FTAI Aviation Ltd. (NASDAQ:FTAI ) Q1 2025 Earnings Conference Call May 1, 2025 8:00 AM ET Company Participants Alan Andreini - Head, Investor Relations Joe Adams - Chief Executive Officer Angela Nam - Chief Financial Officer David Moreno - Chief Operating Officer Conference Call Participants Giuliano Bologna - Compass Point Sheila Kahyaoglu - Jefferies Kristine Liwag - Morgan Stanley Josh Sullivan - Benchmark Company Andre Madrid - BTIG Brandon Oglenski - Barclays Hillary Cacanando - Deutsche Bank Brian McKenna - Citizens Ken Herbert - RBC Capital Markets Myles Walton - Wolfe Research Stephen Trent - Citi Operator Thank you for standing by, and welcome to FTAI Aviation's First Quarter 2025 Earnings Conference Call.
Although the revenue and EPS for FTAI Aviation (FTAI) give a sense of how its business performed in the quarter ended March 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 $0.87 per share, missing the Zacks Consensus Estimate of $0.94 per share. This compares to earnings of $0.31 per share a year ago.
FTAI's Q1 results are expected to reflect robust top-line performance from two of its business segments.
FTAI Aviation (FTAI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
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.
I am downgrading FTAI Aviation Series C from buy to hold due to limited upside and high redemption likelihood. The Series C shares offer an 8.24% yield, close to the nominal 8.25%, and are redeemable after June 2026. The expected reset in 2026 could result in a 10.6% yield, but the high redemption probability caps any potential upside.
The average of price targets set by Wall Street analysts indicates a potential upside of 58.2% in FTAI Aviation (FTAI). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
FTAI Aviation stock dropped 7.6% post-earnings call due to plans for an asset-light model, flat 2025 EBITDA guidance, and accounting shifts. Despite uncertainties, FTAI Aviation's Aerospace Products EBITDA grew 114% year-on-year, while the leasing business saw a 7% EBITDA increase. My price target for FTAI stock is slightly increased to $166.86, but I adjusted my rating from strong buy to buy due to reduced upside.
FTAI Aviation Ltd. (NASDAQ:FTAI ) Q4 2024 Earnings Conference Call February 27, 2025 8:00 AM ET Company Participants Alan Andreini – Head-Investor Relations Joe Adams – Chief Executive Officer Angela Nam – Chief Financial Officer David Moreno – Chief Operating Officer Conference Call Participants Kristine Liwag – Morgan Stanley Sheila Kahyaoglu – Jefferies Josh Sullivan – Benchmark Company Giuliano Bologna – Compass Point Brandon Oglenski – Barclays Hillary Cacanando – Deutsche Bank Ken Herbert – RBC Capital Markets Myles Walton – Wolfe Stephen Trent – Citi Andre Madrid – BTIG Operator Hello, and welcome to FTAI Aviation Fourth Quarter 2024 Earnings Conference Call.
FTAI Aviation (FTAI) came out with quarterly earnings of $0.84 per share, beating the Zacks Consensus Estimate of $0.83 per share. This compares to earnings of $1.09 per share a year ago.