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Earlier this week, FTAI Aviation reported fourth-quarter and full-year 2025 results, raised its ordinary dividend to US$0.40 per share, and declared quarterly dividends on its Series C and Series D preferred shares while updating 2026 Adjusted EBITDA guidance.
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The company also closed the purchase of seven off-lease Airbus aircraft from Air France and advanced its FTAI Power and Strategic Capital initiatives, underscoring a broader push to expand engine-related services and aircraft asset management.
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We’ll now examine how the raised dividend, alongside FTAI’s updated 2026 EBITDA guidance, could reshape its existing investment narrative.
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To own FTAI Aviation, you have to believe in the durability of demand for mid‑life engines and the scalability of its asset‑light SCI model. The key near term catalyst is management’s ability to convert its updated 2026 Adjusted EBITDA guidance into actual earnings, while the biggest risk remains concentration in legacy engine platforms like the CFM56 and V2500. The latest dividend increase reinforces the capital‑return story but does not materially change these fundamentals.
The most relevant announcement here is FTAI’s higher 2026 Adjusted EBITDA guidance of US$1.525 billion to US$1.625 billion, alongside 38% Adjusted EBITDA growth in 2025. This guidance sits at the heart of the short term catalyst, because it frames expectations for how quickly the MRE, SCI and new FTAI Power initiatives can scale. The raised US$0.40 ordinary dividend then becomes one tangible way that stronger earnings might translate into cash returns.
Yet despite the upbeat guidance, investors should be aware that FTAI still relies heavily on aging engine platforms and a concentrated SCI partner base, leaving…
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FTAI Aviation’s narrative projects $3.7 billion revenue and $1.1 billion earnings by 2028.
Uncover how FTAI Aviation’s forecasts yield a $227.10 fair value, a 26% downside to its current price.
Some of the most optimistic analysts were already assuming revenue could reach about US$4.3 billion with earnings of US$1.3 billion, so if you see the recent EBITDA guidance and dividend move as strengthening that case, remember others worry that heavier OEM competition in the aftermarket could still pressure margins and reset expectations in very different ways.