Inferra AI / Company / FTAI

Ftai Aviation Ltd.

FTAI · Industrials

Last earnings Oct 29, 2026

Key results

Generated net incomequarter

$114.0 million

Generated Net Income Attributable to Shareholders of $114.0 million, $1.11 EPS, an increase of 46% versus Q3 2024.

SEC original ↗Ftai Aviation Ltd. — Earnings release (8-K exhibit)EX-99Oct 27, 2025

EPSquarter

$1.11

Generated Net Income Attributable to Shareholders of $114.0 million, $1.11 EPS, an increase of 46% versus Q3 2024.

SEC original ↗Ftai Aviation Ltd. — Earnings release (8-K exhibit)EX-99Oct 27, 2025

Dividendquarter

$0.35

(1) Increased its quarterly dividend to $0.35 per share from $0.30 per share as a result of strong free cash flow generation.

SEC original ↗Ftai Aviation Ltd. — Earnings release (8-K exhibit)EX-99Oct 27, 2025

Net incomequarter

$767

net income of $767 and net loss of $438, (ii) depreciation and amortization expense of $420 and $56, and (iii) tax expense of $105 and $0, respectively.

SEC original ↗Ftai Aviation Ltd. — Earnings release (8-K exhibit)EX-99Oct 27, 2025

Net incomeytd

$1,594

Includes the following items for the nine months ended September 30, 2025 and 2024 (i) net income of $1,594 and net loss of $1,592, (ii) depreciation and amortization expense of $645 and $168, and (iii) tax expense of $105 and $0, respectively.

SEC original ↗Ftai Aviation Ltd. — Earnings release (8-K exhibit)EX-99Oct 27, 2025

Net incomeQ3 2025

$1,592,

Includes the following items for the nine months ended September 30, 2025 and 2024 (i) net income of $1,594 and net loss of $1,592, (ii) depreciation and amortization expense of $645 and $168, and (iii) tax expense of $105 and $0, respectively.

SEC original ↗Ftai Aviation Ltd. — Earnings release (8-K exhibit)EX-99Oct 27, 2025

AI analysis

Q3 2025 · reported Oct 27, 2025

Based on: Earnings release + parent 8-K — transcript not held

EPS · Q3 2025
$1.11
EX-99 · Oct 27, 2025
Generated net income · Q3 2025
$114.0M
EX-99 · Oct 27, 2025
Dividend · Q3 2025
$0.35
EX-99 · Oct 27, 2025
Net income · Q3 2025
$767
EX-99 · Oct 27, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Generated net income$114.0 million——
EPS$1.11——
Dividend$0.35——
Net income$767——

EX-99 · Oct 27, 2025

Guidance · company-stated

Direction: Raised

Company outlook

“(1) Raised guidance for 2026 Adjusted EBITDA from $1.4 billion to $1.525 billion from its reportable segments, comprised of approximately $1.0 billion from Aerospace Products and $525 million from Aviation Leasing.”

Company outlook

“Our business had a strong quarter underpinned by continued growth in Aerospace Products allowing us to increase guidance for 2026 and raise our ordinary dividend, said Joe Adams, Chairman and CEO.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Increases dividend$0.35
Dividend$0.35

Reports Third Quarter 2025 Results, Increases Dividend to $0.35 per Ordinary Share ______________________________________________________________________ NEW YORK, October 27, 2025 (GLOBE NEWSWIRE) FTAI Aviation Ltd.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

The Company s consolidated comparative financial statements and key performance measures are attached as an exhibit to this press release

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

Direction: Raised

Company outlook: “(1) Raised guidance for 2026 Adjusted EBITDA from $1.4 billion to $1.525 billion from its reportable segments, comprised of approximately $1.0 billion from Aerospace Products and $525 million from Aviation Leasing.”

Company outlook: “Our business had a strong quarter underpinned by continued growth in Aerospace Products allowing us to increase guidance for 2026 and raise our ordinary dividend, said Joe Adams, Chairman and CEO.”

Company outlook — Raised (“Raised”)
“(1) Raised guidance for 2026 Adjusted EBITDA from $1.4 billion to $1.525 billion from its reportable segments, comprised of approximately $1.0 billion from Aerospace Products and $525 million from Aviation Leasing.”

Company outlook — Raised (“increase”)
“Our business had a strong quarter underpinned by continued growth in Aerospace Products allowing us to increase guidance for 2026 and raise our ordinary dividend, said Joe Adams, Chairman and CEO.”

