earnings
confidence high
sentiment positive
materiality 0.85
FTAI Aviation Q4 net income $111.9M, diluted EPS $1.08; raises FY26 guidance, dividend to $0.40
FTAI Aviation Ltd.
2025-FY EPS reported
$4.60
revenue$2,507,409,000
- Q4 net income $111.9M, diluted EPS $1.08; adjusted EBITDA $277.2M.
- FY2025 Aerospace Products adjusted EBITDA $671.3M, up 76% YoY.
- FY2026 adjusted EBITDA guidance raised to $1.525-$1.625B; Aerospace Products $1.05B, Aviation Leasing $575M.
- Quarterly dividend increased to $0.40 from $0.35 per ordinary share; payable March 23, record March 13.
- FTAI Power first product (Mod-1) expected Q4 2026; 100 units planned for 2027; SCI II fundraising with anchor commitments.