FTAI FTAI Aviation (FTAI) Q1 FY26 earnings call
FTAI Aviation delivered a solid Q1 FY26, driven by accelerating market share growth in Aerospace Products and significant progress in its Power business, including a new joint venture and strong customer interest. The company is actively deploying capital for its 2025 SPV and preparing for the 2026 SPV launch, while reaffirming its full-year EBITDA and free cash flow outlook despite a dynamic geopolitical backdrop.
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FTAI operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | This call Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Refurbished CFM56 modules | 228We refurbished 228 CFM56 modules this quarter across our 3 facilities, an increase of 68% compared to Q4 2024, bringing our total for the year to 757 modules.Source: earnings call transcript | 270We refurbished 270 CFM56 module this quarter across our 4 facilities, an increase of 96% compared to Q1 2025.Source: earnings call transcript | 296On the production front, we refurbished 296 CFM56 modules this quarter across our 4 facilities, an increase of 61% compared to Q2 2025.Source: earnings call transcript | +9.6% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.