Filing Flows › FTAI Aviation (FTAI) › Q2 2026 › vs Q2 2025
FTAI Aviation (FTAI) Q2 2026 vs Q2 2025 (year over year)
FTAI Aviation's revenue rose $277M (+41%) from $676M in Q2 2025 to $953M in Q2 2026. The biggest changes: Aerospace products revenue +$272M (+65%); MRE Contract revenue +$113M (+163%); Lease income −$34.7M (-56%). Operating margin 20.4% against 31.1% (-10.7 pts).
FTAI Aviation, Q2 2026: revenue $953M (+41% year over year), operating margin 20.4%, net earnings $118M, operating cash flow −$105M. The chart draws each line against Q2 2025, the increases inside each band.
Margins
| Q2 2026 | Q2 2025 | Change | |
|---|---|---|---|
| Operating margin | 20.4% | 31.1% | -10.7 pts |
| Net margin | 12.3% | 23.9% | -11.6 pts |
Every line
| Line | Q2 2026 | Q2 2025 | Change | % |
|---|---|---|---|---|
| Aerospace products revenue | $692M | $421M | $272M | +65% |
| MRE Contract revenue | $183M | $69.6M | $113M | +163% |
| Lease income | $27.8M | $62.4M | −$34.7M | -56% |
| Lease income | $27.8M | $62.4M | −$34.7M | -56% |
| Asset sales revenue | $16.9M | $47.9M | −$31.0M | -65% |
| Other revenue | $7.6M | $2.5M | $5.1M | +202% |
| Revenue | $953M | $676M | $277M | +41% |
| Operating profit | $195M | $210M | −$15.7M | -7% |
| Costs & expenses | $758M | $466M | $293M | +63% |
| Pre-tax earnings | $151M | $203M | −$52.6M | -26% |
| Other expense, net | $44.1M | $7.2M | $36.9M | +512% |
| Cost of revenue | $636M | $369M | $267M | +72% |
| General & admin | $2.2M | $2.4M | −$197K | -8% |
| Other operating costs | $120M | $94.1M | $26.2M | +28% |
| Net earnings | $118M | $162M | −$44.1M | -27% |
| Minority interests | $7.5M | $3.7M | $3.8M | +102% |
| Income tax | $25.6M | $37.9M | −$12.3M | -32% |
| Operating cash sources | $277M | $333M | −$55.6M | -17% |
| Depreciation & amortization | $47.0M | $55.2M | −$8.2M | -15% |
| Share-based compensation | $7.3M | $5.5M | $1.8M | +33% |
| Cash used in operations | $105M | $110M | −$5.1M | -5% |
| Working capital & other | $277M | $333M | −$55.6M | -17% |
Questions
How much did FTAI Aviation's revenue grow year over year in Q2 2026?
FTAI Aviation's revenue rose $277M (+41%) from $676M in Q2 2025 to $953M in Q2 2026.
What drove FTAI Aviation's revenue change in Q2 2026?
Aerospace products revenue +$272M (+65%); MRE Contract revenue +$113M (+163%); Lease income −$34.7M (-56%).