US · Industrials · Aerospace & Defense
EPS came in at 1.43 against a street estimate of 1.31 — a beat of 9.2%.
Analysts rate FTAI Aviation Ltd. a strong buy (11 buy, 0 hold, 0 sell out of 11) with an average price target of $343.18.
CONFIDENT FTAI delivered a record quarter, with Aerospace Products scaling strongly, Strategic Capital accelerating, and Power reaching key testing and contract milestones. Management maintained 2026 and 2027 outlooks while launching a $500 million share repurchase. Q3 FY26 No geographic segment performance was discussed. Analysts focused on Aerospace margins and market share, Power production and demand, airline liquidity, lease rates, and capital needs. Management emphasized durable 30% Aerospace margins, strong Power demand, and increasing sale-leaseback activity. 2026-10-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| Capital Research & Mgmt Co - Division 3 | 12.06% |
| Capital World Investors | 11.11% |
| BlackRock Inc | 8.33% |
| Vanguard Capital Management, LLC | 4.51% |
| Vanguard Portfolio Management, LLC | 3.96% |
| FMR Inc | 3.49% |
| DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main | 3.06% |
| State Street Corp | 3.00% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the quarter ended September 30, 2026, revenue was $977.657 million, up from $667.064 million in the prior-year quarter. • Net | 2026-11-02 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • FTAI Aviation announced that its subsidiary priced $1.0 billion of 7.125% senior notes due 2034. • The notes carry a fixed intere | 2026-11-02 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • FTAI Aviation announced a private offering of $1.0 billion of senior notes due 2034. • The offering is subject to market and othe | 2026-11-02 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 net income attributable to shareholders was $149.1 million, up 26.8% from Q2 2026 and from $114.0 million in Q3 2025. • A | 2026-10-29 |
| Quarterly report · Q2 2026 FTAI AVIATION LTD. - QUARTERLY SUMMARY HEADLINE NUMBERS • Total Assets: $4,489,162 thousand (June 30, 2026) vs. $4,373,758 thousand (December 31, 20 | 2026-07-31 |
| Results announced · Q3 2026 FTAI AVIATION LTD. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net Income Attributable to Shareholders (Q2 2026): $117.6 million • Earnings Per Sh | 2026-07-29 |
| Shareholder vote results · Q2 2026 FTAI AVIATION LTD. – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual General Meeting held May 28, 2026 • Total shares voted: approximately 94.3 million ( | 2026-05-29 |
| Quarterly report · Q1 2026 FTAI AVIATION LTD. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Cash position: $412.2 million as of March 31, 2026, up from $300.5 million at December | 2026-05-01 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.50 / share ex-date Nov 10, 2026 · pay Nov 23, 2026 | 2026-11-10 |
| Dividend | $0.50 / share ex-date Aug 12, 2026 · pay Aug 24, 2026 | 2026-08-12 |
| Dividend | $0.45 / share ex-date May 13, 2026 · pay May 26, 2026 | 2026-05-13 |
| Dividend | $0.40 / share ex-date Mar 13, 2026 · pay Mar 23, 2026 | 2026-03-13 |
| Dividend | $0.35 / share ex-date Nov 10, 2025 · pay Nov 19, 2025 | 2025-11-10 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for FTAI Aviation Ltd. — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.