FTAI Aviation posts record EBITDA but misses revenue and EPS estimates, launches $500 M accelerated buyback
FTAI Aviation reported third‑quarter 2026 revenue of $977.66 million, below analysts’ $998.12 million forecast, and GAAP earnings of $1.43 per share, missing the consensus of $1.50. Adjusted EBITDA reached a record $348.3 million, driven by strong performance in its Aerospace Products and Strategic Capital businesses. The company announced a new $500 million accelerated share‑repurchase program, raising its total buyback authorization to $1 billion, and maintained its quarterly dividend of $0.50 per share.
Why it matters
The earnings miss may pressure the stock in the short term, while the accelerated buyback signals confidence in cash generation and could support the share price. The record adjusted EBITDA suggests the asset‑light model is delivering higher profitability, which may improve free‑cash‑flow outlook for investors.
Key facts
- 1Q3 2026 revenue was $977.66 million, versus analysts’ estimate of $998.12 million. investing.com
- 2GAAP earnings per share were $1.43, missing the consensus of $1.50. investing.com
- 3Adjusted EBITDA for the quarter was $348.3 million, a 17% year‑over‑year increase. investing.com
- 4The company launched a $500 million accelerated share‑repurchase program, increasing total buyback authorization to $1 billion. finance.yahoo.com
- 5FTAI reaffirmed its quarterly dividend of $0.50 per share. finance.yahoo.com
- 6Total debt at quarter‑end was approximately $3.5 billion, with net debt of about $3.1 billion. finance.yahoo.com
Summary written by AlphAI AI Desk from 4 of 4 sources. Not investment advice. Figures are as stated by the linked sources.