FTAI Aviation Ltd (FTAI) saw its stock price surge 8.56% on Tuesday, following the release of its impressive second-quarter 2025 financial results. The company's performance significantly exceeded analyst expectations, driving investor enthusiasm in the after-hours trading session.
The aviation leasing and infrastructure company reported earnings per share (EPS) of $1.57 for Q2, surpassing the mean analyst estimate of $1.30. FTAI's revenue soared to $676.24 million, marking a substantial 52.4% increase from the same quarter last year and beating the Street's expectation of $579.18 million. The company's net income stood at an impressive $161.69 million, while adjusted EBITDA reached $347.805 million, significantly outperforming the IBES estimate of $288.7 million.
Several factors contributed to FTAI Aviation's strong quarterly performance. The company's Aerospace Products segment showed remarkable growth, with its market share increasing to approximately 9% on an annualized basis, up from 5% last year. FTAI also reported a significant ramp-up in production, delivering 184 CFM56 Modules in Q2 2025, representing a 33% increase from the previous quarter. Additionally, the company expanded its repair capabilities through the acquisition of Pacific Aerodynamic, a specialist in CFM56 compressor blade and vane repairs.
Joe Adams, Chairman and CEO, expressed confidence in the company's trajectory, stating, "FTAI delivered an excellent quarter, generating over $400 million in positive Adjusted Free Cash Flow. We remain confident in our ability to reach our long-term market share goal of 25% in aerospace products." The company also declared a dividend of $0.30 per ordinary share, further boosting shareholder value.
The strong financial results and positive outlook have resonated well with investors, as reflected in the stock's significant price increase. With FTAI Aviation demonstrating robust growth in its core business segments and strategic expansions, the market appears optimistic about the company's future prospects in the competitive aviation industry.
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