Investors in FTAI Aviation Ltd. (FTAI - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the Sept. 18, 2026 $130.00 Call had some of the highest implied volatility of all equity options today.
What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.
What do the Analysts Think?Clearly, options traders are pricing in a big move for FTAI Aviation shares, but what is the fundamental picture for the company? Currently, FTAI Aviation is a Zacks Rank #3 (Hold) in the Aerospace - Defense Equipment industry that ranks in the Top 16% of our Zacks Industry Rank. Over the last 60 days, no analysts have increased their earnings estimates for the current quarter, while one analyst has revised the estimate downward. The net effect has taken our Zacks Consensus Estimate for the current quarter from $1.54 per share to $1.31 in that period.
Given the way analysts feel about FTAI Aviation right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.
Q2 2026 was an impressive quarter for many companies, with wave after wave of earnings wins across the S&P 500 in recent weeks. Headlines have focused on AI stock wins, but these companies do not have a monopoly on noteworthy earnings. A number of firms outside the tech sector delivered the kinds of results investors seek out, including accelerating revenue growth, margin expansion, and guidance increases.
Those looking to diversify outside of tech with companies that performed well last quarter might start with Comfort Systems USA Inc. NYSE: FIX, Piper Sandler Companies NYSE: PIPR, and FTAI Aviation Ltd. NASDAQ: FTAI. These three firms operate in very different industries, making them dependent upon different market factors for success, and yet they have all demonstrated strong execution in recent months.
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Comfort Systems Is a Beneficiary of the Infrastructure BoomIndustrial powerhouse Comfort Systems provides HVAC services to customers across commercial, industrial, and institutional settings. The company is not a tech firm, but it is a direct beneficiary of the recent spending on AI infrastructure.
Comfort Systems USA Today
FIX
Comfort Systems USA
$1,518.08 -96.90 (-6.00%)
As of 03:58 PM Eastern
$670.19▼
$2,073.990.24%
37.34
$2,082.86
This means major wins for earnings season: Comfort Systems reported more than 50% year-over-year (YOY) revenue growth, comfortably beating analyst predictions. Earnings per share came close to doubling over the same period, topping expectations by an even wider margin.
This all led to Comfort Systems' first-ever quarter with sales above $3 billion, helping to drive gross margin expansion to 25.9% and an 80% YOY increase in EBITDA. Best of all, there are signs that this momentum is likely to continue: Backlog of $14.1 billion was up 73% YOY, a record high for the company.
Further, after generating almost $1 billion in free cash flow for the quarter, investors may look ahead to a dividend increase or strategic acquisitions. Even if data center demand slows, this cushion is a huge boon for Comfort Systems and could allow the company to comfortably pivot to other infrastructure projects as needed.
Healthier Capital Markets Strengthen Piper Sandler's RevenuesThough overshadowed by the AI space, investment banking as an industry has experienced steady recovery this year, and Piper Sandler is among the firms making the most of this rebound.
Piper Sandler Companies Today
PIPR
Piper Sandler Companies
$75.54 +0.90 (+1.21%)
As of 03:58 PM Eastern
$68.70▼
$95.071.06%
15.83
$95.06
Last quarter alone, the investment bank and institutional securities company saw revenue surge by about 25% YOY and a 17-cent beat on earnings per share (EPS). Operating margin also improved for the quarter, reaching 21.8%.
While there were strengths across Piper Sandler's business, health care and investment banking were standout segments. Strong advisory activity, coupled with a recovery in equity financing amid a return to capital markets, boosted the firm's business for the quarter. Perhaps most importantly for investors, Piper Sandler is a financial firm with multiple catalysts, meaning that it may not be as closely tied to interest rates as other companies in the sector. This may be why analysts see more than 27% in potential upside for shares of PIPR.
FTAI Wins on Both Aviation and Hyperscaler BusinessFTAI Aviation occupies a unique niche in the aerospace as a commercial aircraft leasing firm. At a time when aircraft makers are working to boost production, FTAI benefits when there are shortages that prompt airlines to lease engines and seek maintenance or aftermarket services for their fleets.
FTAI Aviation Today
$194.98 -4.44 (-2.23%)
As of 04:00 PM Eastern
$147.98▼
$323.511.03%
43.35
$320.11
FTAI reported nearly 41% YOY revenue growth in the latest quarter, led by particular strength in the firm's aerospace products segment. Adjusted EBITDA also climbed, rising 51% YOY to nearly $250 million. The company's production capacity is growing, as its module production climbed by 61% since last year at this time, while management boosted its full-year production target.
With a broadening market reach thanks to new partnerships providing inroads to the Middle East, Asia, and Europe, FTAI is growing its core business. Importantly, the firm can also benefit from sustained momentum in the AI space. Its joint venture, J&F Power Systems, which supplies aeroderivative gas turbines used for industrial power infrastructure, recently signed a multi-year agreement with a leading U.S. hyperscaler that will include about $1.5 billion in deliveries as part of its initial order.
Analysts see lots of room for growth going forward as well. Earnings are projected to surge by almost 45% in the coming year, alongside 60% in anticipated upside for FTAI shares. This may be a reason why Wall Street is strongly supportive of FTAI, as nine analysts have rated the stock a Buy, while only two have called it a Hold.
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On August 24, 2026, FTAI Aviation Ltd
FTAI -5.38% 88
shares fell 5.4% to $198.42, continuing a downward trend over the past week and month. The stock has ranged from a 52-week low of $144.98 to a high of $323.51, reflecting significant volatility.
GF Value™ verdict: Current price of $198.42 is 16.5% below GF Value of $237.50. GF Score™ of 88/100 indicates a strong overall rating. Notable signal: Insider activity shows net selling of $62.7M over the past year. Is FTAI Overvalued or Undervalued? FTAI's current share price of $198.42 is below the GF Value™ estimate of $237.50, suggesting that the stock is undervalued by approximately 16.5%. However, it is essential to interpret this GF Value™ with caution, especially given that FTAI is an unprofitable and cash-flow-negative company. The GF Value™ is GuruFocus' proprietary intrinsic-value estimate derived from historical trading multiples, business growth patterns, and future performance projections. In the context of a loss-making entity, this estimate can serve more as a directional indicator rather than a precise fair-value target.
The current GF Valuation label identifies FTAI as “Modestly Undervalued.” This designation highlights the potential opportunity for investors, but it also underscores the inherent risks associated with investing in a company that has not yet achieved profitability. Caution is warranted, as the market may take time to recognize FTAI's fundamentally undervalued status.
How Does FTAI's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 43.1x 46.4x Forward P/E 32.8x - FTAI's current P/E ratio of 43.1x is 7% below its 5-year median P/E of 46.4x, indicating that the stock is trading at a lower valuation multiple compared to its historical average. This analysis aligns with the GF Value™ verdict, suggesting that while the stock may be undervalued, there are significant underlying issues to consider due to the lack of profitability.
What Does FTAI's GF Score™ Tell Us? The GF Score™ measures a stock's overall quality based on various factors, including financial strength, profitability, growth potential, valuation, and momentum. FTAI’s GF Score™ of 88/100 indicates a strong overall rating, reflecting a well-rounded performance in certain areas while also highlighting weaknesses in others.
Metric Rating GF Score™ 88/100 Financial Strength 4/10 Profitability 7/10 Growth 10/10 Valuation 10/10 Momentum 8/10 FTAI's strengths lie in its growth and valuation scores, both rated at 10/10, indicating robust potential for future expansion and a favorable valuation relative to growth. However, the financial strength score of 4/10 raises concerns about the company’s ability to sustain operations, especially given its cash-flow-negative status. Overall, while FTAI shows promise in growth and valuation, its financial fundamentals present notable risks.
What Are Gurus and Insiders Doing with FTAI? Currently, 10 gurus hold FTAI stock, with 6 increasing their positions and 3 reducing their holdings in recent quarters. This activity reflects a mixed sentiment among institutional investors, which is a crucial factor for potential investors to consider.
In terms of insider activity, over the past 12 months, insiders bought $1.9M worth of shares but sold $64.6M, resulting in a net selling of $62.7M. This pattern of net selling raises red flags, suggesting that insiders may lack confidence in the company's near-term outlook. Such insider activity can be a significant indicator of a company’s health and future prospects, warranting close attention.
What This Means for Investors Based on the analysis, FTAI Aviation Ltd appears to be undervalued according to the GF Value™ metric, but the company's unprofitability and cash-flow issues should temper expectations. The combination of strong growth potential, weak financial strength, and significant insider selling creates a complex investment narrative. Investors should weigh these factors carefully before making decisions.
For further insights, you can visit the FTAI Aviation Ltd
FTAI -5.38% 88
stock page for more detailed information.
Frequently Asked Questions What is FTAI's GF Score™?
FTAIs GF Score™ is 88/100, indicating a strong overall performance based on several key factors.
Is FTAI overvalued or undervalued?
FTAIs current price is considered undervalued at 16.5% below the GF Value™ estimate.
What is FTAI's P/E ratio?
FTAI's P/E ratio is 43.1x, which is 7% below its 5-year median P/E of 46.4x, indicating it is trading at a lower valuation compared to its historical average.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Facility Includes $1.0 Billion Accordion for Total Potential Capacity of $3.0 Billion | Source: FTAI Aviation Ltd.
NEW YORK, Aug. 17, 2026 (GLOBE NEWSWIRE) -- FTAI Aviation Ltd. (NASDAQ: FTAI; the "Company" or “FTAI”) today announced the closing of a $2.0 billion warehouse financing facility (the "Facility") for the 2026 SPV, the second investment vehicle of FTAI’s Strategic Capital business. The Facility, which closed on August 14, 2026, was syndicated among 13 financial institutions and includes a $1.0 billion accordion feature that provides for potential total capacity of $3.0 billion. Proceeds will finance the 2026 SPV’s acquisition of on-lease, mid-life 737NG and A320ceo aircraft beginning this month, with FTAI performing all engine maintenance through its Maintenance, Repair and Exchange business. With this closing, FTAI’s Strategic Capital vehicles have now raised $5.5 billion of warehouse financing in less than two years.
The Facility follows the successful deployment of the 2025 SPV, FTAI's inaugural Strategic Capital vehicle, which raised $2.0 billion of equity commitments in October 2025. This deployment reflects the vehicle's position as a differentiated buyer of mid-life narrowbody aircraft, combining asset ownership with the Company’s leading engine maintenance capabilities.
“This financing represents continued execution of our Strategic Capital business plan,” said Kallie Steffes, Head of Strategic Capital at FTAI. "Less than two years after launch, our inaugural vehicle has committed approximately $6.0 billion of total capital across over 300 aircraft and is now in its harvest phase. We are grateful to our lending partners, whose support reflects growing confidence in our platform as we carry this momentum and a robust pipeline of new acquisitions into the 2026 SPV.”
ATLAS SP Partners and Deutsche Bank served as co-structuring agents on the Facility. The lender group comprises ATLAS SP Partners, Deutsche Bank, Apple Bank, BNP Paribas, Citibank, Citizens Bank, Goldman Sachs, MUFG Bank, PNC Bank, Royal Bank of Canada, Standard Chartered, Truist Bank and U.S. Bank.
Gibson, Dunn & Crutcher LLP served as counsel to FTAI and Clifford Chance US LLP served as counsel to the lenders.
Certain statements in this press release may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including, but not limited to the intended use proceeds and the 2026 SPV’s capital commitments. These statements are based on management's current expectations and beliefs and are subject to a number of trends and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements, many of which are beyond the Company’s control. The Company can give no assurance that its expectations will be attained and such differences may be material. Accordingly, you should not place undue reliance on any forward-looking statements contained in this press release. For a discussion of some of the risks and important factors that could affect such forward-looking statements, see the sections entitled “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” in the Company’s most recent Annual Report on Form 10-K and Quarterly Reports on Form 10-Q, which are available on the Company’s website (www.ftaiaviation.com). In addition, new risks and uncertainties emerge from time to time, and it is not possible for the Company to predict or assess the impact of every factor that may cause its actual results to differ from those contained in any forward-looking statements. Such forward-looking statements speak only as of the date of this press release. The Company expressly disclaims any obligation to release publicly any updates or revisions to any forward-looking statements contained herein to reflect any change in the Company's expectations with regard thereto or change in events, conditions, or circumstances on which any statement is based. This release shall not constitute an offer to sell or the solicitation of an offer to buy any securities. Nothing on the Company’s website is included or incorporated by reference herein.
