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 management through SCI funds, creating short-term noise but freeing capital for higher-growth areas. Upward revisions in estimates and 2027 guidance exceed initial forecasts, offering significant valuation upside. Risks include execution in the power segment and the leasing transition process.
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 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 millio...
