earnings
confidence high
sentiment positive
materiality 0.85
FTAI Q3 net income $114M, EPS $1.11; dividend raised to $0.35; 2026 EBITDA guidance up to $1.525B
FTAI Aviation Ltd.
2025-Q3 EPS reported
$3.52
revenue$1,845,381,000
- Net Income Attributable to Shareholders $114M, diluted EPS $1.10, up 46% YoY.
- Adjusted EBITDA $297.4M; Aerospace Products segment EBITDA $180.4M (+77% YoY).
- Quarterly ordinary dividend increased to $0.35 per share from $0.30, payable Nov 19 to holders of record Nov 10.
- Raised 2026 adjusted EBITDA guidance to $1.525B (Aerospace Products ~$1.0B, Aviation Leasing ~$525M).
- Strategic Capital Initiative closed with $2B equity commitments, targeting >$6B total; acquired ATOPS MRE and Bauer JV for CFM56 maintenance.