Stock Fundamentals

Company Information

Company Name
FTAI Infrastructure Inc.
Sector
Industrials
Industry
Conglomerates
Exchange
NASDAQ
ISIN: US35953C1062
CIK: 0001899883
Currency: USD
Full Time Employees: 670
Phone: 212 798 6100
Fiscal Year End: December
IPO Date: Aug 02, 2022
Description:

FTAI Infrastructure Inc. engages in the acquiring, developing, and operating assets and businesses that represent infrastructure for customers in the transportation, energy, and industrial products industries in North America. It operates through five segments: Railroad, Jefferson Terminal, Repauno, Power and Gas, and Sustainability and Energy Transition. The company operates a multi-modal crude oil and refined products terminal, and other related assets. It also has a 1,630-acre deep-water port located along the Delaware River with an underground storage cavern, a multipurpose dock, a rail-to-ship transloading system, and multiple industrial development opportunities; and a 1,660-acre multi-modal port located along the Ohio River with rail, dock, and multiple industrial development opportunities, including a power plant. In addition, the company operates six freight railroads and one switching facility. Further, it focuses on waste plastic to renewable fuel, lithium-ion battery recycling, hydrogen-fueled power generation, and carbon capture businesses. FTAI Infrastructure Inc. was incorporated in 2021 and is headquartered in New York, New York.

Address:

1345 Avenue Of The Americas, New York, NY, United States, 10105

Directors & Officers

Name Title Year Born
Mr. Kenneth J. Nicholson CEO & President 1971
Mr. Carl Russell Fletcher IV CFO & Chief Accounting Officer 1985
Mr. Alan John Andreini J.D. Head of Investor Relations 1947
Mr. Jonathan Carnes President & GM of Transtar NA
Mr. Robert Wholey President of Long Ridge Energy NA
Mr. Hank Alexander Chief Executive Officer of Jefferson Energy Co and Repauno NA

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Washington State Investment Board 11.79M Dec 31, 2025 10.13% $17.53 0.00%
Wellington Management Company LLP 11.51M Dec 31, 2025 9.90% $0.01 73.46%
BlackRock Inc 8.11M Sep 30, 2025 6.97% $0.00 5.19%
Frontier Capital Management CO Inc 6.58M Dec 31, 2025 5.66% $0.32 15.67%
Vanguard Group Inc 6.30M Dec 31, 2025 5.42% $0.00 0.31%
Long Focus Capital Management, LLC 5.69M Dec 31, 2025 4.89% $0.69 0.00%
Luxor Capital Group, LP 4.72M Sep 30, 2025 4.06% $0.97 -28.85%
AllianceBernstein L.P. 4.01M Sep 30, 2025 3.45% $0.01 3,990.21%
Royce & Associates, LP 2.68M Dec 31, 2025 2.31% $0.13 24.45%
Geode Capital Management, LLC 2.67M Sep 30, 2025 2.29% $0.00 4.95%
State Street Corp 2.61M Sep 30, 2025 2.25% $0.00 6.82%
Arnhold & S. Bleichroeder Advisers, LLC 2.38M Dec 31, 2025 2.05% $0.02 7.08%
Pingora Partners LLC 1.77M Dec 31, 2025 1.52% $4.99 3.14%
Diamond Hill Capital Management Inc 1.75M Dec 31, 2025 1.50% $0.04 -2.09%
Garnet Capital Holdings, Inc. 1.59M Sep 30, 2025 1.36% $2.57 104.26%
American Assets Capital Advisers, LLC 1.29M Sep 30, 2025 1.11% $5.93 -27.10%
Bard Associates Inc 1.22M Sep 30, 2025 1.05% $1.41 12.18%
Ares Management LLC 1.20M Dec 31, 2025 1.03% $0.32 0.00%
Shay Capital LLC 1.15M Dec 31, 2025 0.99% $0.55 -9.47%
The Goldman Sachs Group Inc 1.11M Sep 30, 2025 0.95% $0.00 31.52%

Shares Statistics

Shares Outstanding: 116.29M
Shares Float: 106.55M
% Insiders: 869.30%
% Institutions: 8,735.80%
Short % Float: 18.79%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Washington State Investment Board 11.79M 10.13% ▲ 0.00% Dec 31, 2025
2 Wellington Management Company LLP 11.51M 9.90% ▲ 73.46% Dec 31, 2025
3 BlackRock Inc 8.11M 6.97% ▲ 5.19% Sep 30, 2025
4 Frontier Capital Management CO Inc 6.58M 5.66% ▲ 15.67% Dec 31, 2025
5 Vanguard Group Inc 6.30M 5.42% ▲ 0.31% Dec 31, 2025
6 Long Focus Capital Management, LLC 5.69M 4.89% ▲ 0.00% Dec 31, 2025
7 Luxor Capital Group, LP 4.72M 4.06% ▼ 28.85% Sep 30, 2025
8 AllianceBernstein L.P. 4.01M 3.45% ▲ 3,990.21% Sep 30, 2025
9 Royce & Associates, LP 2.68M 2.31% ▲ 24.45% Dec 31, 2025
10 Geode Capital Management, LLC 2.67M 2.29% ▲ 4.95% Sep 30, 2025

Valuation Metrics

Enterprise Value: $4.59B
Trailing P/E: 0.00
Forward P/E: 83.33

Financial Highlights

Market Cap: $675.09M
EBITDA: $172.00M
Book Value: $0.18
Dividend/Share: $0.00
Dividend Yield: 0.00%
Earnings/Share: $-2.39
Profit Margin: -41.27%
Operating Margin: 9.04%
ROA (TTM): 0.61%
ROE (TTM): -36.03%
Revenue (TTM): $502.52M
Revenue/Share (TTM): $4.36
Earnings Growth (YOY): 0.00%
Revenue Growth (YOY): 77.70%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios (Yearly)

Financial Ratios (Quarterly)

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 0.25x -0.06x 0.84x 0.00x 0.04x
2024-12-31 0.88x 2.73x 0.81x -0.18x -26.05x
2023-12-31 1.23x 1.67x 0.69x -0.40x 57.82x
2022-12-31 1.74x 1.52x 0.68x -0.77x -20.95x
2021-12-31 3.19x 0.50x 0.40x -3.54x -18.14x
2020-12-31 1.03x 0.29x 0.29x -4.97x -8.78x
2019-12-31 0.18x 0.20x 0.34x -4.95x 2.69x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Aug 21, 2025 Carl Russell Iv Fletcher N/A Purchase 10.00K $4.48 $44.80K

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