FTAI Infrastructure Inc. (NASDAQ:FIP) missed earnings with its latest third-quarter results, disappointing overly-optimistic forecasters. Earnings fell badly short of analyst estimates, with US$83m revenue falling -12% short, and statutory losses of US$0.45 per share being -13% greater than forecast. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

See our latest analysis for FTAI Infrastructure

After the latest results, the three analysts covering FTAI Infrastructure are now predicting revenues of US$449.4m in 2025. If met, this would reflect a huge 35% improvement in revenue compared to the last 12 months. The loss per share is expected to greatly reduce in the near future, narrowing 58% to US$0.84. Before this earnings announcement, the analysts had been modelling revenues of US$455.0m and losses of US$0.80 per share in 2025. Overall it looks as though the analysts were a bit mixed on the latest consensus updates. Although revenue forecasts held steady, the consensus also made a moderate increase in its losses per share forecasts.

Despite expectations of heavier losses next year,the analysts have lifted their price target 5.9% to US$12.00, perhaps implying these losses are not expected to be recurring over the long term. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. Currently, the most bullish analyst values FTAI Infrastructure at US$13.00 per share, while the most bearish prices it at US$11.00. Even so, with a relatively close grouping of estimates, it looks like the analysts are quite confident in their valuations, suggesting FTAI Infrastructure is an easy business to forecast or the the analysts are all using similar assumptions.

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. The analysts are definitely expecting FTAI Infrastructure's growth to accelerate, with the forecast 27% annualised growth to the end of 2025 ranking favourably alongside historical growth of 20% per annum over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 7.9% per year. Factoring in the forecast acceleration in revenue, it's pretty clear that FTAI Infrastructure is expected to grow much faster than its industry.

The Bottom Line

The most important thing to take away is that the analysts increased their loss per share estimates for next year. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.

With that in mind, we wouldn't be too quick to come to a conclusion on FTAI Infrastructure. Long-term earnings power is much more important than next year's profits. At Simply Wall St, we have a full range of analyst estimates for FTAI Infrastructure going out to 2026, and you can see them free on our platform here..

It is also worth noting that we have found 2 warning signs for FTAI Infrastructure (1 is a bit unpleasant!) that you need to take into consideration.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.