FTAI
AI Execution Plan
FTAI Aviation acquired seven off-lease Airbus narrowbody aircraft from Air France on Feb 17, 2026. New CFO Nicholas McAleese appointed. Morgan Stanley raised price target to $293 from $266 (Overweight). Stock up on AI data center power repurposing buzz and index inclusion. Shares surging recently.
50-day MA ($271) > 200-day MA ($207) - Golden Cross (bullish). TradingView: Neutral (1D: Oscillators Neutral, MAs Neutral). Analyst consensus: Strong Buy.
3-Month AI Outlook
Bullish. Strong Buy consensus from analysts, avg PT $339 (39% upside from current), high $375. Growth in aviation leasing, engine aftermarket, new ventures like AI data center power. Recent acquisitions and leadership changes supportive.
Option Chain
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Earnings History: FTAI
FTAI Aviation Ltd. Reports Strong Q3 2025 Results and Increases Dividend
Oct 27, 2025In the third quarter of 2025, FTAI Aviation Ltd. reported a net income attributable to shareholders of $114.0 million, translating to basic earnings per share (EPS) of $1.11 and diluted EPS of $1.10. The company's Adjusted EBITDA for the quarter was $297.4 million. The Board of Directors declared a cash dividend of $0.35 per ordinary share, an increase from $0.30 per share in the previous quarter. This dividend is set to be paid on November 19, 2025, to shareholders on record as of November 10, 2025. FTAI successfully completed a fundraising initiative, securing $2 billion in equity commitments for its Strategic Capital Initiative, with plans to leverage this to deploy over $6 billion in total capital. The company also raised its guidance for 2026 Adjusted EBITDA, now expecting approximately $1.525 billion, driven by growth in its Aerospace Products segment. Additionally, FTAI announced a definitive agreement to acquire ATOPS MRE, which will enhance its maintenance, repair, and exchange operations in Miami, further strengthening its position in the aerospace market.
FTAI Aviation Ltd. Reports Strong Q2 2025 Results and Declares Dividend
Jul 29, 2025In Q2 2025, FTAI Aviation Ltd. reported a net income attributable to shareholders of $161.7 million, with a basic earnings per share (EPS) of $1.58 and a diluted EPS of $1.57. The company generated an Adjusted EBITDA of $347.8 million, reflecting solid operational performance. Additionally, FTAI declared a cash dividend of $0.30 per ordinary share, payable on August 19, 2025, to shareholders on record as of August 12, 2025. The Board also announced dividends for its Series C and Series D Preferred Shares, demonstrating a commitment to returning value to shareholders. During the quarter, FTAI significantly ramped up production, delivering 184 CFM56 Modules, which is a 33% increase from the previous quarter. The company also expanded its repair capabilities by acquiring 100% equity of Pacific Aerodynamic, a firm specializing in CFM56 compressor blade and vane repairs. As of June 30, 2025, FTAI reported a strong cash position of $302 million, alongside $400 million fully undrawn from its corporate revolving credit facility. The company aims to achieve substantial growth, with its Aerospace Products segment showing an 81% year-over-year increase in Adjusted EBITDA for Q2 2025, contributing to an increase in market share from 5% to approximately 9%.
Earnings Release (Confirmed)
Apr 29, 2026HIGH
Strategy Overview
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