Analyst Consensus ?
ConsensusBuy19 ratings
Bullish19100.0%
Neutral00.0%
Bearish00.0%
FTAI Aviation Ltd. · FTAI · FY2026 Q3 · Calendar Q4 2026
FTAI posts record quarter as aerospace and power scale
FTAI's latest quarter supports a constructive growth case: aerospace services gained scale, Strategic Capital expanded, and Mod-1 advanced. The key test is whether execution and margin durability keep pace with that expansion.
Reported Before market openNASDAQIndustrials
$20.13B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.43
Consensus $1.41
EPS surprise
+1.4%
Reported versus consensus
Reported revenue
$977.7M
Consensus $1.00B
Revenue surprise
-2.5%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+17.3%
Event window
SPY move
-0.4%
Same window
Abnormal move
+17.7%
Stock minus SPY
Volume
1.9×
Versus trailing sessions
Subsequent drift
0.0%
Up to 20 sessions
FTAISPY benchmark
Ask FN2 about FTAI FY2026 Q3
Transcript, numbers and history already loaded
Why did FTAI rise 17.3% after beating EPS estimates in FY2026 Q3?What changed in FTAI's guidance and outlook in FY2026 Q3?Give me the bull and bear case for FTAI after FY2026 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The current quarter added record CFM56 module production, a larger share-repurchase authorization, continued SCI scaling, and progress toward a combined-cycle power offering. Relative to the prior quarter, the emphasis shifted from initial capacity and contract wins toward execution at scale.
Guidance delta
Maintained: management reaffirmed 2026 and 2027 EBITDA guidance.
Key takeaways
- Aerospace Products delivered a record quarter with margin expansion and market-share gains.
- Strategic Capital vehicles are scaling, with a year-end capital-deployment target and substantial warehouse financing.
- Mod-1 testing progressed, with customer commitments supporting a planned production ramp.
- Management highlighted robust liquidity and reaffirmed its 2026 and 2027 outlook.
- The quarter included a $500 million accelerated share repurchase program.
Management priorities
- Scale CFM56 overhaul capacity through facility acquisitions and further M&A.
- Ramp Mod-1 production and test the combined-cycle unit.
- Expand SCI I and SCI II commitments toward the stated capital-deployment target.
- Maintain share repurchases while preserving liquidity and balance-sheet discipline.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$196.01Previous close
$37Low
$245.11Average
$400High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 30, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| RBC Capital | Outperform | Outperform | Maintain | Oct 28, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Oct 19, 2026 |
| Barclays | Overweight | Overweight | Maintain | Sep 16, 2026 |
| BTIG | Buy | Buy | Maintain | Aug 4, 2026 |
| Citizens | Market Outperform | Market Outperform | Maintain | Jul 15, 2026 |
| JMP Securities | Market Outperform | Market Outperform | Maintain | May 8, 2025 |
| Stifel | Buy | Hold | Upgrade | May 2, 2025 |
| Wolfe Research | Outperform | Peer Perform | Upgrade | Jan 10, 2025 |
| Deutsche Bank | Buy | Buy | Maintain | Dec 17, 2024 |
| Compass Point | Buy | Buy | Maintain | Dec 17, 2024 |
