What Happened?
Shares of aircraft leasing company FTAI Aviation (NASDAQ: FTAI) jumped 5.6% in the morning session after the stock rebounded as markets continued to assess the company's third-quarter 2025 financial results.
The company’s Aerospace Products division posted a standout quarter, with a key profit measure (EBITDA) of $180.4 million. This marked a 77% increase compared to the same quarter in the previous year and a 9% rise from the second quarter of 2025.
Additionally, FTAI Aviation announced it had successfully closed the final round of equity commitments for a strategic capital initiative, upsizing its total equity capital to $2 billion. In response to the strong performance, analysts viewed the company favorably. For instance, RBC Capital maintained its 'Outperform' rating and increased its price target on the stock to $200 from $185. Barclays also kept an 'Overweight' rating and lifted its target price to $200.
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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 5.1% as 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.
FTAI Aviation is up 28.3% since the beginning of the year, and at $185.32 per share, has set a new 52-week high. Investors who bought $1,000 worth of FTAI Aviation’s shares 5 years ago would now be looking at an investment worth $11,774.
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