About FTAI
FTAI combines advanced turbine technology and asset ownership to power the world’s most essential markets. Additional information is available at https://www.ftaiaviation.com.
For further information, please contact:
FTAI:
Charlie Arestia
Investor Relations
(646) 276-4418 [email protected]
Media:
Tim Lynch / Kelly Sullivan
Joele Frank, Wilkinson Brimmer Katcher
(212) 355-4449
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The window to qualify for an August or September dividend from these four companies is closing fast. All four share a record date of Wednesday, August 12, 2026, which means under T+1 settlement, they also trade ex-dividend on August 12. To collect the upcoming payment, investors must buy the shares no later than Tuesday, August 11. Buy on the ex-date or later, and the seller keeps the check.
The distinction is simple but unforgiving. The ex-date determines who is entitled to the dividend, while the pay date is when the cash reaches the account, typically a couple of weeks later.
First Business Financial Services (FBIZ) First Business Financial Services (NASDAQ:FBIZ) declared a quarterly common dividend of $0.34 per share on July 30, 2026, payable August 26. Importantly, Tuesday, August 11, is the final day to buy shares and qualify for the payment. The Wisconsin-based commercial bank has quietly gained ground, with shares up 32.6% year to date and 53.6% over the past year.
Coverage is the standout. Management pegged the payout at roughly 18% of Q2 2026 EPS, while diluted EPS came in at $1.84 versus the $1.56 consensus estimate. Net interest margin expanded to 3.78%, loans grew 10.3% year over year, and core deposits rose 13.6%. The counterweight is credit quality. Nonperforming assets increased to $38.1 million from $28.7 million a year earlier. The dividend looks comfortably covered, but the increase in troubled assets is something to watch.
FTAI Aviation (FTAI) FTAI Aviation (NASDAQ:FTAI | FTAI Price Prediction) declared a quarterly common dividend of $0.50 per share, marking its fourth consecutive increase and up from $0.30 a year ago. The payment date is August 24, 2026, and Tuesday, August 11, is the final day to buy shares and qualify. With a trailing yield near 0.89%, the dividend is a supporting player in a growth-with-income story.
Headline coverage looks sound, with Q2 2026 diluted EPS of $1.13 against the $0.50 quarterly payout. The earnings picture is less clean. FTAI missed the consensus EPS estimate by 25.85%, while net income fell to $125.09 million from $161.69 million a year earlier. Management also trimmed Aviation Leasing adjusted EBITDA guidance to $475 million from $575 million as the business shifts toward an asset-light model. The balance sheet adds another layer of risk, with roughly $3.45 billion in long-term debt against $403.99 million in shareholders’ equity.
CEO Joe Adams framed the raise this way: “With our fourth consecutive dividend increase, we remain confident in our outlook and our ability to deliver sustained growth and long-term value for our shareholders.” Confidence, check; risk, also check.
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Western New England Bancorp (WNEB) Western New England Bancorp (NASDAQ:WNEB) declared a quarterly common dividend of $0.07 per share on July 28, 2026, payable August 26. The parent company of Westfield Bank operates 25 offices across western Massachusetts and northern Connecticut.
The $0.07 payout against latest EPS of $0.18 produces a payout ratio of approximately 39%, leaving comfortable coverage. However, EPS missed the consensus estimate by 25% as the bank absorbed a $1.8 million partial charge-off on a commercial real estate participation loan after the borrower filed for Chapter 11 bankruptcy in June 2026. Total criticized loans rose to 2.9% of total loans from 1.8% at year-end 2025, while nonaccrual loans increased to 0.35%.
Management expects to recover the remaining $1.6 million carrying value through a sale of the collateral. Beneath that credit issue, net interest margin expanded 20 basis points to 3.00%, and average loans grew 5.2% year over year. Earnings cover the dividend comfortably. Credit quality is the layer to watch.
Winmark (WINA) Winmark (NASDAQ:WINA) represents the September 1 payment teased in the headline. The franchisor behind Plato’s Closet, Once Upon A Child, Play It Again Sports, Style Encore, and Music Go Round declared a quarterly dividend of $1.02 per share, payable September 1, 2026. The buy-by deadline is Tuesday, August 11. Its network spans 1,389 franchises.
Winmark’s Q2 2026 diluted EPS came in at $2.81, missing the $3.14 consensus estimate by 10.51%, but still comfortably covering the $1.02 payout with a ratio of roughly 36%. Royalties, the company’s recurring engine, grew to $20.12 million from $18.66 million. The balance sheet requires some context. Shareholders’ equity is negative $37.6 million, largely reflecting an aggressive buyback and dividend program at a capital-light franchisor. FY2025 free cash flow of $44.7 million comfortably supported the regular payout. SG&A rose to $7.51 million from $6.59 million as management spent ahead of the Plato’s Closet Ad Fund launch.
The Clock Chasing a single dividend is not a strategy, and the payments here are modest relative to the share prices. For investors already considering these stocks, however, timing matters: miss the August 11 close, and you miss this cycle for all four. Coverage looks adequate across the group, but each name carries its own risk, from FTAI’s guidance cut to WNEB’s commercial real estate charge-off. Do the diligence before the clock runs out, but do not let the clock make the decision. If the stock does not work without the dividend, the upcoming check will not fix it.
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August 05, 2026 16:15 ET | Source: FTAI Aviation Ltd.
NEW YORK, Aug. 05, 2026 (GLOBE NEWSWIRE) -- FTAI Aviation Ltd. (NASDAQ: FTAI; the “Company” or “FTAI”) today announced the appointment of Charlie Arestia as Principal, Investor Relations. The Company also announced that Alan Andreini, Head of Investor Relations, has departed FTAI after more than a decade with the Company.
Mr. Arestia is based in New York and will serve as a senior member of FTAI’s investor relations team, working closely with FTAI’s leadership team to communicate the Company’s strategy, business performance and long-term growth opportunities to institutional investors, analysts and other members of the financial community. He brings extensive investor relations and asset management experience to FTAI, most recently having served as Managing Director and Head of Investor Relations at CION Investment Corporation (NYSE: CION). Previously, he held investor relations and M&A roles at Focus Financial Partners and served as a Vice President in Global Equity Research at J.P. Morgan, where he covered specialty and consumer finance companies. Earlier in his career, he held investment roles at Guggenheim Partners. Mr. Arestia holds a B.A. from Johns Hopkins University and served in the United States Army.
Mr. Andreini has been a central figure in the Company’s investor relations since its earliest days as a public company, guiding shareholder communications through the Company’s evolution from a diversified infrastructure business to an aerospace leader.
“On behalf of the FTAI team, I would like to thank Alan for his important contributions to our company and shareholders. He has been an integral part of FTAI through its many phases, and we wish him the best in his next chapter,” said Joe Adams, Chairman and CEO.
“It has been a privilege to spend the last decade with FTAI Aviation. I’m proud of what we’ve built and the relationships we’ve developed with our shareholders, and I’m confident the company’s best days are ahead,” said Alan Andreini.
About FTAI
FTAI combines advanced turbine technology and asset ownership to power the world’s most essential markets. Additional information is available at https://www.ftaiaviation.com.
These 3 Stocks Just Graduated to the MSCI World IndexFTAI Aviation NASDAQ: FTAI reported second-quarter adjusted EBITDA of $291.4 million as its Aerospace Products business expanded production and market share, while the company continued shifting its aviation leasing operations toward a more asset-light strategic-capital model.
Chief Executive Officer Joe Adams said the company operates across Aerospace Products, Asset Management and Power, each centered on its aftermarket turbine-performance capabilities. He said all three businesses made progress during the quarter, including increased module production, the launch of a new investment vehicle and a major initial order for its power-generation offering.
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3 High-Risk Stocks That Soared in 2025 But Can Still Fly Higher“Our market share grew from 12%-14% this quarter,” Adams said, attributing the increase to production capacity, parts procurement strategies and customer adoption of its maintenance, repair and exchange offerings.
Aerospace Products Growth and Capacity Expansion President David Moreno said Aerospace Products revenue increased 78% year over year and 18% sequentially. Segment adjusted EBITDA reached $249.7 million, up 51% from a year earlier and 12% from the first quarter, with a 29% EBITDA margin.
Buy the Dip on 3 Overlooked Names With Major PotentialFTAI refurbished 296 CFM56 modules during the quarter across four facilities, a 61% increase from the second quarter of 2025. First-half production totaled 566 modules, ahead of the company’s midyear target. The company raised its 2026 module-production outlook to 1,200 modules from 1,050 previously.
Management said the market for CFM56 engines remains supply-constrained rather than demand-constrained. FTAI is directing a growing share of module output to third-party customers rather than its own aviation leasing fleet, a move intended to support customer relationships and its asset-light balance-sheet strategy.
Moreno said the shift and a greater mix of heavy engine shop visits are expected to affect near-term margins. In response to an analyst question, Adams said FTAI expects Aerospace Products margins to remain around 30% over the next one to two years as the company prioritizes market share and larger customer programs.
The company also announced maintenance-network expansion through partnerships with GMF AeroAsia in Jakarta, Indonesia, and EgyptAir in Cairo. The Jakarta facility has CFM56-5B and CFM56-7B heavy-repair capabilities, an engine test cell and more than 200 technicians, according to Moreno. The Cairo operation has a test cell and is currently focused on the CFM56-7B.
Other planned additions include a CFM56 and LEAP engine test cell at FTAI’s Rome quick-turn facility and a 113,000-square-foot Lisbon facility. FTAI aims to expand Lisbon production capacity to more than 300 modules annually. Management said the LEAP test-cell investment is part of a broader plan to enter the next-generation engine maintenance market as that platform matures.
Leasing Transition and Strategic Capital FTAI’s aviation leasing segment generated $88.2 million of EBITDA in the second quarter, including $5 million of insurance recoveries, $48 million from balance-sheet leasing and gains on sale, and $35 million from 2025 special-purpose vehicle management fees and co-investment returns.
Management reduced its 2026 aviation leasing EBITDA outlook to $475 million, citing the deliberate allocation of module production to third-party Aerospace Products customers and reduced reinvestment in the company’s on-balance-sheet leasing fleet. It reaffirmed Aerospace Products EBITDA guidance of $1.05 billion for 2026.
The 2025 SPV is fully committed, with more than 300 aircraft closed or under letters of intent, Moreno said. The vehicle made its first regular quarterly distribution on June 30. Its first asset-backed securities issuance, called MRE 2026, included $612 million of bonds and supported a special distribution to investors in July.
FTAI also launched its 2026 SPV, which is actively making aircraft acquisition commitments. The company plans to maintain a 15% co-investment commitment in the vehicle. Chief Financial Officer Nicholas McAleese said the company expects Strategic Capital income to comprise the majority of aviation leasing earnings by the fourth quarter, and that financial reporting could eventually reflect the company’s three stated businesses: Aerospace Products, Power and Strategic Capital.
FTAI ended the quarter with leverage of 2.7 times, within its 2.5-times to 3-times target range. During the quarter, it redeemed $105 million of 8.25% Series C preferred shares at par and received a Moody’s rating upgrade to Ba1.
Power Business Secures Initial Hyperscaler Order FTAI Power’s joint venture with Jereh Group, J&F Power Systems, signed a five-year master supply agreement with a U.S. hyperscaler. The agreement included an initial purchase order valued at $1.465 billion for 2027 Mod-1 deliveries.
Moreno said the agreement includes a significant advance payment and milestone-based payments tied to production, testing and commissioning, which he said reduces the working-capital investment needed for the production ramp. The master agreement allows the customer to issue additional orders without renegotiating terms.
The company remains on track for a commercial launch in the fourth quarter, though management said it is prudent to expect Power deliveries in 2027. The company is testing a Mod-1 unit in Miami after completing most initial testing in Montreal, and Moreno said performance has been “exceptional.”
FTAI expects 2027 total business-segment EBITDA of $2.3 billion, comprising $1.4 billion from Aerospace Products, $450 million from aviation leasing and $450 million from Power. Adams said the $450 million Power outlook is a conservative starting point based on less than 100 units, despite the company targeting more than 100 Mod-1 units for 2027. Management described a potential Power EBITDA range of $450 million to $750 million for 2027 as additional customer contracts are pursued.
Cash Flow Outlook and Dividend Increase FTAI generated $255 million of adjusted free cash flow in the first half, including the final $95 million capital call under its 2025 Strategic Capital equity commitment. The company maintained its target of approximately $1.2 billion of adjusted free cash flow before new growth initiatives for 2026.
