8月4日，FTAI Aviation盘中上涨7.08%，报220.79美元/股，成交额2.62亿美元。
消息面上，公司于7月30日发布Q2财报，营收9.53亿美元，同比增长40.9%，显著超出市场预期的8.58-8.95亿美元区间；每股收益1.13美元虽不及预期，但公司同步将季度股息上调至0.50美元，并首次发布2027年调整后EBITDA指引达23亿美元，由航空产品、FTAI Power及航空租赁三大板块共同驱动。此外，公司此前宣布通过J&F Power Systems获得14.65亿美元燃气轮机发电机组订单，为2027年交付提供实质支撑。RBC Capital Markets认为公司分部估值存在显著上行空间，维持"跑赢大盘"评级。
公司是一家专注于航空设备资产收购与运营的公司，核心业务涵盖航空发动机维修、租赁及电力解决方案。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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