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Yahoo
05-05-2025
- Business
- Yahoo
FTAI Aviation Ltd. to Participate in the Barclays Americas Select Franchise Conference 2025
NEW YORK, May 05, 2025 (GLOBE NEWSWIRE) -- FTAI Aviation Ltd. (NASDAQ:FTAI) (the 'Company') today announced that Joe Adams, Chief Executive Officer, will present at the Barclays Americas Select Franchise Conference 2025 at 10:15AM (ET) on Tuesday, May 6, 2025 in London. As part of his presentation, Mr. Adams will discuss, among other items, the information in the below: A detailed walkthrough of FTAI's outlook on Adjusted Free Cashflow for 2025. Expected uses of proceeds for excess cashflows generated throughout the year. FTAI's pivot to an asset-light business model following the launch of the Strategic Capital Initiative. A supplemental presentation relating to the Company's Adjusted Free Cashflow for 2025 has been posted to the Investor Relations section of the Company's website and the webcast will be broadcast live at definitions and reconciliations of non-GAAP measures, please refer to the exhibit to this press release. 2025 Adjusted EBITDA guidance reflects the following assumptions: (i) an average of 100 modules per quarter produced at the Company's Montréal facility in fiscal year 2025, (ii) net Aerospace margins in line with or better than those for fiscal year 2024, and (iii) 25 to 35 V2500 engine MRE transactions for fiscal year 2025. About FTAI Aviation Ltd. FTAI owns and maintains commercial jet engines with a focus on CFM56 and V2500 engines. FTAI's propriety portfolio of products, including the Module Factory and a joint venture to manufacture engine PMA, enables it to provide cost savings and flexibility to our airline, lessor, and maintenance, repair, and operations customer base. Additionally, FTAI owns and leases jet aircraft which often facilitates the acquisition of engines at attractive prices. FTAI invests in aviation assets and aerospace products that generate strong and stable cash flows with the potential for earnings growth and asset appreciation. Cautionary Note Regarding Forward-Looking Statements Certain statements in this press release may constitute 'forward-looking statements' within the meaning of the Private Securities Litigation Reform Act of 1995, including, but not limited to, statements related to the Company's 2025 Adjusted EBITDA guidance and related assumptions, 2025 target Adjusted Free Cash Flow, completion of the sales of the Seed Portfolio to SCI and investments and returns in SCI, ability to recycle $300 million of proceeds into attractive Leasing assets, and ability to execute on inventory strategy. These statements are based on management's current expectations and beliefs and are subject to a number of trends and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements, many of which are beyond the Company's control. The Company can give no assurance that its expectations will be attained and such differences may be material. Accordingly, you should not place undue reliance on any forward-looking statements contained in this press release. For a discussion of some of the risks and important factors that could affect such forward-looking statements, see the sections entitled 'Risk Factors' and 'Management's Discussion and Analysis of Financial Condition and Results of Operations' in the Company's most recent Annual Report on Form 10-K and Quarterly Reports on Form 10-Q, which are available on the Company's website ( In addition, new risks and uncertainties emerge from time to time, and it is not possible for the Company to predict or assess the impact of every factor that may cause its actual results to differ from those contained in any forward-looking statements. Such forward-looking statements speak only as of the date of this press release. The Company expressly disclaims any obligation to release publicly any updates or revisions to any forward-looking statements contained herein to reflect any change in the Company's expectations with regard thereto or change in events, conditions, or circumstances on which any statement is based. This release shall not constitute an offer to sell or the solicitation of an offer to buy any securities. Contacts InvestorsAlan AndreiniInvestor RelationsFTAI Aviation Ltd.(646) 734-9414aandreini@ MediaTim Lynch / Aaron Palash / Kelly SullivanJoele Frank, Wilkinson Brimmer Katcher(212) 355-4449 Exhibit – Non-GAAP Financial Statements This press release includes information based on financial measures that are not recognized under U.S. generally accepted accounting principles (GAAP), such as Adjusted EBITDA and Adjusted Free Cash Flow. You should use non‐GAAP information in addition to, and not as an alternative to, financial information prepared in accordance with GAAP. Our non-GAAP measures may not be identical or comparable to measures with the same name presented by other companies. Reconciliations of forward-looking non-GAAP financial measures to their most directly comparable GAAP financial measures are not included in this press release because the most directly comparable GAAP financial measures are not available on a forward-looking basis without unreasonable effort. Adjusted EBITDA is defined as net income (loss) attributable to shareholders, adjusted (a) to exclude the impact of provision for (benefit from) income taxes, equity-based compensation expense, acquisition and transaction expenses, losses on the modification or extinguishment of debt and preferred shares and capital lease obligations, changes in fair value of non-hedge derivative instruments, asset impairment charges, incentive allocations, depreciation and amortization expense, dividends on preferred shares and interest expense, internalization fee to affiliate, (b) to include the impact of our pro-rata share of Adjusted EBITDA from unconsolidated entities and (c) to exclude the impact of equity in earnings (losses) of unconsolidated entities and the non-controlling share of Adjusted EBITDA, if any. Adjusted Free Cash Flow is defined as net operating and investing cashflows adjusted to exclude certain non-recurring expenses, extraordinary items, and other adjustments deemed necessary to present a more accurate reflection of the Company's cash-generating ability. A photo accompanying this announcement is available at
