Core Viewpoint - FTAI Infrastructure Inc. is set to announce its financial results for the second quarter of 2025 on August 7, 2025, after the market closes [1] Group 1: Financial Results Announcement - The financial results for Q2 2025 will be released after the closing of Nasdaq on August 7, 2025 [1] - A press release and earnings supplement will be available on the Company's Investor Relations website [1] Group 2: Conference Call Details - Management will host a conference call on August 8, 2025, at 8:00 A.M. Eastern Time [2] - Participants can register for the call via a provided link to receive dial-in information [2] - A simultaneous webcast of the conference call will be available for public listening [3] Group 3: Replay Information - A replay of the conference call will be accessible from 11:30 A.M. on August 8, 2025, until 11:30 A.M. on August 15, 2025 [3] Group 4: Company Overview - FTAI Infrastructure focuses on investing in critical infrastructure sectors such as rail, ports, terminals, and power and gas [5] - The company aims to generate strong and stable cash flows with potential for earnings growth and asset appreciation [5] - FTAI Infrastructure is externally managed by an affiliate of Fortress Investment Group LLC, a diversified global investment firm [5]

Core Insights - Kalmar has secured a significant order to supply 14 hybrid straddle carriers to Hanseatic Global Terminals for the Atlantique multimodal terminal at the Port of Le Havre, with delivery scheduled for Q2 2026 [1][3]. Company Overview - Kalmar is a global leader in sustainable material handling equipment and services, operating in over 120 countries and employing approximately 5,200 people. In 2024, the company reported sales of approximately EUR 1.7 billion [5]. Terminal and Operational Details - The Port of Le Havre is among the top 10 largest ports in Europe, handling an annual container throughput of three million TEU and providing excellent connections to Paris, including rail access. The terminal employs over 550 people [2]. - The hybrid straddle carriers will be the first of their kind at the terminal, aimed at reducing local emissions, fuel costs, and noise levels while enhancing the working environment for operators [3]. Strategic Importance - The order is part of HGT's strategy to optimize operations at the CNMP LH terminal and prepare for increased volume and throughput, following their acquisition of a 60% stake in CNMP LH in March 2025 [2][4]. - HGT's CEO emphasized the importance of state-of-the-art equipment in strengthening their position in the European market and enhancing operational efficiency [4].

Financial Performance - The company reported a net income of $1097 million in 1Q'25, a significant turnaround from a net loss of $566 million in 1Q'24 and $1336 million in 4Q'24[8] - Consolidated Adjusted EBITDA excluding Long Ridge gain increased to $352 million in 1Q'25, up 29% year-over-year from $272 million in 1Q'24 and up 21% sequentially from $292 million in 4Q'24[8,10] - The acquisition of Long Ridge contributed a $120 million gain in 1Q'25, resulting in a consolidated Adjusted EBITDA including the gain of $1552 million[8,9,10] Segment Results - Transtar generated $199 million in Adjusted EBITDA in 1Q'25, slightly up from $194 million in 4Q'24[8,21] - Long Ridge contributed $181 million in Adjusted EBITDA in 1Q'25, reflecting 100% ownership for only a portion of the period, with March exceeding $10 million[8,13,22] - Jefferson Terminal's Adjusted EBITDA was $80 million in 1Q'25, impacted by tanks being off-lease, but is expected to increase with new contracts commencing in 2025[8,13,27,30] - Repauno had a negative Adjusted EBITDA of $(15) million in 1Q'25, but anticipates growth with phase two contracts[8,31] Capital Structure - As of March 31, 2025, the company had $223 million in cash and restricted cash[14] - Total debt, net, amounted to $2755 billion, with a debt-to-capital ratio of 76%[14]

Core Insights - DP World is committed to expanding operations at Port Saint John, aiming to achieve a record of 1 million TEUs annually, which would significantly benefit the local economy and create 100 new jobs [1][5] Investment and Expansion - The company is modernizing Port Saint John and is focused on increasing the capacity of the longshore workforce to meet operational demands [2] - DP World has added two high-capacity cranes in 2024, bringing the total to six, as part of a $250 million terminal modernization project [4] - Since 2017, container traffic at Port Saint John has surged by 300%, increasing from 57,402 TEUs to over 175,000 TEUs in 2024 [3] Workforce Development - A skilled workforce is essential for executing growth plans, and DP World is investing in training programs and collaborating with government partners to enhance opportunities for skilled longshore workers [8][9] - The company currently employs over 250 people in Saint John and plans to add more than 100 jobs as operations expand [5] Strategic Partnerships - DP World is attracting strategic partnerships, such as Americold's plan to develop an import-export hub at Port Saint John in collaboration with DP World and CPKC [6] Global Performance - In 2024, DP World handled a record 88.3 million TEUs globally, marking an 8.3% year-over-year increase, with Latin American operations setting multiple container-handling records [7] Community Investment - The company is also investing in the local community through social initiatives, including grants of $15,000 to the Centre for Youth Care and $45,000 to Eastern Charlotte Waterways [9] Infrastructure and Logistics - With modernized infrastructure and direct rail connections, Port Saint John is emerging as a key maritime hub on Canada's East Coast, enhancing its competitive position in global logistics [10][11]