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FTAI Aviation Ltd. (FTAI)
NASDAQ:FTAI
US Market
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FTAI Aviation (FTAI) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 19, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
1.32
Last Year’s EPS
0.84
Same Quarter Last Year
Based on 9 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 27, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call highlighted strong growth in FTAI's Aerospace Products segment and successful strategic initiatives, such as the SCI upsizing and ATOPS acquisition. Despite a decline in the Leasing segment's EBITDA, the overall financial outlook remains positive, supported by increased dividends, free cash flow growth, and optimistic projections for 2026.
Company Guidance
During the FTAI Aviation Third Quarter 2025 Earnings Conference Call, leadership provided several key financial and strategic updates. The company announced the successful completion of its Strategic Capital Initiative #1 (SCI) with total equity capital increasing to $2 billion, allowing a deployment target of over $6 billion through the 2025 partnership, up from $4 billion. This expansion corresponds to a projected portfolio size of approximately 375 aircraft. FTAI will co-invest approximately $380 million for a 19% minority equity interest, slightly down from the initial 20% expectation. The aerospace products segment reported $180 million in adjusted EBITDA at a 35% margin, up 77% year-over-year, driven by strong demand for CFM56 and V2500 aftermarket engines. Production included 207 refurbished CFM56 modules, a 13% increase from the last quarter, with a goal of producing 750 modules in 2025. The company also projected 2026 total business segment EBITDA of $1.525 billion, with anticipated growth in adjusted free cash flow to $1 billion, a 33% increase from 2025. Additionally, FTAI plans to pay a quarterly dividend of $0.35 per share.
Successful SCI Upsizing
FTAI successfully closed the final round of equity commitments for the Strategic Capital Initiative (SCI), increasing the total equity capital to $2 billion, with plans to deploy over $6 billion in capital through the 2025 partnership.
Aerospace Products Segment Growth
The Aerospace Products segment delivered $180 million in adjusted EBITDA at a 35% margin, up approximately 77% year-over-year, reflecting strong demand for prebuilt engines and modules.
Free Cash Flow Increase
Generated $268 million in adjusted free cash flow for Q3, with a year-to-date total of $638 million, positioning FTAI on track to reach a revised goal of $750 million for all of 2025.
Dividend Increase
FTAI announced an increase in the dividend from $0.30 per quarter to $0.35 per share, marking the 42nd dividend as a public company.
Positive 2026 EBITDA Outlook
FTAI anticipates total business segment EBITDA in 2026 of $1.525 billion, up from the original estimate of $1.4 billion, with significant growth expected in Aerospace Products.
ATOPS Acquisition
FTAI acquired ATOPS for approximately $15 million, strengthening its presence in Miami and expanding its module production capacity.

FTAI Aviation (FTAI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

FTAI Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 19, 2026
2025 (Q4)
1.32 / -
0.84
Oct 27, 2025
2025 (Q3)
1.21 / 1.10
0.7644.74% (+0.34)
Jul 29, 2025
2025 (Q2)
1.29 / 1.57
-2.26169.47% (+3.83)
Apr 30, 2025
2025 (Q1)
0.95 / 0.87
0.31180.65% (+0.56)
Feb 26, 2025
2024 (Q4)
0.90 / 0.84
1.09-22.94% (-0.25)
Oct 30, 2024
2024 (Q3)
0.78 / 0.76
0.33130.30% (+0.43)
Jul 23, 2024
2024 (Q2)
0.48 / -2.26
0.46-591.30% (-2.72)
Apr 25, 2024
2024 (Q1)
0.37 / 0.31
0.2240.91% (+0.09)
Feb 22, 2024
2023 (Q4)
0.43 / 1.09
0.2445.00% (+0.89)
Oct 25, 2023
2023 (Q3)
0.42 / 0.33
-0.23243.48% (+0.56)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

FTAI Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 27, 2025
$185.09$179.39-3.08%
Jul 29, 2025
$113.89$144.15+26.57%
Apr 30, 2025
$106.60$86.49-18.86%
Feb 26, 2025
$139.24$128.64-7.61%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does FTAI Aviation Ltd. (FTAI) report earnings?
FTAI Aviation Ltd. (FTAI) is schdueled to report earning on Feb 19, 2026, After Close (Confirmed).
    What is FTAI Aviation Ltd. (FTAI) earnings time?
    FTAI Aviation Ltd. (FTAI) earnings time is at Feb 19, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is FTAI EPS forecast?
          FTAI EPS forecast for the fiscal quarter 2025 (Q4) is 1.32.
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