🟢 FTAI Infrastructure is trading 11% up today after record rail results and raised 2026 guidance

FTAI Infrastructure is trading 11% up at $3.79 after stronger operating momentum and upgraded guidance outweighed GAAP losses.

• August 5, 2026 results and August 6 conference call: $186.8 million revenue missed expectations; $1.41-per-share loss widened substantially on impairment and interest costs.
• Adjusted EBITDA rose to $76.1 million; 2026 guidance increased to $185–$205 million, and declared a $0.03 dividend.
• Rail posted record quarterly revenue and Adjusted EBITDA; the Tidewater Logistics acquisition and pending Long Ridge sale support deleveraging.