However, after accelerating its Mod-1 production build-out by $150 million and accounting for financing related to the 2026 SPV, FTAI updated total 2026 adjusted free cash flow guidance to $878 million from $915 million.
The company increased its quarterly dividend to $0.50 per share from $0.45 per share. The dividend is scheduled to be paid Aug. 24 to shareholders of record as of Aug. 12. Adams said the increase marked FTAI’s fourth consecutive quarterly dividend increase and its 60th consecutive dividend since inception.
About FTAI Aviation (NASDAQ:FTAI)FTAI Aviation NASDAQ: FTAI is a commercial aircraft leasing company that acquires, manages and leases wide-body jet aircraft to airlines globally. The company's portfolio is focused on modern, fuel-efficient Boeing models, including the 767, 777 and 787 families, which are deployed under long-term operating leases. By concentrating on in-demand wide-body assets, FTAI Aviation seeks to deliver stable cash flows through lease rentals and maintenance reserve collections while providing airlines with flexible fleet solutions.
In addition to lease origination, FTAI Aviation offers end-to-end asset management services.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
Should You Invest $1,000 in FTAI Aviation Right Now?Before you consider FTAI Aviation, you'll want to hear this.
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FTAI Aviation (FTAI - Free Report) came out with quarterly earnings of $1.13 per share, missing the Zacks Consensus Estimate of $1.32 per share. This compares to earnings of $1.57 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -14.39%. A quarter ago, it was expected that this transportation infrastructure company would post earnings of $1.61 per share when it actually produced earnings of $1.29, delivering a surprise of -19.88%.
Over the last four quarters, the company has not been able to surpass consensus EPS estimates.
FTAI Aviation, which belongs to the Zacks Aerospace - Defense Equipment industry, posted revenues of $953.09 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 10.91%. This compares to year-ago revenues of $676.24 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
FTAI Aviation shares have added about 7.9% since the beginning of the year versus the S&P 500's gain of 8.5%.
What's Next for FTAI Aviation?While FTAI Aviation has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for FTAI Aviation was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.54 on $904.99 million in revenues for the coming quarter and $6.77 on $3.72 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Aerospace - Defense Equipment is currently in the top 29% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, AerSale Corporation (ASLE - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This company is expected to post quarterly earnings of $0.04 per share in its upcoming report, which represents a year-over-year change of -80%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
AerSale Corporation's revenues are expected to be $77.48 million, down 27.9% from the year-ago quarter.
July 29, 2026 16:15 ET | Source: FTAI Aviation Ltd.
NEW YORK, July 29, 2026 (GLOBE NEWSWIRE) -- FTAI Aviation Ltd. (NASDAQ: FTAI) (the “Company” or “FTAI”) today reported financial results for the second quarter 2026. The Company’s consolidated comparative financial statements and key performance measures are attached as an exhibit to this press release.
Financial Overview
(in thousands, except per share data) Selected Financial Results Q2’26
Net Income Attributable to Shareholders $117,585 Basic Earnings per Ordinary Share $1.15 Diluted Earnings per Ordinary Share $1.13 Adjusted EBITDA (1) $291,444 (1) For definitions and reconciliations of non-GAAP measures, please refer to the exhibit to this press release.
Second Quarter 2026 Dividends
The Company’s Board of Directors (the “Board”) declared a cash dividend on its ordinary shares of $0.50 per share for the quarter ended June 30, 2026, payable on August 24, 2026 to the holders of record on August 12, 2026.
Additionally, the Board declared cash dividends on its Fixed-Rate Reset Series D Cumulative Perpetual Redeemable Preferred Shares (“Series D Preferred Shares”) of $0.59375 per share, respectively, for the quarter ended June 30, 2026, payable on September 15, 2026 to the holders of record on September 1, 2026.
Business Highlights
Generated Aerospace Products revenue of $875.0 million and Adjusted EBITDA of $249.7 million in Q2 2026, increases of 78% and 51%, respectively, compared to Q2 2025 (1)FTAI Power announced a $1.465 billion customer contract, which is expected to account for a substantial portion of its 2027 delivery targetEntered into strategic partnerships with GMF Indonesia and EgyptAir, adding engine maintenance capacity and geographic coverage to support further market share expansionAnnounced a strategic collaboration with cargo-conversion leader Aeronautical Engineers, Inc. to deliver more cost-effective Boeing 737-800 freighters globally while extending the life of the CFM56 engineCompleted deployment of Strategic Capital's 2025 SPV, which is fully committed and made its first quarterly distribution on June 30, and launched the 2026 SPV, which has begun making aircraft acquisition commitmentsIntroduced Business Segment 2027 Adjusted EBITDA guidance of $2.3 billion, comprised of $1.4 billion from Aerospace Products, $450 million from FTAI Power and $450 million from Aviation Leasing (1)(2)Reaffirmed 2026 Aerospace Products Adjusted EBITDA guidance of $1,050 million and updated 2026 Aviation Leasing guidance from $575 million to $475 million reflecting our continued shift to an asset-light business model (1)(2) “FTAI delivered another strong quarter, led by record Aerospace Products performance and a landmark customer contract for FTAI Power," said Joe Adams, Chairman and CEO. "Across the business, we continued to execute on our strategic evolution — expanding our maintenance network into Indonesia and Egypt, delivering more modules to more customers worldwide and advancing Strategic Capital with the launch of the 2026 SPV. With our fourth consecutive dividend increase, we remain confident in our outlook and our ability to deliver sustained growth and long-term value for our shareholders”
(1) For definitions and reconciliations of non-GAAP measures, please refer to the exhibit to this press release.
(2) This is a forward-looking statement. Please see Cautionary Note Regarding Forward-Looking Statements below.
Additional Information
For additional information that management believes to be useful for investors, please refer to the presentation posted on the Investor Center section of the Company’s website, https://www.ftaiaviation.com/, and the Company’s Annual Report on Form 10-K and Quarterly Report on Form 10-Q, when available on the Company’s website. Nothing on the Company’s website is included or incorporated by reference herein.
Conference Call
In addition, management will host a conference call on Thursday, July 30, 2026 at 8:00 A.M. Eastern Time. The conference call may be accessed by registering via the following link https://register-conf.media-server.com/register/BI9c65a898178b489f8ac3487fcee4b03f. Once registered, participants will receive a dial-in and unique pin to access the call.
A simultaneous webcast of the conference call will be available to the public on a listen-only basis at https://www.ftaiaviation.com/. Please allow extra time prior to the call to visit the site and download the necessary software required to listen to the internet broadcast.
A replay of the conference call will be available after 11:30 A.M. on Thursday, July 30, 2026 through 11:30 A.M. on Thursday, August 6, 2026 on https://ir.ftaiaviation.com/news-events/event-calendar/.
The information contained on, or accessible through, any websites included in this press release is not incorporated by reference into, and should not be considered a part of, this press release.
About FTAI Aviation Ltd.
FTAI combines advanced turbine technology and asset ownership to power the world’s most essential markets. Additional information is available at https://www.ftaiaviation.com/.
Certain statements in this press release may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including, but not limited to, whether FTAI will be able to expand market share, ability to deliver more cost-effective Boeing 737-800 freighters globally while extending the life of the CFM56 engine, 2026 or 2027 Adjusted EBITDA guidance, and the ability to deliver sustained growth and long-term value for our shareholders. These statements are based on management's current expectations and beliefs and are subject to a number of trends and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements, many of which are beyond the Company’s control. The Company can give no assurance that its expectations will be attained and such differences may be material. Accordingly, you should not place undue reliance on any forward-looking statements contained in this press release. For a discussion of some of the risks and important factors that could affect such forward-looking statements, see the sections entitled “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” in the Company’s most recent Annual Report on Form 10-K and Quarterly Reports on Form 10-Q, which are available on the Company’s website (www.ftaiaviation.com). In addition, new risks and uncertainties emerge from time to time, and it is not possible for the Company to predict or assess the impact of every factor that may cause its actual results to differ from those contained in any forward-looking statements. Such forward-looking statements speak only as of the date of this press release. The Company expressly disclaims any obligation to release publicly any updates or revisions to any forward-looking statements contained herein to reflect any change in the Company's expectations with regard thereto or change in events, conditions, or circumstances on which any statement is based. This release shall not constitute an offer to sell or the solicitation of an offer to buy any securities.
For further information, please contact:Alan Andreini
Investor Relations
FTAI Aviation Ltd.
(646) 734-9414 [email protected]
FTAI AVIATION LTD.
CONSOLIDATED STATEMENTS OF OPERATIONS (Unaudited)
(Dollar amounts in thousands, except share and per share data) Three Months Ended June 30, Six Months Ended June 30, 2026 2025 2026 2025 Revenues Aerospace products revenue $692,229 $420,686 $1,214,814 $685,111 MRE Contract revenue 182,799 69,585 404,029 170,223 Lease income 27,765 62,439 67,657 130,879 Maintenance revenue 25,793 73,104 56,392 122,711 Asset sales revenue 16,925 47,915 27,109 66,854 Other revenue (1) 7,574 2,508 13,781 2,539 Total revenues 953,085 676,237 1,783,782 1,178,317 Expenses Cost of sales 635,782 369,258 1,160,050 617,972 Operating expenses 67,567 34,328 132,554 66,766 General and administrative 2,245 2,442 4,658 5,558 Acquisition and transaction expenses 5,699 4,489 22,060 11,781 Depreciation and amortization 46,986 55,236 99,275 114,798 Total expenses 758,279 465,753 1,418,597 816,875 Other (expense) income Interest expense (64,102) (63,965) (125,509) (126,005)Equity in earnings (losses) of unconsolidated entities (2) 9,970 (5,003) 7,607 (12,617)Gain on sale to the 2025 Partnership 2,465 34,604 17,633 45,474 Other income 7,574 27,156 55,156 60,227 Total other expense (44,093) (7,208) (45,113) (32,921)Income before income taxes 150,713 203,276 320,072 328,521 Provision for income taxes 25,619 37,878 57,079 60,737 Net income 125,094 165,398 262,993 267,784 Less: Dividends on preferred shares 3,709 3,709 7,418 9,824 Less: Loss on redemption of preferred shares 3,800 — 3,800 6,327 Net income attributable to shareholders $117,585 $161,689 $251,775 $251,633 Earnings per share: Basic $1.15 $1.58 $2.45 $2.45 Diluted $1.13 $1.57 $2.42 $2.44 Weighted average shares outstanding: Basic 102,597,464 102,558,777 102,588,692 102,555,644 Diluted 104,044,113 103,147,860 104,039,259 103,144,727
(1) Includes servicing fees of $6,988 and $12,849 for the three and six months ended June 30, 2026, respectively (2025 - $2,052 and $2,600, respectively), from the 2025 Partnership.
(2) Includes the profit elimination of $(6,597) and $(16,597) for the three and six months ended June 30, 2026, respectively (2025 - $(4,935) and $(11,885), respectively), for sales to the 2025 Partnership. FTAI AVIATION LTD.
CONSOLIDATED BALANCE SHEETS
(Dollar amounts in thousands, except share and per share data)
(Unaudited)
June 30, 2026
December 31, 2025
Assets Current Assets Cash and cash equivalents $337,195 $300,476 Accounts receivable, net (1) 168,202 209,907 Inventory, net 1,544,592 1,193,773 Other current assets (2) 491,107 408,364 Total current assets 2,541,096 2,112,520 Leasing equipment, net 1,146,373 1,545,804 Property, plant, and equipment, net 134,742 120,068 Investments 401,803 314,156 Intangible assets, net 13,048 19,929 Goodwill 94,221 94,221 Other non-current assets 157,879 167,060 Total assets $4,489,162 $4,373,758 Liabilities Current Liabilities Accounts payable $261,671 $208,224 Accrued liabilities 100,159 90,009 Current maintenance deposits 17,926 25,439 Current security deposits 12,368 14,001 Other current liabilities 89,086 62,202 Total current liabilities 481,210 399,875 Long-term debt, net 3,453,320 3,448,891 Non-current maintenance deposits 18,815 46,237 Non-current security deposits 7,574 15,211 Other non-current liabilities 124,256 129,370 Total liabilities $4,085,175 $4,039,584 Commitments and contingencies Equity Ordinary shares ($0.01 par value per share; 2,000,000,000 shares authorized; 102,625,424 and 102,573,283 shares issued and outstanding as of June 30, 2026 and December 31, 2025, respectively) $1,026 $1,026 Preferred shares ($0.01 par value per share; 200,000,000 shares authorized; 2,600,000 and 6,800,000 shares issued and outstanding as of June 30, 2026 and December 31, 2025, respectively) 26 68 Additional paid in capital — 50,567 Retained earnings 402,935 282,513 Shareholders' equity 403,987 334,174 Total liabilities and equity $4,489,162 $4,373,758
(1) Includes accounts receivable from the 2025 Partnership of $25,456 as of June 30, 2026 (December 31, 2025 - $47,294).
