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Dec 31, 2025
FTAI Aviation Q4 2025 Earnings Report
FTAI Aviation Q4 2025 Earnings Report
Key Takeaways
FTAI Aviation delivered strong fourth-quarter results with net income of $111.9 million and Adjusted EBITDA of $277.2 million, driven by significant growth in the Aerospace Products segment. The company increased its quarterly dividend for the second consecutive time and raised its 2026 Adjusted EBITDA guidance to $1.625 billion.
Aerospace Products revenue grew 33% year-over-year to $456.1 million in Q4 2025.
Quarterly dividend increased from $0.35 to $0.40 per ordinary share.
Updated 2026 Adjusted EBITDA guidance to $1.625 billion, reflecting strong demand and production expansion.
Launched fundraising for SCI II partnership following the successful deployment of SCI I.
Revenue by Segment
Forward Guidance
FTAI raised its 2026 Adjusted EBITDA guidance and expects significant production milestones for its new power division.
Positive Outlook
- Raised 2026 Adjusted EBITDA guidance to $1.625 billion.
- Aerospace Products expected to contribute $1.05 billion to 2026 EBITDA.
- Aviation Leasing expected to contribute $575 million to 2026 EBITDA.
- FTAI Mod-1 delivery expected by Q4 2026.
- Planned production of 100 FTAI Power units in 2027.
Challenges Ahead
- Lease income declined year-over-year in Q4.
- Asset sales revenue significantly lower compared to prior year Q4.
- Increased provision for income taxes in the current period.
- Potential uncertainties in fundraising for the SCI II partnership.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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