Shares jumped 12.6% after FTAI Aviation delivered accelerating top-line growth and expanding margins in Q1, signaling that results materially outperformed investor expectations. Notable market share gains in aerospace products and a strong ramp in adjusted EBITDA were key drivers.
- Aerospace Products revenue grew 104% year-over-year and 32% quarter-over-quarter, with Q1 adjusted EBITDA of $223 million, up 70% year-over-year and 14% sequentially.
- EBITDA margin reached 30%, driven by an increased mix of deals with large airline customers and full performance restoration shop visits.
- Strategic capital's 2025 SPV is set to complete deployment by the end of Q2; quarterly distributions will now begin, and a similar-sized 2026 SPV will launch soon.
- FTAI Power remains on track for a Q4 commercial launch, bolstered by a new joint venture agreement signed this week.
- Management emphasized limited direct exposure to the Middle East and sees current volatility as supportive of FTAI's value proposition to airline customers.
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