What Happened?
Shares of aircraft leasing company FTAI Aviation (NASDAQ: FTAI) fell 5.6% in the morning session after the company reported third-quarter earnings per share that missed Wall Street expectations.
The aircraft leasing company posted earnings of $1.10 per share, falling short of analyst consensus estimates of $1.24. The profit miss seemed to overshadow other positive aspects of the financial results. Revenue grew 43.2% from the previous year to $667.1 million, meeting expectations. Furthermore, FTAI Aviation offered optimistic full-year guidance for adjusted EBITDA, a key profit metric, forecasting $1.46 billion at the midpoint, which was above analyst estimates. Despite these strengths, investors appeared to have focused on the earnings shortfall.
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.
What Is The Market Telling Us
FTAI Aviation’s shares are extremely volatile and have had 48 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The previous big move we wrote about was 8 days ago when the stock gained 4.6% on the news that BTIG analyst Andre Madrid reaffirmed a "Buy" rating for the company, while maintaining a price target of $230. This action from the analyst signaled consistent confidence in the company's market position and its expected future performance. For investors, a reaffirmed "Buy" rating often suggested that the positive outlook on the stock remained intact. The move indicated that the analyst continued to see value in the shares at their current price level, which provided a positive signal to the market.
FTAI Aviation is up 23% since the beginning of the year, and at $177.45 per share, it is trading close to its 52-week high of $185.09 from October 2025. Investors who bought $1,000 worth of FTAI Aviation’s shares 5 years ago would now be looking at an investment worth $10,813.
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