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FTAI Infrastructure targets $460M annual EBITDA as Wheeling acquisition and gas production boost growth prospects Oct. 31, 2025 11:17 AM ETFTAI Infrastructure Inc. (FIP) StockAI-Generated Earnings Calls Insights Comments Earnings Call Insights: FTAI Infrastructure Inc. (FIP) Q3 2025 Management View Kenneth Nicholson, CEO & President, highlighted a transformative quarter with the acquisition of Wheeling & Lake Erie Railway, stating the transaction "sets the stage for significant growth in our Rail segment in the quarters to come." He further Seeking Alpha's Disclaimer: The earnings call insights are compilations of earnings call transcripts and other content available on the Seeking Alpha website. The insights are generated by an AI tool and have not been curated or reviewed by editors. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of the earnings call insights cannot be guaranteed. Please see full earnings call transcripts here. The earnings call insights are intended for informational purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Quick Insights Management projects Wheeling will significantly boost Rail segment EBITDA, raising combined Transtar and Wheeling targets to $220 million by end of 2026 from $200 million; Q3 results showed partial impact, with further upside expected as full-period contributions and synergies materialize. West Virginia gas production exceeds power plant needs, creating surplus for revenue; Long Ridge is expected to reach $160 million annual EBITDA run rate in Q4, with potential for a full business sale offering liquidity and focus for new opportunities. Company aims to refinance existing parent credit facility with long-term bonds, use increased cash flows (from rail, Repauno, Jefferson) for debt service, and monetize Long Ridge to improve leverage and fund reinvestment. Recommended For You More Trending News
