FTAI Aviation Reports Strong Q2 Earnings, Adjusts Guidance for Leasing and Power Segments
FTAI Aviation reported second-quarter adjusted EBITDA of $291.4 million, driven by a significant increase in Aerospace Products revenue, which grew 78% year-over-year to $305.6 million with an EBITDA margin of 29%. The company raised its CFM56 module production target for the full year from 1,050 to 1,200 units and reaffirmed its Aerospace Products EBITDA guidance at $1.05 billion. FTAI is transitioning aviation leasing toward an asset-light strategic-capital model, reducing its 2026 leasing EBITDA outlook to $475 million while expanding SPV activity. Strategic Capital income is expected to become the majority of aviation leasing earnings by Q4. Additionally, FTAI Power secured a $1.465 billion order from a U.S. hyperscaler for Mod-1 deliveries in 2027, supporting projected EBITDA between $450 million and $750 million. The company also increased its quarterly dividend to $0.50 per share but lowered adjusted free-cash-flow guidance for the year to $878 million from a prior estimate.
Tickers: $FTAI
Topics: aerospace aviation leasing dividend increase power generation