FTAI Earnings

FTAI reported its earnings on 2026-02-25, showcasing a revenue of 0.00 against an estimate of 729.00M, resulting in a 0% surprise. The EPS was 0, surpassing the expected 1.22 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following FTAI's earnings announcement on 2026-02-25, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, FTAI's stock price tends to shift by an average of -3.56% in the 10 days leading up to earnings and +4.43% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate FTAI’s annual revenue to reach 709.00M, while the EPS is projected at 1.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 0.5% and EPS estimates Revise Upward by 0.13% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between FTAI's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Upward by 0.5%, while EPS estimates moved Revise Upward by 0.13% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, FTAI's stock price typically moves by -3.56% in the 10 days before its earnings and +4.43% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 1.00 and revenue of 709.00M.

The earnings call presents a mixed picture. Basic Financial Performance, Product Development, and Market Strategy show positive signs with growth in certain segments and a strong data center backlog. However, the CSA residential orders are down, and inventory issues persist. The Q&A reveals concerns about inventory levels and uncertain repair vs. replace dynamics, affecting sentiment negatively. Despite positive expectations for 2026, the lack of clear guidance on tariffs and repair dynamics tempers optimism. The absence of a market cap suggests a neutral stock reaction, as positive and negative factors balance out.