Brief: FTAI Aviation Q2 EPS USD 1.57

FTAI Aviation

29/07/2025 21:15

Overview

FTAI Aviation Q2 net income rises 80% to $161.7 mln, from Q1 2025

Co swings to profit in Q2 vs loss in Q2 2024

Adjusted EBITDA for Q2 beats analyst expectations, reaching $347.8 mln

Co expanded repair capabilities with Pacific Aerodynamic acquisition

Outlook

FTAI aims for 25% market share in aerospace products

Company remains on track for $4 bln capital deployment in 2025

FTAI targets 250 aircraft owned or under LOI by year-end

Result Drivers

PRODUCTION RAMP-UP - Significant increase in production to 184 CFM56 Modules, up 33% from prior quarter

ACQUISITION - Acquisition of Pacific Aerodynamic expands repair capabilities for CFM56 compressor blades and vanes

MARKET SHARE GROWTH - Aerospace Products segment grew market share to 9% annually, up from 5% last year

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 EPS
$1.57
Q2 Net Income Attributable
$161.69 mln
Q2 Adjusted EBITDA
Beat
$347.80 mln
$288.70 mln (10 Analysts)
Q2 Operating Expenses
$34.33 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the aerospace & defense peer group is "buy"

Wall Street's median 12-month price target for FTAI Aviation Ltd is $160.00, about 28.5% above its July 28 closing price of $114.38

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 18 three months ago

Press Release: ID:nGNX91Fk0R

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)