Classified from the release's primary full-year outlook statement.

Capital allocation

Reports Third Quarter 2025 Results, Increases Dividend to $0.35 per Ordinary Share ______________________________________________________________________ NEW YORK, October 27, 2025 (GLOBE NEWSWIRE) FTAI Aviation Ltd.

SEC original ↗Ftai Aviation Ltd. — Earnings release (8-K exhibit)EX-99Oct 27, 2025

Third Quarter 2025 Dividends On October 27, 2025, the Company s Board of Directors (the Board ) declared a cash dividend on our ordinary shares of $0.35 per share for the quarter ended September 30, 2025, payable on November 19, 2025 to the holders of record on November 10, 2025, an increase from $0.30 per share in the previous quarter.

SEC original ↗Ftai Aviation Ltd. — Earnings release (8-K exhibit)EX-99Oct 27, 2025

Additionally, on October 27, 2025, the Board declared cash dividends on its Fixed-Rate Reset Series C Cumulative Perpetual Redeemable Preferred Shares ( Series C Preferred Shares ) and Fixed-Rate Reset Series D Cumulative Perpetual Redeemable Preferred Shares ( Series D Preferred Shares ) of $0.52 and $0.59 per share, respectively, for the quarter ended September 30, 2025, payable on December 15, 2025 to the holders of record on December 1, 2025.

SEC original ↗Ftai Aviation Ltd. — Earnings release (8-K exhibit)EX-99Oct 27, 2025

Business Highlights Completed fundraising for inaugural Strategic Capital Initiative partnership with $2 billion of equity commitments, targeting to deploy over $6 billion of capital including current and future debt financing.

SEC original ↗Ftai Aviation Ltd. — Earnings release (8-K exhibit)EX-99Oct 27, 2025

(1) Increased its quarterly dividend to $0.35 per share from $0.30 per share as a result of strong free cash flow generation.

SEC original ↗Ftai Aviation Ltd. — Earnings release (8-K exhibit)EX-99Oct 27, 2025

Our business had a strong quarter underpinned by continued growth in Aerospace Products allowing us to increase guidance for 2026 and raise our ordinary dividend, said Joe Adams, Chairman and CEO.

SEC original ↗Ftai Aviation Ltd. — Earnings release (8-K exhibit)EX-99Oct 27, 2025

Strategy & priorities

Business Highlights Completed fundraising for inaugural Strategic Capital Initiative partnership with $2 billion of equity commitments, targeting to deploy over $6 billion of capital including current and future debt financing.

SEC original ↗Ftai Aviation Ltd. — Earnings release (8-K exhibit)EX-99Oct 27, 2025

Announced a definitive agreement to acquire ATOPS MRE to expand MRE Operations in Miami and the launch of a joint venture with Bauer focused on developing in-house CFM56 accessory maintenance repairs.

SEC original ↗Ftai Aviation Ltd. — Earnings release (8-K exhibit)EX-99Oct 27, 2025

We also held the final closing for the Strategic Capital Initiative s inaugural vehicle exceeding our fundraising target and hitting the upsized 1 hard cap of $2.0 billion of equity commitments.

SEC original ↗Ftai Aviation Ltd. — Earnings release (8-K exhibit)EX-99Oct 27, 2025

In addition, FTAI manages and co-invests in on-lease narrowbody aircraft in partnership with institutional investors through its Strategic Capital Initiative.

SEC original ↗Ftai Aviation Ltd. — Earnings release (8-K exhibit)EX-99Oct 27, 2025

Risks & headwinds

These statements are based on management's current expectations and beliefs and are subject to a number of trends and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements, many of which are beyond the Company s control.

SEC original ↗Ftai Aviation Ltd. — Earnings release (8-K exhibit)EX-99Oct 27, 2025

In addition, new risks and uncertainties emerge from time to time, and it is not possible for the Company to predict or assess the impact of every factor that may cause its actual results to differ from those contained in any forward-looking statements.

SEC original ↗Ftai Aviation Ltd. — Earnings release (8-K exhibit)EX-99Oct 27, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

31 documents

Earnings releases

11 documents

Presentations

0 documents

No presentations for Ftai Aviation Ltd. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Ftai Aviation Ltd. are held in this edition of the library.

Mentioned by

5 companies

Other tracked companies whose held documents mention Ftai Aviation Ltd. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.