FTAI Aviation (FTAI) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Apr 23, 2026

After Close (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

1.57

Last Year’s EPS

0.87

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 6 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Feb 25, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call communicated strong operational and financial momentum: robust adjusted EBITDA growth (company and Aerospace Products), successful SCI fundraising and asset deployment, production outperformance and capacity expansion, credit upgrades, and the strategic launch of FTAI Power. Near-term drag stems from meaningful upfront investments (SCI II, Power inventory and working capital), some timing-related Q4 execution effects, negative corporate/start-up expenses, and remaining commercial and supply-chain risks for the Power business. On balance the positives (significant growth, margin expansion potential, and strategic positioning) materially outweigh the manageable near-term headwinds.

Company Guidance

Management updated 2026 guidance and key targets: total business segment adjusted EBITDA is now $1.625 billion (up from $1.525B), split as $1.05 billion for Aerospace Products (up from $1.0B) and $575 million for Aviation Leasing (up from $525M); Aerospace module production target was raised to 1,050 modules for 2026 (a 39% increase vs. 2025), first FTAI Power Mod‑1 deliveries are expected in Q4 2026 with a 2027 production target of 100 units, and Power requires ~ $250M working capital ( ~$150M of inventory added in Q4 2025, ~$100M remaining). They expect ~ $915M of free cash flow in 2026 after growth investments (versus an original $1.0B target and a pre‑growth projection of $1.2B), reflecting additional EBITDA of $100M (split between Aerospace and Leasing) and accelerated SCI and Power investments; SCI I deployment is largely complete (130 aircraft closed in 2025; 276 aircraft under LOI representing $5.3B of a $6.0B target; SCI I had $2.0B equity commitments and a 19% FTAI co‑investment) and SCI II has an anchor commitment with investing planned by June 30. Relevant 2025 metrics reiterated on the call: adjusted EBITDA of $1.2B (+38% YoY), Q4 adjusted EBITDA $277.2M (Aerospace $195M at a 35% margin, Leasing $113.2M, Corporate/Other −$31M), full‑year Aerospace EBITDA $671M (in line with $650–700M guidance), Leasing $609M (incl. $54M Russian recoveries), net leverage ~2.6x (target 2.5–3x), and the quarterly dividend was increased from $0.35 to $0.40 per share.

Record Company Adjusted EBITDA Growth

Total adjusted EBITDA of $1.2 billion in 2025, up 38% versus $862 million in 2024, driven by strong performance across Aerospace Products and Aviation Leasing.

Aerospace Products Exceptional Momentum

Aerospace Products Q4 adjusted EBITDA of $195 million at a 35% margin, up 66% year-over-year (Q4 2024) and up 8% sequentially from Q3 2025. Full-year Aerospace Products adjusted EBITDA was $671 million, representing 76% growth versus $380 million in 2024 and >4x the $160 million reported in 2023.

Strong Quarterly and Segment Results

Company Q4 adjusted EBITDA of $277.2 million, up 10% versus Q4 2024 ($252 million). Leasing segment contributed ~$113 million in Q4 (including $20 million from SCI), and Aviation Leasing generated $609 million for the full year 2025, slightly above target.

Successful SCI Fundraising and Deployment

Launched SCI I (largest fund dedicated to narrow-body midlife aircraft) with $2.0 billion in equity commitments from external investors and a total planned $6.0 billion of capital with financing partners. Deployment strong: 130 aircraft closed as of Dec 31, later reported 276 aircraft under LOI (~$5.3 billion of $6.0 billion target) and on track to be fully invested by end of Q2; fundraising for SCI II started with an anchor equity commitment and planned investment start by June 30.

Production and Capacity Expansion Beat Targets

Refurbished 228 CFM56 modules in Q4 2025 (+68% vs Q4 2024) and 757 modules for the full year, surpassing the 2025 goal of 750. 2026 production target raised from 1,000 to 1,050 modules (approximately +39% vs 2025).

FTAI Power Launch and Progress

Launched FTAI Power to convert CFM56 engines into 25 MW aero-derivative turbines. Increased inventory by ~$150 million in Q4 to support expected 2026 ramp and targeting ~$250 million working capital for feedstock and rotable pools. First Mod‑1 production units expected in Q4 2026 and target of 100 units production in 2027.

Operational Investments and Talent Buildout

Scaled Montreal workforce from ~360 to 570 employees (~+60%) and training academy enrolled 220 trainees (graduating >50 per quarter). Integrated Palantir for AI-driven operations, expanded Rome and Miami facilities, and advanced component repair capabilities (Pacific, Prime).

Balance Sheet Strength and Capital Return

Ended year at 2.6x leverage (low end of target 2.5–3.0x), secured two-notch credit rating upgrades (S&P and Fitch) to a strong BB rating, generated $724 million of adjusted free cash flow in 2025 (above original $650M guidance), and increased the quarterly dividend from $0.35 to $0.40 per share (second consecutive quarter).

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

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FTAI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 23, 2026	2026 (Q1)	1.57 / -	0.87	―	―	―
Feb 25, 2026	2025 (Q4)	1.24 / 1.08	0.84	28.57% (+0.24)
Oct 27, 2025	2025 (Q3)	1.21 / 1.10	0.76	44.74% (+0.34)
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)

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
Feb 25, 2026	$302.03	$310.04	+2.65%
Oct 27, 2025	$184.69	$179.01	-3.08%
Jul 29, 2025	$113.65	$143.84	+26.56%
Apr 30, 2025	$106.38	$86.30	-18.88%

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 Apr 23, 2026, After Close (Confirmed).

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

FTAI Aviation Ltd. (FTAI) earnings time is at Apr 23, 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 2026 (Q1) is 1.57.