<p>FTAI 基础设施公司的最新财报电话会议传达了积极的情绪，强调了公司强劲的财务表现和战略收购。尽管受到政府关门和临时销量下降等外部因素的轻微影响，公司展示了强劲的增长轨迹，特别是在铁路和长岭业务部门。</p>
<h2>铁路部门的变革性收购</h2>
<p>FTAI 基础设施成功完成了对威灵与湖伊利铁路的收购。这一战略举措将显著增强铁路部门的增长，为提升运营能力和市场扩展奠定基础。</p>
<h2>强劲的财务表现</h2>
<p>公司报告的调整后 EBITDA 为 7090 万美元，比上一季度增长了 55%，几乎是去年同期的两倍。这一财务激增突显了 FTAI 的有效策略和运营效率。</p>
<h2>天然气生产里程碑</h2>
<p>在一项显著成就中，FTAI 在西弗吉尼亚州开始了天然气生产，日产量超过 10 万 MMBtu。这一产出不仅超过了发电厂的消费量，还突显了公司在能源生产方面不断扩展的能力。</p>
<h2>长岭部门的成功</h2>
<p>长岭部门报告的 EBITDA 为 3570 万美元，预计到第四季度将达到 1.6 亿美元的年 EBITDA 运行率。这一成功反映了该部门强劲的表现和增长潜力。</p>
<h2>铁路部门收入增长</h2>
<p>铁路部门的调整后 EBITDA 达到了 2910 万美元，威灵收购在短短五周内贡献了 840 万美元。这一快速的收入增长突显了该部门的战略重要性和潜力。</p>
<h2>Repauno 的第三阶段许可证</h2>
<p>FTAI 获得了在 Repauno 建设第三阶段洞穴系统的许可证，标志着未来显著的增长机会。这一发展预计将增强公司的储存和物流能力。</p>
<h2>联邦政府关门的影响</h2>
<p>最近的政府关门影响了表面运输委员会对威灵收购的处理，可能会延迟其全面整合。尽管如此，公司对克服这些挑战仍持乐观态度。</p>
<h2>焦炭销量下降</h2>
<p>由于美国钢铁公司克莱尔顿生产单位发生事故，焦炭销量暂时下降。然而，预计将会恢复，公司正在采取措施以减轻影响。</p>
<h2>前瞻性指导</h2>
<p>FTAI 基础设施对未来的指导持乐观态度，预计将实现显著增长和战略举措。铁路部门计划到 2026 年底实现 2.2 亿美元的运行率，威灵收购预计将带来 2000 万美元的年节省。长岭的天然气生产预计在第四季度将达到 1.6 亿美元的年运行率。公司计划在不考虑有机增长的情况下，产生超过 4.5 亿美元的年调整后 EBITDA，并正在探索再融资、潜在销售和进一步投资，以优化其资本结构。</p>
<p>总之，FTAI 基础设施的财报电话会议描绘了公司当前和未来前景的积极图景。凭借强劲的财务表现、战略收购和雄心勃勃的增长计划，公司在把握新兴机会和应对可能出现的挑战方面处于良好位置。</p>

<p>FTAI Infrastructure 的财报电话会议强调了强劲的财务表现，调整后的 EBITDA 增长了 55%，达到了 7090 万美元。公司成功收购了 Wheeling & Lake Erie Railway，增强了其铁路业务，该业务报告的调整后 EBITDA 为 2910 万美元。FTAI 在西弗吉尼亚州开始了天然气生产，日产量超过 10 万 MMBtu。尽管面临政府停摆和临时性产量下降的挑战，公司依然保持乐观，预计将实现显著增长，并设定了 4.5 亿美元的年度调整后 EBITDA 目标。FTAI 在未来机会方面处于良好位置，并已制定了战略举措</p>

<p>FTAI Infrastructure Incorporation’s recent earnings call conveyed a positive sentiment, underscoring the company’s robust financial performance and strategic acquisitions. Despite minor setbacks from external factors like the government shutdown and temporary volume declines, the company showcased a strong growth trajectory, particularly in its Rail and Long Ridge segments.</p>
<div class="lb-trans"><p>FTAI 基础设施公司的最新财报电话会议传达了积极的情绪，强调了公司强劲的财务表现和战略收购。尽管受到政府关门和临时销量下降等外部因素的轻微影响，公司展示了强劲的增长轨迹，特别是在铁路和长岭业务部门。</p>
</div><h2>Transformative Acquisition in Rail Segment</h2>
<div class="lb-trans"><h2>铁路部门的变革性收购</h2>
</div><p>FTAI Infrastructure has successfully closed the acquisition of the Wheeling &amp; Lake Erie Railway. This strategic move is poised to significantly bolster the Rail segment’s growth, setting the stage for enhanced operational capabilities and market expansion.</p>
<div class="lb-trans"><p>FTAI 基础设施成功完成了对威灵与湖伊利铁路的收购。这一战略举措将显著增强铁路部门的增长，为提升运营能力和市场扩展奠定基础。</p>
</div><h2>Strong Financial Performance</h2>
<div class="lb-trans"><h2>强劲的财务表现</h2>
</div><p>The company reported an impressive adjusted EBITDA of $70.9 million, marking a 55% increase from the previous quarter and nearly doubling the figure from the same period last year. This financial upsurge highlights FTAI’s effective strategies and operational efficiency.</p>
<div class="lb-trans"><p>公司报告的调整后 EBITDA 为 7090 万美元，比上一季度增长了 55%，几乎是去年同期的两倍。这一财务激增突显了 FTAI 的有效策略和运营效率。</p>
</div><h2>Gas Production Milestone</h2>
<div class="lb-trans"><h2>天然气生产里程碑</h2>
</div><p>In a notable achievement, FTAI commenced gas production in West Virginia, producing over 100,000 MMBtu per day. This output not only exceeds the power plant’s consumption but also underscores the company’s expanding capabilities in energy production.</p>
<div class="lb-trans"><p>在一项显著成就中，FTAI 在西弗吉尼亚州开始了天然气生产，日产量超过 10 万 MMBtu。这一产出不仅超过了发电厂的消费量，还突显了公司在能源生产方面不断扩展的能力。</p>
</div><h2>Long Ridge Segment Success</h2>
