$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

FTAI Infrastructure (FIP) reported Q2 revenue of $186.8M, up 52.7% YoY but missing estimates by 2.6%, with stock down 29.5%. MDU Resources (MDU) reported $375.3M revenue, up 6.9% YoY but missing estimates by 5.4%, with stock down 4.5%. Both companies underperformed analyst expectations.

FTAI Infrastructure Inc. will release Q3FY26 earnings on Nov 5, 2026, followed by a conference call. The company plans to acquire the Port Arthur Terminal and a 50% stake in the Diluent Recovery Unit for $255M, expecting $50M in annual EBITDA. The acquisition is expected to significantly enhance the Jefferson segment's earnings and de-leverage its balance sheet.

FTAI Infrastructure (FIP) reported Q2 2026 adjusted EBITDA of $76.1M, up from $45.9M in Q1, driven by rail business growth. The company announced the sale of Long Ridge to reduce debt and interest expenses. Rail segment achieved record revenues and EBITDA, with successful acquisitions and integration. Management expects continued growth and strong financial performance.

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 Inc. (FIP) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Exhibit 99.1 Affiliate of Jefferson Energy Companies Agrees to Acquire Crude Oil Logistics Assets from USD Group NEW YORK, September 28, 2026 (GLOBE NEWSWIRE) – FTAI Energy Partners LLC (“Jefferson” or the “Company”), a subsidiary of FTAI Infrastructure Inc. (NASDAQ: FIP), today

Quanta (PWR) beat analyst estimates and raised full-year guidance, with its stock up 11.8% to $627.50. Ameresco (AMRC) reported $515.5M revenue, up 9.1% YoY, outperforming expectations but missing full-year EBITDA guidance. FTAI Infrastructure (FIP) reported $186.8M revenue, up 52.7% YoY, missing EPS estimates, with stock down 3.4% to $3.30. MDU Resources (MDU) reported $375.3M revenue, up 6.9% YoY, missing expectations, with stock down 2.1% to $19.59.

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.