FTAI Aviation Ltd.
174.00-5.39 (-3%)
Oct 29, 4:00:02 PM EDT · NasdaqGS · FTAI · USD
Key Stats
Market Cap
17.85BP/E (TTM)
42.75Basic EPS (TTM)
4.07Dividend Yield
0.01%Recent Filings
8-K
Aircraft sale nets $418M
FTAI Aviation Ltd. completed the sale of 39 on-lease 737NG and A320ceo aircraft to subsidiaries of its 2025 Partnership on September 1, 2025, netting $418.1 million in proceeds. This advances the company's strategic capital initiative with third-party investors, where FTAI retains a 20% limited partner stake and serves as servicer for lessee management and collections, earning market-based fees. Yet risks persist in finalizing the remaining six aircraft.
10-Q
Q2 FY2025 results
FTAI Aviation's Q2 FY2025 revenue surged 52% y/y to $676.2M, driven by Aerospace Products up 72% y/y to $420.7M from higher engine and module sales, plus new $69.6M MRE Contract revenue from the 2025 Partnership; total revenue for H1 FY2025 rose 53% y/y to $1.18B. Operating income swung to $210.5M from a $176.5M loss y/y, reflecting no $300M internalization fee and stronger segment performance, while net income hit $165.4M ($1.57 diluted EPS) versus a $219.9M loss y/y—EPS reconciles to 103.1M diluted shares. Aviation Leasing delivered steady $186.0M revenue (flat y/y) with $106.4M net income, bolstered by $34.6M gain on 33 aircraft sales to the 2025 Partnership; Aerospace Products revenue doubled to $490.3M, yielding $133.6M net income. Cash climbed to $301.9M with $3.4B debt (various senior notes, no revolver draw); free cash flow not disclosed in the 10-Q. Yet competition in aviation leasing pressures lease rates.
8-K
FTAI Q2 net income jumps 80%
FTAI Aviation Ltd. reported strong Q2 2025 results, with net income attributable to shareholders surging 80% to $161.7 million and $1.58 basic EPS, fueled by aerospace products revenue climbing to $420.7 million. Adjusted EBITDA hit $347.8 million, up sharply from last year, while production ramped 33% to 184 CFM56 modules and the acquisition of Pacific Aerodynamic bolstered repair capabilities. The board declared a $0.30 per ordinary share dividend, payable August 19. SCI Partnership advanced toward $4 billion capital deployment.
8-K
Auditor switch to KPMG
FTAI Aviation Ltd. switched auditors on June 17, 2025, appointing KPMG LLP after dismissing Ernst & Young LLP, which had served since 2016. The change followed a competitive selection process amid the company's internalization and end of its transition services agreement, signaling strong corporate governance. No disagreements or issues arose with EY's prior audits for 2023 and 2024. Smooth transition ahead.
8-K
Shareholders approve key governance items
FTAI Aviation Ltd. shareholders at the May 29, 2025 Annual Meeting elected Paul R. Goodwin and Ray M. Robinson as Class III directors with 70.2 million and 68.8 million votes for, respectively, while withholding votes on both. They approved executive compensation advisory (75.4 million for), annual frequency (81.5 million for one year), the 2025 Omnibus Incentive Plan (82.4 million for), and ratified Ernst & Young as auditors (92.2 million for). Strong support signals governance stability. No opposition raised red flags.
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