FTAI Aviation reported second-quarter CY2026 revenue of $953.1 million, beating analyst expectations of $864.7 million and growing 40.9% year on year, yet its stock fell 19.4% to $162.00 after earnings missed on other metrics. GAAP earnings per share came in at $1.13, 16% below the consensus estimate of $1.35, while adjusted EBITDA of $291.4 million missed the $318.9 million forecast. Operating margin declined to 20.4% from 31.1% a year earlier, and the company highlighted a record Aerospace Products performance and a landmark customer contract for FTAI Power. The market capitalization stands at $21.8 billion.
FTAI Aviation Ltd.Q2 earnings missed on EPS and EBITDA, and operating margin declined sharply, despite revenue beat.