FTAI Aviation Ltd. (FTAI)

In the past six months, FTAI Aviation's stock experienced significant movements. The company reported strong second-quarter 2025 financial results, exceeding analyst expectations, leading to analyst price target hikes. FTAI Aviation stock rose 36.7% in 2025, outperforming the S&P 500, and over the past year, the stock has delivered remarkable gains, skyrocketing over 170%. FTAI reported Q3 EPS of $1.10, which missed expectations, but revenue of $667.06 million beat forecasts. The company's newly unveiled FTAI Power initiative generated intense investor interest, leading to analyst upgrades. Price targets were increased by 8.9% to US$247 on January 9, 2026, and by 11% to US$290 on January 29, 2026. Shares fell 7.3% in an afternoon session as investors took profit after the stock had surged 187% over the previous year. FTAI is expected to release its Q4 2025 earnings after the market closes.

The provided information does not explicitly detail the demand seasonality for FTAI Aviation Ltd.'s products and services, but demand is likely tied to the broader aviation industry's activity. Factors such as commercial air travel recovery and fleet modernization are drivers for the aerospace and defense industry, which FTAI Aviation capitalizes on. The company's focus on providing solutions that control costs and keep assets in the air implies a relatively consistent demand for maintenance and leasing services. The extension of service life for current aircraft and delays in new engine deliveries are also driving stable, recurring demand for FTAI's engine maintenance solutions.

FTAI Aviation Ltd. is an aerospace company specializing in owning, acquiring, and selling aviation equipment globally, operating in the Industrials sector, specifically in the Aerospace & Defense industry. The company's business is divided into Aviation Leasing, which focuses on owning, leasing, managing, and selling aircraft and aircraft engines, and Aerospace Products, which is involved in the development, manufacturing, repair/refurbishment, and sale of aircraft engines and aftermarket components. FTAI Aviation also has an offshore energy business and is venturing into new opportunities like the FTAI Power platform, which aims to convert CFM56 aircraft engines into aeroderivative power turbines.

FTAI Aviation Ltd. operates and sells aviation equipment worldwide, maintaining relationships with carriers across various regions, including Asia-Pacific, Europe, the Middle East, and Latin America. As of December 31, 2024, its aviation assets included aircraft and engines located in Russia. The company is headquartered in New York, New York, United States.

FTAI Aviation appears to have a strong and positive brand reputation, recognized as a leading integrated full-service provider of aftermarket power and maintenance for commercial jet engines. The company blends operational excellence with timely innovation, and its unique integrated model combines aircraft leasing, MRO services, and aerospace products. The Strategic Capital Initiative is reshaping its business model towards a capital-light structure. The FTAI Power initiative has generated significant positive investor interest and analyst upgrades. The stock's significant surge reflects the broader aerospace and defense sector's resilience and FTAI's unique positioning. FTAI Aviation has a consensus rating of "Moderate Buy" from analysts.

As of December 2025, FTAI Aviation Ltd. has 78 institutional investors holding positions, collectively owning 2.7% of the company's total shares outstanding, a decrease from 92.0% in September 2025. Overall, 836 institutional owners and shareholders have filed 13D/G or 13F forms with the SEC, holding a total of 111,582,667 shares, representing 88.96% of FTAI Aviation's stock. Major institutional owners include Capital International Investors, Vanguard Group Inc., and BlackRock, Inc.