FTAI Aviation (FTAI) Company Report

FTAI reported Q4 2025 adjusted EBITDA of $277.2 million and full-year 2025 adjusted EBITDA of $1.2 billion, with the Aerospace Products segment contributing $195 million in Q4 and $671 million for the full year.
The company updated its 2026 total business segment EBITDA guidance to $1.625 billion (up from $1.525 billion), including $1.05 billion from Aerospace Products and $575 million from Aviation Leasing. The 2026 free cash flow is now expected to be $915 million, reflecting increased growth investments.
FTAI launched fundraising for Strategic Capital Initiative (SCI) Two with an anchor equity commitment, aiming for a $6 billion fund size, following the successful deployment of SCI One, which secured $6 billion in total capital and closed 130 aircraft in 2025.
The company launched FTAI Power, a new platform for converting CFM56 engines into aeroderivative power turbines, targeting 100 units for 2027 production, and increased its quarterly dividend from $0.35 to $0.40 per share.

1 day ago

Transcript

FTAI Aviation Reports Strong FY 2025 Results and Outlines Growth Initiatives

FTAI

Earnings

Guidance Update

New Projects/Investments

FTAI Aviation reported FY 2025 Revenue of $2,507 million, Net Income of $477 million, and Adjusted EBITDA of $1,191 million.
The company is nearing completion of SCI I deployment with $5.3 billion invested and has begun fundraising for SCI II, with deployment targeted for Q3 2026.
FTAI is developing FTAI Power, a CFM56 converted gas turbine solution, with a path to 100 units in 2027 and expects its first delivery in Q4 2026.
For 2026, FTAI targets $915 million in Adjusted Free Cash Flow, including $190 million for SCI II investment and $100 million for FTAI Power. The Net Debt / Adjusted EBITDA ratio for FY 2025 was 2.6x, within the target range of 2.5x – 3.0x.

1 day ago

Presentation

FTAI Aviation Reports Strong 2025 Results, Raises 2026 EBITDA Guidance, and Increases Dividend

FTAI

Earnings

Guidance Update

New Projects/Investments

FTAI Aviation reported full-year 2025 adjusted EBITDA of $1.2 billion, a 38% increase over 2024, and Q4 2025 adjusted EBITDA of $277.2 million.
For 2026, the company increased its total EBITDA guidance by $100 million to $1.625 billion, but adjusted its free cash flow expectation to $915 million due to accelerated growth investments.
The company successfully launched and secured $2 billion in equity commitments for Strategic Capital Initiative (SCI) One, deploying capital for 130 aircraft by year-end 2025, and has begun fundraising for SCI Two. The FTAI Power initiative saw $150 million invested in Q4 2025 for additional turbines, supporting a planned 100-unit production pipeline for 2027.
FTAI Aviation increased its quarterly dividend from $0.35 to $0.40 per share.

1 day ago

Transcript

FTAI Aviation Reports Strong Q4 2025 Results, Raises 2026 EBITDA Guidance, and Expands Strategic Initiatives

FTAI

Earnings

Guidance Update

New Projects/Investments

FTAI Aviation's Aerospace Products segment generated $195 million in adjusted EBITDA for Q4 2025, marking a 66% increase year-over-year, and $671 million for the full year 2025, aligning with its revised target. Total adjusted EBITDA for 2025 reached $1.2 billion, up 38% from 2024.
The company successfully completed fundraising for its Strategic Capital Initiative (SCI) One, securing $2 billion in equity commitments and $6 billion in total capital, with 276 aircraft closed under LOI. Fundraising for SCI Two has commenced with an anchor commitment, expected to launch at $6 billion and begin investing by June 30, 2026.
FTAI has increased its 2026 module production target to 1,050 modules, representing 39% growth over 2025. Additionally, the company launched FTAI Power, a new platform for converting CFM56 engines into aeroderivative power turbines, investing $150 million in Q4 2025 to support its 2026 production ramp.
For 2026, FTAI updated its total business segment EBITDA guidance to $1.625 billion, an increase from $1.525 billion. However, the expected 2026 free cash flow has been revised to approximately $915 million (down from $1 billion) due to increased investments in SCI Two and FTAI Power. The quarterly dividend was also increased from $0.35 to $0.40 per share.

1 day ago

Transcript

FTAI Aviation Ltd. Reports Q4 and Full Year 2025 Results, Increases Dividend, and Updates 2026 Guidance

FTAI

Earnings

Dividends

Guidance Update

FTAI Aviation Ltd. reported Q4 2025 Net Income Attributable to Shareholders of $111,852 thousand and Diluted Earnings per Ordinary Share of $1.08, with Adjusted EBITDA of $277,178 thousand. For the full year 2025, Net Income Attributable to Shareholders was $477,494 thousand and Diluted EPS was $4.60.
The company increased its quarterly cash dividend on ordinary shares to $0.40 per share for Q4 2025, payable on March 23, 2026.
FTAI Aviation Ltd. updated its 2026 Adjusted EBITDA guidance from $1.525 billion to $1.625 billion.
The Aerospace Products segment generated FY2025 Adjusted EBITDA of $671.3 million, representing a 76% annual increase compared to FY 2024.

