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FTAI Infrastructure Incorporation (FIP)
NASDAQ:FIP
RESEARCH TOOLSreports
Earnings Data
Report Date
Jul 29, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
-0.39Last Year’s EPS
-0.52Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: 13.30%
|Next Earnings Date:Jul 29, 2025
Earnings Call Sentiment|Positive
The call highlighted significant growth in EBITDA, a strong future pipeline, and positive developments in key business units like Long Ridge and Repauno. However, there were challenges at Jefferson with decreased EBITDA due to operational issues and high debt levels. Overall, the sentiment is positive due to growth and strategic progress outweighing the operational challenges.Company Guidance
During the First Quarter 2025 FTAI Infrastructure Earnings Conference Call, guidance was provided with a focus on several key metrics. The company reported an adjusted EBITDA of $35.2 million for the first quarter, a 21% increase from the previous quarter and a 29% increase from the first quarter of the previous year. A significant development was the Long Ridge transaction, which resulted in a non-cash gain of $120 million and the consolidation of Long Ridge into the company's financial statements. The company has a line of sight on $190 million of incremental locked-in annual EBITDA, contributing to a total potential annual EBITDA of over $330 million. Looking forward, the company targets an annual EBITDA potential in excess of $400 million, excluding new investments or acquisitions. Specifically, for Long Ridge, the company expects an annual run rate EBITDA of approximately $160 million by mid-year, bolstered by $30 million of annual EBITDA from higher capacity revenue starting June 1. Meanwhile, Jefferson reported a slightly lower EBITDA due to transitioning storage tanks to new contracts, but it expects $25 million of long-term annual EBITDA commencing this year. Repauno launched financing for its Phase 2 transloading project, anticipating a total of approximately $80 million of annual EBITDA upon completion of construction in late 2026. Overall, FTAI Infrastructure remains optimistic about transformational opportunities in 2025, driven by strategic developments across its business units.Significant EBITDA Growth
Adjusted EBITDA for Q1 2025 was $35.2 million, up 21% from Q4 2024 and 29% from Q1 2024. The company also recorded a non-cash gain of $120 million from the Long Ridge transaction.
Strong Pipeline and Future Projections
The company has a line of sight on approximately $190 million of incremental locked-in annual EBITDA with a potential to exceed $400 million annually, excluding new investments or acquisitions.
Positive Developments at Long Ridge
Reported EBITDA for Long Ridge increased to $18.1 million in Q1 2025. The company anticipates an annual run rate EBITDA of $160 million by mid-year.
Progress at Repauno
Repauno has signed contracts and LOIs representing approximately 80 million of annual EBITDA for Phase 2, with further developments expected in 2026.
Stable Performance at Transtar
Transtar's adjusted EBITDA was $19.9 million, with stable volumes and strategic M&A efforts ongoing.
Dividend Announcement
The board authorized a quarterly dividend of $0.03 per share.
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FIP Earnings History
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
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FIP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 08, 2025 | $4.66 | $4.60 | -1.29% |
Feb 27, 2025 | $5.65 | $5.80 | +2.65% |
Oct 30, 2024 | $8.46 | $8.00 | -5.44% |
Aug 02, 2024 | $9.90 | $9.71 | -1.92% |
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.
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FAQ
When does FTAI Infrastructure Incorporation (FIP) report earnings?
FTAI Infrastructure Incorporation (FIP) is schdueled to report earning on Jul 29, 2025, TBA Not Confirmed.
What is FTAI Infrastructure Incorporation (FIP) earnings time?
FTAI Infrastructure Incorporation (FIP) earnings time is at Jul 29, 2025, TBA Not 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 (Q2) is -0.39.
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