FTAI Aviation Ltd. reported strong financial results for Q4 and FY2025, driven by robust performance in its Aerospace Products segment and effective execution across the company. The company is entering 2026 with increased financial outlook, expanded production capacity, and strategic initiatives, including a new capital partnership and the launch of FTAI Power, supported by a second consecutive quarterly dividend increase.
Net income attributable to shareholders increased by 29% year-over-year for Q4 FY2025 to $111.9 million.
positiveDiluted EPS for Q4 FY2025 was $1.08, an increase from $0.84 in the prior year quarter.
positiveAdjusted EBITDA for Q4 FY2025 increased by 10% year-over-year to $277.2 million.
positiveFull year 2025 Adjusted EBITDA for the Aerospace Products segment was $671.3 million, a 76% increase versus FY 2024.
positiveQuarterly dividend increased for the second consecutive quarter, from $0.35 to $0.40 per share.
positiveInventory levels increased significantly from $551.2 million in FY2024 to $1.19 billion in FY2025, a 117% increase.
attentionLeasing equipment, net decreased by 35% year-over-year, from $2.37 billion to $1.55 billion.
attentionInterest expense increased by 2.5% year-over-year for the full year 2025 to $247.8 million.
attentionDepreciation and amortization expense increased by 2.6% year-over-year for the full year 2025 to $267.6 million.
attentionMargin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.
| Segment | Current | Prior Yr | YoY | % Total |
|---|---|---|---|---|
Aerospace Products | N/A | — | — | — |
MRE Contract | N/A | — | — | — |
Lease income | N/A | — | — | — |
Maintenance revenue | N/A | — | — | — |
Asset sales revenue | N/A | — | — | — |
Other revenue | N/A | — | — | — |
| Total Revenue | $0.00M | — | — | 100.0% |
Segment performance shows business unit health and growth drivers.
Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.
FTAI delivered exceptional results in 2025, driven by continued demand for our Aerospace Products business and excellent execution across the Company.
We are entering 2026 from a position of strength—raising our outlook, expanding production capacity, and advancing key initiatives including the next Strategic Capital partnership and the launch of FTAI Power.
Combined with another increase to our quarterly dividend, these accomplishments underscore the momentum across the business.
Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.
Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.