Why FTAI Aviation (FTAI) Stock Is Trading Up Today

What Happened?

Shares of aircraft leasing company FTAI Aviation (NASDAQ:FTAI) jumped 3% in the morning session after the stock continued its upward trend on positive momentum following a recent analyst upgrade that was prompted by strong second-quarter financial results. The positive sentiment follows a significant price target increase from JMP Securities, which raised its target on the stock to $205 from $180. Analysts at the firm called the company's second-quarter results an "inflection point," highlighting impressive momentum in its Aerospace Products business, a strong cash position, and an improved outlook for returning capital to shareholders.

After the initial pop the shares cooled down to $137.64, up 1.2% from previous close.

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What Is The Market Telling Us

FTAI Aviation’s shares are extremely volatile and have had 51 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 12 days ago when the stock gained 20.3% on the news that the company reported strong second-quarter 2025 financial results, which featured a significant revenue beat and substantial growth in profitability. The company reported total revenue of $676.24 million, which significantly exceeded analyst estimates. Adjusted EBITDA surged 63% year-over-year to $348 million, and net income jumped 80% from the previous quarter. The Aerospace Products segment was a key driver, with its adjusted EBITDA growing 81% year-over-year, also resulting in an increase in market share to approximately 9% on an annualized basis, up from 5% last year. The company also boosted its CFM56 module production by 33% and announced a quarterly dividend of $0.30 per share, reinforcing investor confidence in its financial health and operational execution.

FTAI Aviation is down 4.7% since the beginning of the year, and at $137.64 per share, it is trading 21.3% below its 52-week high of $174.96 from November 2024. Investors who bought $1,000 worth of FTAI Aviation’s shares 5 years ago would now be looking at an investment worth $8,121.

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