(2) Includes receivables from the 2025 Partnership of $9,267 as of June 30, 2026 (December 31, 2025 - $20,681).
Key Performance Measures
In addition to net income (loss), the Chief Operating Decision Maker (“CODM”), who is the Company’s Chief Executive Officer, utilizes Adjusted EBITDA as a key performance measure. Adjusted EBITDA is not a financial measure in accordance with U.S. generally accepted accounting principles (“U.S. GAAP”). This performance measure provides the CODM with the information necessary to assess operational performance and make resource and allocation decisions. We believe Adjusted EBITDA is a useful metric for investors and analysts for similar purposes of assessing our operational performance.
Adjusted EBITDA is defined as net income (loss) attributable to shareholders, adjusted (a) to exclude the impact of provision for (benefit from) income taxes, equity-based compensation expense, acquisition and transaction expenses, losses on the modification or extinguishment of debt and preferred shares and capital lease obligations, asset impairment charges, incentive allocations, depreciation and amortization expense, interest expense and dividends on preferred shares, internalization fee to affiliate, (b) to include the impact of our pro-rata share of Adjusted EBITDA from unconsolidated entities and (c) to exclude the impact of equity in earnings (losses) of unconsolidated entities, if any.
Reconciliations of forward-looking non-GAAP financial measures to their most directly comparable GAAP financial measures are not included in this press release because the most directly comparable GAAP financial measures are not available on a forward-looking basis without unreasonable effort.
The following table sets forth a reconciliation of net income attributable to shareholders to Adjusted EBITDA for the three and six months ended June 30, 2026 and 2025:
Three Months Ended
June 30,
Change
Six Months Ended
June 30,
Change
(in thousands) 2026 2025 2026 2025 Net income attributable to shareholders $117,585 $161,689 $(44,104) $251,775 $251,633 $142 Add: Provision for income taxes 25,619 37,878 (12,259) 57,079 60,737 (3,658)Add: Equity-based compensation expense 7,332 5,515 1,817 13,679 10,404 3,275 Add: Acquisition and transaction expenses 5,699 4,489 1,210 22,060 11,781 10,279 Add: Losses on the modification or extinguishment of debt and preferred shares and capital lease obligations 3,800 — 3,800 3,800 6,327 (2,527)Add: Asset impairment charges — — — — — — Add: Incentive allocations — — — — — — Add: Depreciation and amortization expense (1) 52,118 65,677 (13,559) 111,631 134,064 (22,433)Add: Interest expense and dividends on preferred shares 67,812 67,674 138 132,928 135,829 (2,901)Add: Internalization fee to affiliate — — — — — — Add: Pro-rata share of Adjusted EBITDA from unconsolidated entities (2) 28,046 4,815 23,231 48,273 4,856 43,417 Less: Equity in (earnings) losses of unconsolidated entities (3) (16,567) 68 (16,635) (24,204) 732 (24,936)Adjusted EBITDA (non-GAAP) $291,444 $347,805 $(56,361) $617,021 $616,363 $658
(1) Includes the following items for the three months ended June 30, 2026: (i) depreciation and amortization expense of $46,986 (2025 - $55,236), (ii) lease intangible amortization of $(89) (2025 - $2,153) and (iii) amortization for lease incentives of $5,221 (2025 - $8,288).
Includes the following items for the six months ended June 30, 2026: (i) depreciation and amortization expense of $99,275 (2025 - $114,798), (ii) lease intangible amortization of $248 (2025 - $5,359) and (iii) amortization for lease incentives of $12,108 (2025 - $13,907).
(2) Includes the following items for the three months ended June 30, 2026: (i) net income of $16,567 (2025 - net loss of $68), (ii) interest expense of $5,771 (2025 - $1,490), (iii) depreciation and amortization expense of $5,680 (2025 - $3,470), (iv) acquisition and transaction expenses of $0 (2025 - $(77)), and (v) tax expense of $28 (2025 - $0).
Includes the following items for the six months ended June 30, 2026: (i) net income of $24,204 (2025 - $732), (ii) interest expense of $9,267 (2025 - $1,490), (iii) depreciation and amortization expense of $14,747 (2025 - $3,628), (iv) acquisition and transaction expenses of $0 (2025 - $470), and (v) tax expense of $55 (2025 - $0).
(3) Excludes the profit elimination of $6,597 and $16,597 for the three and six months ended June 30, 2026, respectively (2025 - $4,935 and $11,885, respectively ), for sales to the 2025 Partnership.
In addition, the following table sets forth a reconciliation of net income attributable to shareholders to Adjusted EBITDA for Aerospace Products for the three and six months ended June 30, 2026 and 2025: Three Months Ended
June 30, Change
Six Months Ended
June 30, Change
(in thousands) 2026 2025 2026 2025 Net income attributable to shareholders $194,244 $133,582 $60,662 $377,979 $240,225 $137,754 Add: Provision for income taxes 49,970 25,827 24,143 83,667 45,202 38,465 Add: Equity-based compensation expense 223 168 55 250 323 (73)Add: Acquisition and transaction expenses 144 1,414 (1,270) 129 2,546 (2,417)Add: Losses on the modification or extinguishment of debt and preferred shares and capital lease obligations — — — — — — Add: Asset impairment charges — — — — — — Add: Incentive allocations — — — — — — Add: Depreciation and amortization expense 4,903 3,704 1,199 9,581 7,288 2,293 Add: Interest expense and dividends on preferred shares — — — — — — Add: Internalization fee to affiliate — — — — — — Add: Pro-rata share of Adjusted EBITDA from unconsolidated entities (1) 50 883 (833) 464 1,052 (588)Less: Equity in losses (earnings) of unconsolidated entities 182 (714) 896 222 (827) 1,049 Adjusted EBITDA (non-GAAP) $249,716 $164,864 $84,852 $472,292 $295,809 $176,483
(1) Includes the following items for the three months ended June 30, 2026: (i) net loss of $182 (2025 - net income of $714), (ii) depreciation and amortization expense of $204 (2025 - $169), and (iii) tax expense of $28 (2025 - $0).
Includes the following items for the six months ended June 30, 2026: (i) net loss of $222 (2025 - net income of $827), (ii) depreciation and amortization expense of $631 (2025 - $225), and (iii) tax expense of $55 (2025 - $0).
FTAI Aviation (FTAI) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
The market expects FTAI Aviation (FTAI - Free Report) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on July 29, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis transportation infrastructure company is expected to post quarterly earnings of $1.32 per share in its upcoming report, which represents a year-over-year change of -15.9%.
Revenues are expected to be $859.32 million, up 27.1% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for FTAI Aviation?For FTAI Aviation, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that FTAI Aviation will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that FTAI Aviation would post earnings of $1.61 per share when it actually produced earnings of $1.29, delivering a surprise of -19.88%.
Over the last four quarters, the company has beaten consensus EPS estimates just once.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
FTAI Aviation doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Bank of New York Mellon Corp increased its holdings in FTAI Aviation Ltd. (NASDAQ:FTAI – Free Report) by 27.6% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 361,230 shares of the financial services provider’s stock after buying an additional 78,152 shares during the quarter. Bank of New York Mellon Corp owned 0.35% of FTAI Aviation worth $88,501,000 at the end of the most recent reporting period.
Other large investors also recently added to or reduced their stakes in the company. Illinois Municipal Retirement Fund raised its position in FTAI Aviation by 12.7% in the first quarter. Illinois Municipal Retirement Fund now owns 12,833 shares of the financial services provider’s stock worth $3,144,000 after acquiring an additional 1,446 shares during the period. MASTERINVEST Kapitalanlage GmbH bought a new stake in shares of FTAI Aviation during the 1st quarter valued at $964,000. AMG National Trust Bank bought a new stake in shares of FTAI Aviation during the 1st quarter valued at $2,200,000. J. Safra Sarasin Holding AG purchased a new stake in shares of FTAI Aviation in the 1st quarter worth $295,000. Finally, Diversify Wealth Management LLC purchased a new stake in shares of FTAI Aviation in the 1st quarter worth $3,109,000. 88.96% of the stock is currently owned by institutional investors.
Insider Activity at FTAI Aviation In related news, Director Judith A. Hannaway sold 255 shares of the firm’s stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $253.89, for a total transaction of $64,741.95. Following the completion of the transaction, the director directly owned 3,012 shares of the company’s stock, valued at approximately $764,716.68. This trade represents a 7.81% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Martin Tuchman sold 67,500 shares of FTAI Aviation stock in a transaction on Monday, May 4th. The shares were sold at an average price of $241.99, for a total transaction of $16,334,325.00. Following the completion of the sale, the director owned 210,491 shares in the company, valued at approximately $50,936,717.09. This represents a 24.28% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 254,515 shares of company stock worth $61,599,445. Company insiders own 1.35% of the company’s stock.
Analyst Ratings Changes Several equities analysts recently weighed in on FTAI shares. Morgan Stanley reiterated an “overweight” rating and set a $319.00 target price on shares of FTAI Aviation in a research report on Friday, May 8th. Weiss Ratings raised FTAI Aviation from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday. Jefferies Financial Group reiterated a “buy” rating and set a $400.00 price objective on shares of FTAI Aviation in a research note on Sunday, May 3rd. Zacks Research lowered shares of FTAI Aviation from a “strong-buy” rating to a “hold” rating in a report on Thursday, May 21st. Finally, Citizens Jmp initiated coverage on shares of FTAI Aviation in a report on Wednesday, July 15th. They issued a “market outperform” rating and a $375.00 target price for the company. Ten research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $333.12.
Check Out Our Latest Analysis on FTAI
FTAI Aviation Price Performance Shares of FTAI Aviation stock opened at $210.25 on Wednesday. The company has a market capitalization of $21.57 billion, a price-to-earnings ratio of 41.72, a PEG ratio of 0.80 and a beta of 1.46. The company has a quick ratio of 2.48, a current ratio of 5.24 and a debt-to-equity ratio of 8.00. The stock’s 50-day simple moving average is $244.27 and its 200-day simple moving average is $254.51. FTAI Aviation Ltd. has a 52 week low of $109.90 and a 52 week high of $323.51.
FTAI Aviation (NASDAQ:FTAI – Get Free Report) last released its earnings results on Wednesday, April 29th. The financial services provider reported $1.29 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.61 by ($0.32). FTAI Aviation had a return on equity of 181.43% and a net margin of 18.92%.The business had revenue of $830.70 million for the quarter. During the same period in the prior year, the company earned $0.87 EPS. The company’s quarterly revenue was up 65.4% compared to the same quarter last year. As a group, analysts expect that FTAI Aviation Ltd. will post 6.77 earnings per share for the current fiscal year.
FTAI Aviation Announces Dividend The business also recently disclosed a quarterly dividend, which was paid on Tuesday, May 26th. Stockholders of record on Wednesday, May 13th were given a dividend of $0.45 per share. The ex-dividend date was Wednesday, May 13th. This represents a $1.80 annualized dividend and a dividend yield of 0.9%. FTAI Aviation’s dividend payout ratio (DPR) is presently 31.75%.
FTAI Aviation Profile (Free Report)
FTAI Aviation (NASDAQ: FTAI) is a commercial aircraft leasing company that acquires, manages and leases wide-body jet aircraft to airlines globally. The company’s portfolio is focused on modern, fuel-efficient Boeing models, including the 767, 777 and 787 families, which are deployed under long-term operating leases. By concentrating on in-demand wide-body assets, FTAI Aviation seeks to deliver stable cash flows through lease rentals and maintenance reserve collections while providing airlines with flexible fleet solutions.
In addition to lease origination, FTAI Aviation offers end-to-end asset management services.
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Shares in FTAI Aviation (FTAI 7.29%) rose by 37.4% in the first half of 2026, according to the data from S&P Global Market Intelligence. It's an excellent performance, but it was anything but linear. Instead, FTAI has had a volatile year, with many of the year's topical issues: AI-linked investment, the conflict in Iran, and energy prices. Given that these factors remain highly dynamic, volatility is likely to continue.