<div class="lb-trans"><h2>长岭部门的成功</h2>
</div><p>The Long Ridge segment reported an EBITDA of $35.7 million, with expectations to reach a $160 million annual EBITDA run rate by the fourth quarter. This success reflects the segment’s robust performance and growth potential.</p>
<div class="lb-trans"><p>长岭部门报告的 EBITDA 为 3570 万美元，预计到第四季度将达到 1.6 亿美元的年 EBITDA 运行率。这一成功反映了该部门强劲的表现和增长潜力。</p>
</div><h2>Rail Segment Revenue Growth</h2>
<div class="lb-trans"><h2>铁路部门收入增长</h2>
</div><p>The Rail segment’s adjusted EBITDA reached $29.1 million, with the Wheeling acquisition contributing $8.4 million in just five weeks. This rapid revenue growth highlights the segment’s strategic importance and potential.</p>
<div class="lb-trans"><p>铁路部门的调整后 EBITDA 达到了 2910 万美元，威灵收购在短短五周内贡献了 840 万美元。这一快速的收入增长突显了该部门的战略重要性和潜力。</p>
</div><h2>Repauno’s Phase 3 Permit</h2>
<div class="lb-trans"><h2>Repauno 的第三阶段许可证</h2>
</div><p>FTAI received a permit for constructing the Phase 3 cavern system at Repauno, signaling significant future growth opportunities. This development is expected to enhance the company’s storage and logistics capabilities.</p>
<div class="lb-trans"><p>FTAI 获得了在 Repauno 建设第三阶段洞穴系统的许可证，标志着未来显著的增长机会。这一发展预计将增强公司的储存和物流能力。</p>
</div><h2>Federal Government Shutdown Impact</h2>
<div class="lb-trans"><h2>联邦政府关门的影响</h2>
</div><p>The recent government shutdown affected the Surface Transportation Board’s processing of the Wheeling acquisition, potentially delaying its full integration. Despite this, the company remains optimistic about overcoming these challenges.</p>
<div class="lb-trans"><p>最近的政府关门影响了表面运输委员会对威灵收购的处理，可能会延迟其全面整合。尽管如此，公司对克服这些挑战仍持乐观态度。</p>
</div><h2>Coke Volume Decline</h2>
<div class="lb-trans"><h2>焦炭销量下降</h2>
</div><p>A temporary decline in coke volumes was noted due to an incident at U.S. Steel’s Clairton production unit. However, recovery is anticipated, and the company is taking steps to mitigate the impact.</p>
<div class="lb-trans"><p>由于美国钢铁公司克莱尔顿生产单位发生事故，焦炭销量暂时下降。然而，预计将会恢复，公司正在采取措施以减轻影响。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>FTAI Infrastructure’s guidance for the future is optimistic, with expectations of significant growth and strategic initiatives. The Rail segment aims for a $220 million run rate by the end of 2026, with the Wheeling acquisition expected to yield $20 million in annual savings. Long Ridge’s gas production is forecasted to achieve a $160 million annual run rate in Q4. The company plans to generate over $450 million in annual adjusted EBITDA, excluding organic growth, and is exploring refinancing, potential sales, and further investments to optimize its capital structure.</p>
<div class="lb-trans"><p>FTAI 基础设施对未来的指导持乐观态度，预计将实现显著增长和战略举措。铁路部门计划到 2026 年底实现 2.2 亿美元的运行率，威灵收购预计将带来 2000 万美元的年节省。长岭的天然气生产预计在第四季度将达到 1.6 亿美元的年运行率。公司计划在不考虑有机增长的情况下，产生超过 4.5 亿美元的年调整后 EBITDA，并正在探索再融资、潜在销售和进一步投资，以优化其资本结构。</p>
</div><p>In summary, FTAI Infrastructure’s earnings call painted a positive picture of the company’s current and future prospects. With strong financial performance, strategic acquisitions, and ambitious growth plans, the company is well-positioned to capitalize on emerging opportunities and navigate any challenges that may arise.</p>
<div class="lb-trans"><p>总之，FTAI 基础设施的财报电话会议描绘了公司当前和未来前景的积极图景。凭借强劲的财务表现、战略收购和雄心勃勃的增长计划，公司在把握新兴机会和应对可能出现的挑战方面处于良好位置。</p>
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FTAI Infrastructure 的财报电话会议强调了增长