FTAI Infrastructure Inc. (FIP) Q2 2025 Earnings Call Transcript
Adjusted EBITDA for Q2 2025 $45.9 million, up 30% from Q1 2025 and up 34% from Q2 2024. The increase was driven by sequential growth at Transtar, Long Ridge, and Jefferson, as well as ongoing operations at Repauno's Phase 1.
Transtar Adjusted EBITDA for Q2 2025 $20.7 million, up 4% from Q1 2025. This was due to steady volumes, average rates, and revenues.
Long Ridge Adjusted EBITDA for Q2 2025 $23 million, up from $18.1 million in Q1 2025. The increase was attributed to higher capacity revenues starting June 1 and despite a 14-day maintenance outage.
Jefferson Adjusted EBITDA for Q2 2025 $11.1 million, up from $8 million in Q1 2025. The growth was due to the return of 4 storage tanks to service at the beginning of the quarter.
Repauno Phase 2 Project Annual EBITDA $80 million contracted, with volumes of 71,000 barrels per day under long-term contracts and a letter of intent.
Combined Annual EBITDA of Transtar and Wheeling $150 million as of Q2 2025, with $83 million from Transtar and $63 million from Wheeling. Expected to grow to $200 million by the end of 2026 due to cost savings and revenue opportunities.
Long Ridge Annual Run Rate EBITDA $160 million expected by the end of Q3 2025, driven by increased gas sales and higher capacity revenues.
Jefferson Incremental Annual EBITDA from New Contracts $20 million commencing in the second half of 2025, supported by minimum volume commitments.
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FTAI Infrastructure Inc. to Announce Q4 and Full Year 2025 Financial Results
- Earnings Announcement Schedule: FTAI Infrastructure Inc. plans to release its financial results for Q4 and full year 2025 after Nasdaq closes on February 26, 2026, which is expected to provide investors with critical financial data and future outlook.
- Conference Call Details: Management will host a conference call on February 27, 2026, at 8:00 A.M. Eastern Time, with investors able to participate by registering via a provided link, ensuring timely updates on the company's performance.
- Webcast Availability: The conference call will be available via a public webcast, allowing broader audience participation and enhancing transparency to attract more investor interest.
- Cautionary Note on Risks: The company advises investors to be aware of the risks associated with forward-looking statements, emphasizing that actual results may differ significantly from expectations due to various factors, necessitating careful interpretation of financial forecasts.
Key Stock Developments on Friday: Factors That May Influence the Market in the Upcoming Trading Session
Inflation Data Release: On Thursday morning, inflation data, including personal consumption expenditures (PCE), consumer spending, and personal income, will be released, with expectations of a 0.3% increase in PCE.
Transportation Sector Performance: The State Street SPDR Transportation ETF (XTN) has risen 4.6% over four days, nearing its 52-week high, driven by significant gains in trucking stocks like Saia and Old Dominion Freight Line.
SoFi Technologies Stock Reaction: SoFi Technologies announced a new public offering of common stock, leading to a 6% decline in its stock after hours, despite being up over 90% year-to-date.
Victoria's Secret Quarterly Numbers: Victoria's Secret is set to release its quarterly earnings, with shares having increased 62% since the last report, although they remain about 15% below their 52-week high.
Transportation Stocks Experience Their Biggest Surge Since 2020: Here's the Reason Behind It
Transportation Stocks Surge: Transportation stocks have experienced their strongest rally since November 2020, with the Dow Jones Transportation Average rising for eight consecutive sessions and the broader sector up nearly 15% in that time.
Economic Indicators: Analysts view the transportation sector as a key indicator of economic momentum, with recent data suggesting robust growth, including a projected 3.9% GDP growth for Q3 2025 and strong services-sector activity.
Factors Driving the Rally: The surge in transportation stocks is attributed to rising expectations for Federal Reserve rate cuts, falling Treasury yields, easing fuel prices, and stabilizing freight volumes, alongside a shift in investor focus towards cyclical sectors.
Future Outlook: The ongoing rally indicates confidence in a resilient U.S. economy entering 2026, with potential for continued growth in transportation stocks if current trends persist and rate cuts are implemented as expected.
FTAI Infrastructure Receives Approval from U.S. Surface Transportation Board
Acquisition Approval: FTAI Infrastructure Inc. has received approval from the U.S. Surface Transportation Board for its acquisition of Wheeling & Lake Erie Railway Company, effective December 26.
Dissolution of Voting Trust: The voting trust controlling Wheeling since August 25 will be dissolved around the effective date, allowing FTAI to take full control and integrate operations with its Transtar freight rail business.
Stock Performance: FTAI Infrastructure's stock closed 4.6455% higher at $4.2800 on the Nasdaq on the preceding Friday.
Disclaimer: The views expressed in the article are those of the author and do not necessarily reflect the opinions of Nasdaq, Inc.
Upcoming Earnings: FTAI Infrastructure (FIP) Set to Release Q3 Results Tomorrow
FTAI Infrastructure Earnings Report: FTAI Infrastructure is set to report its earnings this Thursday, having missed revenue expectations by 9.8% last quarter, despite a year-on-year revenue increase of 44.1%.
Analysts' Expectations: For the upcoming quarter, analysts expect a 75.7% year-on-year revenue growth to $146.4 million, with recent estimates remaining stable, indicating confidence in the company's performance.
Peer Performance Insights: Comparatively, peers in the construction and engineering sector have shown positive results, with Comfort Systems exceeding expectations with a 35.2% revenue growth, while FTAI Infrastructure's stock has risen 21.1% in the past month.
