FTAI Infrastructure Inc. (FIP) - Dilution Analysis

Visualizing historical and potential share dilution over time

Dilution Analysis

Medium Risk
Moderate dilution risk
Last updated: May 08, 2026

Risk Assessment Details

Potential Dilution: 37.74% of current shares
Recent Dilution: 21.46% (2 years)
Historical Dilution Factor: moderate recent dilution
Outstanding Shares
120M
Potential Supply
44M
Additional shares possible
Splits
None
Past 2 years

Summary

FIP currently has 117M outstanding shares. with moderate dilution risk from 44M authorized shares representing 37.7% potential dilution. The company has diluted shareholders by 21.46% over the past 2 years through share issuances.

Share Structure Timeline

Outstanding Shares
Total Supply

Historical Data Points

Date Event Outstanding Supply
May 08, 2026

10-Q filing | 116.7M shares outstanding

120M 44M
Oct 31, 2025

10-Q filing | 115.6M shares outstanding

120M 45M
Aug 15, 2025

10-Q filing | 114.9M shares outstanding

110M 46M
May 23, 2025

S-3/A filing: The filing relates to the proposed resale of up to 22,237,370 shares of common stock by selling stockholders, which may be issued upon the conversion of Series B Convertible Junior Preferred Stock.

110M 53M
May 16, 2025

10-Q filing | 114.1M shares outstanding

110M 47M
May 16, 2025

S-3 filing: This S-3 filing registers up to 22,237,370 shares of common stock for resale by selling stockholders, which may be issued upon the conversion of Series B Convertible Junior Preferred Stock.

110M 53M
Mar 13, 2025

10-K filing | 108.2M shares outstanding

110M 30M
Feb 27, 2025

8-K filing: FTAI Infrastructure Inc. issued 160,000 shares of Series B Convertible Junior Preferred Stock to certain affiliates of GCM Grosvenor Inc. as part of the Long Ridge Acquisition, and issued 550,000 Series A Warrants to entities affiliated with Ares Management LLC as part of a consent fee. ($9.0M proceeds)

110M 25M
Oct 31, 2024

10-Q filing | 109.7M shares outstanding

110M 29M
Aug 02, 2024

10-Q filing | 105.0M shares outstanding

110M 33M
May 10, 2024

10-Q filing | 104.2M shares outstanding

100M 34M
Mar 27, 2024

10-K filing | 103.0M shares outstanding

100M 36M
Oct 27, 2023

10-Q filing | 102.8M shares outstanding

100M 36M
Jul 27, 2023

10-Q filing | 102.8M shares outstanding

100M 36M
Jun 29, 2023

8-K filing: FTAI Infrastructure Inc. announced the pricing of its private offering of $100 million aggregate principal amount of 10.500% senior secured notes due 2027. ($95.5M proceeds)

100M 36M
May 03, 2023

10-Q filing | 102.8M shares outstanding

100M 36M
Mar 09, 2023

10-K filing | 102.7M shares outstanding

100M 36M
Nov 22, 2022

S-3 filing: FTAI INFRASTRUCTURE INC. is filing an S-3 to offer common stock, preferred stock, depositary shares, debt securities, subscription rights, purchase contracts, and purchase units up to $75 million.

100M 36M
Nov 22, 2022

S-3 filing: This S-3 filing registers the issuance of 35,756,645 shares of common stock pursuant to the FTAI Infrastructure Inc. Nonqualified Stock Option and Incentive Award Plan.

100M 36M
Nov 03, 2022

10-Q filing | 102.7M shares outstanding

100M 0
Aug 25, 2022

10-Q filing | 99.4M shares outstanding

99M 0
Aug 01, 2022
Stock Split

8-K filing | Stock split 1-for-1 | Transactions: Issuance 300000 Preferred stock $300.0M to entities affiliated with Ares Management LLC; Issuance 6685132 Warrant $300.0M to entities affiliated with Ares Management LLC | Proceeds: $600.0M

N/A 0
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