FTAI
FTAI Aviation Ltd.168.63
-2.06-1.21%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Trades margins for volume, Power details
Q&A showed management prioritizing Aerospace volume with big airlines over max margins, even as 40% stays achievable via PMA, CFM parts, and repairs—potentially accelerating EBITDA faster. Power nuggets included 25MW specs rivaling peers, exchange maintenance for recurring revenue, and margins as good or better from cheap end-of-life engines; no cannibalism risk. Sourcing aircraft and engines flows freely from lessors solving shop-visit woes. SCI II targets $6B like Fund I. Customer details on Power stayed guarded. Bullish execution tone; watch margin mix and 2027 Power ramp.
Key Stats
Market Cap
17.30BP/E (TTM)
38.59Basic EPS (TTM)
4.37Dividend Yield
0.01%Recent Filings
8-K
CFO transition announced
FTAI Aviation appointed Nicholas McAleese as CFO and Michael Hazan as CAO, effective March 6, 2026, succeeding Eun Nam who resigned for a non-aviation role with no disagreements. Internal promotions boost finance continuity; McAleese gets $525,000 salary and $1.2M RSUs, Hazan $425,000 and $1M RSUs. Smooth transition ahead.
10-K
FY2025 results
FTAI Aviation delivered FY2025 with $2.5B revenue, up 45% y/y, powered by Aerospace Products' $1.6B (up 48%) from surging CFM56 engine/module sales while Aviation Leasing held steady on leases despite fewer asset sales. Q4 leasing utilization hit 77%, with aircraft at 44-month average remaining lease terms; the segment sold 45 on-lease narrowbodies to its $2B Strategic Capital Initiative partnership for $46M gain. Momentum accelerated via new MRE contracts and Pac Aero/ATOPS buys boosting repair capacity. Debt stands at $3.5B; Q4 declared $0.40/share ordinary dividend. Russian asset recovery remains uncertain.
8-K
Q4 profits surge, dividend up
FTAI Aviation reported Q4 2025 net income of $111.9M ($1.09/share) and full-year $477.5M ($4.66/share), with Adjusted EBITDA hitting $277M and $1.19B respectively—Aerospace Products soared 76% to $671M. Board hiked ordinary share dividend to $0.40/share, payable March 23. Raised 2026 Adjusted EBITDA guidance to $1.625B. Strong cash flow fuels expansion.
8-K
FTAI promotes execs to President, COO
FTAI Aviation appointed David Moreno as President and Stacy Kuperus as principal operating officer, effective February 12, 2026. Both insiders rise from COO and Chief Portfolio Officer roles, driving growth initiatives and operations. Leadership continuity strengthens execution. No family ties or special arrangements disclosed.
8-K
Adopts profit-sharing incentive plan
FTAI Aviation adopted the Strategic Capital Profit Participation Plan on January 22, 2026, tying key employees' incentives to profit participation from its Strategic Capital Initiative investments. Awards vest ratably over four years, accelerating on qualifying terminations or certain change-of-control scenarios. This aligns staff pay with asset management success. Payouts hinge solely on future profits.
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