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FTAI Infrastructure Incorporation (FIP)
NASDAQ:FIP
RESEARCH TOOLSreports
Earnings Data
Report Date
May 06, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
-0.36Last Year’s EPS
-0.54Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 27, 2025
|% Change Since: -11.25%
|Next Earnings Date:May 06, 2025
Earnings Call Sentiment|Positive
The earnings call presented several significant positive developments, including substantial increases in EBITDA, successful refinancing and acquisition activities, and promising new business opportunities. While there were minor declines in quarterly performance for some segments, the overall outlook is positive with strong potential for growth and strategic expansion.Company Guidance
During the FTAI Infrastructure Fourth Quarter 2024 Earnings Conference Call, the company shared a promising outlook for 2025, underpinned by several key metrics and strategic initiatives. Adjusted EBITDA for 2024 was reported at $127.6 million, marking a significant increase from $107.5 million in 2023, with all four core business units contributing to this growth. The company has $195 million of incremental locked-in annual EBITDA under executed contracts, projecting a total annual EBITDA of approximately $323 million. Looking ahead, 2025 is expected to see substantial growth, with potential annual EBITDA exceeding $400 million if new business opportunities are successfully converted into contracts. Key strategic moves include the completion of a debt refinancing at Long Ridge, anticipated to generate $160 million of annual EBITDA, and the execution of contracts at Repauno and Jefferson projected to contribute significant EBITDA. Additionally, the company is actively pursuing M&A opportunities, particularly in the Transtar segment, which could add over $100 million of annual EBITDA. These initiatives, alongside favorable market conditions and strategic investments, position FTAI Infrastructure for transformative financial results in 2025.Increased Adjusted EBITDA
Adjusted EBITDA for 2024 was $127.6 million, up from $107.5 million in 2023, more than doubling over the past two years.
Successful Long Ridge Transactions
The refinancing and acquisition of the 49.9% stake in Long Ridge is expected to generate approximately $160 million of annual EBITDA, with significant portions locked-in for the next seven years.
New Business Opportunities at Jefferson
Jefferson has $25 million of long-term annual EBITDA commencing this year under three contracts, with potential for additional contracts to generate approximately $120 million in annual EBITDA.
Repauno Phase 2 Contracting Success
Repauno signed an additional contract for Phase 2, bringing contracted volumes to 40,000 barrels per day, representing a total of approximately $50 million of annual EBITDA. The project will be funded with $300 million of tax-exempt debt.
Strong M&A Pipeline for Transtar
Transtar is in discussions with parties on six opportunities, potentially representing over $100 million of annual EBITDA.
Positive Refinancing Changes
Plans to refinance corporate bonds and preferred stock are expected to reduce fixed charges and increase cash flow after debt service, which should be accretive.
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FIP Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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FIP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 27, 2025 | $5.69 | $5.84 | +2.64% |
| Oct 30, 2024 | $8.51 | $8.04 | -5.52% |
| Aug 02, 2024 | $9.96 | $9.77 | -1.91% |
| May 07, 2024 | $7.27 | $7.43 | +2.20% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does FTAI Infrastructure Incorporation (FIP) report earnings?
FTAI Infrastructure Incorporation (FIP) is schdueled to report earning on May 06, 2025, TBA Not Confirmed.
What is FTAI Infrastructure Incorporation (FIP) earnings time?
FTAI Infrastructure Incorporation (FIP) earnings time is at May 06, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is FIP EPS forecast?
FIP EPS forecast for the fiscal quarter 2025 (Q1) is -0.36.
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