Market Sentiment: There is a generally positive sentiment in the construction and engineering segment, with average share prices up 3.1% recently, and FTAI Infrastructure heading into earnings with an average analyst price target significantly above its current share price.
Repauno Port and Rail Terminal Gets Green Light for Phase 3 Expansion
Approval for Underground Caverns: FTAI Infrastructure's subsidiary, Delaware River Partners, has received approval to construct two underground granite caverns for liquefied petroleum gas storage in Gloucester County, New Jersey, enhancing the Repauno Port and Rail Terminal's capacity.
Economic and Energy Impact: The project is expected to create over 500 local jobs, support regional commerce, and position Repauno as a significant energy hub, contributing to U.S. energy independence and addressing regional storage needs.
FTAI Infrastructure Inc. to Announce Q4 and Full Year 2025 Financial Results
- Earnings Announcement Schedule: FTAI Infrastructure Inc. plans to release its financial results for Q4 and full year 2025 after Nasdaq closes on February 26, 2026, which is expected to provide investors with critical financial data and future outlook.
- Conference Call Details: Management will host a conference call on February 27, 2026, at 8:00 A.M. Eastern Time, with investors able to participate by registering via a provided link, ensuring timely updates on the company's performance.
- Webcast Availability: The conference call will be available via a public webcast, allowing broader audience participation and enhancing transparency to attract more investor interest.
- Cautionary Note on Risks: The company advises investors to be aware of the risks associated with forward-looking statements, emphasizing that actual results may differ significantly from expectations due to various factors, necessitating careful interpretation of financial forecasts.
Key Stock Developments on Friday: Factors That May Influence the Market in the Upcoming Trading Session
Inflation Data Release: On Thursday morning, inflation data, including personal consumption expenditures (PCE), consumer spending, and personal income, will be released, with expectations of a 0.3% increase in PCE.
Transportation Sector Performance: The State Street SPDR Transportation ETF (XTN) has risen 4.6% over four days, nearing its 52-week high, driven by significant gains in trucking stocks like Saia and Old Dominion Freight Line.
SoFi Technologies Stock Reaction: SoFi Technologies announced a new public offering of common stock, leading to a 6% decline in its stock after hours, despite being up over 90% year-to-date.
Victoria's Secret Quarterly Numbers: Victoria's Secret is set to release its quarterly earnings, with shares having increased 62% since the last report, although they remain about 15% below their 52-week high.
Transportation Stocks Experience Their Biggest Surge Since 2020: Here's the Reason Behind It
Transportation Stocks Surge: Transportation stocks have experienced their strongest rally since November 2020, with the Dow Jones Transportation Average rising for eight consecutive sessions and the broader sector up nearly 15% in that time.
Economic Indicators: Analysts view the transportation sector as a key indicator of economic momentum, with recent data suggesting robust growth, including a projected 3.9% GDP growth for Q3 2025 and strong services-sector activity.
Factors Driving the Rally: The surge in transportation stocks is attributed to rising expectations for Federal Reserve rate cuts, falling Treasury yields, easing fuel prices, and stabilizing freight volumes, alongside a shift in investor focus towards cyclical sectors.
Future Outlook: The ongoing rally indicates confidence in a resilient U.S. economy entering 2026, with potential for continued growth in transportation stocks if current trends persist and rate cuts are implemented as expected.
FTAI Infrastructure Receives Approval from U.S. Surface Transportation Board
Acquisition Approval: FTAI Infrastructure Inc. has received approval from the U.S. Surface Transportation Board for its acquisition of Wheeling & Lake Erie Railway Company, effective December 26.
Dissolution of Voting Trust: The voting trust controlling Wheeling since August 25 will be dissolved around the effective date, allowing FTAI to take full control and integrate operations with its Transtar freight rail business.
Stock Performance: FTAI Infrastructure's stock closed 4.6455% higher at $4.2800 on the Nasdaq on the preceding Friday.
Disclaimer: The views expressed in the article are those of the author and do not necessarily reflect the opinions of Nasdaq, Inc.
Upcoming Earnings: FTAI Infrastructure (FIP) Set to Release Q3 Results Tomorrow
FTAI Infrastructure Earnings Report: FTAI Infrastructure is set to report its earnings this Thursday, having missed revenue expectations by 9.8% last quarter, despite a year-on-year revenue increase of 44.1%.
Analysts' Expectations: For the upcoming quarter, analysts expect a 75.7% year-on-year revenue growth to $146.4 million, with recent estimates remaining stable, indicating confidence in the company's performance.
Peer Performance Insights: Comparatively, peers in the construction and engineering sector have shown positive results, with Comfort Systems exceeding expectations with a 35.2% revenue growth, while FTAI Infrastructure's stock has risen 21.1% in the past month.
Market Sentiment: There is a generally positive sentiment in the construction and engineering segment, with average share prices up 3.1% recently, and FTAI Infrastructure heading into earnings with an average analyst price target significantly above its current share price.
Repauno Port and Rail Terminal Gets Green Light for Phase 3 Expansion
Approval for Underground Caverns: FTAI Infrastructure's subsidiary, Delaware River Partners, has received approval to construct two underground granite caverns for liquefied petroleum gas storage in Gloucester County, New Jersey, enhancing the Repauno Port and Rail Terminal's capacity.
Economic and Energy Impact: The project is expected to create over 500 local jobs, support regional commerce, and position Repauno as a significant energy hub, contributing to U.S. energy independence and addressing regional storage needs.
