FTAI Aviation Ltd Stock Price, News & Analysis

FTAI Aviation (NASDAQ: FTAI) reported strong Q2 2025 financial results, with net income of $161.7 million and earnings per share of $1.58, marking an 80% increase from Q1 2025. The company's Aerospace Products segment showed remarkable performance with a 26% quarter-over-quarter increase in Adjusted EBITDA to $164.9 million.

Key operational highlights include a 33% increase in CFM56 Module production to 184 units and the strategic acquisition of Pacific Aerodynamic. The company declared a quarterly dividend of $0.30 per ordinary share, alongside preferred share dividends. FTAI ended the quarter with $302 million in cash and a fully undrawn $400 million credit facility.

The company's market share grew to 9% from 5% year-over-year, with management expressing confidence in reaching their 25% long-term market share goal. The SCI Partnership progressed with 145 aircraft owned or under LOI, working toward deploying $4 billion of capital in 2025.

FTAI Aviation (NASDAQ: FTAI) has scheduled its second quarter 2025 financial results announcement for Tuesday, July 29, 2025, after Nasdaq's market close. The company will host a conference call to discuss the results on Wednesday, July 30, 2025, at 8:00 A.M. Eastern Time.

Participants can access the call by registering online to receive dial-in details. A simultaneous webcast will be available, and a replay will be accessible from 11:30 A.M. on July 30 through August 6, 2025, via the company's investor relations website.

FTAI Aviation Ltd. has completed the acquisition of a 50% stake in IAG Engine Center Europe S.r.l., now rebranded as QuickTurn Europe. The joint venture adds a third CFM56 engine maintenance facility to FTAI's network, located at Rome Fiumicino Airport, complementing existing facilities in Montréal and Miami. The 200,000 square-foot facility will increase FTAI's module maintenance capacity by 450 modules (150 engines) per year, representing a 33% increase from current capacity. At full capacity, FTAI's total maintenance capabilities will reach 1,800 CFM56 modules and over 600 engine tests annually. The facility features a state-of-the-art CFM56 engine test-cell and expects to begin piece-part repair operations in the second half of 2025. The strategic expansion is expected to create hundreds of new skilled jobs and strengthen Rome Fiumicino Airport's position in the global aviation ecosystem.

FTAI Aviation Ltd. (NASDAQ:FTAI) announced that CEO Joe Adams will present at the Barclays Americas Select Franchise Conference 2025 in London on May 6, 2025, at 10:15AM ET. The presentation will cover FTAI's 2025 Adjusted Free Cashflow outlook, planned uses of excess cashflow, and the company's transition to an asset-light business model through their Strategic Capital Initiative.

The company's 2025 Adjusted EBITDA guidance is based on key assumptions including: production of 100 modules per quarter at their Montréal facility, aerospace margins expected to match or exceed 2024 levels, and 25-35 V2500 engine MRE transactions planned for the fiscal year.

FTAI Aviation has reported strong financial results for Q1 2025, with net income of $89.9 million and earnings per share of $0.88 basic and $0.87 diluted. The company announced a quarterly dividend of $0.30 per ordinary share, payable on May 23, 2025.

Key highlights include:

• Generated $131 million in Aerospace Products Adjusted EBITDA with a 36% margin
• Module Factory now serves over 100 customers worldwide
• 98 aircraft owned or under letters of intent through Strategic Capital Initiative 2025

The company also declared preferred share dividends of $0.51563 for Series C and $0.59375 for Series D shares. Total Adjusted EBITDA reached $268.6 million for the quarter, demonstrating robust operational performance.

FTAI Aviation (NASDAQ: FTAI) has scheduled its first quarter 2025 earnings announcement for Wednesday, April 30, 2025, after Nasdaq's closing. The company will post the earnings release and supplement on their investor relations website.

A conference call with management is scheduled for Thursday, May 1, 2025, at 8:00 A.M. Eastern Time. Participants must register online to receive dial-in details and a unique access pin. A simultaneous webcast will be available for public listening. The conference call replay will be accessible from 11:30 A.M. on May 1 through 11:30 A.M. on May 8, 2025, via the company's investor relations website.

AAR CORP. (NYSE: AIR) has extended its exclusive Serviceable Engine Products agreement with FTAI Aviation through 2030, continuing their collaboration on CFM56 used serviceable material (USM). The partnership, initially established in 2020, involves AAR managing the teardown, repair, marketing, and sales of spare parts from FTAI's growing CFM56 engine pool of over 450 engines.

AAR has strengthened its capabilities by acquiring five additional global component repair facilities since the original agreement. This expansion enhances AAR's ability to support maintenance, repair, and overhaul of engine components. The collaboration serves the global aviation aftermarket and FTAI's Module Factory™, which specializes in modular repair and refurbishment of CFM56-7B and CFM56-5B engines.

FTAI Aviation (NASDAQ: FTAI) has announced a strategic partnership with One Investment Management (OneIM) to deploy over $4 billion into on-lease narrowbody aircraft. The initiative combines equity commitments with a previously announced $2.5 billion asset-level debt financing from ATLAS SP Partners and Deutsche Bank.

The partnership will focus on acquiring 737NG and A320ceo aircraft, maintaining FTAI's asset-light business model while becoming a leading investor in the narrowbody aircraft market. All engines owned by the partnership will be maintained exclusively through FTAI's Maintenance, Repair and Exchange (MRE) business via engine and module exchanges.

FTAI Aviation reported strong Q4 and full year 2024 results, declaring a quarterly dividend of $0.30 per ordinary share. The company achieved significant growth in Aerospace Products, with net income of $346 million for fiscal year 2024, representing a 92% year-over-year increase, while Adjusted EBITDA grew 138%.

FTAI announced an agreement to acquire a 50% stake in IAG Engine Center, forming QuickTurn Europe. This joint venture will add a third CFM56 engine maintenance facility to FTAI's network, with capacity for 450 modules annually. The company projects 2025 Adjusted EBITDA of $1.1-1.15 billion and increased its 2026 forecast to $1.4 billion, up from $1.25 billion previously.