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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
FTAI Aviation
FTAI Aviation (FTAI) investor relations material
FTAI Aviation Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Q3 revenue reached $977.7M, up 47% YoY; Adjusted EBITDA was $348.3M, up 17%, and net income attributable to shareholders was $149.1M.
Aerospace Products growth more than offset lower Aviation Leasing revenue, while Strategic Capital expanded and SCI II began investing.
2026 and 2027 Adjusted EBITDA guidance was reaffirmed across business lines.
Financial highlights
Q3 revenue was $977.7M versus $667.1M in Q3 2025; 9M revenue was $2.76B versus $1.85B.
Q3 Adjusted EBITDA was $348.3M versus $297.4M; 9M Adjusted EBITDA was $984.8M versus $913.7M.
Q3 net income attributable to shareholders was $149.1M; diluted EPS was $1.43 versus $1.10 YoY.
Adjusted free cash flow was $724M for 9M 2026, before growth initiatives.
Cash used in operations was $333.0M for 9M, primarily reflecting inventory growth.
Outlook and guidance
Reaffirmed 2026 Adjusted EBITDA guidance of $1.05B for Aerospace Products and $475M for Aviation Leasing.
2027 Adjusted EBITDA guidance is $2.3B: Aerospace Products $1.4B, FTAI Power $450M–$750M and Aviation Leasing $450M; total reflects the lower end of Power's range.
2026 free cash flow before growth initiatives is expected to be $1.107B, down $61M due primarily to engine feedstock purchases; growth initiatives are projected at $463M versus $290M initially.
FTAI Power targets 100 units in 2027 and a production pace of 10–15 units monthly by year-end; more than 100 Mod-1 units are under contract for delivery in 2027–2028.
Aerospace Products targets 1,200 CFM56 modules in 2026 and 1,700 in 2027; no formal 2027 free cash flow guidance was provided.
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Latest events from FTAI Aviation
- Integrated engine ownership and maintenance drives growth, efficiency, and strong financial outlook.FTAI
Morgan Stanley's 14th Annual Laguna Conference - Record Q2 2026 growth, $1.465B Power contract, and higher dividends drive strong outlook.FTAIQ2 2026
- Rapidly scaling engine maintenance, leasing, and power generation with strong growth outlook.FTAIBarclays 18th Annual Americas Select Conference
- Q1 2026 delivered record net income, EBITDA, and dividend growth, with robust liquidity.FTAIQ1 2026
- Annual meeting to vote on directors, executive pay, and auditor, amid record 2025 results.FTAIProxy filing
- Shareholders to vote on directors, executive pay, and auditor ratification at the 2026 AGM.FTAIProxy filing
- Record FY2025 revenue and EBITDA growth, SCI II fundraising, and higher 2026 guidance.FTAIQ4 2025
- Q3 2025 net income up 46% to $114M, EBITDA $297M, dividend raised, and 2026 guidance increased.FTAIQ3 2025
- Q3 2024 Adjusted EBITDA rose 50.5% to $232M, with revenue and net income sharply higher.FTAIQ3 2024
Next FTAI Aviation earnings date
Status update10 Dec, 2026
FTAI Aviation
Next FTAI Aviation earnings date
Status update10 Dec, 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.