US · Industrials · Aerospace & Defense
EPS came in at 1.13 against a street estimate of 1.32 — a miss of 14.4%.
Analysts rate FTAI Aviation Ltd. a strong buy (12 buy, 1 hold, 0 sell out of 13) with an average price target of $368.10.
CONFIDENT FTAI crushed Q2 with 78% YoY revenue growth, 51% EBITDA growth. Raising 2026 module production to 1,200; signed $1.465B Power contract. Strategic shift to asset-light model via SCI vehicle reduces near-term leasing EBITDA but positions for 2027 expansion. Q2 2026 New partnerships in Jakarta (GMF AeroAsia, 250K sq ft) and Cairo (EgyptAir, 100K sq ft) expand east-of-Rome footprint. Rome and Lisbon expansion adds LEAP test cell and 300 modules/year capacity respectively. Analysts pressed Power unit economics vs. guidance conservatism; Adams clarified $450M is floor of $450–750M range, expects to raise as contracts close. Margin compression questioned; management attributed 500bps to intentional heavier work-scope mix for Tier-1 customer stickiness. Leasing EBITDA revision challenged; explained timing gap between SCI ramp and asset reduction, not strategy change. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| Capital Research & Mgmt Co - Division 3 | 12.06% |
| Capital World Investors | 11.11% |
| BlackRock Inc | 7.91% |
| FMR Inc | 5.18% |
| Vanguard Capital Management, LLC | 4.47% |
| Vanguard Portfolio Management, LLC | 4.01% |
| DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main | 3.65% |
| State Street Corp | 2.93% |
| Document | Date |
|---|---|
| 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 |
| Material agreement · Q2 2026 FTAI AVIATION LTD. - FORM 8-K SUMMARY HEADLINE NUMBERS • New revolving credit facility: $2,025,000,000 aggregate principal amount • Facility maturit | 2026-04-30 |
| Results announced · Q2 2026 FTAI AVIATION LTD. – Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net income attributable to shareholders: $134.2 million (Q1 2026) vs. $89.9 million | 2026-04-29 |
| Proxy statement · Q2 2026 FTAI AVIATION LTD. — 2026 PROXY STATEMENT SUMMARY --- CEO COMPENSATION & CHANGE • CEO Joseph P. Adams, Jr. has served since May 2015 and became Cha | 2026-04-15 |
| Annual report FY2025 FTAI AVIATION LTD. – FORM 10-K SUMMARY HEADLINE NUMBERS • Total consolidated assets: $4.4 billion as of December 31, 2025 • Total equity: $334.2 mil | 2026-02-27 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| 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.
Google PlayApp StoreData updated 2026-09-18.