FTAI Aviation Ltd. (FTAI) Form 8-K — Oct 29, 2026
FTAI Aviation reported strong Q3 2026 results, with net income attributable to shareholders up 26.8% sequentially to $149.1 million and consolidated Adjusted EBITDA up 14.8% to $348.3 million. Aerospace Products was the standout, with revenue of $910.0 million (up 76% YoY) and Adjusted EBITDA of $282.4 million at a 31% margin, in line with guidance, while the company produced 311 CFM56 modules in the quarter. The Board doubled the share repurchase authorization to $1.0 billion and the company announced a $500.0 million accelerated share repurchase with Royal Bank of Canada expected to complete in Q4 2026, alongside a $0.50 quarterly dividend.
Key figures
- Eps
- 1.43
- Revenue
- 977657000
- Guidance
- Reaffirmed 2026 and 2027 Adjusted EBITDA guidance across all business lines
- Net Income
- 149064000
- Total Debt
- 3455515000
- Revenue Yoy
- 46.5% vs Q3 2025 ($667.1M)
- Total Assets
- 4806331000
- Cash Position
- 385624000
- Shares Outstanding
- 102448764
- Asr size
- $500.0 million with Royal Bank of Canada
- Mod1 peak power
- 25MW
- 2026 module outlook
- 1200
- Mod1 baseload power
- 23MW
- Ytd modules produced
- 877
- Net income qoq growth
- 26.8%
- Sci i aircraft closed
- 212 of 301 committed
- Adjusted ebitda q3 2025
- 297381000
- Adjusted ebitda q3 2026
- 348295000
- Cfm56 modules produced q3
- 311
- Sci ii committed aircraft
- 109
- Sci ii warehouse facility
- $2.0 billion
- Shares repurchased to date
- $80.0 million at weighted average $178.73
- Buyback total authorization
- $1.0 billion
- Aerospace products ebitda q3
- $282.4 million (+57% YoY)
- Quarterly dividend per share
- 0.5
- Aerospace products revenue q3
- $910.0 million (+76% YoY)
- Aerospace products ebitda margin
- 31%
AI analysis
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