Movement Alert|FTAI AVIATION LTD Rises 7.08% in Regular Trading, Q2 Revenue Beats Expectations as 2027 EBITDA Guidance Lifts Sentiment

Market Focus08-04

On August 4, FTAI AVIATION LTD rose 7.08% in regular trading, trading at $220.57/share, with turnover of $263 million.

The rally was driven by the company's Q2 results, in which revenue of $953.1 million significantly beat analyst expectations of $858-895 million, representing a 41% year-over-year increase from $676.2 million. While EPS of $1.13 missed consensus estimates, the top-line strength and forward guidance dominated market sentiment. The company introduced a 2027 adjusted EBITDA target of $2.3 billion, underpinned by growth across Aviation Products, FTAI Power, and Aviation Leasing segments.

Additionally, FTAI previously announced a $1.465 billion gas turbine generator set order through J&F Power Systems, providing substantial support for 2027 delivery targets. The company also raised its quarterly dividend to $0.50 per share from $0.45. RBC Capital Markets maintained its Outperform rating, noting significant upside in sum-of-the-parts valuation if the power growth strategy executes as planned. Deutsche Bank maintains a Buy rating with a $290 price target, while the analyst consensus mean target stands at $385.60.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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