FTAI Aviation Q2 Earnings Surge 78% in Aerospace, Dividend Hiked to $0.50
FTAI sits 46% above its 52-week low of $113.43 on elevated volume (2.6× avg).
Summary
FTAI Aviation delivered a standout Q2, with Aerospace Products revenue jumping 78% to $875M and Adjusted EBITDA up 51% to $249.7M. Net income hit $117.6M, or $1.15 per share. The board raised the quarterly dividend to $0.50, the fourth consecutive increase. FTAI Power landed a $1.465B customer contract, covering a substantial portion of 2027 delivery targets. Management introduced 2027 Adjusted EBITDA guidance of $2.3B, with $1.4B from Aerospace Products, and reaffirmed 2026 Aerospace Products guidance at $1.05B while trimming Aviation Leasing to $475M, reflecting the shift to an asset-light model. This follows the $1.47B J&F Power Systems order announced last week and the AEI collaboration earlier this month, underscoring accelerating momentum across the portfolio. The conference call tomorrow morning will provide further color on the 2027 outlook and capital allocation.
At the time of this announcement, FTAI was trading at $166.01 on NASDAQ in the Industrial Applications And Services sector, with a market capitalization of approximately $20.2B. The 52-week trading range was $113.43 to $323.51. This news item was assessed with positive market sentiment and an importance score of 9 out of 10. Source: GlobeNewswire.