| Benchmark | Buy | Buy | Maintain | Nov 1, 2024 |
| Citigroup | Buy | Buy | Maintain | Oct 28, 2024 |
| Raymond James | Outperform | Outperform | Maintain | Jul 28, 2023 |
| B of A Securities | Buy | Buy | Maintain | Aug 3, 2020 |
| B. Riley FBR | Buy | Buy | Maintain | Apr 27, 2020 |
| Stephens & Co. | Overweight | Overweight | Maintain | Mar 2, 2020 |
| BTIG Research | Buy | Buy | Maintain | Mar 2, 2020 |
| B. Riley | Buy | Buy | Maintain | Nov 26, 2019 |
| Bank of America | Buy | Buy | Maintain | Nov 6, 2017 |
Named analyst price targets
Upside is calculated against the persisted previous close $196.01. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Morgan Stanley | Kristine Liwag | $310 | $168.56 | +58.2% | Oct 16, 2026 |
| Macquarie | Analyst unavailable | $305 | $168.56 | +55.6% | Oct 16, 2026 |
| Barclays | Brandon Oglenski | $310 | $176.44 | +58.2% | Sep 15, 2026 |
| Morgan Stanley | Kristine Liwag | $360 | $197.81 | +83.7% | Aug 21, 2026 |
| Jefferies | Sheila Kahyaoglu | $325 | $206 | +65.8% | Aug 2, 2026 |
| Deutsche Bank | Analyst unavailable | $290 | $205.43 | +48.0% | Jul 31, 2026 |
| Morgan Stanley | Analyst unavailable | $319 | $269.1 | +62.7% | May 8, 2026 |
| Jefferies | Analyst unavailable | $400 | $239.95 | +104.1% | May 3, 2026 |
| Jefferies | Sheila Kahyaoglu | $350 | $275.38 | +78.6% | Feb 9, 2026 |
| RBC Capital | Analyst unavailable | $350 | $289.61 | +78.6% | Jan 26, 2026 |
| BTIG | Analyst unavailable | $335 | $293.49 | +70.9% | Jan 23, 2026 |
| Barclays | Analyst unavailable | $260 | $252.04 | +32.6% | Jan 15, 2026 |
| Morgan Stanley | Kristine Liwag | $266 | $233.17 | +35.7% | Jan 6, 2026 |
| Wolfe Research | Myles Walton | $225 | $197.68 | +14.8% | Dec 31, 2025 |
| RBC Capital | Ken Herbert | $200 | $171.86 | +2.0% | Oct 29, 2025 |
| Barclays | Analyst unavailable | $200 | $185.09 | +2.0% | Oct 28, 2025 |
| Barclays | Brandon Oglenski | $195 | $173.11 | -0.5% | Oct 2, 2025 |
| RBC Capital | Analyst unavailable | $185 | $163.27 | -5.6% | Sep 30, 2025 |
| BTIG | Analyst unavailable | $230 | $148.81 | +17.3% | Aug 25, 2025 |
| Wolfe Research | Myles Walton | $190 | $174.02 | -3.1% | Jan 10, 2025 |
| BTIG | Andre Madrid | $190 | $144.04 | -3.1% | Dec 31, 2024 |
| Deutsche Bank | Hillary Cacanando | $160 | $142.46 | -18.4% | Nov 1, 2024 |
| Stifel Nicolaus | Frank Galanti | $100 | $142.46 | -49.0% | Nov 1, 2024 |
| Jefferies | Sheila Kahyaoglu | $155 | $129.55 | -20.9% | Sep 30, 2024 |
| Compass Point | Giuliano Bologna | $156 | $126.04 | -20.4% | Sep 27, 2024 |
| BTIG | Greg Lewis | $140 | $121.74 | -28.6% | Aug 26, 2024 |
| Morgan Stanley | Kristine Liwag | $140 | $106.44 | -28.6% | Aug 16, 2024 |
| Stifel Nicolaus | Frank Galanti | $132 | $114.23 | -32.7% | Jul 26, 2024 |
| Jefferies | Sheila Kahyaoglu | $120 | $91.48 | -38.8% | Jun 25, 2024 |
| Deutsche Bank | Hillary Cacanando | $100 | $82.67 | -49.0% | Jun 7, 2024 |
| RBC Capital | Ken Herbert | $95 | $82.67 | -51.5% | Jun 6, 2024 |
| Deutsche Bank | Hillary Cacanando | $90 | $79.13 | -54.1% | May 30, 2024 |
| Compass Point | Giuliano Bologna | $96 | $79.61 | -51.0% | May 29, 2024 |
| Stifel Nicolaus | Frank Galanti | $69 | $85.02 | -64.8% | May 28, 2024 |
| RBC Capital | Ken Herbert | $85 | $75.51 | -56.6% | May 2, 2024 |
