FTAI Aviation's first quarter 2026 revenue beats estimates as Aerospace Products revenue doubles.

FTAI Aviation reported first quarter 2026 total revenue of $830.7 million and diluted EPS of $1.29, beating revenue estimates but missing on earnings. The company also announced an increase in its quarterly dividend to $0.45 per share, the third consecutive quarterly increase.

Key Highlights

• The Aerospace Products segment generated revenue of $743.8 million, an increase of 104% year-over-year, while segment Adjusted EBITDA grew 70% to $222.6 million.
• FTAI increased its quarterly dividend by 12.5% to $0.45 per share, supported by strong free cash flow generation.
• The company announced a joint venture to support a planned 2027 production target of 100 Mod-1 CFM56 aeroderivative units for its power generation business.
• FTAI amended and extended its revolving credit facility, increasing total commitments from $400 million to $2.025 billion and extending the maturity to April 2031.