FTAI Aviation Ltd. reported fourth‑quarter and full‑year 2025 results that fell short of consensus expectations, with revenue of $662.03 million versus an estimate of $710.37 million and diluted earnings per share of $1.08 against an estimate of $1.22.
The revenue miss was largely driven by weaker demand in legacy segments, while the Aerospace Products segment continued to expand, reporting a 76% year‑over‑year increase in Adjusted EBITDA. The strong performance in Aerospace Products helped offset some of the revenue shortfall, but overall sales still lagged behind analyst forecasts.
EPS also missed expectations, reflecting the combined impact of lower revenue and higher cost inflation. Despite the miss, operating margin held steady at 27%, indicating that cost control measures were effective in mitigating the impact of the revenue decline.
Management increased the quarterly dividend to $0.40 per ordinary share, the second consecutive quarterly increase, signaling confidence in the company’s cash‑flow generation and a commitment to shareholder returns.
The company also raised its 2026 Adjusted EBITDA guidance to a range of $1.525 billion to $1.625 billion, up from the prior guidance of $1.475 billion to $1.575 billion. The upward revision reflects management’s optimism about continued demand in the Aerospace Products business and planned capacity expansion, even as the Q4 results fell short of expectations.
Investors reacted negatively to the earnings miss, focusing on the shortfall in revenue and EPS relative to analyst estimates.
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