| Stifel Nicolaus | Frank Galanti | $66 | $70.75 | -66.3% | Apr 29, 2024 |
| Wolfe Research | Robert Salmon | $37 | $28.87 | -81.1% | Jun 9, 2021 |
Track every rating change on FTAI the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationFTAI Aviation Ltd. is a company dedicated to the ownership and acquisition of critical equipment for the aviation and offshore energy industries, thereby supporting the worldwide movement of goods and people. The company operates through two primary divisions. The Aviation Leasing segment is responsible for managing, leasing, and selling aviation assets, which include commercial aircraft and their engines, to customers. By the end of 2023, specifically December 31st, this division's managed portfolio encompassed 363 aviation assets in total, consisting of 96 commercial aircraft and 267 engines. Notably, this count included 8 aircraft and 17 engines located in Russia. The Aerospace Products segment focuses on the entire lifecycle of aircraft engines and their aftermarket components, covering their development, production, maintenance, and sales. FTAI Aviation Ltd. was established in 2011 and maintains its corporate headquarters in New York, New York.
Industrials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| XPO XPO Logistics, Inc. | FY2026 Q3 · Calendar Q4 2026 | +7.6% | +0.7% | XPO pairs stronger margins with AI-led operating gains |
| APG APi Group Corporation | FY2026 Q3 · Calendar Q4 2026 | +6.3% | +8.9% | APi Group pairs record backlog with raised FY2026 guidance |
| TXT Textron Inc. | FY2026 Q3 · Calendar Q4 2026 | +23.1% | +11.7% | Textron raises outlook as Aviation and Systems accelerate |
| HII Huntington Ingalls Industries, Inc. | FY2026 Q3 · Calendar Q4 2026 | +25.7% | +13.2% | HII Posts Record Q3 Sales and Raises Shipbuilding Outlook |
| FLS Flowserve Corporation | FY2026 Q3 · Calendar Q4 2026 | +9.0% | +11.9% | Flowserve raises EPS outlook as backlog reaches a record $3.5 billion |
| WCC WESCO International, Inc. | FY2026 Q3 · Calendar Q4 2026 | +23.0% | +5.6% | Wesco raises 2026 outlook as data-center demand accelerates |
Latest beats and misses
Who reports nextBeat on EPS
- BWAFY2026 Q3 · October 29, 2026+11.2% EPS-4.7% move
- TWFY2026 Q3 · October 29, 2026+1.0% EPS-0.8% move
- TTEFY2026 Q3 · October 29, 2026+4.9% EPS+1.2% move
- ICEFY2026 Q3 · October 29, 2026+2.5% EPS+4.5% move
- CTSHFY2026 Q3 · October 29, 2026+2.1% EPS-5.8% move
- HSYFY2026 Q3 · October 29, 2026+25.1% EPS-2.1% move
Missed on EPS
- BBVAFY2026 Q3 · October 29, 2026-1.6% EPS-2.2% move
- INSMFY2026 Q3 · October 29, 2026-20.2% EPS+15.1% move
- STMFY2026 Q3 · October 29, 2026-7.5% EPS+3.0% move
- SCIFY2026 Q3 · October 28, 2026-2.1% EPS-8.7% move
- AMFY2026 Q3 · October 28, 2026-5.6% EPS+3.7% move
- INGFY2026 Q3 · October 29, 2026-5.1% EPS-2.0% move
Get the FTAI recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-10-29T17:15:23.248310+00:00
- FN2 earnings calendar · 2026-10-30T01:23:13.979536+00:00
- Polygon adjusted daily market bars · 2026-10-30T06:30:43.165462+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-30T06:30:43.162835+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-30. For educational purposes only; not investment advice.