Ftai Infrastructure Inc
NASDAQ:FIP
Ftai Infrastructure Inc
Ftai Infrastructure Inc is a US-based company operating in Road & Rail industry. The company is headquartered in New York City, New York and currently employs 600 full-time employees. The company went IPO on 2022-07-20. FTAI Infrastructure Inc. acquires, develops, and operates assets and businesses that represent critical infrastructure. The firm offers its services to customers in the transportation and energy industries. The firm targets assets that, on a combined basis, generate stable cash flows with the potential for earnings growth and asset appreciation. The firm is managed by Fortress Investment Group LLC, a diversified global investment firm.
Ftai Infrastructure Inc is a US-based company operating in Road & Rail industry. The company is headquartered in New York City, New York and currently employs 600 full-time employees. The company went IPO on 2022-07-20. FTAI Infrastructure Inc. acquires, develops, and operates assets and businesses that represent critical infrastructure. The firm offers its services to customers in the transportation and energy industries. The firm targets assets that, on a combined basis, generate stable cash flows with the potential for earnings growth and asset appreciation. The firm is managed by Fortress Investment Group LLC, a diversified global investment firm.
Record EBITDA: Adjusted EBITDA reached a record $80.2 million for Q4, up from $70.9 million in Q3 and $29.2 million in Q4 2024.
Run Rate Acceleration: Due to significant acquisitions and new contracts, the company exited 2025 with an EBITDA run rate just over $320 million annually, well above reported figures.
Growth Drivers: Strong segment growth was driven by the full consolidation of Long Ridge, the Wheeling and Lake Erie Railroad acquisition, and a new ammonia export contract at Jefferson Terminal.
Deleveraging Focus: A new $1.3 billion term loan was closed to refinance Wheeling acquisition debt, with plans to use proceeds from a potential Long Ridge sale to further reduce leverage.
Rail Integration Progress: The Wheeling integration is ahead of schedule, with over half of targeted $20 million in annual cost savings already realized.
Business Development: Jefferson Terminal is ramping up, with three new contracts in advanced negotiations that could add over $50 million in annual EBITDA with minimal capital investment.
Future Monetization: The company continues to advance the sale process for Long Ridge and is preparing for Phase 3 development at Repauno.
Guidance: Management expects continued growth in 2026, with ongoing focus on integration, deleveraging, and disciplined M&A.
