Analyst Consensus ?
ConsensusBuy8 ratings
Bullish8100.0%
Neutral00.0%
Bearish00.0%
FTAI Aviation Ltd. · FTAIM · FY2026 Q3 · Calendar Q4 2026
FTAI Aviation reports record Q3 and reaffirms 2026–2027 guidance
FTAI Aviation’s Q3 update supports a constructive operating trajectory: Aerospace Products set records, Strategic Capital is expanding, and Mod-1 has cleared testing milestones with contracted demand. The main tests are execution of the power ramp, durability of Aerospace Products margins, and regulatory and aircraft-supply risks.
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
+1.6%
Event window
SPY move
-0.4%
Same window
Abnormal move
+2.0%
Stock minus SPY
Volume
7.9×
Versus trailing sessions
Subsequent drift
0.0%
Up to 20 sessions
FTAIMSPY benchmark
Ask FN2 about FTAIM FY2026 Q3
Transcript, numbers and history already loaded
Why did FTAIM rise 1.6% after beating EPS estimates in FY2026 Q3?What changed in FTAIM's guidance and outlook in FY2026 Q3?Give me the bull and bear case for FTAIM after FY2026 Q3 earnings.
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Transcript intelligence
What changed
The quarter added record production of 311 CFM56 modules, roughly 15% market share, a $500 million accelerated share repurchase program, and a Jereh joint venture for a 9 MW combined-cycle add-on. Strategic Capital also accelerated with a $1 billion deal and a stated $6 billion year-end deployment target.
Guidance delta
Management reaffirmed 2026 and 2027 EBITDA guidance; no change was supplied.
Key takeaways
- Aerospace Products posted record revenue and adjusted EBITDA, supported by 311 CFM56 modules produced in Q3.
- Strategic Capital vehicles are scaling, with $6 billion of capital expected to be deployed by year-end.
- Mod-1 cleared testing milestones and has more than 100 contracts through 2028.
- Management cited a strong balance sheet and launched a $500 million accelerated share repurchase program.
Management priorities
- Scale Strategic Capital I and II and close remaining aircraft commitments
- Ramp Mod-1 production to 10–15 units per month by year-end 2027
- Invest in maintenance facilities and engine-part manufacturing
- Develop the 9 MW combined-cycle add-on unit for a planned H2 2027 launch
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Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Citigroup | Buy | Buy | Maintain | Oct 9, 2023 |
| Compass Point | Buy | Buy | Maintain | Sep 13, 2023 |
| Raymond James | Outperform | Outperform | Maintain | Jul 27, 2023 |
| JMP Securities | Outperform | Outperform | Maintain | Jul 27, 2023 |
| Benchmark | Buy | Buy | Maintain | Jul 26, 2023 |
| Stifel | Buy | Buy | Maintain | Apr 27, 2023 |
| Deutsche Bank | Buy | Buy | Maintain | Apr 26, 2023 |
| Barclays | Overweight | Overweight | Maintain | Apr 11, 2023 |
Track every rating change on FTAIM the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationFTAI Aviation Ltd. operates globally, concentrating on acquiring and owning essential infrastructure and equipment that facilitate the transportation of goods and people worldwide. Its business model is structured around two core divisions: Aviation Leasing and Aerospace Products. The Aviation Leasing segment manages a portfolio of aviation assets, including commercial aircraft and their engines, which it then leases or sells to customers. As of December 31, 2022, this division oversaw 330 aviation assets in total, consisting of 106 commercial airplanes and 224 engines. At that time, four aircraft and one engine were located in Ukraine, with an additional eight aircraft and seventeen engines situated in Russia. Meanwhile, the Aerospace Products segment is dedicated to the development, production, repair, and sale of aircraft engines and their associated aftermarket components. The company was founded in 2011 and maintains its headquarters in New York, New York.
Industrials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| HWM Howmet Aerospace Inc. | FY2026 Q3 · Calendar Q4 2026 | +6.6% | +5.5% | Howmet raises outlook as turbine and aerospace demand stays strong |
| ATI ATI Inc. | FY2026 Q3 · Calendar Q4 2026 | +6.6% | +5.9% | ATI raises outlook as jet-engine demand and AA&S margins strengthen |
| EME EMCOR Group, Inc. | FY2026 Q3 · Calendar Q4 2026 | +14.7% | +1.6% | EMCOR posts record Q3 and raises FY2026 guidance |
| LHX L3Harris Technologies, Inc. | FY2026 Q3 · Calendar Q4 2026 | +11.2% | +6.8% | L3Harris raises 2026 outlook as backlog reaches $53 billion |
| AOS A. O. Smith Corporation | FY2026 Q3 · Calendar Q4 2026 | +3.9% | +4.3% | A. O. Smith refocuses after China divestiture |
| FTAI FTAI Aviation Ltd. | FY2026 Q3 · Calendar Q4 2026 | +1.4% | +17.3% | FTAI posts record quarter as aerospace and power scale |
Latest beats and misses
Who reports nextBeat on EPS
- HWMFY2026 Q3 · October 29, 2026+6.6% EPS+5.5% move
- YPFFY2026 Q3 · October 29, 2026+56.3% EPS-3.1% move
- WTWFY2026 Q3 · October 29, 2026+1.1% EPS-0.3% move
- ATIFY2026 Q3 · October 29, 2026+6.6% EPS+5.9% move
- EMEFY2026 Q3 · October 29, 2026+14.7% EPS+1.6% move
- LHXFY2026 Q3 · October 29, 2026+11.2% EPS+6.8% 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 FTAIM recap when the next report posts
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Sources
- Earnings call transcript and parsed analysis · 2026-10-29T17:13:43.509079+00:00
- FN2 earnings calendar · 2026-10-30T01:23:13.979536+00:00
- Polygon adjusted daily market bars · 2026-10-30T09:30:44.463275+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.
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.