Stock Fundamentals

Company Information

Company Name
FTAI Infrastructure Inc.
Sector
Industrials
Industry
Conglomerates
Exchange
NASDAQ
ISIN: US35953C1062
CIK: 0001899883
Currency: USD
Full Time Employees: 1,110
Phone: 212 798 6100
Fiscal Year End: December
IPO Date: Aug 02, 2022
Description:

FTAI Infrastructure Inc. engages in 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 four segments: Railroad, Ports and Terminals, Power and Gas, and Sustainability and Energy Transition. The company operates a multi-modal crude oil and refined products terminal, and other related assets; and Jefferson Terminal and Repauno that develops or acquires industrial properties in strategic locations that store and handle for third parties various energy products, including crude oil, refined products, and clean fuels. 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 owns and operates eight freight railroads and one switching company that provides rail service to certain manufacturing and production facilities. Further, it focuses on waste plastic to renewable fuel, hydrogen-fueled power plant, 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
Mr. Kevin P. Krieger Secretary NA

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

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Wellington Management Company LLP 12.23M Mar 31, 2026 10.35% $0.01 6.23%
Washington State Investment Board 11.79M Mar 31, 2026 9.97% $23.17 0.00%
BlackRock Inc 8.24M Mar 31, 2026 6.97% $0.00 -0.94%
Frontier Capital Management CO Inc 7.56M Mar 31, 2026 6.39% $0.38 14.88%
Vanguard Group Inc 6.30M Dec 31, 2025 5.33% $0.00 0.31%
Caspian Capital Partners, L.P. 5.21M Mar 31, 2026 4.41% $25.04 0.00%
AllianceBernstein L.P. 5.20M Mar 31, 2026 4.40% $0.01 -17.27%
Long Focus Capital Management, LLC 4.07M Mar 31, 2026 3.45% $0.53 -28.35%
Royce & Associates, LP 2.90M Mar 31, 2026 2.45% $0.14 7.99%
Geode Capital Management, LLC 2.77M Mar 31, 2026 2.35% $0.00 3.20%
State Street Corp 2.69M Mar 31, 2026 2.28% $0.00 6.36%
Arnhold & S. Bleichroeder Advisers, LLC 2.53M Mar 31, 2026 2.14% $0.02 5.94%
Shay Capital LLC 2.30M Mar 31, 2026 1.95% $0.95 100.03%
Pingora Partners LLC 2.05M Mar 31, 2026 1.74% $6.01 15.96%
Garnet Capital Holdings, Inc. 1.96M Mar 31, 2026 1.66% $1.51 -0.21%
Diamond Hill Capital Management, LLC 1.56M Mar 31, 2026 1.32% $0.05 -10.95%
CenterBook Partners LP 1.35M Mar 31, 2026 1.14% $0.36 0.00%
Bard Associates Inc 1.20M Mar 31, 2026 1.02% $1.50 -0.12%
Ares Management LLC 1.20M Mar 31, 2026 1.01% $0.39 0.00%
The Goldman Sachs Group Inc 1.20M Mar 31, 2026 1.01% $0.00 3.93%

Shares Statistics

Shares Outstanding: 118.16M
Shares Float: 108.40M
% Insiders: 826.80%
% Institutions: 8,639.30%
Short % Float: 25.44%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Total Stock Mkt Idx Inv 3.27M 2.77% ▲ 0.00% Apr 30, 2026
2 iShares Russell 2000 ETF 2.56M 2.17% ▲ 0.85% Apr 30, 2026
3 First Eagle Small Cap Opportunity I 2.12M 1.79% ▲ 1.18% Apr 30, 2026
4 First Eagle US Small Cap Strategy 2.10M 1.78% ▲ 4.65% Mar 31, 2026
5 Royce Small-Cap Opportunity Invmt 1.49M 1.26% ▲ 2.23% Mar 31, 2026
6 FTGF RY US SmCp Opp A USD Dis(A) 1.34M 1.13% ▼ 0.70% Mar 31, 2026
7 Vanguard Institutional Extnd Mkt Idx Tr 1.31M 1.11% ▲ 0.58% Apr 30, 2026
8 Frontier Small Cap Growth 1.30M 1.10% ▲ 7.43% Mar 31, 2026
9 Diamond Hill Small Cap Equity 1.20M 1.01% ▲ 9.90% Apr 30, 2026
10 AB Small Cap Value Advisor 1.10M 0.93% ▼ 1.49% Mar 31, 2026

Valuation Metrics

Enterprise Value: $5.53B
Trailing P/E: 0.00
Forward P/E: 18.87

Financial Highlights

Market Cap: $498.65M
EBITDA: $204.89M
Book Value: $-1.04
Dividend/Share: $0.12
Dividend Yield: 2.68%
Earnings/Share: $-4.51
Profit Margin: -78.57%
Operating Margin: 5.11%
ROA (TTM): 0.59%
ROE (TTM): -61.08%
Revenue (TTM): $594.72M
Revenue/Share (TTM): $5.13
Earnings Growth (YOY): 0.00%
Revenue Growth (YOY): 95.90%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

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

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 0.25x 4.79x 0.84x 0.15x 21.93x
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

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