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FTAI Aviation Ltd. recently reported third-quarter results, revealing revenue of US$667.06 million and net income of US$117.72 million, along with a cash dividend increase to US$0.35 per share and new dividend declarations for its Series C and D preferred shares.
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An interesting highlight is FTAI Aviation’s successful closure of its capital initiative, bringing its total equity capital to US$2 billion and supporting expanded future deployment plans.
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We’ll explore how the robust earnings growth and expanded equity capital shape FTAI Aviation’s investment narrative going forward.
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To invest in FTAI Aviation, you need to believe in the staying power of mid-life aircraft engines and the company’s ability to capitalize on MRO demand fueled by airline fleet delays. The latest results reinforce the short-term catalyst, the ongoing need for engine maintenance and module exchanges, but do not materially reduce the key risk: reliance on legacy engines amid technological change and potential market shifts.
Of all recent announcements, the jump in the quarterly cash dividend to US$0.35 per share stands out. This move is directly linked to increased capital deployment and robust earnings, reflecting management’s confidence in continued cash flow generation, an important signal against the backdrop of ongoing expansion initiatives and market challenges.
Yet, on the other hand, investors should be aware of the growing risk that advances in next-generation engine technology could…
Read the full narrative on FTAI Aviation (it’s free!)
FTAI Aviation’s outlook anticipates $3.7 billion in revenue and $1.1 billion in earnings by 2028. This is based on a 19.8% annual revenue growth rate and an earnings increase of $683.5 million from the current $416.5 million.
Uncover how FTAI Aviation’s forecasts yield a $222.60 fair value, a 29% upside to its current price.
Simply Wall St Community fair value estimates for FTAI Aviation range from US$16.83 to US$222.60, across 3 unique viewpoints. As many see strength in engine maintenance demand, opinions differ widely on how long this key revenue driver will hold.
Explore 3 other fair value estimates on FTAI Aviation – why the stock might be worth as much as 29% more than the current price!
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