FTAI Aviation Ltd. (FTAI) Form 10-Q — Nov 2, 2026
FTAI Aviation reported Q3 2026 revenue of $977.7 million, up 47% year over year, driven by Aerospace Products segment growth, with net income attributable to shareholders of $149.1 million and diluted EPS of $1.43 versus $1.10 a year ago. Adjusted EBITDA rose to $348.3 million from $297.4 million, and the company's Strategic Capital Initiative partnerships generated $129.4 million of MRE contract revenue in the quarter as its asset-light model scales.
Key figures
- Eps
- 1.45
- Revenue
- 977657000
- Net Income
- 150608000
- Total Debt
- 3455515000
- Revenue Yoy
- +46.6% Q3 (total revenues $977.7M vs $667.1M)
- Total Assets
- 4806331000
- Cash Position
- 385624000
- Shares Outstanding
- 102261586
- Asr counterparty
- Royal Bank of Canada, $500.0M expected to complete in Q4 2026
- Adjusted ebitda q3
- 348295000
- Dividend per share
- $0.50 per ordinary share declared Oct 27, 2026
- Subsequent buybacks
- $30.00M at avg $160.27/share through Oct 30
- Q3 share repurchases
- $49.95M at avg $192.00/share
- Buyback authorization total
- $1.0 billion after $500M increase
- Adjusted ebitda q3 yoy change
- +$50.9M vs $297.4M
- Aerospace products revenue q3
- 780598000
- Contract liabilities affiliate
- $234.0M from J&F Power Systems advance
- Mre contract revenue affiliate q3
- 129408000
AI analysis
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