Update shared on27 Aug 2025
Fair value Increased 6.19%Upward revisions to FTAI Aviation’s price target reflect strong operational execution, a strategic deal with a major U.S. carrier, robust quarterly results, and improved market share prospects, raising the consensus fair value from $183.55 to $194.90.
Analyst Commentary
- Continued strong execution reduces perceived investment risk in FTAI Aviation.
- Strategic deal with a major U.S. carrier could accelerate market share growth, enhancing FTAI's pathway to achieving or surpassing its 25% market share target ahead of schedule.
- Bullish analysts view the latest quarterly results as a significant positive inflection, driven by improvements in underlying cash flow, GAAP earnings, and capital structure.
- The fundamental outlook for FTAI is viewed as highly favorable, with ongoing operational momentum supporting a bullish stance.
- Potential for additional carrier partnerships could further solidify FTAI’s competitive positioning and growth prospects.
What's in the News
- FTAI Aviation added to the Russell 1000 Index, Russell 1000 Growth Index, Russell Midcap Index, Russell Midcap Growth Index, and Russell 1000 Dynamic Index; dropped from the Russell 2000 Index, Russell 2000 Growth Index, Russell 2000 Growth-Defensive Index, Russell 2000 Defensive Index, and Russell 2000 Dynamic Index.
- FTAI Aviation added to the Russell 1000 Growth Benchmark and Russell Midcap Growth Benchmark; dropped from the Russell 2000 Growth Benchmark.
- The Audit Committee approved the engagement of KPMG LLP as the new independent auditor for the fiscal year ending December 31, 2025, replacing EY, with no dissatisfaction reported regarding EY's prior services.
Valuation Changes
Summary of Valuation Changes for FTAI Aviation
- The Consensus Analyst Price Target has risen from $183.55 to $194.90.
- The Consensus Revenue Growth forecasts for FTAI Aviation has significantly risen from 16.6% per annum to 19.8% per annum.
- The Future P/E for FTAI Aviation has fallen slightly from 24.53x to 23.32x.
Disclaimer
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