Q4 24 EPS
$0.84
BEAT +2.44%
Est. $0.82
Q4 24 Revenue
$498.8M
BEAT +1.21%
Est. $492.8M
vs S&P Since Q4 24
+49.5%
BEATING MARKET
FTAI +72.7% vs S&P +23.2%
Full Year 2024 Results
FY 24 EPS
$-0.32
MISS 110.13%
Est. $3.16
FY 24 Revenue
$1.73B
MISS 0.32%
Est. $1.74B
Market Reaction
Did FTAI Beat Earnings? Q4 2024 Results
FTAI Aviation closed out 2024 on a strong note, posting Q4 earnings per share of $0.84 against a consensus estimate of $0.82, a beat of 2.44%, while revenue of $498.82 million topped expectations of $492.84 million by 1.21% and surged 57.6% year over… Read more FTAI Aviation closed out 2024 on a strong note, posting Q4 earnings per share of $0.84 against a consensus estimate of $0.82, a beat of 2.44%, while revenue of $498.82 million topped expectations of $492.84 million by 1.21% and surged 57.6% year over year from $312.74 million. The primary engine behind that top-line expansion was the company's Aerospace Products segment, which delivered explosive growth throughout the year and pushed full-year revenue to $1.73 billion, up 48% from $1.17 billion in 2023. Adjusted EBITDA for the quarter reached $252.01 million, a 55% increase from the year-ago period, offering a cleaner picture of operational momentum than GAAP net income, which was pressured by a $300 million internalization fee and other one-time charges. Looking ahead, FTAI targets 2025 Adjusted EBITDA of $1.10 to $1.15 billion and has raised its 2026 target to approximately $1.40 billion, even as the company navigates ongoing scrutiny from short-seller allegations and related investor litigation that have clouded sentiment around its accounting practices.
Key Takeaways
- • Continued growth in Aerospace Products, with FY 2024 net income attributable to shareholders up 92% YoY and Adjusted EBITDA up 138% YoY
- • Significant expansion of Maintenance, Repair and Exchange capabilities
- • Strong demand from global customer base for CFM56 and V2500 engine services
FTAI YoY Financials
Q4 2024 vs Q4 2023, source: SEC Filings
FTAI Revenue by Segment
With YoY comparisons, source: SEC Filings
“In the last quarter, we delivered outstanding financial performance across the board, and I am pleased to see the continued strength of our Aerospace Products and Aviation Leasing segments.”
— Joe Adams, Q4 2024 Earnings Press Release
FTAI Earnings Trends
FTAI vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
FTAI EPS Trend
Earnings per share: estimate vs actual
FTAI Revenue Trend
Quarterly revenue: estimate vs actual
FTAI Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 | — | — | — | — | — |
| Q4 25 MISS FY | $1.25 | $1.08 | -13.60% | $662.0M | -5.38% |
| FY Full Year | $4.77 | $4.60 | -3.61% | $2.51B | -1.62% |
| Q2 25 | — | $1.57 | — | $676.2M | — |
| Q1 25 MISS | $0.88 | $0.87 | -0.66% | $502.1M | -11.56% |
| Q4 24 BEAT FY | $0.82 | $0.84 | +2.44% | $498.8M | +1.21% |
| FY Full Year | $3.16 | $-0.32 | -110.13% | $1.73B | -0.32% |