FTAI Aviation Ltd. logo FTAI - FTAI Aviation Ltd.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 18
HOLD 0
SELL 0
STRONG
SELL
0
| PRICE TARGET: $325.00 DETAILS
HIGH: $360.00
LOW: $290.00
MEDIAN: $325.00
CONSENSUS: $325.00
UPSIDE: 74.67%

Stock News

FTAI Aviation: Tale Of Three Headlines

FTAI Aviation: Tale Of Three Headlines

FTAI Aviation remains a Buy as the market misinterprets headline results, overlooking robust MRE and power segment growth. FTAI's transition from balance-sheet leasing to fee-based management via SCI funds creates short-term noise but unlocks capital for higher-growth segments. MRE (maintenance, repair & exchange) and the new power business drive upward estimate revisions, with 2027 guidance materially above initial forecasts.

Jul 31, 2026 01:59 PM seekingalpha.com
FTAI Aviation: Business Model Still Strong Despite Conservative Guidance

FTAI Aviation: Business Model Still Strong Despite Conservative Guidance

FTAI Aviation Ltd. delivered a messy earnings print, with EBITDA missing expectations and 2026 EBITDA guidance lowered by $100 million, all from leasing. EBITDA margin per MRO module is declining as FTAI prioritizes market share, raising module output but reducing per-unit profitability. 2027 EBITDA guidance is $2.3 billion, well below initial expectations, due to lower MRO margins, a conservative power ramp, and a faster leasing wind-down.

Jul 30, 2026 08:13 AM seekingalpha.com

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