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Investing.com - FTAI Aviation (NASDAQ:FTAI), currently valued at $14.3 billion, maintained its Buy rating from Benchmark, which reiterated its $300.00 price target following the company’s significant second-quarter earnings beat. According to InvestingPro data, the stock is trading above its Fair Value, with analysts maintaining a strong buy consensus.
FTAI reported second-quarter 2025 adjusted EBITDA of $347 million, substantially exceeding Street estimates of $284 million. The company’s Aerospace Products segment generated adjusted EBITDA of $165 million, up from $131 million in the previous quarter, while the Aviation Leasing segment produced $199 million, increasing from $162 million sequentially. The company’s impressive performance is backed by robust financial health metrics, with InvestingPro showing a healthy current ratio of 3.95 and strong revenue growth of 58.55% over the last twelve months.
The company’s Aerospace Products revenues reached $490 million in the quarter, representing an annualized rate equivalent to approximately 9% of the $22 billion market for CFM-56 and V2500 aftermarket support, demonstrating FTAI’s growing market position.
Year to date, FTAI has closed on the sale of 37 aircraft from its seed portfolio to the $4 billion Strategic Capital Initiative (SCI), reducing the company’s leasing asset base by 17%. This strategy allows SCI to take on asset acquisition costs while FTAI retains high-margin engine maintenance revenue streams.
FTAI has raised its fiscal year 2025 adjusted free cash flow guidance to $750 million from the previous $650 million forecast, reflecting confidence in its business strategy execution and growth trajectory. Get access to 12 additional exclusive InvestingPro Tips and comprehensive analysis in our Pro Research Report to make more informed investment decisions.
In other recent news, FTAI Aviation Ltd reported impressive earnings for the second quarter of 2025, exceeding analyst expectations. The company achieved an earnings per share (EPS) of $1.57, surpassing the projected $1.29. Additionally, FTAI Aviation’s revenue reached $676 million, significantly above the anticipated $536.76 million. These results represent a 21.71% earnings surprise, highlighting strong financial performance. The company’s stock responded positively to these developments. This earnings report marks a notable achievement for FTAI Aviation, indicating robust business operations. Investors and analysts will likely watch future quarters closely to see if this trend continues.
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