NASDAQ$FIP
FTAI Infrastructure LLC · Q1 2026 earnings
Q1 2026 earnings · · Investor relations
Briefing
FTAI Infrastructure reported Q1 2026 revenue of $188.4M and a net loss attributable to common stockholders of $154.5M ($(1.32) per share).
FTAI Infrastructure posted Q1 2026 total revenues of $188.4 million (+96% YoY) but a net loss attributable to common stockholders of $154.5 million, or $1.32 per basic and diluted share, versus net income of $108.3 million ($0.89 diluted) in Q1 2025. Results were hit by $45.9 million loss on debt modification, $82.5 million interest expense, and $(0.6) million loss on asset sales.
- Revenue $188.4M (+96% YoY); net loss to common $(154.5)M.
- Diluted EPS $(1.32) vs. $0.89 prior year.
- Interest expense $82.5M; debt modification loss $45.9M.
- Operating expenses $120.4M; depreciation $50.7M.
- 22% of revenue from one Railroad customer.
Headline financials
Revenue & EPS history
FTAI Infrastructure · Revenue · Quarterly
$188M
Forward guidance
Infrastructure segments (rail, terminals, power) discussed in MD&A without reaffirmed consolidated EPS guidance.
Tailwinds
- Revenue nearly doubled YoY on asset growth.
- Diversified infrastructure cash flows long term.
- Equity method and other income partially offset costs.
Headwinds
- Heavy interest and refinancing charges.
- Preferred dividends and NCI reduce common equity.
- Loss on asset sales and operating expense ramp.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 16 quarterly earnings reports · overlaid with Q1 2026
-0.2%
Avg return
Earnings day
+0.9%
Avg return
5 days after
+2.3%
Avg return
30 days after
55%
11 / 20 earnings
Positive
+16.1%
Q4 2023
Best reaction
-9.9%
Q4 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -5.1% | -13.1% | -18.9% | |
| Q4 2025 | -9.9% | -9.0% | -24.8% | |
| Q3 2025 | +4.5% | +0.8% | -16.2% | |
| Q1 2025 | -1.3% | +13.3% | +38.2% | |
| Q4 2024 | +2.6% | -10.0% | -17.8% | |
| Q3 2024 | -6.6% | -3.6% | +0.1% | |
| Q2 2024 | -7.0% | -9.7% | -0.9% | |
| Q1 2024 | +3.0% | +5.5% | +6.0% | |
| Q4 2023 | +16.1% | +12.4% | +44.7% | |
| Q3 2023 | -3.2% | -3.5% | +15.8% | |
| Q2 2023 | +1.2% | +1.5% | -2.6% | |
| Q1 2023 | +2.3% | +0.6% | +11.4% | |
| Q4 2022 | -4.2% | -6.0% | -5.4% | |
| Q4 2020 | +1.0% | +5.2% | +1.0% | |
| Q3 2021 | -3.3% | -4.0% | +15.3% | |
| Q3 2022 | +0.0% | -3.3% | +7.3% | |
| Q2 2022 | +1.2% | +10.4% | -1.6% | |
| Q4 2021 | +1.2% | +10.4% | -1.6% | |
| Q1 2022 | +1.2% | +10.4% | -1.6% | |
| Q2 2021 | +1.2% | +10.4% | -1.6% | |
| Q1 2021 | — | — | — |
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