FTAI Aviation (FTAI) Q4 FY25 earnings call

Earnings call· Dec 2025 (Q4 FY25)· Industrials· Feb 26, 2026

Source: earnings call transcript

FTAI Aviation concluded a defining Q4 FY25, marked by significant execution and strategic progress across its Aerospace Products, Aviation Leasing, and newly launched FTAI Power segments. The company achieved strong growth in engine maintenance, successfully deployed capital for its SCI I fund, and initiated fundraising for SCI II. While making substantial investments in future growth, the company also increased its dividend, signaling confidence in its long-term strategy to capitalize on market opportunities in the aftermarket and AI-driven power demand.

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FTAI operating KPIs by quarter

FTAI operating KPIs stated on its earnings calls, by fiscal quarter
KPI	This call Dec 2025 Q4 FY25	Mar 2026 Q1 FY26	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.