Infrastructure Incorporation (FIP) earnings time is at Oct 29, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is FIP EPS forecast?

FIP EPS forecast for the fiscal quarter 2025 (Q3) is -0.33.

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