FTAI Aviation's second quarter revenue beats estimates on 78% Aerospace Products growth, but EPS misses.

FTAI Aviation reported second quarter 2026 revenue of $953.1 million and diluted EPS of $1.13, beating revenue estimates of $859.3 million but missing EPS expectations of $1.32. The company also announced a dividend increase to $0.50 per ordinary share.

Key Highlights

• Aerospace Products revenue grew to $875.0 million, an increase of 78% year-over-year, with the segment's Adjusted EBITDA up 51% to $249.7 million.
• The FTAI Power division announced a significant $1.465 billion customer contract, which is expected to account for a substantial portion of its 2027 delivery target.
• The company updated its full-year 2026 guidance, reaffirming its Aerospace Products Adjusted EBITDA forecast of $1.05 billion but lowering its Aviation Leasing outlook from $575 million to $475 million, citing a shift to an asset-light model.
• FTAI introduced 2027 Adjusted EBITDA guidance of $2.3 billion.