Loading...
•
Jun 30
FTAI Aviation Q2 2025 Earnings Report
FTAI Aviation reported strong Q2 performance with substantial year-over-year growth in Aerospace Products revenue and Adjusted EBITDA.
Key Takeaways
FTAI Aviation delivered robust Q2 2025 results with $676.2 million in revenue and $161.7 million in net income. Aerospace Products led performance, supported by rising module production and a key acquisition. Adjusted EBITDA reached $347.8 million.
Net income attributable to shareholders was $161.7 million, with diluted EPS of $1.57.
Aerospace Products revenue grew to $420.7 million, up significantly from $245.2 million in Q2 2024.
Adjusted EBITDA rose to $347.8 million, with Aerospace Products Adjusted EBITDA hitting $164.9 million.
Cash balance increased to $301.9 million, bolstered by over $400 million in adjusted free cash flow.
FTAI Aviation
FTAI Aviation
FTAI Aviation Revenue by Segment
Revenue by Segment
Aerospace Products Revenue
CapyFin.comLease Income Revenue
CapyFin.comMaintenance Revenue
CapyFin.comAsset Sales Revenue
CapyFin.comMRE Contract Revenue
CapyFin.comOther Revenue
CapyFin.com Forward Guidance
FTAI remains confident in reaching its long-term goals, including a 25% market share in aerospace maintenance and full deployment of $4 billion through the SCI partnership in 2025.
Positive Outlook
- Targeting 25% market share in aerospace maintenance.
- 145 aircraft now owned or under LOI through SCI partnership.
- Aerospace Products segment showing sustained EBITDA growth.
- Significant increase in module production.
- Acquisition of Pacific Aerodynamic enhances repair capabilities.
Challenges Ahead
- Lease income declined year-over-year.
- Asset sales revenue dropped compared to Q2 2024.
- Equity in losses of unconsolidated entities negatively impacted results.
- Higher interest expenses compared to the prior year.
- Continued general and administrative cost pressures.