FTAI Aviation Q4 net income rises on growth in aerospace products

FTAI Aviation

25/02/2026 21:54

Overview

Aviation technology firm's Q4 net income rises to $111.85 mln

Adjusted EBITDA for Q4 missed analyst expectations

Company increased quarterly dividend from $0.35 to $0.40 per share

Outlook

FTAI Aviation updates 2026 Adjusted EBITDA guidance to $1.525 bln - $1.625 bln

Company expects first FTAI Mod-1 delivery by Q4 2026

FTAI Aviation plans production of 100 FTAI Mod-1 units in 2027

Result Drivers

AEROSPACE PRODUCTS GROWTH - FTAI reported a 76% increase in Aerospace Products Adjusted EBITDA for FY2025, driven by strong demand

DIVIDEND INCREASE - FTAI raised its quarterly dividend from $0.35 to $0.40 per share, supported by strong free cash flow

STRATEGIC INITIATIVES - FTAI highlighted the development of FTAI Power and new partnerships as key drivers for future growth

Company press release: ID:nGNX79ZJMz

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 EPS
$1.08
Q4 Net Income Attributable
$111.85 mln
Q4 Adjusted EBITDA
Miss
$277.18 mln
$290.53 mln (7 Analysts)
Q4 Operating Expenses
$46.68 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the aerospace & defense peer group is "buy"

Wall Street's median 12-month price target for FTAI Aviation Ltd is $315.00, about 3.6% above its February 24 closing price of $303.93

The stock recently traded at 44 times the next 12-month earnings vs. a P/E of 25 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)