Analyst Josh Sullivan of Benchmark Co. maintained a Buy rating on FTAI Aviation, retaining the price target of $300.00.
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Josh Sullivan has given his Buy rating due to a combination of factors that highlight FTAI Aviation’s strong financial performance and strategic positioning. The company significantly exceeded expectations for the second quarter of 2025, with an adjusted EBITDA of $347 million, surpassing the anticipated $284 million. This financial outperformance is complemented by a robust increase in free cash flow guidance for the fiscal year 2025, raised from $650 million to $750 million, indicating a positive outlook for future cash generation.
Additionally, FTAI’s strategic initiatives, such as the acquisition of proprietary assets and the ramp-up of its Rome facility, further strengthen its market position. The Aerospace Products segment alone contributed $165 million in adjusted EBITDA, reflecting a growing share in the aftermarket support market. The company’s Aviation Leasing segment also showed substantial growth, with adjusted EBITDA rising to $199 million. These developments, alongside the successful execution of the Strategic Capital Initiative, underscore FTAI’s ability to maintain high-margin revenue streams while reducing its leasing asset base, justifying the Buy rating.
In another report released today, Stifel Nicolaus also maintained a Buy rating on the stock with a $123.00 price target.