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FTAI Aviation Ltd. (FTAI)
NASDAQ:FTAI
Earnings Data
Report Date
Apr 24, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.98Last Year’s EPS
0.31Same Quarter Last Year
Strong Buy
Based on 11 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 26, 2025
|% Change Since: -17.13%
|Next Earnings Date:Apr 24, 2025
Earnings Call Sentiment|Positive
The earnings call presented a strong financial performance with significant growth in adjusted EBITDA and strategic initiatives like the SCI and expansion of facilities. However, high capital expenditures and some margin impacts due to legacy contracts were noted as challenges.Company Guidance
During the FTAI Aviation fourth-quarter 2024 earnings call, the company provided guidance for 2025, projecting an annual business segment EBITDA of $1.1 billion to $1.15 billion, excluding corporate and other expenses. They also anticipate adjusted free cash flow of approximately $650 million for the year. FTAI highlighted their strategic capital initiatives (SCI), which include a $2.5 billion commitment for asset-level debt financing from ATLAS, a subsidiary of Apollo and Deutsche Bank. This initiative aims to improve market share and sustainably support airlines' long-term maintenance needs. Additionally, FTAI expects their annual aviation EBITDA to increase from $1.25 billion to approximately $1.4 billion in 2026, driven by growth in their Aerospace Products segment and ongoing strategic reinvestments.Strong Financial Performance
Adjusted EBITDA of $252 million in Q4 2024, a 9% increase from Q3 2024 and a 55% increase compared to Q4 2023. Full-year 2024 adjusted EBITDA was $862.1 million, up 44% from 2023.
Dividend Announcement
FTAI Aviation announced its 39th dividend as a public company and 54th consecutive dividend since inception, with a dividend of $0.30 per share.
Strategic Capital Initiative
SCI received a $2.5 billion commitment for asset-level debt financing from ATLAS, a majority-owned subsidiary of Apollo, and Deutsche Bank. The SCI team is in late stages of closing a second round of equity financing, targeting a market opportunity of more than $4 billion annually.
Aerospace Products Segment Growth
Aerospace Products segment achieved $117.3 million of adjusted EBITDA with a 34% margin in Q4 2024, up 15% from Q3 2024 and 115% from Q4 2023. Expected growth to $600 million to $650 million of EBITDA in 2025.
Expansion of Facilities
New joint venture agreement with IAG Engine Center Europe, rebranded as QuickTurn Europe, adding new maintenance facilities in Rome to complement existing ones in Montreal and Miami.
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FTAI Earnings History
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
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FTAI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 26, 2025 | $139.90 | $129.24 | -7.62% |
| Oct 30, 2024 | $144.60 | $133.79 | -7.48% |
| Jul 23, 2024 | $107.01 | $108.41 | +1.31% |
| Apr 25, 2024 | $72.41 | $69.94 | -3.41% |
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.
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FAQ
When does FTAI Aviation Ltd. (FTAI) report earnings?
FTAI Aviation Ltd. (FTAI) is schdueled to report earning on Apr 24, 2025, TBA Not Confirmed.
What is FTAI Aviation Ltd. (FTAI) earnings time?
FTAI Aviation Ltd. (FTAI) earnings time is at Apr 24, 2025, TBA Not 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 (Q1) is 0.98.
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