2025 has seen FTAI Aviation’s stock returns at 8% YTD, but business progress and valuations are positive. FTAI partnered with Palantir for AI platform use, aiming to disrupt MRO model and meet demand. FTAI provides aftermarket power for $22 billion addressable market, trending 32% higher in 6 months.
FTAI completed $2 billion equity fundraising, totaling $6 billion financial flexibility. $1.4 billion invested in 101 aircraft, with 190 expected by mid-2026. Aviation leasing EBITDA expected at $525 million in FY 2026, ensuring healthy credit metrics.
Q3 2025 saw 77% YoY adjusted EBITDA growth to $180 million. FTAI holds 9% market share in $22 billion aftermarket, doubling in 12 months. Acquisition of ATOPS will expand product capacity to 600 modules.
FTAI expects adjusted FCF of $750 million for 2025 and $1 billion for 2026. Stock rated “Strong Buy” by 11 analysts, with mean price target of $224.60 (43% upside). Earnings growth projected at 116.4% for 2025 and 41.8% for 2026.
FTAI stock offers $1.40 dividend per share (0.88%) annually. Forward P/E ratio of 32.1 and PEG ratio below one suggest undervaluation. Analysts bullish on growth potential, supporting value creation.
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