The earnings call highlighted strong financial performance, significant growth in Aerospace Products, and successful strategic initiatives like the SCI and key acquisitions. However, there were challenges with a lower-margin deal and pending regulatory approvals for PMA parts. Despite these, the positive financial outlook and strategic advancements dominate the sentiment.

Company Guidance -

Q3 2025

In the FTAI Aviation Q2 2025 earnings call, key guidance metrics included an announcement of their 41st dividend of $0.30 per share, to be paid on August 19, 2025. Aerospace Products achieved $165 million in adjusted EBITDA with a 34% margin, and a 9% market share, reflecting substantial growth from the previous year. The company anticipates margins to expand to over 40% by 2026 with the approval of PMA Part #3. Production increased with 184 CFM56 modules refurbished, marking a 33% rise from the previous quarter. FTAI projects adjusted free cash flow to reach $750 million for 2025, an increase from their earlier target of $650 million. They also increased their total estimated 2025 business segment EBITDA from $1.15 billion to a range of $1.25 billion to $1.3 billion. The strategic capital initiative showed significant progress with 145 aircraft either closed or in LOI commitment, aiming to complete 250 on lease aircraft by 2025, with a focus on utilizing their unique Maintenance, Repair, and Exchange (MRE) solutions.

Strong Aerospace Products Performance

Aerospace Products reported $165 million in adjusted EBITDA at a margin of 34%, with an estimated market share increase to 9% from the previous year's 4.5%.

Joint Venture and Acquisition Success

Closed a 50% joint venture in Rome, QuickTurn Europe, and acquired Pacific Aerodynamic, enhancing repair capabilities and operational efficiencies.

Adjusted Free Cash Flow and Financial Projections

Generated $370 million in free cash flow in the first half, exceeding the $350 million target. Increased 2025 free cash flow target to $750 million.

Leasing and Aerospace Products EBITDA Growth

Raised 2025 EBITDA outlook for Aviation Leasing to $600 million and Aerospace Products to $650-$700 million.

Strategic Capital Initiative (SCI) Progress

145 aircraft either closed or in LOI commitment under SCI, with an expectation to reach 250 aircraft by 2025.

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)	1.29 / -	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	$114.14	$144.46	+26.56%
Apr 30, 2025	$106.84	$86.68	-18.87%
Feb 26, 2025	$139.55	$128.92	-7.62%
Oct 30, 2024	$144.23	$133.45	-7.47%

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 1.29.

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