Yahoo
05-05-2025
- Business
- Yahoo
Wall Street Bets Big: FTAI Aviation Poised to Skyrocket 70%--Here's Why Insiders Are Buying In
FTAI Aviation (NASDAQ:FTAI) is turning heads after a wave of bullish signals. Shares soared 10.5% following Stifel's upgrade from Hold to Buy, with a new $123 price target. But the bigger story came after the market closed Friday, when CEO Joe Adams and COO David Moreno bought a combined 9,580 sharesmoves typically signaling deep insider confidence. Benchmark analysts doubled down, reiterating a sky-high $300 target, citing the firm's long-term vision and strong financial footing, including 58.5% revenue growth and a 3.95x current ratio. Warning! GuruFocus has detected 8 Warning Signs with FTAI. Investors didn't ignore the signals. Despite a Q1 earnings miss$0.87 EPS vs. $0.97 expected and a slight revenue shortfallthe company posted a 64% year-over-year surge in Adjusted EBITDA. FTAI also announced a $101 million aerospace transaction and welcomed a new independent director to its board, showing continued strategic execution. Combine this with Adams's history of patient value creation and the $4 billion Strategic Capital Initiative launched in December, and it's clear this isn't a short-term playit's a long runway. The chart tells the story visually. As of May 5, 2025, the average 12-month price target is $166.06, implying a +70.42% upside from the current ~$97 level. Analysts see a wide possible range: the high target stretches to $300, while even the lowest forecast sits at $122.73. GuruFocus gives a more conservative estimated value of $107.65, but the street is far more bullish. For investors betting on leadership conviction, aftermarket strength, and long-term compounders, FTAI Aviation is climbingand may just be clearing the clouds. This article first appeared on GuruFocus.
Yahoo
02-05-2025
- Business
- Yahoo
Why Is FTAI Aviation (FTAI) Stock Soaring Today
Shares of aircraft leasing company FTAI Aviation (NASDAQ:FTAI) jumped 10.5% in the morning session after Stifel analysts upgraded the stock from Hold to Buy and set a price target of $123 which implied more than a 20% upside. The analysts argued that the market reaction to the stock's first quarter earnings was likely overblown. They added that the underlying cash flows from their Strategic Capital Initiative (SCI - a program designed to expand FTAI's footprint in the aircraft leasing market without significantly burdening its balance sheet) are expected to increase and should boost the stock's value. Is now the time to buy FTAI Aviation? Access our full analysis report here, it's free. FTAI Aviation's shares are extremely volatile and have had 52 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 10 days ago when the stock gained 5.4% as investor sentiment improved on renewed optimism that the US-China trade conflict might be nearing a resolution. Treasury Secretary Scott Bessent reinforced this positive outlook by describing the trade war as "unsustainable," and emphasized that a potential agreement between the two economic powers "was possible." His comments signaled to markets that both sides might be motivated to seek common ground, raising expectations for reduced tariffs and more stability across markets. FTAI Aviation is down 36.3% since the beginning of the year, and at $92.13 per share, it is trading 47.3% 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 $9,055. Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. Sign in to access your portfolio
Yahoo
27-02-2025
- Business
- Yahoo
Why FTAI Aviation (FTAI) Stock Is Trading Up Today
Shares of aircraft leasing company FTAI Aviation (NASDAQ:FTAI) jumped 19.5% in the morning session after the company's audit committee, with support from independent legal and forensic accounting advisors, concluded its review of the January 2025 short report by Muddy Waters and found the allegations "without merit." The company expects to file its Form 10-K (annual report) on schedule, easing concerns that the report might be delayed. Paul R. Goodwin, Chair of the Audit Committee, commented, "After a thorough and comprehensive review with the support of our independent legal and forensic accounting advisors, we have determined that the assertions made in the short seller reports are unsupported and have no merit. The Audit Committee and full Board continue to take seriously our responsibility to FTAI shareholders to maintain high standards of corporate governance and internal compliance and financial reporting controls, as well as transparent and timely disclosure.". The shares closed the day at $143.93, up 14.4% from previous close. Is now the time to buy FTAI Aviation? Access our full analysis report here, it's free. FTAI Aviation's shares are extremely volatile and have had 37 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 15 days ago when the stock gained 5.2% on the news that Benchmark analysts reaffirmed their Buy rating and set a $300 price target, suggesting shares could more than double from current levels following a meeting with CEO Joe Adams, who addressed concerns raised in a January 2025 short report by Muddy Waters. After the meeting, the analysts disagreed with the short report's allegations regarding improper accounting and the valuation of FTAI's Engine Module Swaps, calling them "misinformed." Additionally, the analysts emphasized the potential of FTAI's Engine Module Swaps on the traditional engine maintenance model. This, along with the Strategic Capital Initiative (SCI), is expected to generate $200M+ in annual EBITDA for at least five years. The analysts observed that these weren't addressed in the short report. Finally, the analysts cited a number of catalysts that could benefit FTAI in the short term, including 1. A narrow-scope internal audit. 2. The company's fourth-quarter 2024 results and outlook 3. Progress on SCI 4. A potential Parts Manufacturer Approval (PMA) announcement, and 5. The filing of the 10-K report. FTAI Aviation is down 0.3% since the beginning of the year, and at $143.95 per share, it is trading 17.7% 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 $6,826. Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story.
