Revenue: As of FY2026 Q1, the actual value is USD 830.7 M.EPS: As of FY2026 Q1, the actual value is USD 1.29.EBIT: As of FY2026 Q1, the actual value is USD 230.77 M.<h3>Financial Overview (Three Months Ended March 31, 2026 vs. 2025)</h3><h4>Consolidated Operational Metrics</h4><ul><li>Net Income Attributable to Shareholders: Net income attributable to shareholders was $134,190 thousand in Q1 2026, an increase from $89,944 thousand in Q1 2025. </li><li>Adjusted EBITDA: Adjusted EBITDA was $325,577 thousand in Q1 2026, up from $268,558 thousand in Q1 2025. </li></ul><h4>Segment Revenue</h4><ul><li>Total Revenues: Total revenues were $830,697 thousand in Q1 2026, compared to $502,080 thousand in Q1 2025. <ul><li>Aerospace products revenue: Aerospace products revenue was $522,585 thousand in Q1 2026, significantly higher than $264,425 thousand in Q1 2025. </li><li>MRE Contract revenue: MRE Contract revenue was $221,230 thousand in Q1 2026, up from $100,638 thousand in Q1 2025. </li><li>Lease income: Lease income was $39,892 thousand in Q1 2026, a decrease from $68,440 thousand in Q1 2025. </li><li>Maintenance revenue: Maintenance revenue was $30,599 thousand in Q1 2026, down from $49,607 thousand in Q1 2025. </li><li>Asset sales revenue: Asset sales revenue was $10,184 thousand in Q1 2026, compared to $18,939 thousand in Q1 2025. </li><li>Other revenue: Other revenue was $6,207 thousand in Q1 2026, a substantial increase from $31 thousand in Q1 2025. </li></ul></li></ul><h4>Operating Costs and Expenses</h4><ul><li>Total Expenses: Total expenses were $660,318 thousand in Q1 2026, compared to $351,122 thousand in Q1 2025. <ul><li>Cost of sales: Cost of sales was $524,268 thousand in Q1 2026, up from $248,714 thousand in Q1 2025. </li><li>Operating expenses: Operating expenses were $64,987 thousand in Q1 2026, compared to $32,438 thousand in Q1 2025. </li><li>General and administrative: General and administrative expenses were $2,413 thousand in Q1 2026, down from $3,116 thousand in Q1 2025. </li><li>Acquisition and transaction expenses: Acquisition and transaction expenses were $16,361 thousand in Q1 2026, an increase from $7,292 thousand in Q1 2025. </li><li>Depreciation and amortization: Depreciation and amortization were $52,289 thousand in Q1 2026, compared to $59,562 thousand in Q1 2025. </li></ul></li></ul><h4>Other Financial Items</h4><ul><li>Interest expense: Interest expense was - $61,407 thousand in Q1 2026, slightly lower than - $62,040 thousand in Q1 2025. </li><li>Equity in losses of unconsolidated entities: Equity in losses of unconsolidated entities was - $2,363 thousand in Q1 2026, an improvement from - $7,614 thousand in Q1 2025. </li><li>Gain on sale to the 2025 Partnership: Gain on sale to the 2025 Partnership was $15,168 thousand in Q1 2026, up from $10,870 thousand in Q1 2025. </li><li>Other income: Other income was $47,582 thousand in Q1 2026, compared to $33,071 thousand in Q1 2025. </li><li>Income before income taxes: Income before income taxes was $169,359 thousand in Q1 2026, an increase from $125,245 thousand in Q1 2025. </li><li>Provision for income taxes: Provision for income taxes was $31,460 thousand in Q1 2026, up from $22,859 thousand in Q1 2025. </li><li>Dividends on preferred shares: Dividends on preferred shares were $3,709 thousand in Q1 2026, down from $6,115 thousand in Q1 2025. </li><li>Loss on redemption of preferred shares: Loss on redemption of preferred shares was - $0 thousand in Q1 2026, compared to - $6,327 thousand in Q1 2025. </li></ul><h4>Unique Metrics and Business Highlights</h4><ul><li>Aerospace Products Revenue: Aerospace Products Revenue generated $743.8 million in Q1 2026, marking a 104% increase compared to Q1 2025. </li><li>Aerospace Products Adjusted EBITDA: Aerospace Products Adjusted EBITDA reached $222.6 million in Q1 2026, a 70% increase compared to Q1 2025. </li><li>Dividends: The Board declared a cash dividend of $0.45 per ordinary share for Q1 2026, an increase from $0.40 per share, supported by strong free cash flow generation. </li><li>Credit Facilities: The company amended and extended its revolving credit facility, increasing total commitments from $400 million to $2.025 billion and extending maturity to April 2031. </li><li>Warehouse Financing: The SCI I warehouse financing facility was upsized from $2.5 billion to $3.5 billion to support deployment. </li><li>Joint Venture: FTAI Aviation Ltd. announced a strategic packaging and distribution joint venture with Jereh Group. </li></ul><h4>Outlook / Guidance</h4>FTAI Aviation Ltd. is well positioned to pursue attractive market opportunities for sustained growth and long-term value creation. The company announced a planned 2027 production target of 100 Mod-1 CFM56 aeroderivative units through its joint venture with Jereh Group. Robust end market demand continues to support the scaling of its business.

FTAI Aviation Pref Share FTAIN 8.25 PERP 06/15/26 | 8-K: FY2026 Q1 Revenue: USD 830.7 M