FTAI Infrastructure (FIP) Q2 FY26 earnings call

FTAI Infrastructure delivered record Q2 results, driven by strong performance in its rail and terminal segments, excluding Longridge. The company is on track to close the Longridge sale by Q3, significantly deleveraging its balance sheet and improving financial flexibility for future rail M&A. Strategic investments in terminals, particularly Rapano's Phase 2, are progressing towards monetization next year, while Jefferson navigates temporary Middle East-related shipping disruptions with rail-inbound offsets.