Reading the tape
NASDAQ: FIP
FTAI Infrastructure Inc.
Industrials · Conglomerates
Market Cap
$648.35M
52w High
$7.94
52w Low
$3.90
P/E
-5.95
Volume
273.51K
Outstanding Shares
118.16M
Price vs Fundamentals
Why The Stock Is Moving
Fundamentals are supporting the moveModerate confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: 21.7%Revenue (TTM): 51.59%FCF (TTM): -87.57%P/S: 57th pct
What changed
The stock rose 21.7% over the last year. Revenue grew 51.59% over the trailing twelve months. Operating margin moved from -6.55% to 7.86%. Free cash flow declined 87.57% over the trailing twelve months.
What the market seems to be pricing
The stock move broadly lines up with stronger business momentum, and the shares are still only around the 57th percentile of their historical P/S range.
What would invalidate this read
Operating margin is at 7.86%. Revenue grew 51.59% — this thesis depends on that trajectory holding. Despite the price move, free cash flow fell 87.57%, which is worth watching as a leading indicator of future pressure. If revenue growth, margins, or free cash flow roll over while the stock keeps climbing, more of the move would be coming from multiple expansion than business progress.
Company profile
FTAI Infrastructure Inc. focuses on acquiring, developing, and operating assets and businesses that represent infrastructure for customers in the transportation and energy industries.
CEOKenneth J. Nicholson
SectorIndustrials
IndustryConglomerates
Employees670
IPO dateJul 20, 2022
Valuation
Forward P/E—
EV/EBITDA17.00
Enterprise value$4.13B
Price / Book0.58
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Standard profitability metrics can be misleading for financial/insurance companies. GAAP requires unrealized investment gains/losses in net income (affecting ROE), and margins are blended across diverse business segments.
Revenue growth77.7%
Gross margin11.09%▼88.91%vs FY2024
Operating margin7.86%▲220.09%vs FY2024
ROE-9.64%▲74.83%vs FY2024
Analyst consensus
RatingBuy
Target price$11.67▲112.69%
4
Buy
0
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 7, 2026
Q2 FY26 · EPS est -$0.42 · Revenue est $182.41M
View
Dividends
$0.12/shareQuarterlyAt RiskFIP pays a dividend with a 2.19% dividend yield, covered -28.9× by free cash flow.
Dividend Yield
2.19%
Annual Div / Share
$0.12
CAGR
—
Payout Ratio
—
At Risk
Dividend Growth Rate
Dividend Safety
0/10At Risk
Dividend History
Annualized dividend cycles per share
YearAnnual DivYoY
2025$0.12+0.0%
2024$0.12+0.0%
2023$0.12—
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$22/yr
$2/mo
In 5 yrs
$22/yr
$2/mo
In 10 yrs
$22/yr
$2/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$22/yr $2/mo | $22/yr $2/mo | $22/yr $2/mo |
Analysis
Dividend Strengths
No strong strength signal stands out from the latest period pair.
Risks to Watch
Dividend exceeds free cash flow
Free cash flow covers only -28.87× the dividend. The company is paying out more than it generates in cash, which is unsustainable without borrowing or asset sales.