FIP at a glance
FTAI Infrastructure Inc. (FIP, SEC CIK 1899883) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on September 28, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), FTAI Infrastructure Inc. (FIP) reported revenue of $502.5 million (up 51.6% from FY2024) and a net loss of $207.4 million. Diluted EPS was -$2.26.
- As of June 30, 2026, 25 institutional investment managers tracked by SignalX reported holding FTAI Infrastructure Inc. (FIP) shares worth $111.0 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Fletcher Carl Russell IV on May 28, 2026 of 10,000 shares at $4.58 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $502.5M
- +51.6% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 25 funds
- $111.0M · −1 vs prior quarter
- Latest 8-K
- Sep 28, 2026
- Item 1.01 · Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $186.8M, up $64.5M YoY from $122.3M
- Net loss $166.5M vs $83.9M; Adjusted EBITDA $76.1M vs $45.9M
- Railroad best-performing segment: revenue $92.2M, up $50.0M; Adjusted EBITDA $42.4M vs $20.7M
- Asset impairment $63.2M vs $4.4M; interest expense $105.5M vs $59.2M
- Debt increased approximately $886.5M, including $768.0M Bridge Loan and $118.6M Series 2025 Bonds
Risk Factors
- No quarter-specific changes identified; filing text is truncated before the 10-Q change disclosure
- Rail compliance risk: final DOT-117 transition deadline May 1, 2029 for flammable-liquid service
- Regulatory exposure: STB forced-reciprocal-switching proposal could constrain rail pricing and service decisions
- Operational risk: railroad disruptions from labor disputes, mechanical failures, or extreme weather could impair results
- Financial risk: insufficient free cash flow could force refinancing, asset sales, or delayed capital investment
AI summary of the FIP 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- Acquisition of DRUbit at $255 million enterprise value, subject to cash, debt, working capital and expense adjustments
- Approximately $190 million of DRUbit term debt expected to remain outstanding, reducing purchase price accordingly
Item 7.01: Regulation FD Disclosure
- Proposed DRUbit transaction remains subject to closing conditions and uncertain completion timing
- Potential termination risk could prevent anticipated transaction benefits
Item EX-99.1: Item EX-99.1
- Jefferson agreed to acquire Port Arthur Terminal and 50% of Alberta’s Diluent Recovery Unit for approximately $255 million cash
- Acquired assets expected to generate approximately $50 million EBITDA over the next twelve months
Item 2.02: Results of Operations and Financial Condition
- Item 2.02 furnished report, not filed under Exchange Act Section 18
- Exhibit contains the fiscal-year 2026 results disclosure
Item EX-99.1: Item EX-99.1
- Q2 revenue $186.8M, up from $122.3M; Adjusted EBITDA $76.1M versus $45.9M, signaling stronger operating performance
- Common-stockholder net loss widened to $166.5M, or $1.41 per share, driven partly by $63.2M asset impairment
Item 1.01: Entry into a Material Definitive Agreement
- $230.0M secured bridge facility replaces $217.87M Taxable Series 2024B bonds repaid July 1, 2026
- Maturity June 30, 2027, creating near-term refinancing or repayment risk
AI summaries of FIP 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for FIP
Don't miss the next FIP filing
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- Fund moves. Which tracked funds opened, added or cut FIP, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| LIF AIV 1, L.P. | J | Sep 30, 2026 | 0 | - |
| HANNAWAY JUDITH A | A | Jun 29, 2026 | 2,020 | - |
| Hamilton James L. | A | Jun 29, 2026 | 1,010 | - |
| ROBINSON RAY M | A | Jun 29, 2026 | 15,152 | - |
| Fletcher Carl Russell IV | Buy | May 28, 2026 | 10,000 | $4.58 |
| LIF AIV 1, L.P. | J | Mar 31, 2026 | 0 | - |
| Hamilton James L. | A | Jan 9, 2026 | 984 | - |
| LIF AIV 1, L.P. | J | Dec 31, 2025 | 0 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $320.5M | $331.5M | $502.5M |
| Net Income | -$183.7M | -$294.5M | -$207.4M |
| Net Margin | -57.3% | -88.8% | -41.3% |
| Balance Sheet | |||
| Total Assets | $2.4B | $2.4B | $5.7B |
| Equity | - | $202.7M | $21.3M |
| ROE | - | -145.3% | -972.6% |
| Per Share | |||
| EPS | $-1.79 | $-2.72 | $-2.26 |
| Cash Flow | |||
| Operating CF | $5.5M | -$15.3M | -$118.0M |
| CapEx | $99.0M | $79.5M | $280.5M |
Source: XBRL data in FTAI Infrastructure Inc. (FIP)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate FIP share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 25 | $111.0M |
| Q1 2026 | 26 | $110.1M |
| Q4 2025 | 20 | $107.8M |
| Q3 2025 | 23 | $106.4M |
| Q2 2025 | 22 | $147.6M |
| Q1 2025 | 18 | $74.5M |
| Q4 2024 | 14 | $106.0M |
| Q3 2024 | 14 | $76.1M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 162 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
FIP filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 8-K | Sep 28, 2026 | - | Analysis | - |
| 10-Q | Aug 10, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 8-K | Jul 2, 2026 | - | Analysis | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 8-K | May 29, 2026 | - | Analysis | |
| 4 | May 28, 2026 | - | - | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 7, 2026 | - | Analysis | |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| 8-K | Apr 17, 2026 | - | Analysis | - |
| 4 | Apr 2, 2026 | - | - | - |
| 10-K | Mar 16, 2026 | Dec 31, 2025 | - | |
| 8-K | Feb 26, 2026 | - | Analysis | - |
| SC 13G | Feb 17, 2026 | - | - | |
| SC 13G | Feb 17, 2026 | - | - | |
| SC 13G | Feb 12, 2026 | - | - | |
| 8-K | Jan 26, 2026 | - | - | |
| 4 | Jan 9, 2026 | - | - | |
| 4 | Jan 5, 2026 | - | - | |
| SC 13G | Nov 14, 2025 | - | - | |
| SC 13G | Nov 12, 2025 | - | - |
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FIP SEC filings: frequently asked questions
Which institutions hold FIP stock?
As of June 30, 2026, the largest FTAI Infrastructure Inc. (FIP) holders among the 13F filers tracked by SignalX were BlackRock ($41.5 million), Vanguard Capital Management LLC ($22.5 million), State Street Corp ($13.9 million), Goldman Sachs Group ($6.3 million), Northern Trust ($4.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was FIP's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), FTAI Infrastructure Inc. (FIP) reported revenue of $502.5 million (up 51.6% from FY2024) and a net loss of $207.4 million. Diluted EPS was -$2.26. The figures come from the XBRL data in the 10-K.
What did FIP report in its latest 8-K?
FTAI Infrastructure Inc. (FIP) filed an 8-K on September 28, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement) and Item 7.01 (Regulation FD Disclosure). Acquisition of DRUbit at $255 million enterprise value, subject to cash, debt, working capital and expense adjustments.
What are the latest FIP SEC filings?
FTAI Infrastructure Inc. (FIP) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on September 28, 2026 and a Form 4 insider filing on October 2, 2026.
What is FIP's SEC CIK number?
FTAI Infrastructure Inc. (FIP)'s SEC Central Index Key (CIK) is 1899883. EDGAR lists every FIP filing under that number.
Ask anything about FIP
The research agent reads FIP's filings, financials, insider trades and 13F holders, then answers with sources.