FTAI Aviation Misses Q4 Revenue Estimates as EPS Falls 13%, Raises Dividend and EBITDA Guidance
FTAI Aviation reported Q4 sales of $662M, up 32.7% year-on-year but 4.1% below consensus, and GAAP EPS of $1.08 missed estimates by 13.2%. The company increased its quarterly dividend to $0.40 and raised 2026 adjusted EBITDA guidance to a $1.625B midpoint.
1. Q4 Financial Results
FTAI Aviation reported revenue of $662 million in Q4, marking a 32.7% increase from a year earlier but falling 4.1% short of the $690.5 million estimate. GAAP EPS was $1.08 versus the $1.24 consensus, and adjusted EBITDA reached $277.2 million, 3.9% below analysts’ forecasts.
2. Dividend Increase
The Board declared a quarterly cash dividend of $0.40 per ordinary share for the quarter ended December 31, 2025, payable on March 23 to shareholders of record as of March 13. This represents a 14.3% increase from the prior $0.35 payout, underpinned by continued strong free cash flow.
3. 2026 Adjusted EBITDA Guidance
FTAI Aviation raised its full-year 2026 adjusted EBITDA guidance midpoint to $1.625 billion, up from the prior $1.525 billion. The updated outlook assumes $1.05 billion of EBITDA from Aerospace Products and $575 million from Aviation Leasing, exceeding the $1.46 billion analysts had projected.
4. Strategic Partnerships and Power Development
The company largely completed capital deployment for its inaugural SCI I partnership and launched fundraising for SCI II with anchor investor commitments. It also advanced development of FTAI Power’s Aeroderivative Mod-1 product, targeting initial deliveries in Q4 2026 and production of 100 units in 2027.