FTAI Aviation has three businesses The company operates three businesses that are highly related but distinct. The core business is providing engine maintenance for airlines and airplane owners. The second is aviation leasing, where it takes assets (airplanes) on its books, raises third-party capital, and then owns and leases the airplanes to airlines, while ensuring the engines are maintained. The third, nascent, business is FTAI Power, which was launched at the end of 2025, and converts CFM56 engines (which power the legacy Airbus A320 family of planes as well as the legacy Boeing 737) into power turbines to provide energy to data centers globally.
All three were impacted by events in 2026.
Today's Change
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210.96
Good news and bad news While it's obvious to think of the company as being in direct competition with engine manufacturers like GE Aerospace and its joint venture, CFM International, in reality, it signed a multi-year agreement on CFM56 engines with CFM International in January.
The deal is mutually beneficial, as FTAI secures replacement parts to maintain and service the CFM56 engine, and GE Aerospace and its partner Safran secure a reliable market for their CFM56 parts. In addition, it frees up GE Aerospace to focus on growing its aftermarket business on the newer LEAP engine.
The CFM deal was good news, but the launch of a war with Iran led to soaring jet fuel prices, and GE Aerospace and others have reduced their estimates for flight departures this year. That's not good news for companies that service engines or lease airplanes.
Turning to FTAI Power, there's no doubt that the environment has strengthened for companies with data center infrastructure exposure, such as GE Vernova. Still, FTAI isn't set to start generating revenue until 2027, so investors won't see the immediate impact for a while yet.
Image source: Getty Images.
Where next for FTAI Aviation? Investors have reason to be positive. Lower flight departures in 2026 are an issue, but as GE Aerospace and Delta Air Lines argue, the travel industry tends to bounce back stronger after (hopefully) temporary periods of high oil prices. In addition, FTAI Power will start generating revenue in 2027, and investors will be more willing to price in the business's long-term growth. That said, jet fuel prices and their impact on flight departures are a watch item.
Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Boeing, Ftai Aviation, GE Aerospace, GE Vernova, and Safran. The Motley Fool recommends Delta Air Lines. The Motley Fool has a disclosure policy.
Combination of Market Leaders in Engine Maintenance and Cargo Conversion is Expected to Bring a More Cost-Effective Freighter Solution to Airlines Globally July 07, 2026 06:30 ET | Source: FTAI Aviation Ltd.
NEW YORK and MIAMI, July 07, 2026 (GLOBE NEWSWIRE) -- FTAI Aviation Ltd. (NASDAQ: FTAI; the "Company" or "FTAI") and Aeronautical Engineers, Inc. ("AEI") today announced a collaboration focused on delivering a more cost-effective Boeing 737-800 freighter solution to airline partners globally. The collaboration will combine FTAI's engine maintenance capabilities with AEI's cargo conversion leadership to deliver customized freighter aircraft at scale and at a lower cost.
“The Boeing 737-800 is poised to become the workhorse of narrowbody freight, but growth has been constrained by the lack of an engine solution designed for cargo economics,” said David Moreno, President of FTAI. “We can build and maintain lower cycle engines customized for cargo enabling FTAI and AEI to deliver aircraft at a significantly lower operating cost. This collaboration adds cargo to FTAI’s CFM56 platform, extending the engine’s lifecycle across passenger, cargo and power.”
“AEI has led the global narrowbody freighter conversion market for over 60 years and has converted more aircraft than any other provider in the industry,” said Robert T. Convey, Senior Vice President at AEI. “Combining our conversion expertise with FTAI's engine maintenance services gives airlines a proven path to freighter capacity built for the long term.”
With almost 6,000 aircraft delivered, the Boeing 737-800 is the most widely produced narrowbody in aviation history, giving it the scale to anchor the freighter market for many years. FTAI’s ability to provide CFM56 engines is critical to support the market at scale and its aftermarket engine maintenance capabilities will play a central role in ensuring the aircraft can fly reliably and cost-effectively for airlines worldwide. As a global leader in passenger to freighter conversions for a wide array of aircraft, AEI has developed over 130 Supplemental Type Certificates (STCs), 625+ aircraft have been modified with AEI STCs – more than any other conversion provider.
Certain statements in this press release may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including, but not limited to, expectations regarding the collaboration providing a more cost-effective freighter solution to airlines globally, ability to deliver customized freighter aircraft at scale and at a lower cost, and delivering aircraft at a significantly lower lifecycle cost. These statements are based on management's current expectations and beliefs and are subject to a number of trends and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements, many of which are beyond the Company’s control. The Company can give no assurance that its expectations will be attained and such differences may be material. Accordingly, you should not place undue reliance on any forward-looking statements contained in this press release. For a discussion of some of the risks and important factors that could affect such forward-looking statements, see the sections entitled “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” in the Company’s most recent Annual Report on Form 10-K and Quarterly Reports on Form 10-Q, which are available on the Company’s website (www.ftaiaviation.com). In addition, new risks and uncertainties emerge from time to time, and it is not possible for the Company to predict or assess the impact of every factor that may cause its actual results to differ from those contained in any forward-looking statements. Such forward-looking statements speak only as of the date of this press release. The Company expressly disclaims any obligation to release publicly any updates or revisions to any forward-looking statements contained herein to reflect any change in the Company's expectations with regard thereto or change in events, conditions, or circumstances on which any statement is based. This release shall not constitute an offer to sell or the solicitation of an offer to buy any securities. Nothing on the Company’s or AEI’s website is included or incorporated by reference herein.
About FTAI
FTAI combines advanced turbine technology and asset ownership to power the world’s most essential markets. Additional information is available at https://www.ftaiaviation.com.
About AEI
Aeronautical Engineers, Inc. (AEI) is the global leader in the aircraft passenger-to-freighter conversion business and is the oldest conversion company in existence today. Since the company’s founding in 1958, AEI has developed over 130 Supplemental Type Certificates (STCs) and has modified over 625 aircraft with the STCs. AEI helps its customers extend aircraft life and increase the overall value of aircraft assets by continuously focusing on dependable and flexible product offerings. AEI currently offers passenger-to-freighter conversions for the Boeing 737-800, 737-400, 737-300, MD-80 series, and CRJ200 aircraft. https://www.aeronautical-engineers.com/
June 30, 2026 06:30 ET | Source: FTAI Aviation Ltd.
NEW YORK, June 30, 2026 (GLOBE NEWSWIRE) -- FTAI Aviation Ltd. (NASDAQ: FTAI; the "Company" or “FTAI”) plans to announce its financial results for the second quarter 2026 after the closing of Nasdaq on Wednesday, July 29, 2026. A copy of the press release and an earnings supplement will be posted to the Investor Relations section of the Company's website, https://www.ftaiaviation.com/.
In addition, management will host a conference call on Thursday, July 30, 2026 at 8:00 A.M. Eastern Time. The conference call may be accessed by registering via the following link https://register-conf.media-server.com/register/BI9c65a898178b489f8ac3487fcee4b03f. Once registered, participants will receive a dial-in and unique pin to access the call.
A simultaneous webcast of the conference call will be available to the public on a listen-only basis at https://www.ftaiaviation.com/. Please allow extra time prior to the call to visit the site and download the necessary software required to listen to the internet broadcast.
A replay of the conference call will be available after 11:30 A.M. on Thursday, July 30, 2026 through 11:30 A.M. on Thursday, August 6, 2026 on https://ir.ftaiaviation.com/news-events/event-calendar/.
The information contained on, or accessible through, any websites included in this press release is not incorporated by reference into, and should not be considered a part of, this press release.
About FTAI Aviation Ltd.
FTAI owns and maintains CFM56 and V2500 aircraft engines that power the world’s most widely used commercial aircraft. FTAI’s differentiated Maintenance, Repair and Exchange (“MRE”) product offers time and cost savings to airlines and asset owners globally. In addition, FTAI acquires and manages on-lease aircraft and engines in partnership with institutional investors. Additional information is available at https://www.ftaiaviation.com/.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of FIP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
FTAI Aviation (FTAI - Free Report) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, FTAI broke out above the 50-day moving average, suggesting a short-term bullish trend.
The 50-day simple moving average is a widely used technical indicator that helps determine support or resistance levels for different types of securities. It's one of three major moving averages, but takes precedent because it's the first sign of an up or down trend.
FTAI has rallied 13.9% over the past four weeks, and the company is a Zacks Rank #2 (Buy) at the moment. This combination suggests FTAI could be on the verge of another move higher.
The bullish case only gets stronger once investors take into account FTAI's positive earnings estimate revisions. There have been 1 higher compared to none lower for the current fiscal year, and the consensus estimate has moved up as well.
Investors may want to watch FTAI for more gains in the near future given the company's key technical level and positive earnings estimate revisions.
On April 21, 2026, FTAI Aviation Ltd FTAI shares fell 8.1%, bringing the current price to $236.74. This decline is part of a broader trend, with shares down 12.2% over the past week, despite a strong year-to-date performance of 20.5%. Over the past year, FTAI has seen remarkable growth, with an increase of 173.3%, although it has fluctuated significantly, hitting a 52-week high of $323.51 and a low of $85.23.
GF Value™ verdict: Current price of $236.74 is 42.1% above the estimated fair value of $166.61.GF Score™ of 83/100 indicates a strong overall performance relative to peers.Notable signal: Insiders sold $3.0M in shares over the last three months, with no buying activity reported. Is FTAI Overvalued or Undervalued? FTAI Aviation Ltd's current price of $236.74 is substantially higher than the GF Value™ estimate of $166.61, indicating that the stock is 42.1% overvalued. This discrepancy suggests a significant margin of safety for potential investors, highlighting a risk for current shareholders as the market may correct this valuation disparity. The GF Valuation label classifies the stock as "Significantly Overvalued," which raises concerns about future price adjustments that could lead to a decline in the stock value.
GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. As such, the current overvaluation signals a potential risk for investors, as the market may eventually align the stock price closer to its intrinsic value, leading to a possible downward correction in the future.
How Does FTAI's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 51.2x 41.9x Forward P/E 33.4x - The current P/E (TTM) of 51.2x is significantly above its 5-year median P/E of 41.9x, indicating that FTAI is trading at a higher valuation compared to its historical averages. This analysis aligns with the GF Value™ verdict that suggests the stock is overvalued, reinforcing concerns about the sustainability of current price levels.
What Does FTAI's GF Score™ Tell Us? Metric Rating GF Score™ 83 Financial Strength 4/10 Profitability 7/10 Growth 10/10 Valuation 3/10 Momentum 6/10 The GF Score™ of 83/100 indicates that FTAI Aviation Ltd is performing strongly overall, particularly in the Growth category, where it scored a perfect 10/10. However, its Financial Strength rating of 4/10 and Valuation rating of 3/10 highlight significant weaknesses that could pose risks for long-term stability and growth. The solid profitability rank of 7/10 suggests that while the company is performing well financially, its valuation metrics raise concerns about future returns.
What Are Insiders Doing with FTAI Stock? Recently, insider activity at FTAI has shown a trend of selling, with insiders offloading approximately $3.0 million in shares over the past three months and no reported buying. This pattern of selling may suggest a lack of confidence in the stock's current valuation or future performance potential. Such insider selling can serve as a cautionary signal for external investors, indicating that those with intimate knowledge of the company may not view the stock's current price as favorable.
What This Means for Investors Based on the GF Value™ assessment, FTAI Aviation Ltd is currently overvalued. Given the significant gap between the market price and the estimated intrinsic value, potential investors may need to exercise caution and consider the risks associated with the current valuation before making investment decisions.
For the complete analysis, visit the FTAI Aviation Ltd FTAI stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is FTAI's GF Score™?
FTAI's GF Score™ is 83/100, indicating a strong overall performance relative to its peers, suggesting potential for long-term returns.
Is FTAI overvalued or undervalued?
FTAI is currently overvalued, with a GF Value™ estimate indicating a fair value of $166.61 compared to its market price of $236.74.
What is FTAI's P/E ratio?
FTAI's P/E (TTM) is 51.2x, which is above its 5-year median P/E of 41.9x, confirming the stock's overvaluation based on historical metrics.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, April 23:
Onto Innovation Inc. (ONTO - Free Report) : This manufacturer of process control tools for optical metrology has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its next year earnings increasing 9% over the last 60 days.
Onto’s shares gained 43.8% over the last three months compared with the S&P 500’s advance of 2.7%. The company possesses a Momentum Score of A.
Northern Trust Corporation (NTRS - Free Report) : This wealth management company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its next year earnings increasing 5.9% over the last 60 days.
Northern Trust’s shares gained 12.1% over the last three months compared with the S&P 500’s advance of 2.7%. The company possesses a Momentum Score of A.
