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Ftai Aviation Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $1.50 |
| EPS actual | $1.29 |
| EPS Surprise | -14.00% |
| Revenue estimate | 749.75M |
| Revenue actual | 830.697M |
| Revenue Surprise | 10.80% |
| Release date | Feb 25, 2026 |
| EPS estimate | $1.24 |
| EPS actual | $1.08 |
| EPS Surprise | -12.90% |
| Revenue estimate | 693.117M |
| Revenue actual | 662.028M |
| Revenue Surprise | -4.49% |
| Release date | Oct 28, 2025 |
| EPS estimate | $1.21 |
| EPS actual | $1.13 |
| EPS Surprise | -6.61% |
| Revenue estimate | 658.82M |
| Revenue actual | 667.064M |
| Revenue Surprise | 1.25% |
| Release date | Jul 25, 2025 |
| EPS estimate | $1.29 |
| EPS actual | $1.60 |
| EPS Surprise | 24.03% |
| Revenue estimate | 657.666M |
| Revenue actual | 676.237M |
| Revenue Surprise | 2.82% |
Last 4 Quarters for Ftai Aviation
Below you can see how FTAIM performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 25, 2025 |
| Price on release | $26.74 |
| EPS estimate | $1.29 |
| EPS actual | $1.60 |
| EPS surprise | 24.03% |
| Date | Price |
|---|---|
| Jul 21, 2025 | $26.66 |
| Jul 22, 2025 | $26.74 |
| Jul 23, 2025 | $26.68 |
| Jul 24, 2025 | $26.75 |
| Jul 25, 2025 | $26.74 |
| Jul 28, 2025 | $26.66 |
| Jul 29, 2025 | $26.56 |
| Jul 30, 2025 | $26.66 |
| Jul 31, 2025 | $26.75 |
| 4 days before | 0.304% |
| 4 days after | 0.0524% |
| On release day | -0.281% |
| Change in period | 0.356% |
| Release date | Oct 28, 2025 |
| Price on release | $27.00 |
| EPS estimate | $1.21 |
| EPS actual | $1.13 |
| EPS surprise | -6.61% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $27.10 |
| Oct 23, 2025 | $26.57 |
| Oct 24, 2025 | $26.85 |
| Oct 27, 2025 | $27.04 |
| Oct 28, 2025 | $27.00 |
| Oct 29, 2025 | $27.00 |
| Oct 30, 2025 | $27.00 |
| Oct 31, 2025 | $26.90 |
| Nov 03, 2025 | $26.98 |
| 4 days before | -0.369% |
| 4 days after | -0.0926% |
| On release day | 0% |
| Change in period | -0.461% |
| Release date | Feb 25, 2026 |
| Price on release | $27.36 |
| EPS estimate | $1.24 |
| EPS actual | $1.08 |
| EPS surprise | -12.90% |
| Date | Price |
|---|---|
| Feb 19, 2026 | $27.35 |
| Feb 20, 2026 | $27.37 |
| Feb 23, 2026 | $27.34 |
| Feb 24, 2026 | $27.34 |
| Feb 25, 2026 | $27.36 |
| Feb 26, 2026 | $27.33 |
| Feb 27, 2026 | $27.38 |
| Mar 02, 2026 | $27.32 |
| Mar 03, 2026 | $27.40 |
| 4 days before | 0.0303% |
| 4 days after | 0.146% |
| On release day | -0.111% |
| Change in period | 0.177% |
| Release date | Apr 29, 2026 |
| Price on release | $26.51 |
| EPS estimate | $1.50 |
| EPS actual | $1.29 |
| EPS surprise | -14.00% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $26.53 |
| Apr 24, 2026 | $26.87 |
| Apr 27, 2026 | $26.85 |
| Apr 28, 2026 | $26.53 |
| Apr 29, 2026 | $26.51 |
| Apr 30, 2026 | $26.90 |
| May 01, 2026 | $27.28 |
| May 04, 2026 | $27.31 |
| May 05, 2026 | $27.07 |
| 4 days before | -0.0754% |
| 4 days after | 2.11% |
| On release day | 1.47% |
| Change in period | 2.04% |
Ftai Aviation Earnings Call Transcript Summary of Q1 2026
FTAI Aviation reported a strong start to 2026 with broad operational momentum across its three platforms: Aerospace Products, Strategic Capital (aviation leasing), and FTAI Power. Key financials and operational highlights include: Q1 adjusted EBITDA of $325.6 million (up 17% sequentially), driven by Aerospace Products ($222.6M, 30% margin) and Aviation Leasing (~$153M including insurance recoveries and SPV fees). Aerospace Products revenue and module production accelerated materially (270 CFM56 modules in Q1, +96% YoY) as the company pursues aggressive market-share gains and expanded production capacity, including intent to add facilities east of Rome. Strategic Capital is completing deployment of the 2025 SPV (165 aircraft closed to date) and planning a 2026 SPV with a similar strategy and timeline; warehouse debt capacity was upsized to $3.5B and the corporate revolver was upsized to $2.025B. FTAI Power is on track for a commercial MOD 1 launch in Q4 2026, with prototype testing ahead of schedule, a JV with Jereh Group for packaging and global manufacturing reach, and advanced/near-term commitments that management expects will largely sell out 2027 production. The company reaffirmed 2026 segment EBITDA guidance of $1.625 billion (Aerospace Products $1.05B; Aviation Leasing $575M) and an expected ~$915M of adjusted free cash flow for 2026. Management increased the quarterly dividend from $0.40 to $0.45 (payable May 26), highlighted strong liquidity and improving leverage (~2.3x annualized, below target range), and emphasized the defensive/advantageous nature of its integrated leasing + maintenance value proposition amid geopolitical volatility.
