FTAI Infrastructure Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
4analysts covering
FY Revenue (est.)
$708Mnext fiscal year
FY EPS (est.)
-$2.73next fiscal year
Monitoring Framework
Key Performance Indicators
Consolidated Adjusted EBITDA Quarterly70.6MTarget: EBITDA growth driven by rail and terminal expansions
Rail Segment Adjusted EBITDA Quarterly40.2MTarget: Incremental annual rail EBITDA in excess of $50 million from new revenue opportunities
Jefferson Terminal Throughput Daily275KTarget: Targeting over $100 million annual EBITDA with new contracts
Watch Items
- Long Ridge Asset Sale to MARA HoldingsTrigger: Closing expected in Q3 2026Action: Monitor regulatory approvals (FERC) and verify the reduction of parent-level debt by at least $300 million.
- Repauno Phase II Expansion ProgressTrigger: Operational by early 2027Action: Track construction milestones and contract signings to achieve the targeted $80 million annual EBITDA.
- Parent-Level Debt and Interest ExpenseTrigger: Interest expense reduction of ~$30 million per yearAction: Evaluate leverage metrics and free cash flow improvement post-deleveraging.
Research as of 19 Jun 2026