FTAI Aviation Ltd. (FTAI - Free Report) : This aviation equipment company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 6.8% over the last 60 days.
FTAI’s shares gained 25.4% over the last six months compared with the S&P 500’s advance of 5%. The company possesses a Momentum Score of B.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Check out this week’s current list of Best Stocks to Buy Now.
Learn more about the Momentum score and how it is calculated here.
Investors might want to bet on FTAI Aviation (FTAI - Free Report) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.
The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.
The power of a changing earnings picture in determining near-term stock price movements makes the Zacks rating system highly useful for individual investors, since it can be difficult to make decisions based on rating upgrades by Wall Street analysts. These are mostly driven by subjective factors that are hard to see and measure in real time.
As such, the Zacks rating upgrade for FTAI Aviation is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.
Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.
Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for FTAI Aviation imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.
Harnessing the Power of Earnings Estimate RevisionsEmpirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Earnings Estimate Revisions for FTAI AviationFor the fiscal year ending December 2026, this transportation infrastructure company is expected to earn $7.21 per share, which is unchanged compared with the year-ago reported number.
Analysts have been steadily raising their estimates for FTAI Aviation. Over the past three months, the Zacks Consensus Estimate for the company has increased 6.8%.
Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.
You can learn more about the Zacks Rank here >>>
The upgrade of FTAI Aviation to a Zacks Rank #1 positions it in the top 5% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
Class A shares of the Alger Mid Cap Growth Fund underperformed the Russell Midcap Growth Index during the first quarter of 2026. FTAI Aviation Ltd., Vertiv Holdings Co. and Comfort Systems USA, Inc., were among the top contributors to performance. Repligen Corporation, AppLovin Corp., and Carvana Co. were among the top detractors from performance.
Investors interested in Aerospace stocks should always be looking to find the best-performing companies in the group. FTAI Aviation (FTAI - Free Report) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.
FTAI Aviation is one of 67 individual stocks in the Aerospace sector. Collectively, these companies sit at #7 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank of the individual stocks within the sector to gauge the strength of each group.
The Zacks Rank is a proven model that highlights a variety of stocks with the right characteristics to outperform the market over the next one to three months. The system emphasizes earnings estimate revisions and favors companies with improving earnings outlooks. FTAI Aviation is currently sporting a Zacks Rank of #2 (Buy).
Over the past three months, the Zacks Consensus Estimate for FTAI's full-year earnings has moved 6.8% higher. This shows that analyst sentiment has improved and the company's earnings outlook is stronger.
Based on the latest available data, FTAI has gained about 9.7% so far this year. Meanwhile, stocks in the Aerospace group have lost about 2.9% on average. As we can see, FTAI Aviation is performing better than its sector in the calendar year.
Another stock in the Aerospace sector, Textron (TXT - Free Report) , has outperformed the sector so far this year. The stock's year-to-date return is 1.1%.
Over the past three months, Textron's consensus EPS estimate for the current year has increased 0.7%. The stock currently has a Zacks Rank #2 (Buy).
Looking more specifically, FTAI Aviation belongs to the Aerospace - Defense Equipment industry, a group that includes 37 individual stocks and currently sits at #157 in the Zacks Industry Rank. Stocks in this group have gained about 0.8% so far this year, so FTAI is performing better this group in terms of year-to-date returns.
Textron, however, belongs to the Aerospace - Defense industry. Currently, this 29-stock industry is ranked #83. The industry has moved -4.3% so far this year.
Going forward, investors interested in Aerospace stocks should continue to pay close attention to FTAI Aviation and Textron as they could maintain their solid performance.
April 29, 2026 16:15 ET | Source: FTAI Aviation Ltd.
NEW YORK, April 29, 2026 (GLOBE NEWSWIRE) -- FTAI Aviation Ltd. (NASDAQ: FTAI; the "Company" or “FTAI”) today announced that it has amended and extended its existing revolving credit facility 2031 (the “Facility”), increasing total commitments from $400 million to $2.025 billion and extending the maturity to April. The Facility is led by JPMorgan Chase Bank as Administrative Agent and BNP Paribas, Citibank, MUFG Bank, PNC Bank and Royal Bank of Canada as Syndication Agents. Other banks participating include Barclays, Citizens Bank, Deutsche Bank, Goldman Sachs and Truist Bank as Co-Documentation Agents, as well as Capital One, Standard Chartered and U.S. Bank.
The Facility was oversubscribed and is a record size for FTAI, positioning the Company to pursue compelling opportunities in the market to deliver sustained growth and long-term value for its shareholders.
“We are pleased to complete the upsize of our revolving credit facility and thank our banking partners for their support and confidence in our business,” said Nicholas McAleese, Chief Financial Officer of FTAI. “The increased size, combined with improved pricing terms that reduce our cost of borrowing, will support the overall growth objectives of our business and allow us to be nimble when attractive opportunities arise.”
About FTAI
FTAI combines advanced turbine technology and asset ownership to power the world’s most essential markets. Additional information is available at https://www.ftaiaviation.com.
For further information, please contact:
Alan Andreini
Investor Relations
FTAI Aviation Ltd.
(646) 734-9414 [email protected]
Media:
Tim Lynch / Kelly Sullivan
Joele Frank, Wilkinson Brimmer Katcher
(212) 355-4449
NEW YORK, April 29, 2026 (GLOBE NEWSWIRE) -- FTAI Aviation Ltd. (NASDAQ: FTAI) (the “Company” or “FTAI”) today reported financial results for the first quarter 2026. The Company’s consolidated comparative financial statements and key performance measures are attached as an exhibit to this press release.
Financial Overview
(in thousands, except per share data) Selected Financial Results Q1’26 Net Income Attributable to Shareholders $134,190 Basic Earnings per Ordinary Share $1.31 Diluted Earnings per Ordinary Share $1.29 Adjusted EBITDA (1) $325,577 (1) For definitions and reconciliations of non-GAAP measures, please refer to the exhibit to this press release. First Quarter 2026 Dividends
On April 28, 2026, the Company’s Board of Directors (the “Board”) declared a cash dividend on its ordinary shares of $0.45 per share for the quarter ended March 31, 2026, payable on May 26, 2026 to the holders of record on May 13, 2026.
Additionally, on April 28, 2026, the Board declared cash dividends on its Fixed-Rate Reset Series C Cumulative Perpetual Redeemable Preferred Shares (“Series C Preferred Shares”) and Fixed-Rate Reset Series D Cumulative Perpetual Redeemable Preferred Shares (“Series D Preferred Shares”) of $0.51563 and $0.59375 per share, respectively, for the quarter ended March 31, 2026, payable on June 15, 2026 to the holders of record on June 1, 2026.
Business Highlights
Generated Aerospace Products Revenue of $743.8 million and Adjusted EBITDA of $222.6 million in Q1 2026, an increase of 104% and 70%, respectively, compared to Q1 2025.(1)Amended and extended existing revolving credit facility with the support of a 15 lender syndicate, increasing total commitments from $400 million to $2.025 billion and extending maturity to April 2031.Upsized SCI I warehouse financing facility from $2.5 billion to $3.5 billion to support the remaining deployment of the vehicle.Announced a strategic packaging and distribution joint venture with Jereh Group, a global leader in gas turbine mobile packaging, to support the planned 2027 production target of 100 Mod-1 CFM56 aeroderivative units.(2)Increased quarterly dividend for the third consecutive quarter, raising it from $0.40 to $0.45 per share, supported by continued strong free cash flow generation. “FTAI delivered another quarter of strong execution across all three of our platforms, led by continued momentum in our core Aerospace Products offering and an expanding, increasingly diverse customer base,” said Joe Adams, Chairman and CEO. “End market demand remains robust, and our team executed well as we continue to scale the business. With a further strengthened balance sheet and significant capital available to deploy, we are well positioned to pursue attractive opportunities we see in the market to deliver sustained growth and long-term value creation for our shareholders in 2026 and beyond.”
(1) For definitions and reconciliations of non-GAAP measures, please refer to the exhibit to this press release.
(2) This is a forward-looking statement. Please see Cautionary Note Regarding Forward-Looking Statements below.
Additional Information
For additional information that management believes to be useful for investors, please refer to the presentation posted on the Investor Center section of the Company’s website, https://www.ftaiaviation.com/, and the Company’s Annual Report on Form 10-K and Quarterly Report on Form 10-Q, when available on the Company’s website. Nothing on the Company’s website is included or incorporated by reference herein.
Conference Call
In addition, management will host a conference call on Thursday, April 30, 2026 at 8:00 A.M. Eastern Time. The conference call may be accessed by registering via the following link https://register-conf.media-server.com/register/BI473c73de9b164133be498d6715eae345. Once registered, participants will receive a dial-in and unique pin to access the call.
A simultaneous webcast of the conference call will be available to the public on a listen-only basis at https://www.ftaiaviation.com/. Please allow extra time prior to the call to visit the site and download the necessary software required to listen to the internet broadcast.
A replay of the conference call will be available after 11:30 A.M. on Thursday, April 30, 2026 through 11:30 A.M. on Thursday, May 7, 2026 on https://ir.ftaiaviation.com/news-events/presentations/.
The information contained on, or accessible through, any websites included in this press release is not incorporated by reference into, and should not be considered a part of, this press release.
About FTAI Aviation Ltd.
FTAI combines advanced turbine technology and asset ownership to power the world’s most essential markets. Additional information is available at https://www.ftaiaviation.com/.
Certain statements in this press release may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including, but not limited to, whether SCI I will be able to complete deployment of capital, FTAI Power remaining on track to deliver FTAI Mod-1 and meet planned production of 100 units on time or at all, and the ability to create sustained growth and long-term value creation for our shareholders in 2026 and beyond. These statements are based on management's current expectations and beliefs and are subject to a number of trends and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements, many of which are beyond the Company’s control. The Company can give no assurance that its expectations will be attained and such differences may be material. Accordingly, you should not place undue reliance on any forward-looking statements contained in this press release. For a discussion of some of the risks and important factors that could affect such forward-looking statements, see the sections entitled “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” in the Company’s most recent Annual Report on Form 10-K and Quarterly Reports on Form 10-Q, which are available on the Company’s website (www.ftaiaviation.com). In addition, new risks and uncertainties emerge from time to time, and it is not possible for the Company to predict or assess the impact of every factor that may cause its actual results to differ from those contained in any forward-looking statements. Such forward-looking statements speak only as of the date of this press release. The Company expressly disclaims any obligation to release publicly any updates or revisions to any forward-looking statements contained herein to reflect any change in the Company's expectations with regard thereto or change in events, conditions, or circumstances on which any statement is based. This release shall not constitute an offer to sell or the solicitation of an offer to buy any securities.
For further information, please contact:Alan Andreini
Investor Relations
FTAI Aviation Ltd.
(646) 734-9414 [email protected]
FTAI AVIATION LTD.
CONSOLIDATED STATEMENTS OF OPERATIONS (Unaudited)
(Dollar amounts in thousands, except share and per share data)
Three Months Ended March 31, 2026 2025 Revenues Aerospace products revenue$522,585 $264,425 MRE Contract revenue 221,230 100,638 Lease income 39,892 68,440 Maintenance revenue 30,599 49,607 Asset sales revenue 10,184 18,939 Other revenue (1) 6,207 31 Total revenues 830,697 502,080 Expenses Cost of sales 524,268 248,714 Operating expenses 64,987 32,438 General and administrative 2,413 3,116 Acquisition and transaction expenses 16,361 7,292 Depreciation and amortization 52,289 59,562 Total expenses 660,318 351,122 Other (expense) income Interest expense (61,407) (62,040)Equity in losses of unconsolidated entities (2) (2,363) (7,614)Gain on sale to the 2025 Partnership 15,168 10,870 Other income 47,582 33,071 Total other expense (1,020) (25,713)Income before income taxes 169,359 125,245 Provision for income taxes 31,460 22,859 Net income 137,899 102,386 Less: Dividends on preferred shares 3,709 6,115 Less: Loss on redemption of preferred shares — 6,327 Net income attributable to shareholders$134,190 $89,944 Earnings per share: Basic$1.31 $0.88 Diluted$1.29 $0.87 Weighted average shares outstanding: Basic 102,575,500 102,552,436 Diluted 104,255,902 103,159,051 (1) Includes servicing fees of $5,861 and $0 for the three months ended March 31, 2026 and 2025, respectively, from the 2025 Partnership.
