What Happened?
Shares of aircraft leasing company FTAI Aviation (NASDAQ: FTAI) fell 5.1% in the afternoon session after the stock continued to pull back, amid profit taking, as the company reported mixed third-quarter results that saw its profit per share fall short of analyst expectations.
FTAI Aviation's revenue grew a strong 43.2% compared to the previous year, reaching $667.1 million, which met Wall Street's forecasts. However, the company's GAAP profit of $1.10 per share missed consensus estimates by about 11.4%. This shortfall in earnings appeared to overshadow the positive aspects of the report, which included an increase in the full-year guidance for a key profitability metric, Adjusted EBITDA, to $1.46 billion, surpassing analyst projections.
Despite the market's negative reaction, some analysts viewed the results favorably, with both RBC and Barclays raising their price targets on the stock following the announcement. Notably, the stock recently made 52-week highs and remained up 50+% over the previous 3 months, suggesting some investors might be locking in some gains.
The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy FTAI Aviation? Access our full analysis report here.
What Is The Market Telling Us
FTAI Aviation’s shares are extremely volatile and have had 48 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The previous big move we wrote about was 1 day ago when the stock dropped 5.6% on the news that the company reported third-quarter earnings per share that missed Wall Street expectations. The aircraft leasing company posted earnings of $1.10 per share, falling short of analyst consensus estimates of $1.24. The profit miss seemed to overshadow other positive aspects of the financial results. Revenue grew 43.2% from the previous year to $667.1 million, meeting expectations. Furthermore, FTAI Aviation offered optimistic full-year guidance for adjusted EBITDA, a key profit metric, forecasting $1.46 billion at the midpoint, which was above analyst estimates. Despite these strengths, investors appeared to have focused on the earnings shortfall.
FTAI Aviation is up 21.3% since the beginning of the year, and at $175.27 per share, it is trading close to its 52-week high of $185.09 from October 2025. Investors who bought $1,000 worth of FTAI Aviation’s shares 5 years ago would now be looking at an investment worth $10,546.
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