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FTAI Aviation (FTAI) investor relations material
FTAI Aviation Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary28 Oct, 2025
Executive summary
Q3 2025 revenue reached $667.1 million, with net income attributable to shareholders of $114.0 million, up 46% year-over-year, and Adjusted EBITDA of $297.4 million, reflecting strong operational performance and growth in aftermarket services.
Closed final round of equity commitments for the Strategic Capital Initiative (SCI), upsizing total equity capital to $2 billion and targeting over $6 billion in capital deployment, with FTAI holding a 19% minority equity interest.
Strategic pivot to an asset-light model, highlighted by the sale of 45 aircraft to SCI and a focus on engine leasing, MRE operations, and minority investments in partnerships acquiring on-lease aircraft.
Asset-light strategy continues, focusing on aerospace products and strategic capital, with strong investor demand and recurring opportunities for new SCI partnerships.
Internalization of management completed in May 2024, eliminating ongoing management fees and incentive distributions.
Financial highlights
Q3 2025 Adjusted EBITDA reached $297.4 million, up 28% year-over-year, with aerospace products contributing $180.4 million and leasing $134.4 million.
Q3 2025 revenues were $667.1 million, up $201.3 million year-over-year; net income attributable to shareholders was $114.0 million, up from $78.1 million in Q3 2024.
Adjusted Free Cash Flow for Q3 2025 was $268 million, with a cash balance of $510 million and total liquidity exceeding $900 million.
Aerospace Products segment delivered 77% year-over-year Adjusted EBITDA growth, reaching $180.4 million in Q3 2025 and a 35% margin.
Dividend increased to $0.35 per share, marking the 42nd public and 57th consecutive dividend.
Outlook and guidance
Full-year 2025 business segment EBITDA guidance reaffirmed at $1.25–$1.3 billion, with aerospace products at $650–$700 million and aviation leasing at $600 million.
2026 guidance raised: total business segment EBITDA expected at $1.525 billion, with $1 billion from aerospace products and $525 million from aviation leasing.
Adjusted free cash flow projected to reach $1 billion in 2026, a 33% increase over 2025.
SCI II partnership launch planned for 2026 to further expand capital deployment.
Aerospace products margins expected to exceed 40% in 2026, driven by parts procurement and repair strategies.
Detail SCI's target aircraft portfolio size
Assess MRE module production capacity growth
Quantify the shift in aviation leasing assets
Explain the balance sheet impact of SCI asset transfers
Future impact of the $300M internalization fee?
What drives Aerospace Products segment's 77% growth?
How does SCI transform FTAI's business model?
What drives 40%+ Aerospace Products margins?
Explain low-cost capacity M&A strategy.
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Next FTAI Aviation earnings date
Q4 202520 Feb, 2026
Next FTAI Aviation earnings date
Q4 202520 Feb, 2026
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Frequently asked questions
FTAI Aviation Ltd. is engaged in the acquisition, leasing, and management of aviation-related assets, with a focus on aircraft engines and modules. The company serves airline operators, maintenance organizations, and other entities in the global aviation sector by providing engine leasing and maintenance solutions. Its operations support fleet efficiency and asset lifecycle optimization. The company is headquartered in New York, United States, and its shares are listed on the NASDAQ.
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