(2) Includes the profit elimination of $(10,000) and $(6,950) for the three months ended March 31, 2026 and 2025, respectively, for sales to the 2025 Partnership.
FTAI AVIATION LTD.
CONSOLIDATED BALANCE SHEETS
(Dollar amounts in thousands, except share and per share data)
(Unaudited) March 31, 2026 December 31, 2025Assets Current Assets Cash and cash equivalents$412,240 $300,476Accounts receivable, net (1) 176,873 209,907Inventory, net 1,364,256 1,193,773Assets held for sale 75,703 —Other current assets (2) 561,202 408,364Total current assets 2,590,274 2,112,520Leasing equipment, net 1,248,793 1,545,804Property, plant, and equipment, net 122,136 120,068Investments 313,039 314,156Intangible assets, net 12,872 19,929Goodwill 94,221 94,221Other non-current assets 147,576 167,060Total assets$4,528,911 $4,373,758 Liabilities Current Liabilities Accounts payable$203,751 $208,224Accrued liabilities 136,503 90,009Current maintenance deposits 21,546 25,439Current security deposits 12,354 14,001Liabilities held for sale 23,420 —Other current liabilities 96,774 62,202Total current liabilities 494,348 399,875Long-term debt, net 3,451,087 3,448,891Non-current maintenance deposits 21,764 46,237Non-current security deposits 9,003 15,211Other non-current liabilities 121,033 129,370Total liabilities$4,097,235 $4,039,584 Commitments and contingencies Equity Ordinary shares ($0.01 par value per share; 2,000,000,000 shares authorized; 102,580,660 and 102,573,283 shares issued and outstanding as of March 31, 2026 and December 31, 2025, respectively)$1,026 $1,026Preferred shares ($0.01 par value per share; 200,000,000 shares authorized; 6,800,000 and 6,800,000 shares issued and outstanding as of March 31, 2026 and December 31, 2025, respectively) 68 68Additional paid in capital 54,911 50,567Retained earnings 375,671 282,513Shareholders' equity 431,676 334,174Total liabilities and equity$4,528,911 $4,373,758 (1) Includes accounts receivable from the 2025 Partnership of $35,422 and $47,294 as of March 31, 2026 and December 31, 2025, respectively.
(2) Includes receivables from the 2025 Partnership of $18,908 and $20,681 as of March 31, 2026 and December 31, 2025, respectively.
Key Performance Measures
In addition to net income (loss), the Chief Operating Decision Maker (“CODM”), who is the Company’s Chief Executive Officer, utilizes Adjusted EBITDA as a key performance measure. Adjusted EBITDA is not a financial measure in accordance with U.S. generally accepted accounting principles (“U.S. GAAP”). This performance measure provides the CODM with the information necessary to assess operational performance and make resource and allocation decisions. We believe Adjusted EBITDA is a useful metric for investors and analysts for similar purposes of assessing our operational performance.
Adjusted EBITDA is defined as net income (loss) attributable to shareholders, adjusted (a) to exclude the impact of provision for (benefit from) income taxes, equity-based compensation expense, acquisition and transaction expenses, losses on the modification or extinguishment of debt and preferred shares and capital lease obligations, asset impairment charges, incentive allocations, depreciation and amortization expense, interest expense and dividends on preferred shares, internalization fee to affiliate, (b) to include the impact of our pro-rata share of Adjusted EBITDA from unconsolidated entities and (c) to exclude the impact of equity in earnings (losses) of unconsolidated entities, if any.
Reconciliations of forward-looking non-GAAP financial measures to their most directly comparable GAAP financial measures are not included in this press release because the most directly comparable GAAP financial measures are not available on a forward-looking basis without unreasonable effort.
The following table sets forth a reconciliation of net income attributable to shareholders to Adjusted EBITDA for the three months ended March 31, 2026 and 2025:
Three Months Ended
March 31, Change
(in thousands) 2026 2025 Net income attributable to shareholders$134,190 $89,944 $44,246 Add: Provision for income taxes 31,460 22,859 8,601 Add: Equity-based compensation expense 6,347 4,889 1,458 Add: Acquisition and transaction expenses 16,361 7,292 9,069 Add: Losses on the modification or extinguishment of debt and preferred shares and capital lease obligations — 6,327 (6,327)Add: Asset impairment charges — — — Add: Incentive allocations — — — Add: Depreciation and amortization expense (1) 59,513 68,387 (8,874)Add: Interest expense and dividends on preferred shares 65,116 68,155 (3,039)Add: Internalization fee to affiliate — — — Add: Pro-rata share of Adjusted EBITDA from unconsolidated entities (2) 20,227 41 20,186 Less: Equity in (earnings) losses of unconsolidated entities (3) (7,637) 664 (8,301)Adjusted EBITDA (non-GAAP)$325,577 $268,558 $57,019 (1) Includes the following items for the three months ended March 31, 2026 and 2025: (i) depreciation and amortization expense of $52,289 and $59,562, (ii) lease intangible amortization of $337 and $3,206, and (iii) amortization for lease incentives of $6,887 and $5,619, respectively.
(2) Includes the following items for the three months ended March 31, 2026 and 2025: (i) net income of $7,637 and net loss of $664, (ii) interest expense of $3,496 and $0, (iii) depreciation and amortization expense of $9,067 and $158, (iv) acquisition and transaction expenses of $0 and $547, and (v) tax expense of $27 and $0, respectively.
(3) Excludes the profit elimination of $10,000 and $6,950 for the three months ended March 31, 2026 and 2025, respectively, for sales to the 2025 Partnership.
In addition, the following table sets forth a reconciliation of net income attributable to shareholders to Adjusted EBITDA for Aerospace Products for the three months ended March 31, 2026 and 2025:
Three Months Ended
March 31, Change
(in thousands) 2026 2025 Net income attributable to shareholders$183,735 $106,643 $77,092 Add: Provision for income taxes 33,697 19,375 14,322 Add: Equity-based compensation expense 27 155 (128)Add: Acquisition and transaction expenses (15) 1,132 (1,147)Add: Losses on the modification or extinguishment of debt and preferred shares and capital lease obligations — — — Add: Asset impairment charges — — — Add: Incentive allocations — — — Add: Depreciation and amortization expense 4,678 3,584 1,094 Add: Interest expense and dividends on preferred shares — — — Add: Internalization fee to affiliate — — — Add: Pro-rata share of Adjusted EBITDA from unconsolidated entities (1) 414 169 245 Less: Equity in losses (earnings) of unconsolidated entities 40 (113) 153 Adjusted EBITDA (non-GAAP)$222,576 $130,945 $91,631 (1) Includes the following items for the three months ended March 31, 2026 and 2025: (i) net loss of $40 and net income of $113, (ii) depreciation and amortization expense of $427 and $56, and (iii) tax expense of $27 and $0, respectively.
FTAI Aviation (FTAI - Free Report) came out with quarterly earnings of $1.29 per share, missing the Zacks Consensus Estimate of $1.61 per share. This compares to earnings of $0.87 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -19.88%. A quarter ago, it was expected that this transportation infrastructure company would post earnings of $1.22 per share when it actually produced earnings of $1.08, delivering a surprise of -11.48%.
Over the last four quarters, the company has surpassed consensus EPS estimates just once.
FTAI Aviation, which belongs to the Zacks Aerospace - Defense Equipment industry, posted revenues of $830.7 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 8.37%. This compares to year-ago revenues of $502.08 million. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
FTAI Aviation shares have added about 9.7% since the beginning of the year versus the S&P 500's gain of 4.3%.
What's Next for FTAI Aviation?While FTAI Aviation has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for FTAI Aviation was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.73 on $834.12 million in revenues for the coming quarter and $7.21 on $3.31 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Aerospace - Defense Equipment is currently in the bottom 36% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Innovative Solutions and Support, Inc. (ISSC - Free Report) , is yet to report results for the quarter ended March 2026.
This company is expected to post quarterly earnings of $0.20 per share in its upcoming report, which represents a year-over-year change of -33.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Innovative Solutions and Support, Inc.'s revenues are expected to be $22.17 million, up 1.1% from the year-ago quarter.
U.S. dollar banknotes are seen in this illustration taken March 24, 2026. REUTERS/Dado Ruvic/Illustration/File Photo Purchase Licensing Rights, opens new tab
SummaryCompaniesOf the $1.5 billion purchase price, $785 million is assumed debtDeal supports MARA's pivot to digital infrastructure and powerNEW YORK, April 30 (Reuters) - MARA Holdings (MARA.O), opens new tab told Reuters on Thursday it will buy Long Ridge Energy & Power from FTAI Infrastructure (FIP.O), opens new tab for $1.5 billion including debt, a major step in the bitcoin miner's push to reposition as a digital infrastructure and energy company.
Having been one of the largest companies mining and holding bitcoins in recent years, its shift towards digital infrastructure and the energy generation needed to power it comes as AI demand and advancements surge.
The Reuters Power Up newsletter provides everything you need to know about the global energy industry. Sign up here.
While its previous focus on cryptocurrencies is complementary to its revised strategy, MARA is increasingly looking to own energy assets to ensure it has sufficient power for data center development.
IDEAL ASSET FOR NEW STRATEGYThe acquisition of Long Ridge Energy represents a significant step in this evolution.
Long Ridge owns a 505-megawatt combined cycle natural gas power plant in Hannibal, Ohio, as well as more than 1,600 contiguous acres of land, upon which MARA plans to build a data center powered by the plant, the company said.
"It has all the key components for us, for the ideal data center campus," MARA Chief Executive Fred Thiel said in an interview.
He said the plant was highly efficient due to its relatively young age -- construction was completed in 2021 -- and noted the land was already permitted for industrial use, reducing a major hurdle to data center development.
Thiel said MARA had already attracted interest from a number of potential tenants, including hyperscalers -- firms that provide massive cloud-computing capacity -- to lease space at the planned data center. He said the company expects to have a tenant lined up around the time the deal closes.
The acquisition is expected to close later in 2026, depending on regulatory approvals including from the Federal Energy Regulatory Commission (FERC).
ASSETS TO PROVIDE INSTANT CASHThe $1.5 billion transaction includes the assumption of around $785 million in existing debt, and the Long Ridge power assets generate annualized adjusted earnings of around $144 million, the company said.
This provides MARA with cash flow ahead of contributions from the data center project.
Thiel said MARA's ownership would not change the amount of power that Long Ridge provides to retail consumers.
Concerns are mounting across the United States about the strain data center development could place on the electric grid, with the PJM transmission region -- where the plant is located -- considered among the most at risk for disruption.
Reporting by David French in New York Editing by Bernadette Baum
Our Standards: The Thomson Reuters Trust Principles., opens new tab
FTAI Aviation (FTAI) delivered a strong Q1, with EBITDA of $325.6M, beating consensus and driven by robust aerospace segment growth. Market share in Aerospace Products rose from 10% to 12%, with management targeting 25% and prioritizing absolute dollar growth over margins. Strategic Capital is transitioning from SCI I to SCI II, increasing scale and shifting leasing to a higher-multiple, programmatic model.
Shares in FTAI Aviation (FTAI 3.42%) shot higher by more than 15% by 3 p.m. today after the market digested its excellent first quarter 2026 earnings report and guidance. Moreover, there's reason to believe its end-market environment could improve throughout the year.
The company's core business is Maintenance, Repair, and Overhaul (MRO) of legacy aircraft engines, such as CFM International's CFM56. CFM is a GE Aerospace (GE 3.55%) joint venture, and FTAI and CFM have a multiyear agreement in place under which FTAI will MRO CFM56 engines; the benefit to GE Aerospace and its joint venture partner, Safran, is that they are guaranteed a market for their high-margin aftermarket equipment.
Today's Change
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-3.42
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-7.99
Current Price
$
225.76
In addition, FTAI is set to launch FTAI Power in the fourth quarter of 2026, an exciting business that will convert CFM56 engines into power turbines to power data centers.
Why the stock soared today The recent results saw management confirm its full-year guidance, but it's not just about 2026 for the company, with CEO Joseph Adams noting that "Based on these conversations stand today, we expect to be mostly sold out of our 2027 target production in the near term with a meaningful portion of 2028 spoken for."
It's a strong outlook, but it could get even better if engine retirements increase due to slowing growth in flight departures amid the war in the Persian Gulf. It's a subject that came up extensively on GE Aerospace's recent earnings presentations. More engine retirements would make it easier and cheaper for FTAI to acquire parts from retired engines for its core business. In addition, it will also support its FTAI Power business.
Image source: Getty Images.
