Q1 25 EPS
$0.87
MISS 0.66%
Est. $0.88
Q1 25 Revenue
$502.1M
MISS 11.56%
Est. $567.7M
vs S&P Since Q1 25
+103.8%
BEATING MARKET
FTAI +132.9% vs S&P +29.0%
Market Reaction
Did FTAI Beat Earnings? Q1 2025 Results
FTAI Aviation delivered a mixed first quarter for 2025, posting earnings and revenue that fell just short of Wall Street expectations even as the company's year-over-year growth trajectory remained striking. The aviation services firm reported dilute… Read more FTAI Aviation delivered a mixed first quarter for 2025, posting earnings and revenue that fell just short of Wall Street expectations even as the company's year-over-year growth trajectory remained striking. The aviation services firm reported diluted EPS of $0.87, missing the consensus estimate of $0.88 by 0.66%, while revenue of $502.08 million trailed the $567.71 million consensus by 11.56%, despite surging 51.8% from $326.69 million in Q1 2024. The primary engine of that growth was Aerospace Products, where revenue nearly doubled to $365.06 million, fueled by expanding Module Factory operations now serving over 100 customers globally. Net income attributable to shareholders climbed sharply to $89.94 million from $31.29 million a year earlier, and Adjusted EBITDA rose to $268.56 million, up from $164.10 million. The results arrive against a complicated backdrop, with the company contending with an active securities fraud lawsuit alleging misrepresentation of financial metrics, a development that has added notable pressure to investor sentiment heading into the quarter.
Key Takeaways
- • Aerospace Products revenue nearly doubled year-over-year, driven by Module Factory expansion to over 100 customers worldwide
- • Strategic Capital Initiative 2025 partnership contributed $100.6 million in Aerospace Products revenue
- • Adjusted EBITDA grew 64% year-over-year to $268.6 million
- • Aerospace Products Adjusted EBITDA of $131 million at 36% margin
FTAI YoY Financials
Q1 2025 vs Q1 2024, source: SEC Filings
FTAI Revenue by Segment
With YoY comparisons, source: SEC Filings
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% |