What Happened?
Shares of aircraft leasing company FTAI Aviation (NASDAQ: FTAI) jumped 20.3% in the morning session after the company reported strong second-quarter 2025 financial results, which featured a significant revenue beat and substantial growth in profitability.
The company reported total revenue of $676.24 million, which significantly exceeded analyst estimates. Adjusted EBITDA surged 63% year-over-year to $348 million, and net income jumped 80% from the previous quarter. The Aerospace Products segment was a key driver, with its adjusted EBITDA growing 81% year-over-year, also resulting in an increase in market share to approximately 9% on an annualized basis, up from 5% last year. The company also boosted its CFM56 module production by 33% and announced a quarterly dividend of $0.30 per share, reinforcing investor confidence in its financial health and operational execution.
Is now the time to buy FTAI Aviation? Access our full analysis report here, it’s free.
What Is The Market 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 20 days ago when the stock gained 3.1% on the news that Citi reiterated its "Buy" rating and opened a 90-day positive catalyst watch on the shares. The investment bank anticipates that FTAI will secure final Parts Manufacturer Approval (PMA) for its CFM56 engine modules within the next three months. This approval is significant as it would allow the company to manufacture and sell its own engine parts, a move that Citi believes could substantially increase engine module volumes and boost free cash flow.
FTAI Aviation is down 3.7% since the beginning of the year, and at $139.13 per share, it is trading 20.5% 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 $9,214.
Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we’ve identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link.
