FTAI Aviation falls as earnings miss estimates despite growth

Investing.com -- FTAI Aviation Ltd (NASDAQ:FTAI) reported third quarter results that fell short of analyst expectations, with adjusted earnings per share of $1.43 missing the consensus estimate of $1.50, and revenue of $977.66 million coming in below the $998.12 million estimate. Revenue increased 17% YoY from the prior year period.

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The company's Aerospace Products segment generated revenue of $910.0 million and adjusted EBITDA of $282.4 million in the third quarter, representing increases of 76% and 57%, respectively, compared to the same period last year. The segment delivered an adjusted EBITDA margin of 31%, in line with the company's 30% margin guidance. Consolidated adjusted EBITDA rose 17% to $348.3 million from $297.4 million in the third quarter of 2025.

Shares fell 2.5% in after-hours trading Thursday following the results.

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"FTAI delivered another strong quarter. Aerospace Products delivered outstanding growth with margins in line with our guidance, SCI's new vehicle is now investing, and the Mod-1 has cleared its critical testing milestones ahead of first deliveries next year," said Joe Adams, Chairman and CEO.

The company produced 311 CFM56 modules across its global MRE network in the third quarter, up 50% compared to the third quarter of 2025. Year-to-date production totaled 877 modules toward the 2026 outlook of 1,200 modules.

FTAI's board declared a quarterly dividend of $0.50 per ordinary share, payable on November 23, 2026 to holders of record on November 10, 2026. The board also approved a $500.0 million increase to the company's share repurchase program, bringing total authorization to $1.0 billion. The company has repurchased approximately $80.0 million of its ordinary shares to date at a weighted average price of $178.73 per share.

Net income attributable to shareholders increased 31% to $149.1 million from $114.0 million in the third quarter of 2025.

Original Article

FTAI Aviation falls as earnings miss estimates despite growth

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