Jun 2026 (Q2 FY26) — Aug 6, 2026
FTAI Infrastructure Q2 FY26 — Record Rail & Terminal Growth, Longridge Sale on Track
Read the full callFTAI Infrastructure earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 187 | +52.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Net profit | Quarterly, as filed | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. |
Price
1Y: $5.49 on 14 Oct 2025 → $2.56. High $6.44 (26 Feb 2026), low $2.31 (14 Oct 2026).
Overview
Call summaries
FTAI Infrastructure Q2 FY26 — Record Rail & Terminal Growth, Longridge Sale on Track
Read the full callEvery analysed call
Financials
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 83 | 81 | 96 | 122 | 141 | 144 | 188 | 187 |
| Expenses | 91 | 159 | 103 | 129 | 120 | 142 | 186 | 233 |
| Other income | -36 | -45 | 86 | -62 | -120 | -67 | -127 | -104 |
| Interest | 32 | 33 | 43 | 59 | 73 | 90 | 82 | 105 |
| Profit before tax | -43 | -123 | 79 | -69 | -99 | -66 | -124 | -151 |
| Tax rate | 0.2% | −1.1% | −52.8% | −1.4% | −5.1% | −49.1% | −2.9% | 7.7% |
| EPS ($ per share) | -0.45 | — | 0.95 | -0.73 | -1.38 | — | -1.32 | -1.41 |
| Line item | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Equity capital | — | 0 | 1 | 1 | 1 | 1 |
| Reserves | — | 0 | -61 | -182 | -406 | -513 |
| Total liabilities | — | 1,689 | 1,689 | 1,642 | 1,918 | 4,805 |
| Fixed assets | — | 1,518 | 1,674 | 1,631 | 1,653 | 4,582 |
| Total assets | — | 2,478 | 2,478 | 2,380 | 2,374 | 5,749 |
| Line item | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Cash from operations | -47 | -62 | -43 | 6 | -15 | -118 |
| Cash from investing | -252 | -829 | -267 | -147 | -118 | -1,143 |
| Cash from financing | 338 | 1,137 | 158 | 79 | 193 | 1,439 |
| Net cash flow | 39 | 246 | -152 | -62 | 60 | 179 |
| Capital expenditure | -248 | -141 | -217 | -99 | -80 | -281 |
| Free cash flow | -294 | -203 | -260 | -94 | -95 | -399 |
5 filings between Jan 9, 2026 and Jun 29, 2026.
Purchases
$45.8K
1 purchase by 1 insider
Sales
None
No insider sold shares.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Fletcher Carl Russell IV | $45.8K | — | May 28, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jun 29, 2026 | HANNAWAY JUDITH A Director | Award | 2,020 | $0 |
| Jun 29, 2026 | Hamilton James L. Director | Award | 1,010 | $0 |
| Jun 29, 2026 | ROBINSON RAY M Director | Award | 15,152 | $0 |
| May 28, 2026 | Fletcher Carl Russell IV CFO and CAO | Purchase | 10,000 | $45.8K |
| Jan 9, 2026 | Hamilton James L. Director | Award | 984 | $0 |
| Aug 21, 2025 | Fletcher Carl Russell IV CFO and CAO | Purchase | 10,000 | $44.8K |
| Aug 20, 2025 | Nicholson Kenneth J. CEO and President | Option exercise | 1,086,957 | $2.71M |
| Jun 26, 2025 | Hamilton James L. Director | Award | 820 | $0 |
| May 27, 2025 | Adams Joseph P. Jr. Director | Option exercise | 543,479 | $1.35M |
| May 27, 2025 | Adams Joseph P. Jr. Director | Tax withheld | 217,917 | $1.35M |
| May 23, 2025 | Fletcher Carl Russell IV Chief Financial Officer | Purchase | 20,000 | $106.6K |
| May 20, 2025 | Nicholson Kenneth J. CEO and President | Purchase | 500,000 | $2.61M |
| Jan 7, 2025 | HANNAWAY JUDITH A Director | Award | 1,336 | $0 |
| Jan 7, 2025 | Hamilton James L. Director | Award | 669 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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