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FTAI Aviation

FTAI Q1 2026 Earnings

Reported Apr 29, 2026 at 4:17 PM ET · SEC Source

Q1 26 EPS

$1.29

MISS 19.27%

Est. $1.60

Q1 26 Revenue

$830.7M

BEAT +13.25%

Est. $733.5M

vs S&P Since Q1 26

+22.3%

BEATING MARKET

FTAI +24.5% vs S&P +2.2%

Market Reaction

Did FTAI Beat Earnings? Q1 2026 Results

FTAI Aviation delivered a split verdict in Q1 2026, posting revenue that ran well ahead of expectations while earnings fell short of the bar Wall Street had set. Total revenue reached $830.70 million, beating the $733.51 million consensus by 13.25% a… Read more FTAI Aviation delivered a split verdict in Q1 2026, posting revenue that ran well ahead of expectations while earnings fell short of the bar Wall Street had set. Total revenue reached $830.70 million, beating the $733.51 million consensus by 13.25% and rising 64.4% from $502.08 million a year ago, with the Aerospace Products segment doing the heavy lifting as combined aerospace and MRE contract revenue surged 104% year-over-year to $743.82 million. On the bottom line, however, GAAP diluted EPS of $1.29 missed the $1.60 consensus estimate by 19.27%, weighed down by cost of sales that nearly doubled to $524.27 million as higher aerospace product volumes drove up expenses. Consolidated Adjusted EBITDA expanded to $325.58 million from $268.56 million in the prior-year period. FTAI also meaningfully expanded its financial flexibility, upsizing its revolving credit facility to $2.02 billion and extending maturity to April 2031, moves that support its growth ambitions including a planned 2027 target of 100 Mod-1 CFM56 aeroderivative units through its new Jereh Group joint venture.

Key Takeaways

  • • Aerospace Products revenue growth of 104% year-over-year (combined aerospace products revenue and MRE)
  • • Expanding and increasingly diverse customer base
  • • Robust end market demand for narrowbody aircraft engine aftermarket services
  • • Continued momentum in core Aerospace Products offering

FTAI Forward Guidance & Outlook

FTAI expects continued strong end-market demand and is positioned to pursue attractive deployment opportunities with its strengthened balance sheet and expanded credit facilities. The company's strategic joint venture with Jereh Group supports the planned 2027 production target of 100 Mod-1 CFM56 aeroderivative units. Management expressed confidence in delivering sustained growth and long-term value creation in 2026 and beyond.

24/7 Wall St

FTAI YoY Financials

Q1 2026 vs Q1 2025, source: SEC Filings

24/7 Wall St

FTAI Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 24 Q1 26

“FTAI delivered another quarter of strong execution across all three of our platforms, led by continued momentum in our core Aerospace Products offering and an expanding, increasingly diverse customer base. End market demand remains robust, and our team executed well as we continue to scale the business. With a further strengthened balance sheet and significant capital available to deploy, we are well positioned to pursue attractive opportunities we see in the market to deliver sustained growth and long-term value creation for our shareholders in 2026 and beyond.”

— Joe Adams, Q1 2026 Earnings Press Release

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