FTAI Aviation Ltd. is a company dedicated to the ownership and acquisition of critical equipment for the aviation and offshore energy industries, ...
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Est. EPS $1.58 · Revenue $1.01B · 1 analysts
Est. EPS $1.88 · Revenue $1.09B · 1 analysts
Est. EPS $5.98 · Revenue $3.88B · 4 analysts
Est. EPS $2.44 · Revenue $1.27B · 1 analysts
$1.70 per share
$1.70 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $2.5B | +43.2% | +14.7% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $501.1M | +5671.3% | -9.3% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +31.1% | -5.8% | +46.2% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +30.7% | -2.7% | +16.6% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +20.0% | +3929.1% | -20.9% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-1.1B | +20.9% | +26.5% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -42.4% | +44.8% | +35.9% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 1032.1% | -75.6% | +6.9% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 5.28x | +49.6% | +0.8% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $4.4B | +8.3% | -0.9% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 4.60 vs 4.74 | -2.9% | 1.13 vs 1.58 | -28.6% |
| Revenue Surprise | $2.5B vs $2.5B | -1.5% | $953.1M vs $1.0B | -5.8% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Yoon BoHee | officer: Secretary, General Counsel | Ordinary Shares | D | 398 | $190.10 |
| Aug 10, 2026 | ROBINSON RAY M | director | Ordinary Shares | D | 3,673 | — |
| Jul 31, 2026 | Moreno David | officer: President | Ordinary Shares | A | 2,475 | $201.27 |
| Jul 1, 2026 | Kuperus Stacy | officer: Chief Operating Officer | Ordinary Shares | D | 17,973 | $270.53 |
| Jul 1, 2026 | Moreno David | officer: President | Ordinary Shares | D | 41,475 | $270.53 |
Operator: Good day, and thank you for standing by. Welcome to the Second Quarter 2026 FTAI Aviation Earnings Conference Call. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Alan Andreini, Investor Relations. Please go ahead. Alan Andreini: Thank you, Marvin. I would like to welcome you all to the FTAI Aviation Second Quarter 2026 Earnings Call. Joining me here today are Joe Adams, our Chief Executive Officer; David Moreno, our President; Nicholas McAleese, our Chief Financial Officer; and Stacy Kuperus, our Chief Operating Officer. We have posted an investor presentation and our press release on our website, which we encourage you to download if you have not already done so. Also, please note that this call is open to the public in listen-only mode and is being webcast. In addition, we will be discussing some non-GAAP financial measures during the call today, including EBITDA. The reconciliation of those measures to the most directly comparable GAAP measures can be found in the earnings supplement. Before I turn the call over to Joe, I'd like to point out that certain statements made today will be forward-looking statements, including regarding future earnings. These statements, by their nature, are uncertain and may differ materially from actual results. We encourage you to review the disclaimers in our press release and investor presentation regarding non-GAAP financial measures and forward-looking statements and to review the risk factors contained in our quarterly report filed with the SEC. Now I would like to turn the call over to Joe. Joseph Adams: Thank you, Alan. FTAI today operates in 3 principal businesses: Aerospace Products, Asset Management and Power, which are each driven by our expertise in aftermarket turbine performance. Each of these 3 achieved amazing results in Q2, including Aerospace Products increasing production over 60% year-over-year and adding new capacity, bringing our total physical CFM56 module production capacity to 3,000 modules per year, which is enough to achieve our 25% market share objective and produce 100 Mod-1s per annum. SCI finished investing the 2025 SPV, made a regular and special distribution to investors and launched the 2026 SPV with a target raise of $6 billion, which will take us in just 2 short years to over halfway to our target for asset management of $20 billion of AUM. Power signed an anchor customer for our proprietary Mod-1 with many more expected to follow, which if it is as successful as we believe it will be, will extend the economic useful life of the CFM56 by decades. Well done to everybody and a big thanks to the dedication and enthusiasm of our 1,500-plus employees. The second quarter was a continuation of many of the themes we discussed on our first quarter call. So this morning, we'd like to build off those key objectives we laid out and update you on the progress of each. Starting with …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Joseph Adams Jr. | Chairman & Chief Executive Officer | USD 3,341,152 | Male | 1958 | Active |
David Moreno | President | USD 3,066,152 | Male | 1990 | Active |
Stacy Kuperus | COO & Principal Operating Officer | USD 1,764,196 | Female | 1986 | Active |
BoHee Yoon | General Counsel & Secretary | USD 1,369,342 | Female | 1980 | Active |
Charles Douglas Arestia | Principal - Investor Relations | — | Male | 1986 | Active |
Alan John Andreini | Investor Relations | — | Male | 1947 | Active |
Nicholas McAleese | Chief Financial Officer | — | Male | 1990 | Active |
Michael Hazan | Chief Accounting Officer | — | Male | 1989 | Active |
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