FTAI Infrastructure (FIP) Q2 Earnings Report Preview: What To Look For

Infrastructure investment and operations firm FTAI Infrastructure (NASDAQ:FIP) will be announcing earnings results this Wednesday after market close. Here’s what to expect.

FTAI Infrastructure beat analysts’ revenue expectations last quarter, reporting revenues of $188.4 million, up 95.9% year on year. It was a slower quarter for the company, with a significant miss of analysts’ EBITDA estimates and a significant miss of analysts’ EPS estimates.

Is FTAI Infrastructure a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting FTAI Infrastructure’s revenue to grow 56.9% year on year, improving from the 44.1% increase it recorded in the same quarter last year.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business will stay the course heading into earnings.

Looking at FTAI Infrastructure’s peers in the construction and engineering segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Quanta delivered year-on-year revenue growth of 41.1%, beating analysts’ expectations by 12%, and Ameresco reported revenues up 9.1%, topping estimates by 11.9%. Quanta traded up 18.9% following the results.

Read our full analysis of Quanta’s results here and Ameresco’s results here.

Over the last year or so, investors' attention has moved from one major market theme to the next, spanning AI disruption and surging infrastructure investment to geopolitical tensions, interest rates, and the health of the broader economy. While some of the construction and engineering stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2% on average over the last month. FTAI Infrastructure is down 19.7% during the same time and is heading into earnings with an average analyst price target of $9.94 (compared to the current share price of $3.52).

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