FTAI Aviation raises 2026 EBITDA guidance and boosts dividend despite a fourth quarter 2025 revenue and EPS miss.

FTAI Aviation reported fourth quarter 2025 revenue of $662.0 million and diluted EPS of $1.08, missing analyst expectations. For the full year, the company posted revenue of $2.51 billion and diluted EPS of $4.60.

Key Highlights

• The company raised its full-year 2026 Adjusted EBITDA guidance to a range of $1.525 billion to $1.625 billion, citing strength entering the new year.
• The Aerospace Products segment generated full-year 2025 Adjusted EBITDA of $671.3 million, representing a 76% increase from the prior year.
• FTAI increased its quarterly dividend for the second consecutive quarter, raising it to $0.40 per share from $0.35 per share.