The earnings call highlighted significant positive developments, including a transformative acquisition, strong EBITDA growth, and strategic refinancing moves. While there was a minor impact from maintenance at Long Ridge, the overall outlook remains highly optimistic.

Company Guidance

During the Second Quarter 2025 FTAI Infrastructure Earnings Conference Call, the company provided guidance on several significant developments and financial metrics. The major highlight was the acquisition of the Wheeling & Lake Erie Railway for $1.05 billion, expected to boost the company's freight rail segment. This acquisition, combined with Transtar, is projected to achieve at least $200 million in annual EBITDA by the end of 2026. FTAI Infrastructure also plans to refinance its corporate balance sheet, which will enhance free cash flow by reducing annual cash fixed charges from over $130 million to just over $100 million. The company's adjusted EBITDA for the second quarter was reported at $45.9 million, reflecting a 30% increase from the previous quarter. Additionally, the company aimed for a pro forma annual EBITDA exceeding $450 million, including the acquisition. The financing strategy involves issuing $1 billion in preferred stock with a 10% annual dividend rate and $1.25 billion in new debt at approximately 8.25% interest, contributing to improved leverage and cash flow.

Major Acquisition Announcement

FTAI Infrastructure announced the acquisition of Wheeling & Lake Erie Railway for $1.05 billion, expected to significantly enhance the freight rail segment.

Refinancing for Increased Cash Flow

The company plans to refinance its corporate balance sheet to materially increase free cash flow and provide flexibility for future growth.

EBITDA Growth

Adjusted EBITDA for Q2 was $45.9 million, up 30% from Q1 2025 and 34% from Q2 last year.

Combined Rail Platform Expected EBITDA

The acquisition is expected to be highly accretive with a target of at least $200 million in annual EBITDA by the end of 2026.

Long Ridge EBITDA Growth

Long Ridge's reported EBITDA increased to $23 million in Q2 from $18.1 million in Q1.

Jefferson EBITDA Increase

Jefferson reported EBITDA of $11.1 million, up from $8 million in Q1.

Repauno Phase 2 Financing

Closed $300 million of tax-exempt debt financing for Phase 2 of the Repauno transloading project.

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)	-0.52 / -	-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	$6.20	$4.95	-20.16%
May 08, 2025	$4.61	$4.55	-1.30%
Feb 27, 2025	$5.59	$5.74	+2.68%
Oct 30, 2024	$8.36	$7.90	-5.50%

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 -0.52.

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