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Jun 30, 2025
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.
Revenue by Segment
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.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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