What Happened?

Shares of aircraft leasing company FTAI Aviation (NASDAQ:FTAI) fell 14.8% in the afternoon session after the company reported underwhelming first quarter 2025 results with sales falling below analysts' expectations. Sales climbed 54% from the same period last year, lifted by a sharp increase in aerospace product revenue, which nearly doubled, although asset sales came in lower than the previous year, partially dragging total revenue below Street forecasts​. 

On the other hand, FTAI Aviation handily beat analysts' EBITDA expectations. Still, this was a mixed quarter.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy FTAI Aviation? Access our full analysis report here, it’s free.

What The Market Is Telling Us

FTAI Aviation’s shares are extremely volatile and have had 51 moves greater than 5% over the last year. But moves this big are rare even for FTAI Aviation and indicate this news significantly impacted the market’s perception of the business.

The previous big move we wrote about was 9 days ago when the stock gained 5.4% as investor sentiment improved on renewed optimism that the US-China trade conflict might be nearing a resolution. Treasury Secretary Scott Bessent reinforced this positive outlook by describing the trade war as "unsustainable," and emphasized that a potential agreement between the two economic powers "was possible." His comments signaled to markets that both sides might be motivated to seek common ground, raising expectations for reduced tariffs and more stability across markets.

FTAI Aviation is down 36.7% since the beginning of the year, and at $91.36 per share, it is trading 47.8% 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 $8,275.

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