FTAI Aviation (FTAI) is rated a buy, with a YE26 price target of $236, reflecting strong growth in its MRE business. FTAI's strategic shift from leasing to maintenance, repair, and overhaul (MRE) is driving higher margins and market share gains through 2027. FTAI's valuation could rise as MRE dominates EBITDA, with potential upside if free cash flow is deployed to expand capacity.
FTAI Aviation Ltd. (NASDAQ:FTAI ) Q3 2025 Earnings Call October 28, 2025 8:00 AM EDT Company Participants Alan Andreini - Investor Relations Joseph Adams - Chairman & CEO Eun Nam - CFO & Chief Accounting Officer David Moreno - Chief Operating Officer Conference Call Participants Sheila Kahyaoglu - Jefferies LLC, Research Division Kristine Liwag - Morgan Stanley, Research Division Joshua Sullivan - JonesTrading Institutional Services, LLC, Research Division Giuliano Anderes-Bologna - Compass Point Research & Trading, LLC, Research Division Hillary Cacanando - Deutsche Bank AG, Research Division Brian Mckenna - Citizens JMP Securities, LLC, Research Division Edward Morgan - BTIG, LLC, Research Division Brandon Oglenski - Barclays Bank PLC, Research Division Kenneth Herbert - RBC Capital Markets, Research Division Presentation Operator Good day, and thank you for standing by.
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
FTAI Aviation Ltd. (NASDAQ:FTAI ) Aviation Ltd.
FTAI Aviation Ltd. (NASDAQ:FTAI ) Q2 2025 Earnings Conference Call July 30, 2025 8:00 AM ET Company Participants Alan John Andreini - Investor Relations David Moreno - Chief Operating Officer Eun Nam - CFO & Chief Accounting Officer Joseph P.
Although the revenue and EPS for FTAI Aviation (FTAI) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
FTAI Aviation (FTAI) came out with quarterly earnings of $1.57 per share, beating the Zacks Consensus Estimate of $1.33 per share. This compares to earnings of $0.26 per share a year ago.
FTAI's Q2 earnings are likely to have surged on robust growth in engine leasing and aircraft leasing sales.
FTAI Aviation (FTAI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
FTAI Aviation (FTAI) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
FTAI Aviation Ltd (NASDAQ:FTAI) stock is down 2.7% to trade at $115.34, heading for its lowest close since May 23.
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