FTAI Aviation Ltd. reported Q2 EBITDA of $291 million, missing expectations of $313 million, and lowered its 2026 EBITDA guidance by $100 million. The company is seeing declining EBITDA margins per MRO module as it focuses on increasing market share by raising module output, which reduces per-unit profitability. The 2027 EBITDA guidance was also cut to $2.3 billion, reflecting lower margins, a cautious power ramp, and a quicker leasing wind-down. Despite these challenges and some communication issues, FTAI remains a strong business with good growth potential and solid cash flow, making it a candidate for long-term holding.
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...
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...
FTAI Aviation Ltd. reported a net income of $117.6 million for Q2 2026, with basic earnings per share of $1.15. The company increased its quarterly dividend to $0.50 per ordinary share, reflecting confidence in sustained growth. Key highlights includ...
