"BTIG rates FTAI a Buy, raising its target from $335 to $340. The firm acknowledges FTAI missed Q4 EBITDA relative to consensus but argues the 2026 setup remains attractive."
"Strong 2026 EBITDA Outlook: Aerospace Products EBITDA grew 76% year-over-year in FY 2025 to $671 million and is guided to $1.05 billion in 2026."
"The Q4 cost of sales ramp to $368.82 million from $257.73 million reflected deliberate production scale-up, not deterioration. Module production hit 228 units in Q4 2025, a 68% increase from Q4 2024."
"FTAI's CFM56 aftermarket focus benefits from a structural tailwind. Adams stated total maintenance spend is expected to grow to approximately $25 billion per annum."
FTAI Aviation has experienced a significant stock increase of nearly 113% over the past year, with a year-to-date rise of 15.36%. BTIG has raised its price target for FTAI from $335 to $340, emphasizing the importance of 2026 guidance. Despite missing Q4 EBITDA expectations, FTAI's management has increased its full-year 2026 adjusted EBITDA guidance to $1.625 billion. Key drivers include strong growth in Aerospace Products and an attractive stock setup, despite the Q4 miss, with production targets raised significantly for 2026.
Read at 24/7 Wall St.
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