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FTAI Aviation
FTAI Aviation (FTAI) investor relations material
FTAI Aviation Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
2025 marked a transformative year with record revenue of $2.51B, a strategic pivot to asset-light operations, and the launch of the Strategic Capital Initiative (SCI), raising $2B in equity commitments and deploying $5.3B–$6B in capital for narrow-body aircraft acquisitions.
Adjusted EBITDA reached $1.19B for FY2025, up 38% year-over-year, with net income rebounding to $477.5M from a loss in 2024 and basic EPS of $4.66.
Aerospace Products achieved record growth, with adjusted EBITDA of $671.3M for the year (35% Q4 margin), up 76% year-over-year, and surpassed revised targets.
The company expanded its global MRE footprint, integrated new facilities, and launched FTAI Power to convert CFM56 engines for power generation.
Aviation leasing shifted toward a fee-driven asset management model, with recurring earnings and expanding co-investment opportunities.
Financial highlights
Q4 2025 adjusted EBITDA reached $277.2M, up 10% from Q4 2024; full-year adjusted EBITDA was $1.19B, up $328.9M year-over-year.
Aerospace Products revenue grew to $671.3M in FY2025, up 76% year-over-year; Aviation Leasing revenue rose to $608.9M.
Adjusted free cash flow for 2025 was $724M, exceeding guidance, with total liquidity at $700M and cash of $300.5M at year-end.
Net debt/Adjusted EBITDA improved to 2.6x, within the target leverage range, and two-notch credit upgrades from S&P and Fitch.
Dividend increased to $0.40 per share per quarter, marking the 58th consecutive dividend and the second consecutive quarterly increase.
Outlook and guidance
2026 Adjusted EBITDA guidance raised to $1.625B, with $1.05B from Aerospace Products and $575M from Aviation Leasing.
Free cash flow for 2026 expected at $915M after growth investments, with $1.2B expected before new initiatives.
Aerospace Products module production target for 2026 increased to 1,050, a 39% rise over 2025; targeting 25%+ market share in CFM56/V2500 aftermarket.
FTAI Power expects first Mod-1 units delivered in Q4 2026 and targets 100 units in 2027.
FTAI Mod-1 production targets for 2027
Status of SCI II fundraising and anchor commitments
2026 Adjusted EBITDA contribution by business segment
Firm customer commitments for 2027 Power units?
Prioritize AP margin or market share growth?
Sourcing sustainability for all growth initiatives?
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Latest events from FTAI Aviation
- Rapid market share gains and asset-light growth strategy reshape the engine maintenance sector.FTAI
Morgan Stanley’s 13th Annual Laguna Conference3 Feb 2026 - Q2 2024 net loss of $228M from one-time charges, but EBITDA and revenue rose sharply.FTAIQ2 20243 Feb 2026
- Revised 2026 EBITDA target to $700M, driven by integration, efficiency, and market expansion.FTAIJefferies Global Industrial Conference 202422 Jan 2026
- Q3 2024 Adjusted EBITDA hit $232M, revenue surged 60%, and a $0.30 dividend was declared.FTAIQ3 202417 Jan 2026
- Miami MRO facility delivers rapid, cost-effective CFM56 engine solutions with expert leadership.FTAIInvestor presentation12 Jan 2026
- Targeting $650M Adjusted Free Cash Flow and $1.1B Adjusted EBITDA in 2025, driven by asset sales and investment.FTAIInvestor presentation12 Jan 2026
- Doubling production and rapid growth in engine maintenance drive global expansion and asset management.FTAIInvestor presentation12 Jan 2026
- Record 2024 results, SCI financing, and European expansion set stage for 2025 growth.FTAIQ4 20247 Jan 2026
- Scaling engine leasing and maintenance, targeting 25% market share and $750M free cash flow.FTAIDeutsche Bank 15th Annual Aviation Forum 202531 Dec 2025
Next FTAI Aviation earnings date
Q1 202630 Apr, 2026
FTAI Aviation
Next FTAI Aviation earnings date
Q1 202630 Apr, 2026
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Amina0781App Store
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