FTAI Infrastructure acquires, develops, and operates transportation and energy infrastructure across North America. Its portfolio spans railroads, ports and terminals, power and gas assets, and sustainability-related projects. Assets include multi-modal terminals and deep-water ports that handle crude oil, refined products, and clean fuels for industrial and energy customers. The model targets infrastructure with high barriers to entry and relatively stable cash flows.
| Quarter | Revenue | YoY % | Earnings | YoY % |
|---|---|---|---|---|
| Q1 2025 | 96.2 | — | 108.3 | — |
| Q2 2025 | 122.3 | — | -83.9 | — |
| Q3 2025 | 140.6 | — | -159.3 | — |
| Q4 2025 | 143.5 | — | -125.5 | — |
| Q1 2026 | 188.4 | 95.9% | -154.5 | -242.7% |
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