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Fortress Transportation and Infrastructure Investors LLC
NASDAQ:FTAI

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Fortress Transportation and Infrastructure Investors LLC
NASDAQ:FTAI
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Price: 170.69 USD -3.52% Market Closed
Market Cap: 17.5B USD

Fortress Transportation and Infrastructure Investors LLC
Investor Relations

Fortress Transportation and Infrastructure Investors LLC emerges as an intriguing player in the realm of asset-intensive investment. Born from the minds of investment experts at Fortress Investment Group, FTAI manages a diversified portfolio that uniquely intertwines the complex threads of transport and infrastructure. At its core, the company thrives on a strategic vision: to acquire high-quality assets at attractive valuations, focus on operational efficiencies, and earn consistent revenue through strategic leasing and ownership. The company's business model is crafted around monetizing assets across two main categories: Aviation Leasing and Infrastructure. In the aviation segment, it predominantly owns and leases desirable engine components and aircraft under long-term arrangements, ensuring a steady stream of passive income through dependable lease agreements.

Meanwhile, FTAI’s infrastructure division expands into a myriad of critical sectors, owning essential assets like terminals and transportation infrastructure. These holdings play a pivotal role in everyday operations, translating into revenue through usage fees, leasing, and strategic partnerships. With perennial investments in infrastructure that support energy networks and logistics pathways, FTAI finds itself nestled at the confluence of demand, opportunity, and necessity. Guided by an experienced management team, the company efficiently navigates the cyclical nature of its industries, seeking to capitalize on market dynamics while steadfastly fortifying its asset position. The interplay between steady leasing endeavors and judicious infrastructure investments epitomizes FTAI’s pursuit of sustained economic fortitude and growth.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 28, 2025
AI Summary
Q3 2025

SCI Upsize: FTAI closed on a $2 billion equity raise for its Strategic Capital Initiative (SCI), raising the capital deployment target to over $6 billion and expanding the potential aircraft portfolio to 375.

Strong Q3 Results: Adjusted EBITDA reached $297.4 million, up 28% year-over-year, with Aerospace Products delivering $180.4 million at a 35% margin (up 77%).

Asset-Light Shift: FTAI is pivoting to an asset-light, high-margin model, with SCI contributing a growing share of Aerospace Products volume and Leasing segment earnings increasingly from management fees and servicing.

Production Growth: Module refurbishment hit 207 units this quarter, up 13% QoQ, with a 2025 production target of 750 and plans to reach 1,000 modules next year.

Dividend Increase: Quarterly dividend raised from $0.30 to $0.35 per share, marking the 57th consecutive payout.

Raised Outlook: 2026 EBITDA guidance increased to $1.525 billion (up from $1.4 billion), with $1 billion in adjusted free cash flow expected, a 33% rise over 2025.

Key Financials
Adjusted EBITDA
$297.4 million
Adjusted EBITDA (Aerospace Products)
$180.4 million
Adjusted EBITDA (Leasing segment)
$134.4 million
Adjusted EBITDA Margin (Aerospace Products)
35%
Adjusted Free Cash Flow
$268 million (Q3), $638 million (YTD)
Dividend per Share
$0.35 per quarter
Module Refurbishments
207 modules in Q3
Asset Sales Proceeds
$126.8 million
Gains on Sale (Leasing)
$8.3 million (Q3), $50.1 million (year-to-date for 45-aircraft seed portfolio)
Business Segment EBITDA (2026 Guidance)
$1.525 billion
Equity Capital (SCI)
$2 billion
Earnings Call Recording
Other Earnings Calls

Management

Mr. Joseph P. Adams Jr.
Chairman & CEO
No Bio Available
Ms. Eun Nam CPA
CFO & Chief Accounting Officer
No Bio Available
David Moreno
Chief Operating Officer
No Bio Available
Mr. Alan John Andreini J.D.
Investor Relations
No Bio Available
Mr. Kevin P. Krieger
Secretary
No Bio Available

Contacts

Address
NEW YORK
New York City
1345 Avenue of the Americas Fl 45
Contacts
+12127986100.0
www.ftandi.com