What Happened?
Shares of aircraft leasing company FTAI Aviation (NASDAQ: FTAI) jumped 4.5% in the morning session after the company reported fourth quarter results and provided optimistic full-year EBITDA guidance, which blew past analysts' expectations.
On the other hand, its revenue missed and its EBITDA in the quarter both fell short of Wall Street's estimates. Still, management continued to drive shareholder value amid strong positive stock returns over the past year. Notably, FTAI increased quarterly dividend for the second consecutive quarter, raising it from $0.35 to $0.40 per share. Looking ahead, the company provided an upbeat guidance noting "...we are entering 2026 from a position of strength, raising our outlook, expanding production capacity, and advancing key initiatives, including the next Strategic Capital partnership and the launch of FTAI Power." Overall, the results suggest markets are more focused on the positive guidance as the company continued to deliver impressive returns.
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What Is The Market Telling Us
FTAI Aviation’s shares are extremely volatile and have had 36 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 2 days ago when the stock gained 7.7% on the news that investor optimism built ahead of its earnings announcement. The positive sentiment followed FTAI Aviation's recent closing of a deal to acquire seven off-lease Airbus aircraft from Air France. This acquisition was part of the company's effort to modernize its narrow-body fleet. The move occurred within the context of a strong upward trend for the stock, which had already gained over 120% in the previous year, significantly outperforming the wider market.
FTAI Aviation is up 52% since the beginning of the year, and at $319.70 per share, has set a new 52-week high. Investors who bought $1,000 worth of FTAI Aviation’s shares 5 years ago would now be looking at an investment worth $11,962.
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