FTAI Aviation Ltd. (FTAI)

In the past six months, FTAI Aviation's stock has trended upwards. The company reported earnings per share of $1.10 for Q3 2025, missing estimates, but revenue exceeded expectations with a 43.2% year-over-year increase. The company increased its quarterly dividend to $0.35 per share. FTAI Aviation completed fundraising for its Strategic Capital Vehicle, reaching $2.0 billion in equity commitments, and announced a strategic capital initiative to acquire on-lease aircraft. Recent acquisitions include QuickTurn and Lockheed Martin Commercial Engine Solutions, expanding its engine repair capacity. FTAI Aviation has a consensus rating of "Moderate Buy" with an average 12-month price objective of $201.11. S&P Global Ratings upgraded FTAI Aviation's issuer credit rating to 'BB', and Moody's raised the company's outlook to positive.

FTAI Aviation's performance is closely linked to the cyclical nature of the aviation industry. Strong air travel demand and issues with new aircraft supply are driving increased demand for FTAI's engine maintenance, repair, and exchange (MRE) business. The company is positioned to capitalize on this demand, with its aerospace products segment reporting an 81% year-over-year increase in adjusted EBITDA in Q2 2025.

FTAI Aviation Ltd. is an aerospace company focused on owning, leasing, and servicing commercial jet engines, particularly CFM56 and V2500 engines. It operates in the Industrials sector, providing services like aircraft and engine leasing, repair, refurbishment, and aftermarket component development. The company utilizes its Module Factory and a joint venture for PMA components to offer cost savings to its customers. While previously involved in offshore energy, its primary focus is now on aviation assets.

FTAI Aviation Ltd. is headquartered in New York, and manages aviation assets globally. As of December 31, 2024, its portfolio included 421 aviation assets, including 109 commercial aircraft and 312 engines, with a global reach that includes assets previously located in Russia. The company has expanded its capacity and geographic footprint through acquisitions, such as a maintenance facility in Rome.

FTAI Aviation's brand reputation has faced challenges due to class-action lawsuits and allegations of sanctions violations, with reports from short-sellers alleging false financial statements, leading to a stock price drop. However, an independent review found these allegations unfounded. FTAI Aviation has engaged in a strategic AI partnership with Palantir, and upgrades to its credit ratings by S&P Global Ratings and Moody's reflect an improving financial standing.

Institutional investors hold a significant majority of FTAI Aviation Ltd., ranging from approximately 83% to 97.9% of the company's shares, while individual investors hold a smaller stake. Insider ownership is reported to be under 1%. Major institutional owners include Capital International Investors, Vanguard Group Inc., and BlackRock, Inc., among others.