Q4 25 EPS
$1.08
MISS 8.50%
Est. $1.18
Q4 25 Revenue
$662.0M
MISS 4.89%
Est. $696.1M
vs S&P Since Q4 25
-8.3%
TRAILING MARKET
FTAI -1.8% vs S&P +6.5%
Full Year 2025 Results
FY 25 EPS
$4.60
MISS 3.61%
Est. $4.77
FY 25 Revenue
$2.51B
MISS 1.62%
Est. $2.55B
Market Reaction
Did FTAI Beat Earnings? Q4 2025 Results
FTAI Aviation fell short of Wall Street expectations in Q4 2025, posting earnings of $1.08 per diluted share against a consensus estimate of $1.18 and revenue of $662.03 million versus the $696.09 million analysts had anticipated, missing on both met… Read more FTAI Aviation fell short of Wall Street expectations in Q4 2025, posting earnings of $1.08 per diluted share against a consensus estimate of $1.18 and revenue of $662.03 million versus the $696.09 million analysts had anticipated, missing on both metrics by 8.50% and 4.89% respectively. Even so, the underlying business showed meaningful momentum, with revenue climbing 31.6% year-over-year as the Aerospace Products segment generated $456.14 million in quarterly revenue, up from $342.10 million a year ago, and a new MRE Contract revenue line contributed an additional $106.90 million with no prior-year comparable. Full-year 2025 net income swung to $501.06 million from just $8.68 million in 2024, underscoring the scale of the company's operational transformation. Management raised its 2026 business segment Adjusted EBITDA guidance to $1.63 billion, split between $1.05 billion from Aerospace Products and $575 million from Aviation Leasing, while also lifting the quarterly dividend to $0.40 per share and advancing fundraising for its SCI II partnership with anchor investor commitments already secured.
Key Takeaways
- • Strong demand for Aerospace Products business drove FY2025 segment Adjusted EBITDA of $671.3 million, up 76% YoY
- • MRE Contract revenue of $106.9 million in Q4 2025 with no comparable prior-year figure
- • Aerospace products revenue increased to $456.1 million from $342.1 million in Q4 2024
FTAI YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
FTAI Revenue by Segment
With YoY comparisons, source: SEC Filings
“FTAI delivered exceptional results in 2025, driven by continued demand for our Aerospace Products business and excellent execution across the Company. With this performance, we are entering 2026 from a position of strength—raising our outlook, expanding production capacity, and advancing key initiatives including the next Strategic Capital partnership and the launch of FTAI Power. Combined with another increase to our quarterly dividend, these accomplishments underscore the momentum across the business. We are excited about the opportunities ahead and confident in our ability to create significant long term growth and value for our shareholders.”
— Joe Adams, Q4 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% |