Q3 25 EPS
$1.10
MISS 8.41%
Est. $1.20
Q3 25 Revenue
$667.1M
BEAT +1.43%
Est. $657.7M
vs S&P Since Q3 25
+38.6%
BEATING MARKET
FTAI +45.5% vs S&P +6.9%
Market Reaction
Did FTAI Beat Earnings? Q3 2025 Results
FTAI Aviation delivered a mixed third quarter for fiscal 2025, posting revenue of $667.06 million, a 42.1% increase year-over-year that edged past the $657.67 million consensus by 1.43%, while GAAP diluted EPS of $1.10 fell short of the $1.20 analyst… Read more FTAI Aviation delivered a mixed third quarter for fiscal 2025, posting revenue of $667.06 million, a 42.1% increase year-over-year that edged past the $657.67 million consensus by 1.43%, while GAAP diluted EPS of $1.10 fell short of the $1.20 analyst estimate by 8.41%. The headline earnings miss was offset by the continued momentum in the company's Aerospace Products segment, which generated $459.21 million in revenue and $180.42 million in Adjusted EBITDA, a 77% jump from the year-ago period, underscoring accelerating demand for FTAI's aftermarket engine and module services. Total Adjusted EBITDA climbed to $297.38 million from $232.03 million a year earlier, and net income attributable to shareholders rose 46% to $114.01 million. Management raised its 2026 Adjusted EBITDA guidance to $1.52 billion from $1.40 billion, while its Strategic Capital Initiative, backed by $2.00 billion in equity commitments, now targets deploying over $6.00 billion of capital, reflecting growing institutional confidence in FTAI's asset-light expansion strategy. The company also raised its quarterly dividend to $0.35 per share from $0.30.
Key Takeaways
- • Continued growth in Aerospace Products segment with Adjusted EBITDA up 77% year-over-year
- • Aerospace Products revenue growth of 51% year-over-year to $459.2 million
- • New MRE Contract revenue contributing $58.7 million in Q3 2025
- • Net income attributable to shareholders increased 46% versus Q3 2024
FTAI YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
FTAI Revenue by Segment
With YoY comparisons, source: SEC Filings
“Our business had a strong quarter underpinned by continued growth in Aerospace Products allowing us to increase guidance for 2026 and raise our ordinary dividend. We also held the final closing for the Strategic Capital Initiative's inaugural vehicle exceeding our fundraising target and hitting the upsized hard cap of $2.0 billion of equity commitments. This, along with debt financing, will allow us to purchase over $6 billion of aircraft up from our earlier target of $4 billion.”
— Joe Adams, Q3 2025 Earnings Press Release
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% |