)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
FTAI Infrastructure
FTAI Infrastructure (FIP) investor relations material
FTAI Infrastructure Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary6 Nov, 2026
Executive summary
Q3 revenue was $219.0 million and Adjusted EBITDA reached a record $95.3 million; excluding Long Ridge, Adjusted EBITDA was a record $54.4 million.
Rail growth, the Long Ridge sale and the USD Group asset acquisition underpin operating growth and deleveraging plans.
Financial highlights
Q3 revenue was $219.0 million vs. $140.6 million; Adjusted EBITDA was $95.3 million vs. $70.9 million.
Net loss attributable to common stockholders was $150.2 million vs. $159.2 million; basic and diluted loss per share were each $1.27.
9M revenue was $594.1 million vs. $359.0 million; 9M Adjusted EBITDA was $242.0 million vs. $272.1 million.
9M net loss attributable to common stockholders was $471.2 million vs. $134.9 million.
Outlook and guidance
Rail 2027 rate growth is expected in the mid-single digits, with double-digit revenue and EBITDA growth forecast in the year ahead.
Two new Jefferson crude-export customers are expected to add ~$8 million of annual Adjusted EBITDA from Jan. 1; USD assets are expected to contribute ~$50 million annually at contracted minimum volumes.
Jefferson’s combined annual EBITDA is expected to exceed $100 million before higher utilization; USD assets are expected to more than double existing Jefferson Adjusted EBITDA.
Repauno Phase 2 is expected to commence operations in 2027; two long-term contracts represent ~50% of its capacity.
Long Ridge sale closing was expected by November-end after regulatory approval; USD Group acquisition closing was targeted for Q4, subject to approvals and customary conditions.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from FTAI Infrastructure
- Record Q2 2026 EBITDA and revenue growth, with major debt reduction from Long Ridge sale pending.FIP
Q2 2026 - Asset sales and rail focus aim to double or triple value within two years.FIP16th Annual East Coast IDEAS Conference
- Q1 revenue nearly doubled, but a net loss and Long Ridge sale will drive debt reduction.FIPQ1 2026
- Director election, auditor approval, and capital structure changes headline the 2026 proxy.FIPProxy filing
- Record Q4 2025 adjusted EBITDA and major acquisitions set up strong 2026 growth.FIPQ4 2025
- Asset sales and rail focus aim to double EBITDA and drive rapid deleveraging.FIP16th Annual Midwest Ideas Conference
- Strategic asset build-outs and accretive financings are set to drive substantial EBITDA growth.FIP2024 Southwest IDEAS Conference
- Asset growth, regulatory wins, and surging power demand drive strong long-term value potential.FIP15th Annual Midwest IDEAS Investor Conference
- Q2 2024 Adjusted EBITDA rose to $34.3M, but net loss widened to $54.4M.FIPQ2 2024
Next FTAI Infrastructure earnings date
Q4 202626 Feb, 2027
FTAI Infrastructure
Next FTAI Infrastructure earnings date
Q4 202626 Feb, 2027
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
FTAI Infrastructure Inc. specializes in acquiring, developing, and operating infrastructure assets and businesses for customers in the transportation and energy industries across North America. With a strategic focus on critical infrastructure, the company operates through five key segments: Railroad, Jefferson Terminal, Repauno, Power and Gas, and Sustainability and Energy Transition. These sectors are chosen for their high barriers to entry and potential for stable cash flows, earnings growth, and asset appreciation. The company is headquartered in NYC and its shares are listed on the NASDAQ under the ticker symbol FIP.