Ftai Infrastructure INC

Market Movers (8-K)

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NASDAQ
FTAI Infrastructure Inc. announced its subsidiary, Jefferson 2020 Bond Borrower LLC, has entered into a $230 million bridge loan credit agreement to refinance existing debt.
NASDAQ
FTAI Infrastructure Inc. shareholders elected a Class I director and ratified the appointment of KPMG LLP as auditor.
NASDAQ
FTAI Infrastructure Inc. has entered into a definitive agreement to sell its subsidiary, Long Ridge Energy & Power LLC, to MARA Holdings, Inc. for approximately $1.52 billion.
NASDAQ
FTAI Infrastructure Inc. has dismissed Ernst & Young LLP and appointed KPMG LLP as its independent registered public accounting firm effective April 15, 2026.
NASDAQ
FTAI Infrastructure Inc. refinanced its bridge facility with a new $1.315 billion term loan and reported a significant increase in Adjusted EBITDA for fiscal year 2025, despite a net loss.
Capital raise
NASDAQ
FTAI Infrastructure's Jefferson Terminal segment aims for up to $186 million in annual revenues and $109 million in Adjusted EBITDA, while announcing a private offering of up to $255 million in notes.
Capital raise

Quarterly Earnings (10-Q)

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NASDAQ
FTAI Infrastructure Inc. reported a net loss of $139.4 million for the three months ended June 30, 2026, despite a significant increase in total revenues.
Worse than expected
NASDAQ
FTAI Infrastructure reports Q1 2026 financial results, highlighting a net loss of $127.2 million and a strategic agreement to sell Long Ridge Energy & Power LLC for $1.52 billion.
Worse than expected
Capital raise
NASDAQ
FTAI Infrastructure Inc. reported a significant revenue increase and completed major acquisitions in Q3 2025, but faces a near-term liquidity challenge for substantial debt repayments.
Capital raise
NASDAQ
FTAI Infrastructure Inc. reported significant revenue and Adjusted EBITDA growth for the first half of 2025, driven by the Long Ridge Energy & Power LLC acquisition, despite an increased net loss in the second quarter and short-term liquidity concerns.
Better than expected
Capital raise
NASDAQ
FTAI Infrastructure's Q1 2025 results show a significant increase in net income, primarily driven by the acquisition of Long Ridge Energy & Power LLC.
Capital raise
Better than expected
NASDAQ
FTAI Infrastructure Inc. reports a net loss attributable to stockholders of $49.97 million for the third quarter of 2024, compared to a net loss of $56.10 million for the same period in 2023.
Better than expected

Annual Reports (10-K)

NASDAQ
FTAI Infrastructure Inc. reported a significant increase in total revenues for the year ended December 31, 2025, driven by acquisitions and growth in its Power and Gas and Jefferson Terminal segments, despite a net loss.
Better than expected
Capital raise
Delay expected
NASDAQ
FTAI Infrastructure Inc.'s 2024 10-K filing reveals a year of mixed financial performance, strategic shifts, and ongoing efforts to address liquidity challenges.
Worse than expected
NASDAQ
FTAI Infrastructure Inc.'s 10-K filing outlines its capital structure, including common and preferred stock details, and provides insights into governance and risk factors.
Worse than expected

Insider Trading (Form 4)

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NASDAQ
Form 4 filing details changes in beneficial ownership for LIF AIV 1, L.P. and related entities concerning FTAI Infrastructure Inc. Series B Preferred Stock.
NASDAQ
FTAI Infrastructure Inc. director Ray M. Robinson received 15,152 shares of common stock as compensation for services rendered.
NASDAQ
FTAI Infrastructure Inc. reports a Form 4 filing detailing the acquisition of 1,010 common shares by Director Hamilton L. Hamilton as compensation.
NASDAQ
Judith Hannaway, a Director at FTAI Infrastructure Inc., acquired 2,020 shares of common stock as compensation.
NASDAQ
CFO and CAO Carl Russell Fletcher IV purchased 10,000 shares of FTAI Infrastructure Inc. common stock at $4.58 per share.
NASDAQ
Reporting persons received a quarterly dividend on Series B Preferred Stock via an increase in stated value.

Proxy Statements (Def-14A)

NASDAQ
FTAI Infrastructure Inc. has issued its 2026 proxy statement detailing the upcoming annual meeting agenda, including director elections and auditor ratification.
Capital raise
NASDAQ
FTAI Infrastructure Inc. has filed a definitive proxy statement with the SEC, signaling upcoming shareholder actions.
NASDAQ
FTAI Infrastructure Inc. will hold its annual meeting of shareholders on May 29, 2025, to elect directors and approve the appointment of Ernst & Young LLP as its independent accounting firm.
Capital raise
NASDAQ
FTAI Infrastructure Inc. has filed a definitive proxy statement with the SEC, signaling upcoming shareholder votes on key company matters.
NASDAQ
FTAI Infrastructure Inc. will hold its annual shareholder meeting on May 29, 2024, to elect a director and approve the appointment of Ernst & Young LLP as its independent accounting firm.

Schedule 13D - Activist Investments

NASDAQ
GCM Grosvenor entities report an increased beneficial ownership stake in FTAI Infrastructure Inc. due to convertible preferred stock adjustments.
NASDAQ
Investment funds managed by GCM Grosvenor have acquired a 14.65% beneficial ownership stake in FTAI Infrastructure Inc. through a strategic exchange of assets, securing a board directorship.

Schedule 13G - Passive Investments

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NASDAQ
AllianceBernstein L.P. has reported a 4.4% stake in FTAI Infrastructure Inc. as of March 31, 2026, indicating an investment solely for client discretionary accounts.
NASDAQ
The Vanguard Group has filed an amended Schedule 13G, reporting a 0% beneficial ownership in FTAI Infrastructure Inc. following an internal realignment.
NASDAQ
Frontier Capital Management Co., LLC has reported a 5.65% beneficial ownership stake in FTAI Infrastructure Inc. as of December 31, 2025.
NASDAQ
Steven D. Lebowitz and related entities have reported a combined beneficial ownership of 5.75% in FTAI Infrastructure Inc. as of December 31, 2025.
NASDAQ
Wellington Management Group and its affiliates report a 10.1% beneficial ownership stake in FTAI Infrastructure Inc. common stock.
NASDAQ
Wellington Management Group LLP and its affiliates have reported a 9.9% beneficial ownership stake in FTAI Infrastructure Inc. common stock.