Transcript: FTAI Infrastructure Q2 2026 Earnings Conference Call - FTAI Infrastructure (NASDAQ:FIP)

FTAI Infrastructure's Jefferson Terminal segment plans a $270M note offering to fund the DRUbit acquisition and repay $255M in debt. The acquisition is expected to double annual Adjusted EBITDA to $100M within 12 months, with 2027 targets of $138M in Adjusted EBITDA and $57M in Free Cash Flow, though results are not guaranteed.

FTAI Infrastructure Inc. (FIP) filed an SEC Form 8-K — Other Events. Item 7.01. Regulation FD Disclosure. In connection with the proposed Financing (as described in Item 8.01 below), certain subsidiaries (“Jefferson”) within the Jefferson Terminal segment of FTAI Infrastructure Inc. (“FIP”) are providing potential investors with certain informatio

Citizens reiterated a Market Outperform rating and $10.00 price target on FTAI Infrastructure (FIP), citing the expected sale of Long Ridge power assets as a key catalyst. The deal, expected in Q4 2026, will reduce debt by $1.5B but cut annual EBITDA by $100M. FIP's stock trades near its 52-week low at $2.89. Q2 2026 earnings showed a wider-than-expected loss, with adjusted EPS at -$1.41 vs. -$0.42 forecast.

FTAI Infrastructure (FIP) reported Q2 2026 revenues of $186.8M, up from $122.3M YoY, with record rail segment performance. Adjusted EBITDA was $76.1M, but net loss was $166.5M due to interest expense and asset impairment. The company plans to sell Long Ridge, reducing debt by $1.4B, and expects $9M annual EBITDA from Tidewater Logistics acquisition. Management highlighted rail expansion and terminal growth strategies.

U.S. industrial production rose 0.2% in July, below expectations. Enpro (NPO) fell 4.9%, Valmont (VMI) 3%, Cummins (CMI) 3.4%, Regal Rexnord (RRX) 3.3%, and FTAI Infrastructure (FIP) 3.4%. Enpro is up 50.2% YTD but 12.6% below its 52-week high.

FTAI Infrastructure (FIP) reported Q2 2026 adjusted EBITDA of $76.1 million, up from $45.9 million a year earlier, and record rail segment adjusted EBITDA of $42.4 million on $92.2 million revenue. The company said the pending Long Ridge sale should close by end-Q3, enabling about $1.4 billion debt reduction and ~$25 million annual interest savings.