The earnings call highlighted strong growth in Aerospace Products and significant improvements in free cash flow, along with positive adjustments to EBITDA forecasts. Strategic acquisitions and expansion efforts are expected to continue driving growth. However, the execution of a lower-margin deal with a major airline suggests some pressure on margins. Overall, the positive aspects significantly outweigh the lowlights, indicating strong performance and growth potential.

Company Guidance

During the FTAI Aviation Second Quarter 2025 Earnings Call, several key metrics and guidance were highlighted. The company announced a dividend of $0.30 per share to be paid on August 19, marking their 41st dividend as a public company. In Aerospace Products, FTAI reported $165 million in adjusted EBITDA with a 34% margin, noting a market share increase to 9% and a long-term goal of 25%. They completed 184 CFM56 module refurbishments, a 33% increase from the previous quarter, and expanded operations in Montreal and Rome. The company also acquired Pacific Aerodynamic to enhance repair capabilities, aiming for a 40% plus margin in 2026. Adjusted free cash flow for 2025 is projected to rise from $650 million to $750 million. The company increased its 2025 EBITDA outlook for Aviation Leasing to $600 million and Aerospace Products to between $650 million and $700 million. Total 2025 business segment EBITDA estimates were adjusted upwards to between $1.25 billion and $1.3 billion.

Aerospace Products Growth

Aerospace Products delivered $165 million in adjusted EBITDA at a margin of 34%, with a market share increase to 9% from 4.5% last year. The company aims for a 25% market share long-term.

Adjusted Free Cash Flow Increase

The company generated $370 million in free cash flow in the first half of the year, surpassing the target of $350 million. The full-year target was increased from $650 million to $750 million.

Positive EBITDA Outlook

Estimated EBITDA for Aviation Leasing increased from $500 million to $600 million and for Aerospace Products from $600-$650 million to $650-$700 million. Total estimated EBITDA for 2025 was raised from $1.1-$1.15 billion to $1.25-$1.3 billion.

Production and Expansion Efforts

Refurbished 184 CFM56 modules in Q2, a 33% increase from last quarter. Expansion efforts in Montreal, Miami, and Rome are expected to drive significant growth.

Acquisition of Pacific Aerodynamic

Acquired a piece part repair facility in California, expected to deliver significant cost savings and margin expansion, with a projected payback period of one year.

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

Daily Earnings Calendar >

FTAI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	1.27 / -	0.76	―	―	―
Jul 29, 2025	2025 (Q2)	1.29 / 1.57	-2.26	169.47% (+3.83)
Apr 30, 2025	2025 (Q1)	0.95 / 0.87	0.31	180.65% (+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	0.33	130.30% (+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	0.22	40.91% (+0.09)
Feb 22, 2024	2023 (Q4)	0.43 / 1.09	0.2	445.00% (+0.89)
Oct 25, 2023	2023 (Q3)	0.42 / 0.33	-0.23	243.48% (+0.56)
Jul 26, 2023	2023 (Q2)	0.31 / 0.46	0.094	389.36% (+0.37)

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
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%
Oct 30, 2024	$143.92	$133.16	-7.48%

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 Oct 23, 2025, After Close (Confirmed).

What is FTAI Aviation Ltd. (FTAI) earnings time?

FTAI Aviation Ltd. (FTAI) earnings time is at Oct 23, 2025, 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 (Q3) is 1.27.

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