Update shared on 31 Oct 2025
Fair value Increased 3.92%Analysts have raised their price target for FTAI Aviation from $214.20 to $222.60, citing continued quarterly momentum, improved 2026 guidance, and expectations for increased free cash flow and market share.
Analyst Commentary
Bullish Takeaways- Bullish analysts continue to raise price targets, reflecting confidence in FTAI Aviation's strong quarterly execution and improving financial outlook.
- There is optimism stemming from higher 2026 guidance and an increased free cash flow target, signaling robust underlying fundamentals.
- Management's ongoing execution, with progress on strategic deals and operational milestones, is viewed as reducing risk and supporting FTAI's growth story.
- Near-term catalysts such as product approvals and successful expansion initiatives are seen as drivers toward achieving or even exceeding ambitious market share targets ahead of schedule.
- Some bearish analysts have trimmed estimates for the broader transport sector due to concerns about weak industrial growth and persistent supply excess.
- The outlook, while favorable for FTAI, may be tempered by macroeconomic uncertainty affecting the demand environment across the aerospace and transportation sectors.
- Despite raised guidance and positive catalysts, risks remain linked to execution on new projects and the sustainability of recent momentum in volatile market conditions.
What's in the News
- The Board of Directors declared a cash dividend of $0.35 per share for the quarter ended September 30, 2025. This marks an increase from the previous quarter's $0.30 per share. The dividend is payable on November 19, 2025, to holders of record on November 10, 2025. (Key Developments)
- FTAI Aviation has signed a multi-year Perpetual Power Agreement with Finnair Plc to provide engine exchanges. This agreement supports flexibility and reliability for Finnair's fleet operations while maximizing cost predictability. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has increased from $214.20 to $222.60, reflecting a higher fair value assessment for FTAI Aviation.
- Discount Rate has decreased slightly from 8.34 percent to 8.25 percent, indicating a marginally lower risk premium in valuation models.
- Revenue Growth estimates have been revised downward, falling from 18.71 percent to 15.60 percent.
- Net Profit Margin projections have decreased from 32.11 percent to 24.98 percent, suggesting updated expectations for future profitability.
- Future P/E ratio has increased from 24.13x to 31.84x, pointing to a higher earnings multiple applied to forward earnings.
Disclaimer
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