Revenue: As of FY2025 Q3, the actual value is USD 667.06 M.

EPS: As of FY2025 Q3, the actual value is USD 1.1.

EBIT: As of FY2025 Q3, the actual value is USD 261.66 M.

Aviation Leasing Segment

• Lease Income: $55.1 million for Q3 2025, a decrease from $57.3 million in Q3 2024. For the nine months ended September 30, 2025, lease income was $186.0 million, up from $168.9 million in the same period in 2024.
• Maintenance Revenue: $52.4 million for Q3 2025, down from $59.9 million in Q3 2024. For the nine months ended September 30, 2025, maintenance revenue was $175.1 million, up from $156.9 million in the same period in 2024.
• Asset Sales Revenue: $38.5 million for Q3 2025, up from $35.0 million in Q3 2024. For the nine months ended September 30, 2025, asset sales revenue was $105.3 million, down from $146.0 million in the same period in 2024.
• Total Expenses: $98.7 million for Q3 2025, up from $85.8 million in Q3 2024. For the nine months ended September 30, 2025, total expenses were $297.9 million, slightly down from $298.0 million in the same period in 2024.

Aerospace Products Segment

• Aerospace Products Revenue: $459.2 million for Q3 2025, up from $303.5 million in Q3 2024. For the nine months ended September 30, 2025, revenue was $1,144.3 million, up from $737.7 million in the same period in 2024.
• MRE Contract Revenue: $58.7 million for Q3 2025, with no comparable figure for Q3 2024. For the nine months ended September 30, 2025, MRE contract revenue was $228.9 million.
• Total Expenses: $343.2 million for Q3 2025, up from $204.8 million in Q3 2024. For the nine months ended September 30, 2025, total expenses were $914.0 million, up from $479.2 million in the same period in 2024.

Corporate and Other

• Total Revenues: No revenue for Q3 2025, down from $10.1 million in Q3 2024. For the nine months ended September 30, 2025, total revenues were $4,000, down from $26.3 million in the same period in 2024.
• Total Expenses: $24.2 million for Q3 2025, down from $25.9 million in Q3 2024. For the nine months ended September 30, 2025, total expenses were $71.2 million, down from $379.2 million in the same period in 2024.

Outlook

• The company plans to maintain an asset-light business model through its Strategic Capital Initiative, focusing on acquiring 737NG and A320ceo aircraft via partnerships, allowing for market-based compensation as the Servicer.