earnings
confidence high
sentiment positive
materiality 0.85
FTAI Aviation Q2 net income $117.6M, EPS $1.13; dividend raised to $0.50
FTAI Aviation Ltd.
- Net income $117.6M ($1.13 diluted EPS); Adjusted EBITDA $291.4M.
- Aerospace Products revenue $875M (+78% YoY), segment Adjusted EBITDA $249.7M (+51%).
- Dividend increased to $0.50/share (fourth consecutive quarterly increase), payable Aug 24 to holders of record Aug 12.
- FTAI Power secured $1.465B customer contract; 2027 total Adjusted EBITDA guidance set at $2.3B.
- 2026 Aerospace Products guidance reaffirmed at $1.05B; Aviation Leasing guidance cut to $475M from $575M.