Aircraft leasing company FTAI Aviation (NASDAQ: FTAI) reported Q1 CY2026 results exceeding the market’s revenue expectations, with sales up 65.5% year on year to $830.7 million. Its GAAP profit of $1.29 per share was 15.3% below analysts’ consensus estimates.

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“FTAI delivered another quarter of strong execution across all three of our platforms, led by continued momentum in our core Aerospace Products offering and an expanding, increasingly diverse customer base,” said Joe Adams, Chairman and CEO.

Company Overview

With a focus on the CFM56 engine that powers Boeing and Airbus’s planes, FTAI Aviation (NASDAQ: FTAI) sells, leases, maintains, and repairs aircraft engines.

Revenue Growth

Examining a company’s long-term performance can provide clues about its quality. Any business can experience short-term success, but top-performing ones enjoy sustained growth for years. Thankfully, FTAI Aviation’s 53.7% annualized revenue growth over the last five years was incredible. Its growth surpassed the average industrials company and shows its offerings resonate with customers, a great starting point for our analysis.

Long-term growth is the most important, but within industrials, a half-decade historical view may miss new industry trends or demand cycles. FTAI Aviation’s annualized revenue growth of 53.4% over the last two years aligns with its five-year trend, suggesting its demand was predictably strong.

This quarter, FTAI Aviation reported magnificent year-on-year revenue growth of 65.5%, and its $830.7 million of revenue beat Wall Street’s estimates by 12.1%.

Looking ahead, sell-side analysts expect revenue to grow 27.8% over the next 12 months, a deceleration versus the last two years. Despite the slowdown, this projection is admirable and implies the market sees success for its products and services.

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Operating Margin

FTAI Aviation has been a well-oiled machine over the last five years. It demonstrated elite profitability for an industrials business, boasting an average operating margin of 21.2%. This result isn’t surprising as its high gross margin gives it a favorable starting point.

Analyzing the trend in its profitability, FTAI Aviation’s operating margin rose by 11.8 percentage points over the last five years, as its sales growth gave it immense operating leverage. Its expansion shows it’s one of the better Vehicle Parts Distributors companies as most peers saw their margins plummet.

Earnings Per Share

We track the long-term change in earnings per share (EPS) for the same reason as long-term revenue growth. Compared to revenue, however, EPS highlights whether a company’s growth is profitable.

FTAI Aviation’s full-year EPS flipped from negative to positive over the last five years. This is a good sign and shows it’s at an inflection point.

Like with revenue, we analyze EPS over a more recent period because it can provide insight into an emerging theme or development for the business.

FTAI Aviation’s EPS grew at an astounding 62.7% compounded annual growth rate over the last two years, higher than its 53.4% annualized revenue growth. This tells us the company became more profitable on a per-share basis as it expanded.

In Q1, FTAI Aviation reported EPS of $1.29, up from $0.81 in the same quarter last year. Despite growing year on year, this print missed analysts’ estimates, but we care more about long-term EPS growth than short-term movements. Over the next 12 months, Wall Street expects FTAI Aviation’s full-year EPS of $4.92 to grow 77.3%.

Key Takeaways from FTAI Aviation’s Q1 Results

We were impressed by how significantly FTAI Aviation blew past analysts’ revenue expectations this quarter. We were also happy its EBITDA narrowly outperformed Wall Street’s estimates. Zooming out, we think this was a solid quarter, but we notice that the company did not update or reaffirm full-year guidance. Investors will surely be looking for more details on the earnings call, and this lack of outlook is likely weighing on the stock a bit. Shares traded down 1.6% to $215.68 immediately following the results.

So should you invest in FTAI Aviation right now? When making that decision, it’s important to consider its valuation, business qualities, as well as what has happened in the latest quarter. We cover that in our actionable full research report which you can read here (it’s free).