FTAI Infrastructure Q4 adjusted core profit beats estimates

FTAI Infrastructure

26/02/2026 21:26

Overview

Infrastructure investor's Q4 Adjusted EBITDA rose, beating analyst expectations

Company closed $1.315 bln term loan to refinance 2025 bridge facility

Declared $0.03 per share dividend for Q4 2025

Outlook

Company did not provide specific guidance for future quarters or full year 2026 in press release

Result Drivers

RAILROAD SEGMENT - Integration of Wheeling & Lake Erie Railroad and pursuit of new M&A opportunities drove Q4 Adjusted EBITDA

DEBT REFINANCING - Closed $1.315 billion term loan to refinance 2025 bridge facility, aiding financial restructuring

Company press release: ID:nGNXSY9ry

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
$143.52 mln
Q4 Net Income
-$97.72 mln
Q4 Adjusted EBITDA
Beat
$89.16 mln
$77.57 mln (3 Analysts)
Q4 Operating Expenses
$83.12 mln
Q4 Pretax Profit
-$65.56 mln


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 87.5% above its February 25 closing price of $6.40

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.)