earnings
confidence high
sentiment positive
materiality 0.80
FTAI Aviation Q4 diluted EPS $0.84; raises 2026 EBITDA target to $1.4B, announces JV expansion
FTAI Aviation Ltd.
2025-FY EPS
reported -$0.32
vs consensus $1.29
▼ miss
(-124.9%)
- Q4 net income $86.7M (diluted $0.84); full-year net income $346M (+92% YoY), adjusted EBITDA up 138%.
- Dividend of $0.30/share declared, payable March 24, 2025; record March 14, 2025.
- Acquires 50% of IAG Engine Center Europe (Rome) to form QuickTurn Europe JV; adds 450 CFM56 modules/year capacity.
- 2025 adjusted EBITDA guidance $1.1-1.15B; 2026 guidance raised from $1.25B to ~$1.4B.
- 2025 target adjusted free cash flow ~$650M, reflecting growth investments and SCI launch.