FTAI Infrastructure

FIP

Market cap $539M

FTAI Infrastructure is progressing toward asset monetization, highlighted by the announced $1.52 billion Long Ridge sale and ongoing debt reduction. Segment updates show Transtar realizing $10 million annualized cost synergies and targeting $23 million, with revenue synergies expected from propane loadings via Repauno. Jefferson is negotiating contracts to increase throughput to 500,000 barrels/day, potentially raising EBITDA from $60 million to $100–110 million.

FTAI Infrastructure NASDAQ: FIP used its first-quarter 2026 earnings call to focus heavily on the pending sale of its Long Ridge power and gas asset, a transaction CEO Ken Nicholson said is expected to materially improve the company's leverage profile and sharpen its strategic emphasis on freight rail growth. Get FTAI Infrastructure alerts:Sign UpLong Ridge sale: $1.52 billion transaction value, expected Q3 close Nicholson said the company signed an agreement “just over a week ago” to sell Long Ridge to MARA Holdings for an aggregate transaction value of $1.52 billion.

FTAI Infrastructure Inc. (FIP) Q1 2026 Earnings Call Transcript

NEW YORK, May 07, 2026 (GLOBE NEWSWIRE) -- FTAI Infrastructure Inc. (NASDAQ:FIP) (the “Company” or “FTAI Infrastructure”) today reported financial results for the first quarter 2026. The Company's consolidated comparative financial statements and key performance measures are attached as an exhibit to this press release.

HANNIBAL, Ohio, May 04, 2026 (GLOBE NEWSWIRE) -- Long Ridge Energy LLC (“LRE”) is announcing its fourth quarter 2025 investor call for Friday, May 8, 2026 at 3:30 PM ET. LRE comprises the electric power and natural gas business of Long Ridge Energy & Power LLC (“LREP”).

MARA to purchase Long Ridge for total transaction value of approximately $1.52 billion FIP plans to use net proceeds to repay corporate debt and reinvest in growth opportunities Transaction expected to close in the third quarter of 2026 following receipt of necessary regulatory approvals NEW YORK, April 30, 2026 (GLOBE NEWSWIRE) -- FTAI Infrastructure Inc. (NASDAQ:FIP; the "Company" or “FIP”) announced today that it has entered into a definitive agreement to sell Long Ridge Energy & Power LLC (“Long Ridge”) and certain related assets to a subsidiary of MARA Holdings, Inc. (NASDAQ: MARA). The transaction is valued at approximately $1.52 billion before closing adjustments.

MADISON, Maine, April 28, 2026 /PRNewswire/ -- TimberHP, the first U.S.-based manufacturer of wood fiber insulation, today announced a strategic investment from FTAI Infrastructure Inc. (NASDAQ: FIP), managed by Fortress Investment Group. The investment marks a significant milestone in TimberHP's growth and will support the continued ramp-up of production at its Madison, Maine facility and the expansion of its commercial footprint across North America.

NEW YORK, April 16, 2026 (GLOBE NEWSWIRE) -- FTAI Infrastructure Inc. (NASDAQ:FIP; the "Company" or “FTAI Infrastructure”) plans to announce its financial results for the first quarter 2026 after the closing of Nasdaq on Thursday, May 7, 2026. A copy of the press release and an earnings supplement will be posted to the Investor Relations section of the Company's website, https://www.fipinc.com/.

FTAI Infrastructure Inc. (FIP) Q4 2025 Earnings Call Transcript

During the quarter, our average net beta-adjusted exposure was 20%. We believe FTAI Aviation shares could eclipse $300 this year as the company is on a path to achieving EBITDA of $3 billion over the next 2 years. FTAI management believes they can eventually deliver over 100 engines annually at a $25 million sale price with 40% margins.