The significant improvement in financial performance, particularly in the Aerospace Products segment, combined with raised guidance and a dividend increase, suggests strong operational momentum. Traders should monitor the execution of the SCI II partnership fundraising and FTAI Power development, which could provide additional growth catalysts.
Price Chart
Executive Summary
FTAI Aviation reported strong Q4 and full-year 2025 results, with net income attributable to shareholders of $111.9 million in Q4 and $477.5 million for the full year. The company raised its quarterly dividend from $0.35 to $0.40 per share and increased its 2026 Adjusted EBITDA guidance to $1.525-$1.625 billion, driven by exceptional performance in its Aerospace Products segment which saw a 76% annual increase in Adjusted EBITDA.
Key Financial Metrics
Key Facts
- Q4 2025 net income attributable to shareholders: $111.852 million
- Full year 2025 net income attributable to shareholders: $477.494 million
- Diluted EPS: $1.08 (Q4), $4.60 (FY)
- Aerospace Products Adjusted EBITDA: $671.3 million for FY2025 (76% increase vs FY2024)
- Raised 2026 Adjusted EBITDA guidance to $1.525-$1.625 billion
- Increased quarterly dividend from $0.35 to $0.40 per ordinary share
Financial Impact
Revenue increased from $1.73 billion in 2024 to $2.51 billion in 2025 (44.8% growth), with net income turning from a $32 million loss in 2024 to $477.5 million profit in 2025
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Aerospace Products | $1.6B | +48.2% |
| Lease income | $235.2M | -7.9% |
| Maintenance revenue | $218.5M | +8.8% |
| Asset sales revenue | $106.9M | -44.4% |
Risk Factors
- The company incurred a $300 million internalization fee to an affiliate, which is a significant one-time expense
- The business remains exposed to aerospace market cyclicality and supply chain risks
- Execution risk on new initiatives like FTAI Power and SCI II partnership
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-011685 |
| Document: ftai-20260225.htm | 0001628280-26-011685 |
| Document: 0001628280-26-011685-index-headers.html | 0001628280-26-011685 |
| Document: 0001628280-26-011685-index.html | 0001628280-26-011685 |
| Document: 0001628280-26-011685.txt | 0001628280-26-011685 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | SC 13G | $157.61 | awaiting T+1 | — | $157.59 (−0.01%) |
Oct 6, 2026 20d ago | Press Release | $179.44 $174.83 | ▼ −2.57% | ▼ −2.33% | $157.59 (−12.18%) |
Sep 28, 2026 28d ago | Press Release | $167.10 $168.93 | ▲ +1.10% | ▲ +1.28% | $157.59 (−5.69%) |
Sep 23, 2026 4w ago | Press Release | $186.01 $174.53 | ▼ −6.17% | ▼ −6.09% | $157.59 (−15.28%) |
Sep 15, 2026 5w ago | Press Release | $189.83 $195.07 | ▲ +2.76% | ▲ +1.63% | $157.59 (−16.98%) |
Jul 29, 2026 12w ago | Press Release | $197.50 $206.00 | ▼ −4.30% | ▼ −3.60% | $157.59 (+20.21%) |
Jul 7, 2026 15w ago | Press Release | $227.55 $216.10 | ▼ −5.03% | ▼ −4.72% | $157.59 (−30.74%) |
Jun 30, 2026 16w ago | Press Release | $270.53 $261.83 | ▼ −3.22% | ▼ −3.08% | $157.59 (−41.75%) |
Jun 25, 2026 17w ago | 15-12G | $268.40 $260.08 | ▼ −3.10% | ▼ −2.38% | $157.59 (−41.29%) |
Apr 1, 2026 29w ago | Press Release | $249.81 $242.69 | ▼ −2.85% | ▼ −2.93% | $157.59 (−36.92%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers