FTAI Aviation Ltd (NAS:FTAIO.PFD)

Q1 2026 FTAI Aviation Ltd Earnings Call Transcript

Apr 30, 2026 / 12:00 PM GMT

Transcript 10-Q8-K

Key Points

Positve

FTAI Aviation Ltd (FTAI) reported a strong start to 2026 with a 17% increase in adjusted EBITDA compared to the previous quarter.
The Aerospace Products segment saw a significant revenue growth of 104% year-over-year and 32% quarter-over-quarter.
FTAI Aviation Ltd (FTAI) is expanding its production capacity and adding maintenance facilities, with a notable increase in demand for leased engine solutions.
The company is launching a new strategic capital vehicle, the 2026 SPV, with plans to start acquiring aircraft in the third quarter.
FTAI Power is on track for a commercial launch in the fourth quarter, with successful prototype testing and a joint venture agreement with Jereh Group.

Negative

FTAI Aviation Ltd (FTAI) faces geopolitical risks due to the conflict in the Middle East, which could impact customer financial situations.
There is a potential for volatility in the market due to elevated oil and fuel prices, affecting airline customers.
The company has limited exposure to the Middle East, with less than 3% of its global fleet based in the region, which could limit growth opportunities.
FTAI Aviation Ltd (FTAI) is experiencing margin pressure in its Aerospace Products segment due to increased market share and larger customer orders.
The company is still in the process of obtaining approval for the remaining PMA parts, which could impact cost management.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

FTAI.OQ - FTAI Aviation Ltd
Q1 2026 FTAI Aviation Ltd Earnings Call
Apr 30, 2026 / 12:00PM GMT

=====================
Conference Call Participants
=====================
* Alan Andreini
FTAI Aviation Ltd - Investor Relations
* Joseph Adams
FTAI Aviation Ltd - Chairman of the Board, Chief Executive Officer
* David Moreno
FTAI Aviation Ltd - President
* Nicholas McAleese
FTAI Aviation Ltd - Chief Financial Officer
* Sheila Kahyaoglu
Jefferies LLC - Analyst
* Ken Herbert
Rbc Capital Markets - Analyst
* Kristine Liwag
Morgan Stanley - Analyst
* Giuliano Bologna
Compass Point Research and Trading LLC - Analyst
* Josh Sullivan
Jonestrading Institutional Services LLC - Equity Analyst
* Brandon Oglenski
Barclays Services Corp - Analyst
* Brian McKenna
Citizens JMP Securities LLC - Analyst
* Shannon Doherty
Deutsche Bank - Analyst
* Andre Madrid

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.