FTAI Aviation Ltd Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
58.6%projected annual EPS growth
Analyst Coverage
10analysts covering
FY Revenue (est.)
$3.9Bnext fiscal year
FY EPS (est.)
$5.69next fiscal year
Monitoring Framework
Key Performance Indicators
CFM56 Refurbished Modules Produced Quarterly270.0Target: 1,050 modules for full-year 2026
Consolidated Adjusted EBITDA Quarterly325.6MTarget: Over $1.5 billion for full-year 2026
Aerospace Products Segment EBITDA Margin Quarterly3,000.0%Target: Low-40% range structurally
Net Debt to Adjusted EBITDA Leverage Ratio Quarterly2.3xTarget: 2.5x - 3.0x target range
Watch Items
- FTAI Power Segment ExecutionTrigger: Uneven or volatile early earnings from Mod 1 turbine deliveriesAction: Monitor unit delivery milestones toward the 100-unit (2.5 GW) target for 2027 and assess market valuation impact.
- Balance Sheet Leverage and Debt-to-Equity RatioTrigger: Debt-to-equity ratio exceeding 8.0x or freezing of capital marketsAction: Evaluate refinancing terms of the upsized $2.025 billion revolving credit facility and progress on preferred share redemptions.
- Aerospace Products Market Share ExpansionTrigger: Market share growth stalling below the 12% levelAction: Track customer acquisition velocity and multi-site production output across Montreal, Miami, Rome, and Lisbon facilities to reach the 25% long-term target.
Research as of 2 Sep 2026