FTAI Infrastructure Q1 adjusted EBITDA misses estimates

FTAI Infrastructure

07/05/2026 21:31

Overview

US infrastructure investor's Q1 revenue nearly doubled yr/yr

Q1 adjusted EBITDA missed analyst expectations, impacted by planned Long Ridge outage

Outlook

Company expects lower interest expense and higher free cash flow after Long Ridge sale closes

Repauno phase two expansion remains on plan for early 2027 operational commencement

Result Drivers

RAIL AND TERMINAL PERFORMANCE - Company said strong results from rail segment and Jefferson Terminal supported Q1 performance

LONG RIDGE OUTAGE - Planned 25-day maintenance outage at Long Ridge power plant weighed on Q1 results

Company press release: ID:nGNX84dRlB

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
$188.4 mln
Q1 Net Income
-$127.2 mln
Q1 Adjusted EBITDA
Miss
$70.6 mln
$81.18 mln (3 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the ground freight & logistics peer group is "buy."

Wall Street's median 12-month price target for Ftai Infrastructure Inc is $12.00, about 116.6% above its May 6 closing price of $5.54

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)