Q2 25 EPS
$1.57
Q2 25 Revenue
$676.2M
vs S&P Since Q2 25
+80.8%
BEATING MARKET
FTAI +94.4% vs S&P +13.6%
Market Reaction
Did FTAI Beat Earnings? Q2 2025 Results
FTAI Aviation delivered a blowout second quarter in 2025, posting EPS of $1.57 and revenue of $676.24 million as the company's rapidly expanding Aerospace Products segment fueled results that sent shares surging more than 26% following the report. Th… Read more FTAI Aviation delivered a blowout second quarter in 2025, posting EPS of $1.57 and revenue of $676.24 million as the company's rapidly expanding Aerospace Products segment fueled results that sent shares surging more than 26% following the report. The engine module business was the clear engine of growth, with Aerospace Products Adjusted EBITDA climbing 81% year-over-year to $164.86 million on the back of 184 CFM56 modules produced in the quarter, a 33% sequential increase that drove segment revenue to $420.69 million from $245.20 million a year earlier. Consolidated Adjusted EBITDA reached $347.81 million, while the company generated over $400.00 million in Adjusted Free Cash Flow, ending the period with a strong liquidity position of $301.91 million in cash and a fully undrawn $400.00 million revolver. FTAI's annualized maintenance market share has already climbed to approximately 9% from 5% a year ago, and management remains focused on reaching a long-term target of 25%, with the SCI Partnership on track to deploy $4.00 billion of capital in 2025.
Key Takeaways
- • Significant ramp in CFM56 Module production to 184 units in Q2 2025, a 33% increase versus prior quarter
- • Aerospace Products Adjusted EBITDA grew 81% year-over-year to $164.9 million
- • Maintenance market share increased to approximately 9% on an annualized basis from 5% last year
- • Absence of $300 million internalization fee that burdened Q2 2024 results
- • Gain on sale to the 2025 Partnership of $34.6 million
FTAI YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
FTAI Revenue by Segment
With YoY comparisons, source: SEC Filings
“FTAI delivered an excellent quarter, generating over $400 million in positive Adjusted Free Cash Flow. We ended the period in a strong financial position with $302 million in cash and $400 million fully undrawn from our corporate revolving credit facility.”
— Joe Adams, Q2 2025 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% |