Given the commentary on a sold-out production, investors know FTAI has strong revenue growth prospects, and a potential cost reduction would also boost its margins.
Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends GE Aerospace. The Motley Fool has a disclosure policy.
Q1: 2026-04-29 Earnings SummaryEPS of $1.46 misses by $0.13
|
Revenue of
$830.70M
(65.45% Y/Y)
beats by $97.19M
FTAI Aviation Ltd. (FTAI) Barclays 18th Annual Americas Select Conference May 6, 2026 6:30 AM EDT
Company Participants
Joseph Adams - Chairman & CEO
Conference Call Participants
Brandon Oglenski - Barclays Bank PLC, Research Division
Presentation
Brandon Oglenski
Barclays Bank PLC, Research Division
Hello everyone. I'm Brandon Oglenski, U.S. airlines and transportation analysts from New York and up next at our Americas Select Conference here at Barclays, we have FTAI Aviation, and joining us is Joe Adams, CEO of the company; and Alan Andreini is somewhere in the back there, I think, Head of IR. And Joe, I guess I'll hand it over to you. I think you have a couple of slides you wanted to talk about your business, and then we'll get into the Q&A.
Joseph Adams
Chairman & CEO
Sure. Thanks, Brandon, and I appreciate you having us here again this year. It's our second annual European conference and really enjoyed the opportunity to meet investors in the U.K. and the EU on this trip. So we're very happy to be here.
Just to give you a little overview on FTAI Aviation, we think of ourselves today as being in 3 different businesses. They're all tied to us really being an expert and a leader in advanced turbine technologies and for the most commonly used jet engines in the world being the CFM56 and V2500. And today, we operate in 3 different businesses. The first business is the one that we've been growing over the last few years, our Aerospace Products business and what we call an MRE product, which is to maintain, repair and exchange.
And essentially, the business model we created is to be the outsourced provider of engine maintenance for airlines and owners in that we've developed the capability to do that maintenance better
On May 11, 2026, FTAI Aviation Ltd FTAI shares rose 3.7% to a current price of $280.36. Over the past week, the stock has performed well, increasing by 16.8%, and it has shown a remarkable rise of 163.9% over the last year. The stock has a 52-week range of $105.59 to $323.51.
GF Value™ verdict: FTAI is currently priced at $280.36, which is 42.7% above the GF Value™ estimate of $196.42.GF Score™: 87/100, indicating a strong overall performance based on key financial metrics.Most notable signal: Insiders sold $64.6M in stock over the last 3 months with no buying activity. Is FTAI Overvalued or Undervalued? Based on the GF Value™ analysis, FTAI is significantly overvalued at its current price of $280.36, which is 42.7% higher than the GF Value™ estimate of $196.42. This suggests that there may be limited margin of safety for potential investors, as the current price is well above intrinsic value. The GF Valuation label indicates that the stock is significantly overvalued, which raises a cautionary flag for those considering entering a position at this price level. The high valuation may expose investors to potential downside risk if the market corrects or if the company fails to meet future growth expectations.
GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.
How Does FTAI's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 55.6x 42.4x Forward P/E 42.6x - Currently, FTAI's P/E ratio stands at 55.6x, which is significantly above its 5-year median P/E of 42.4x, reflecting that the stock is trading at a higher valuation compared to its historical averages. The forward P/E ratio of 42.6x suggests that while future earnings may be more reasonably priced, the current P/E analysis aligns with the GF Value™ verdict indicating that the stock remains overvalued.
What Does FTAI's GF Score™ Tell Us? Metric Rating GF Score™ 87/100 Financial Strength 5/10 Profitability 7/10 Growth 10/10 Valuation 5/10 Momentum 6/10 The GF Score™ of 87/100 reflects a strong position for FTAI, particularly in terms of growth, where it achieved a perfect score of 10/10. However, the financial strength rating of 5/10 indicates a need for improvement in this area, suggesting potential vulnerabilities. Overall, the strong growth potential juxtaposed with moderate financial strength presents a mixed view of the company's stability moving forward.
What Are Insiders Doing with FTAI Stock? Recent insider activity at FTAI has shown a significant trend towards selling, with insiders offloading a total of $64.6 million in shares over the past three months, and no recorded buying activity. This heavy selling by insiders may suggest a lack of confidence in the current valuation or future performance of the company, which could be a red flag for potential investors. Insider sentiment can be a critical indicator of a company’s outlook, and the lack of buying activity raises questions about the optimism regarding the stock's future.
What This Means for Investors Based on the GF Value™ assessment, FTAI Aviation Ltd FTAI is currently overvalued. The current trading price is significantly higher than the intrinsic value estimated by GF Value™, indicating potential risks for investors considering the stock at this valuation level.
For the complete analysis, visit the FTAI Aviation Ltd FTAI stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is FTAI's GF Score™?
FTAI's GF Score™ is 87/100, indicating a strong overall performance based on key financial metrics.
Is FTAI overvalued or undervalued?
FTAI is currently overvalued, with a price that is 42.7% above its GF Value™ estimate.
What is FTAI's P/E ratio?
FTAI's P/E ratio is 55.6x, which is significantly higher than its 5-year median P/E of 42.4x, indicating that the stock is trading at an elevated valuation compared to its historical averages.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
May 15, 2026 06:30 ET | Source: FTAI Aviation Ltd.
NEW YORK, May 15, 2026 (GLOBE NEWSWIRE) -- FTAI Aviation Ltd. (NASDAQ: FTAI; “FTAI Aviation” or the “Company”) announced today that it will redeem all of the Company’s outstanding 4,200,000 8.25% Fixed-Rate Reset Series C Cumulative Perpetual Redeemable Preferred Shares (the “Series C Shares”) at a redemption price equal to $25.00 per Series C Share in cash, plus an amount equal to the accumulated and unpaid distributions thereon to, but not including, the redemption date of June 15, 2026 (the “Redemption”). The Company has previously declared distributions on the Series C Shares payable on June 15, 2026, thus no such amounts will be unpaid as of the Redemption. The Series C Shares trade under the ticker symbol “FTAIN.”
A Notice of Full Redemption for the Series C Shares describing the Redemption procedures was sent to holders of the Series C Shares on May 15, 2026. Additional information related to the Redemption procedures, including copies of the Notice of Full Redemption, may be obtained from Equiniti Trust Company, LLC by calling 718-921-8124 or 1-800-937-5449.
This press release does not constitute an offer to sell or the solicitation of an offer to buy the securities described herein, nor shall there be any sale of these securities in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such jurisdiction.
ABOUT FTAI AVIATION
FTAI combines advanced turbine technology and asset ownership to power the world’s most essential markets. Additional information is available at https://www.ftaiaviation.com/.
FORWARD-LOOKING STATEMENTS
Certain statements in this press release may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including, but not limited to, statements relating to the Redemption. These statements are based on management's current expectations and beliefs and are subject to a number of trends and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements, many of which are beyond the Company’s control. The Company can give no assurance that its expectations will be attained and such differences may be material. Accordingly, you should not place undue reliance on any forward-looking statements contained in this press release. For a discussion of some of the risks and important factors that could affect such forward-looking statements, see the sections entitled “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” in the Company’s most recent Annual Report on Form 10-K and Quarterly Reports on Form 10-Q, which are available on the Company’s website (www.ftaiaviation.com). In addition, new risks and uncertainties emerge from time to time, and it is not possible for the Company to predict or assess the impact of every factor that may cause its actual results to differ from those contained in any forward-looking statements. Such forward-looking statements speak only as of the date of this press release. The Company expressly disclaims any obligation to release publicly any updates or revisions to any forward-looking statements contained herein to reflect any change in the Company's expectations with regard thereto or change in events, conditions, or circumstances on which any statement is based. Nothing on the Company’s website is included or incorporated by reference herein.
$612 Million Issuance Backed by Aircraft Receives Strong Investor Reception and Marks Strategic Entry into ABS Capital Markets May 22, 2026 06:30 ET | Source: FTAI Aviation Ltd.
NEW YORK, May 22, 2026 (GLOBE NEWSWIRE) -- FTAI Aviation Ltd. (NASDAQ: FTAI; the “Company” or “FTAI”) today announced the successful pricing of its Strategic Capital vehicle’s inaugural asset-backed securitization, FTAI MRE 2026-1. The offering consists of $612 million of notes backed by a portfolio of 48 A320ceo and 737NG aircraft on-lease to 23 airlines globally. FTAI MRE 2026-1 will issue two classes of investment grade notes, with the Series A notes expected to be rated Asf / A(sf) by Fitch and KBRA, respectively, and the Series B notes expected to be rated BBB+sf by Fitch. The transaction is expected to close on June 4, 2026.
The aircraft backing the ABS are owned by FTAI’s first Strategic Capital vehicle, which completed its fundraising in October 2025 with $2.0 billion of equity commitments and currently owns 292 aircraft. The transaction generated strong investor demand, reflecting FTAI’s longstanding leadership in the narrowbody aircraft market, with both classes of notes significantly oversubscribed.
“This inaugural securitization is an important milestone for FTAI and our Strategic Capital vehicles as we diversify our financing sources and deepen our presence in the capital markets,” said Kallie Steffes, Head of Strategic Capital at FTAI. “We believe the strong investor interest in the offering is an affirmation of our differentiated approach to investing in narrowbody aircraft, which combines FTAI’s leading engine maintenance capabilities with aircraft ownership. We are grateful to the ATLAS SP Partners and Deutsche Bank teams for their partnership since the launch of our initial warehouse through this ABS issuance.”
ATLAS SP Partners and Deutsche Bank served as joint structuring agents and joint lead bookrunners on the transaction. BNP Paribas, Citigroup and PNC Capital Markets served as joint bookrunners and Standard Chartered Bank and KeyBanc Capital Markets served as co-managers.
Gibson, Dunn & Crutcher LLP served as issuer’s counsel, Milbank LLP served as initial purchaser’s counsel and McGuireWoods LLP served as servicer’s counsel. Alton Aviation Consultancy will serve as maintenance support provider, and Collateral Verifications, AISI and mba Aviation will serve as appraisers. Pivotal Corporate AMS Limited will serve as managing agent and UMB Bank will serve as security trustee.
Certain statements in this press release may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including, but not limited to, expected timing for closing the ABS transaction, if at all, and the ability to successfully complete acquisitions for which we have letters of intent or “LOIs” which are reflected in the 292 owned aircraft. These statements are based on management's current expectations and beliefs and are subject to a number of trends and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements, many of which are beyond the Company’s control. The Company can give no assurance that its expectations will be attained and such differences may be material. Accordingly, you should not place undue reliance on any forward-looking statements contained in this press release. For a discussion of some of the risks and important factors that could affect such forward-looking statements, see the sections entitled “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” in the Company’s most recent Annual Report on Form 10-K and Quarterly Reports on Form 10-Q, which are available on the Company’s website (www.ftaiaviation.com). In addition, new risks and uncertainties emerge from time to time, and it is not possible for the Company to predict or assess the impact of every factor that may cause its actual results to differ from those contained in any forward-looking statements. Such forward-looking statements speak only as of the date of this press release. The Company expressly disclaims any obligation to release publicly any updates or revisions to any forward-looking statements contained herein to reflect any change in the Company's expectations with regard thereto or change in events, conditions, or circumstances on which any statement is based. This release shall not constitute an offer to sell or the solicitation of an offer to buy any securities. Nothing on the Company’s website is included or incorporated by reference herein.
About FTAI
FTAI combines advanced turbine technology and asset ownership to power the world’s most essential markets. Additional information is available at https://www.ftaiaviation.com.
For further information, please contact:
Alan Andreini
Investor Relations
FTAI Aviation Ltd.
(646) 734-9414 [email protected]
Media:
Tim Lynch / Kelly Sullivan
Joele Frank, Wilkinson Brimmer Katcher
(212) 355-4449
FTAI Aviation presents new data highlighting its data center power solution, suggesting significant upside versus 2027 analyst EPS estimates. Recent earnings call and analyst presentation reveal FTAI Power's product is undervalued by the market. Back-of-the-envelope analysis indicates the economics of turbine power generation are more favorable than currently reflected in consensus.
FTAI Aviation is innovatively leveraging jet engine cores to address the urgent power needs of data centers amid an energy bottleneck. FTAI's new power segment, repurposing CFM56 engines, could add 30% to company value by 2027, with significant upside if unit deliveries meet targets. The stock is rated Buy, with a $393 price target (57% upside) based on 25 power units sold in 2027; risk increases as FTAI enters the energy sector.
