NASDAQ$FIP

FTAI Infrastructure LLC · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

FTAI Infrastructure reported Q3 2025, revenue of $140.6M, net loss of $118.4M.

For Q3 2025, FTAI Infrastructure reported revenue of $140.6M, a net loss of $118.4M. Management discusses segment performance, capital allocation, and sector risks in the quarterly filing.

  • Revenue $140.6M.
  • Net loss $118.4M.
  • FTAI Infrastructure MD&A covers liquidity, credit, and operating priorities.

Headline financials

Total Revenue

$141M

Previous: $83.3M+68.7%
EPS (adj)

-$1.38

Previous: -$0.45-206.7%
Capital Expenditures

-$215M

Previous: -$53.3M-302.5%
Net Income

-$105M

Previous: -$43M-143.4%
Operating Income

$20.6M

Previous: -$94.6M+121.7%

Revenue & EPS history

FTAI Infrastructure · Revenue · Quarterly

$141M

Q3 2025+68.7%vs Q3 2024
Beat estimate in 2 of 12 quarters(17%)
ActualEstimate

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks.

Tailwinds

  • MD&A highlights liquidity and core business trends.
  • Management commentary on segment performance.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items can affect YoY comparability.

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 Q3 2025

Historical avgQ3 2025

-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

Earnings price reactions
QuarterReport dateReaction (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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