Q1 25 EPS
$0.88
BEAT +0.48%
Est. $0.88
Q1 25 Revenue
$502.1M
MISS 11.56%
Est. $567.7M
vs S&P Since Q1 25
+129.0%
BEATING MARKET
FTAI +160.5% vs S&P +31.5%
Market Reaction
Did FTAI Beat Earnings? Q1 2025 Results
FTAI Aviation delivered a mixed first quarter for 2025, narrowly beating earnings expectations while falling short on revenue, as the company's rapid aerospace expansion generated both impressive growth and investor scrutiny. The company posted EPS o… Read more FTAI Aviation delivered a mixed first quarter for 2025, narrowly beating earnings expectations while falling short on revenue, as the company's rapid aerospace expansion generated both impressive growth and investor scrutiny. The company posted EPS of $0.88, edging past the $0.88 consensus by 0.48%, while revenue of $502.08 million trailed the $567.71 million estimate by 11.56%, even as the top line surged 51.8% year over year. The primary engine of that growth was the Aerospace Products segment, where revenue nearly doubled to $365.06 million, including $100.64 million tied to FTAI's inaugural 2025 Strategic Capital Initiative partnership, which had 98 aircraft owned or under letters of intent by quarter-end. Adjusted EBITDA climbed to $268.56 million from $164.10 million a year ago, underscoring the underlying profitability of the model. The results arrive against a complicated backdrop, with an ongoing securities fraud lawsuit alleging investor misrepresentation adding pressure to a stock already navigating supply chain concerns and heightened regulatory attention.
Key Takeaways
- • Aerospace products revenue nearly doubled year-over-year to $365 million
- • Module Factory customer base expanded to over 100 customers worldwide
- • Sales to 2025 Partnership contributed $100.6 million in aerospace products revenue
- • Other income of $43.9 million including gains on sales to 2025 Partnership
FTAI YoY Financials
Q1 2025 vs Q1 2024, source: SEC Filings
FTAI Revenue by Segment
With YoY comparisons, source: SEC Filings
FTAI Earnings Trends
FTAI vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
FTAI EPS Trend
Earnings per share: estimate vs actual
FTAI Revenue Trend
Quarterly revenue: estimate vs actual
FTAI Quarterly Results
12 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 MISS | $1.60 | $1.29 | -19.27% | $830.7M | +13.25% |
| Q4 25 MISS FY | $1.18 | $1.08 | -8.50% | $662.0M | -4.89% |
| FY Full Year | $4.77 | $4.60 | -3.61% | $2.51B | -1.62% |
| Q3 25 MISS | $1.20 | $1.10 | -8.41% | $667.1M | +1.43% |
| Q2 25 BEAT | $1.39 | $1.57 | +12.79% | $676.2M | +23.78% |
| Q1 25 BEAT | $0.88 | $0.88 | +0.48% | $502.1M | -11.56% |
| Q4 24 MISS FY | $0.87 | $0.84 | -3.85% | $498.8M | -3.52% |
| FY Full Year | $3.16 | $-0.32 | -110.13% | $1.73B | -0.32% |
| Q3 24 MISS | $0.77 | $0.76 | -1.30% | $465.8M | +10.26% |
| Q2 24 MISS | $0.32 | $-2.26 | -806.25% | $443.6M | +22.46% |
| Q1 24 MISS | $0.38 | $0.31 | -18.42% | $326.7M | +0.00% |
| Q4 23 BEAT FY | $0.44 | $1.09 | +147.73% | $312.7M | +0.00% |
| FY Full Year | — | $2.11 | — | $1.17B | — |
| Q3 23 MISS | $0.42 | $0.33 | -21.43% | $291.1M | -3.26% |
| Q2 23 BEAT | $0.30 | $0.46 | +53.33% | $274.3M | +0.00% |