FTAI Aviation (FTAI) Q2 FY26 earnings call

Earnings call· Jun 2026 (Q2 FY26)· Industrials· Jul 30, 2026

Source: earnings call transcript

FTAI Aviation delivered strong Q2 FY26 results, driven by robust growth in Aerospace Products and a landmark $1.465 billion order for its Power segment. The company is strategically shifting towards an asset-light model, prioritizing market share gains in engine maintenance and accelerating its Power initiative, which is expected to be a significant growth driver. This evolution positions FTAI for long-term value creation across its diversified turbine-focused businesses.

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FTAI operating KPIs by quarter

FTAI operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Dec 2025 Q4 FY25	Mar 2026 Q1 FY26	This call Jun 2026 Q2 FY26	Change vs prior quarter
Refurbished CFM56 modules	228 We 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	270 We refurbished 270 CFM56 module this quarter across our 4 facilities, an increase of 96% compared to Q1 2025. Source: earnings call transcript	296 On 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.