Filing Flows

Filing Flows › FTAI Aviation (FTAI) › Q3 2026 › vs Q3 2025

FTAI Aviation (FTAI) Q3 2026 vs Q3 2025 (year over year)

FTAI Aviation's revenue rose $311M (+47%) from $667M in Q3 2025 to $978M in Q3 2026. The biggest changes: Aerospace products revenue +$321M (+70%); MRE Contract revenue +$70.7M (+121%); Asset sales revenue −$32.6M (-85%). Operating margin 22.4% against 30.1% (-7.7 pts).

FTAI Aviation, Q3 2026: revenue $978M (+47% year over year), operating margin 22.4%, net earnings $149M, operating cash flow −$67.7M. The chart draws each line against Q3 2025, the increases inside each band.

FTAI Aviation: what changed, Q3 2026 vs Q3 2025FTAI Aviation: what changed, Q3 2026 vs Q3 2025Aerospace products revenue$321MCosts & expenses$293MCost of revenue$261MOperating cash sources$97.5MWorking capital & other$97.5MCash used in operations$72.3MMRE Contract revenue$70.7MNet earnings$35.1MAsset sales revenue−$32.6MLease income−$29.8M

Margins

Q3 2026Q3 2025Change
Operating margin22.4%30.1%-7.7 pts
Net margin15.2%17.1%-1.8 pts

Every line

LineQ3 2026Q3 2025Change%
Aerospace products revenue$781M$459M$321M+70%
MRE Contract revenue$129M$58.7M$70.7M+121%
Maintenance revenue$27.3M$52.4M−$25.1M-48%
Lease income$25.3M$55.1M−$29.8M-54%
Other revenue$9.2M$3.3M$5.9M+179%
Asset sales revenue$5.9M$38.5M−$32.6M-85%
Revenue$978M$667M$311M+47%
Operating profit$219M$201M$18.0M+9%
Costs & expenses$759M$466M$293M+63%
Pre-tax earnings$173M$144M$28.8M+20%
Other expense, net$46.0M$56.8M−$10.8M-19%
Cost of revenue$624M$363M$261M+72%
General & admin$2.3M$1.8M$476K+26%
Other operating costs$111M$101M$9.2M+9%
Net earnings$149M$114M$35.1M+31%
Minority interests$1.5M$3.7M−$2.2M-58%
Income tax$22.2M$26.3M−$4.1M-16%
Operating cash sources$268M$170M$97.5M+57%
Depreciation & amortization$43.3M$55.3M−$12.0M-22%
Share-based compensation$7.8M$5.7M$2.1M+37%
Cash used in operations$67.7M−$4.6M$72.3M—
Working capital & other$268M$170M$97.5M+57%

Questions

How much did FTAI Aviation's revenue grow year over year in Q3 2026?

FTAI Aviation's revenue rose $311M (+47%) from $667M in Q3 2025 to $978M in Q3 2026.

What drove FTAI Aviation's revenue change in Q3 2026?

Aerospace products revenue +$321M (+70%); MRE Contract revenue +$70.7M (+121%); Asset sales revenue −$32.6M (-85%).

Q3 2026 results → · Compare in the interactive Sankey →