FTAI Aviation reported quarterly earnings of $1.13 per share, missing the expected $1.32, leading Jefferies to lower its price target from $400 to $325 while maintaining a 'Buy' rating. The company also reduced its 2026 EBITDA guidance by $100 million due to challenges in its leasing segment and declining profit margins in its maintenance, repair, and overhaul (MRO) business. FTAI is focusing on growing market share by servicing more engine modules, which lowers profit margins but aims to strengthen its position. Despite these setbacks, the stock gained 4.3% on the day of the report, trading at $206 per share.
FTAI Aviation missed earnings estimates for the fourth consecutive quarter, reporting Q2 EPS of $1.13 versus the expected $1.32. The company also lowered its 2026 EBITDA guidance by $100 million due to weaker leasing operations and reduced margins in...
FTAI Aviation remains a Buy despite market misinterpretation of headline results, driven by strong growth in its maintenance, repair & exchange (MRE) and new power business segments. The company is shifting from balance-sheet leasing to fee-based man...
