Key Points – Q2 adjusted EBITDA reached $291.4 million, driven by 78% year-over-year Aerospace Products revenue growth.
FTAI raised its 2026 CFM56 module-production target to 1,200 from 1,050 and reaffirmed $1.05 billion in 2026 Aerospace Products EBITDA guidance. – FTAI is shifting aviation leasing toward an asset-light strategic-capital model, reducing its 2026 leasing EBITDA outlook to $475 million while expanding SPV activity
Strategic Capital income is expected to become the majority of aviation leasing earnings by Q4. – FTAI Power secured a $1.465 billion initial order from a U.S. hyperscaler for 2027 Mod-1 deliveries, supporting a projected $450 million to $750 million of 2027 Power EBITDA. The company also raised its quarterly dividend to $0.50 per share, despite lowering 2026 adjusted free-cash-flow guidance to $878 million. – These 3 Stocks Just Graduated to the MSCI World Index FTAI Aviation (NASDAQ:FTAI) reported second-quarter adjusted EBITDA of $291.4 million as its Aerospace Products business expanded production and market share, while the company continued shifting its aviation leasing operations toward a more asset-light strategic-capital model. Chief Executive Officer Joe Adams said the company operates across Aerospace Products, Asset Management and Power, each centered on its aftermarket turbine-performance capabilities.
He said all three businesses made progress during the quarter, including increased module production, the launch of a new investment vehicle and a major initial order for its power-generation offering. – 3 High-Risk Stocks That Soared in 2025 But Can Still Fly Higher “Our market share grew from 12%-14% this quarter,” Adams said, attributing the increase to production capacity, parts procurement strategies and customer adoption of its maintenance, repair and exchange offerings. Aerospace Products Growth and Capacity Expansion President David Moreno said Aerospace Products revenue increased 78% year over year and 18%…