Earnings Releases·Oct 29, 2026, 6:17 AM ET

FTAI Aviation Ltd. — Third Quarter 2026 Earnings Summary

Net income attributable to shareholders rose 26.8% year-over-year to $149.1 million, while consolidated Adjusted EBITDA increased 14.8% to $348.3 million; total revenues reached $977.7 million compared to $667.1 million in Q3 2025.
Aerospace Products revenue surged 76% year-over-year to $910.0 million with Adjusted EBITDA up 57% to $282.4 million, whereas Aviation Leasing Adjusted EBITDA declined to $104.0 million and Corporate & Other Adjusted EBITDA widened to a $38.1 million loss.
The Board doubled share repurchase authorization to $1.0 billion, announced an accelerated share repurchase agreement for $500.0 million expected to complete in Q4 2026, and declared a $0.50 quarterly cash dividend on ordinary shares.
The company reaffirmed 2026 and 2027 Adjusted EBITDA guidance, with SCI I expected to close substantially all committed aircraft by year-end 2026 and FTAI Power's Mod-1 scheduled for first deliveries in 2027.