FTAI Infrastructure Inc.

Citizens initiated coverage of the Transportation, Logistics and Services group with twenty-two names, naming FedEx among its top large-cap picks alongside FTAI Aviation, Union Pacific and C.H. Robinson, according to a note from analyst Jeff Kauffman. The firm assigned a mix of Market Outperform and Market Perform ratings with no Market Underperform ratings, citing a projected acceleration of the group's earnings recovery and momentum through late 2027. For mid- and small-cap names, Citizens favors GXO, U-Haul parent UHAL, Knight-Swift, Wabash National and Covenant Logistics, along with a story-specific Market Outperform rating on FTAI Infrastructure. Stocks in the coverage group have generated 33.8% average returns year-to-date in 2026, compared with 20.0% for the Russell 2000 and 10.7% for the S&P 500. Kauffman described the early phase of an economic recovery as one of the best windows of the cycle to own these names, with Citizens forecasting 2.3% real GDP growth in 2026, slowing to 2.1% in 2027, implying low-single-digit growth for rail freight and low-to-mid-single-digit growth for trucking. The firm pointed to six positive PMI readings this year following 38 months of negative readings, calling the current freight cycle one of the longest freight market declines, with the industry now emerging into a new upcycle supported by tight truck capacity and low inventories requiring restocking.

StockStory highlights Badger Meter and FTAI Infrastructure as two industrial stocks for long-term investors while naming Owens Corning as one to avoid. Badger Meter, with a market cap of $3.81 billion, has posted 15.6% annual revenue growth over five years and a 20.3% annual earnings per share increase, supported by a 15.8% free cash flow margin. FTAI Infrastructure, valued at $564.8 million, achieved 35% annual revenue growth over two years and is projected to grow revenue by 19.6% next year. Owens Corning, with a $9.78 billion market cap, saw only 2.5% annual revenue growth over two years and a 17% annual decline in earnings per share, with shrinking returns on capital signaling rising competition.

Jones Trading initiated coverage on FTAI Infrastructure with a Buy rating and a price target of $8.75, representing a potential upside of 97.07% from current levels. The firm noted the company is working to monetize its Jefferson and Repauno assets, with proceeds likely redirected to its rail segment, and highlighted that shares trade at a significant discount to peers. Management disclosed an agreement to sell Long Ridge to MARA Holdings in a deal valued at $1.52 billion, expected to close in the third quarter, which will bolster cash flow and debt capacity for rail investments.

FTAI Infrastructure has completed the acquisition of AP Shale Logistics ManagementCo, doing business as Tidewater Logistics, a barge and rail transloading company with operations in Ohio, West Virginia, and Texas, for approximately $45 million in cash. The purchase was funded through an upsizing of FIP's existing term loan with existing lenders. Tidewater is expected to generate $9 million of Adjusted EBITDA in the next twelve months, with additional upside from expanded customer relationships, increased throughput volumes, and integration with FIP's Wheeling & Lake Erie Railway. CEO Ken Nicholson described Tidewater as a natural fit for FIP's growing infrastructure platform, highlighting its complementary transloading capabilities and strategically located facilities.