2 days ago

8-K

FTAI Aviation Reports Q4 and Full Year 2025 Results, Increases Dividend and Updates 2026 Guidance

FTAI

Earnings

Dividends

Guidance Update

FTAI Aviation Ltd. reported Net Income Attributable to Shareholders of $111,852 thousand and Diluted Earnings per Ordinary Share of $1.08 for the fourth quarter of 2025. For the full year 2025, Net Income Attributable to Shareholders was $477,494 thousand and Diluted Earnings per Ordinary Share was $4.60.
The company's Adjusted EBITDA was $277,178 thousand for Q4 2025 and $1,190,922 thousand for the full year 2025. The Aerospace Products segment contributed $671.3 million to Adjusted EBITDA in FY2025, representing a 76% annual increase.
FTAI Aviation Ltd. increased its quarterly cash dividend on ordinary shares to $0.40 per share for the quarter ended December 31, 2025, payable on March 23, 2026.
The company updated its Business Segment 2026 Adjusted EBITDA guidance from $1.525 billion to $1.625 billion.

2 days ago

Press Release

FTAI Aviation acquires aircraft from Air France

FTAI

New Projects/Investments

FTAI Aviation Ltd. has closed the acquisition of seven off-lease Airbus aircraft from Air France.
The transaction includes one A318-100 aircraft, four A319-100 aircraft, and two A321-200 aircraft.
This acquisition provides additional engine and module feedstock for FTAI's Aerospace Products and Power platforms.
The company's Chief Operating Officer, Stacy Kuperus, noted that expanding access to CFM56 engines is critical due to growing demand for their Maintenance, Repair and Exchange solutions.

Feb 17, 2026, 11:30 AM

Press Release

FTAI Aviation Signs Multi-Year Agreement with CFM International

FTAI

New Projects/Investments

FTAI Aviation Ltd. has signed a multi-year agreement with CFM International, Inc., a joint venture between GE Aerospace and Safran Aircraft Engines.
The agreement focuses on providing component and repair support for CFM56 engines, which constitute the largest commercial aircraft engine population globally.
This collaboration is expected to strengthen the open maintenance, repair, and overhaul (MRO) ecosystem and support the strong global demand for current generation narrowbody aircraft by enabling access to new parts and repair solutions.
FTAI's Chairman and CEO, Joe Adams, stated that this agreement enhances their ability to support the long-term maintenance needs of the global fleet, which is anticipated to remain robust through the next decade.

Jan 22, 2026, 1:30 PM

Press Release

FTAI Aviation Launches FTAI Power

FTAI

Product Launch

New Projects/Investments

FTAI Aviation has announced the launch of FTAI Power, a new platform focused on converting CFM56 engines into power turbines.
This initiative aims to provide flexible, cost-efficient, and scaled solutions for delivering reliable energy, specifically targeting the accelerating demand from AI hyperscalers and data centers globally.
Production of the 25-megawatt aeroderivative units is expected to begin in 2026, with FTAI Power anticipating the capacity to deliver over 100 units annually.

Dec 30, 2025, 11:30 AM

Press Release

FTAI Reports Strong Q3 2025 Results, Upsizes Strategic Capital Initiative, and Raises Dividend

FTAI

Earnings

Guidance Update

New Projects/Investments

FTAI's Strategic Capital Initiative (SCI) has been upsized to $2 billion in total equity capital, targeting the deployment of over $6 billion in capital through the 2025 partnership, up from a previous target of $4 billion. This expanded partnership aims for a total portfolio size of approximately 375 aircraft, with full deployment anticipated by mid-2026.
For Q3 2025, aerospace products generated $180 million in adjusted EBITDA at a 35% margin, marking a 77% year-over-year increase. The company refurbished 207 CFM56 modules in the quarter, a 13% increase from the previous quarter, and is on track to produce 750 modules in 2025.
FTAI announced an increase in its quarterly dividend from $0.30 to $0.35 per share, payable on November 19, 2025, based on a shareholder record date of November 10, 2025.
The company provided full-year 2025 estimates of $1.25 to $1.3 billion in total business segment EBITDA and expects to generate $750 million in adjusted free cash flow for the year. Looking ahead to 2026, FTAI anticipates total business segment EBITDA of $1.525 billion and $1 billion in adjusted free cash flow.
FTAI is expanding its capacity and capabilities through strategic investments, including the acquisition of ATOPS for approximately $15 million to enhance its Miami operations and a 50/50 joint venture with Bauer, Inc. called Prime Engine Accessories to improve component repair capabilities and achieve significant cost savings.