$FIP

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.

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.

FTAI Infrastructure’s Q2 results beat neither Wall Street revenue nor earnings expectations, but the stock rose. CEO Kenneth Nicholson said Wheeling & Lake Erie integration is progressing, with about 80% of synergies achieved and IT work to finish in Q3. Analysts also asked about Long Ridge sale, rail acquisitions, Middle East disruption impacts, and Nippon-linked rail activity. FTAI shares were $4.35 vs $3.41 pre-earnings.

FTAI Infrastructure (NASDAQ: FIP) reported Q2 CY2026 revenue of $186.8 million, up 52.7% year on year, but it missed market revenue expectations. The company posted a GAAP loss of $1.41 per share, better than analysts’ consensus. Management cited rail segment strength, progress on the Long Ridge sale expected to close by end of Q3, and terminal monetization plans for Jefferson and Repauno.

FTAI Infrastructure (NASDAQ:FIP) reported Q2 results on an earnings call. Long Ridge generated $27.4M adjusted EBITDA, with an 85% capacity factor due to a multi-day outage. The rail segment posted $92.2M revenue and $42.4M adjusted EBITDA. FTAI acquired Tidewater Logistics for $45M cash, expecting ~$9M annual EBITDA, and discussed growth projects at Jefferson and Repauno.

FTAI Infrastructure Inc. (FIP) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 PRESS RELEASE FTAI Infrastructure Inc. Reports Second Quarter 2026 Results, Declares Dividend of $0.03 per Share of Common Stock NEW YORK, August 5, 2026 (GLOBE NEWSWIRE) -- FTAI Infrastructure Inc. (NASDAQ:FIP) (the “Company” or “FTAI Infrastructure”) today reported