Overview

* FTAI Aviation Q2 net income rises 80% to $161.7 mln, from Q1 2025

* Co swings to profit in Q2 vs loss in Q2 2024

* Adjusted EBITDA for Q2 beats analyst expectations, reaching $347.8 mln

* Co expanded repair capabilities with Pacific Aerodynamic acquisition

Outlook

* FTAI aims for 25% market share in aerospace products

* Company remains on track for $4 bln capital deployment in 2025

* FTAI targets 250 aircraft owned or under LOI by year-end

Result Drivers

* PRODUCTION RAMP-UP - Significant increase in production to 184 CFM56 Modules, up 33% from prior quarter

* ACQUISITION - Acquisition of Pacific Aerodynamic expands repair capabilities for CFM56 compressor blades and vanes

* MARKET SHARE GROWTH - Aerospace Products segment grew market share to 9% annually, up from 5% last year

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 EPS $1.57

Q2 Net $161.69

Income mln

Attribut

able

Q2 Beat $347.80 $288.70

Adjusted mln mln (10

EBITDA Analysts

)

Q2 $34.33

Operatin mln

g

Expenses

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the aerospace & defense peer group is "buy"

* Wall Street's median 12-month price target for FTAI Aviation Ltd ( FTAI ) is $160.00, about 28.5% above its July 28 closing price of $114.38

* The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 18 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)