FTAI Aviation (FTAI) Reports Q4: Everything You Need To Know Ahead Of Earnings

Aircraft leasing company FTAI Aviation (NASDAQ:FTAI) will be announcing earnings results tomorrow after the bell. Here’s what to expect.

FTAI Aviation beat analysts’ revenue expectations by 11.1% last quarter, reporting revenues of $465.8 million, up 60% year on year. It was a very strong quarter for the company, with an impressive beat of analysts’ EBITDA estimates and a decent beat of analysts’ EPS estimates.

Is FTAI Aviation a buy or sell going into earnings? Read our full analysis here, it’s free.

This quarter, analysts are expecting FTAI Aviation’s revenue to grow 58.1% year on year to $494.4 million, improving from the 14% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.87 per share.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. FTAI Aviation has missed Wall Street’s revenue estimates twice over the last two years.

Looking at FTAI Aviation’s peers in the vehicle parts distributors segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Air Lease posted flat year-on-year revenue, beating analysts’ expectations by 1.6%, and GATX reported revenues up 12.2%, topping estimates by 2.4%. Air Lease traded up 6.7% following the results while GATX was also up 8.3%.

Read our full analysis of Air Lease’s results here and GATX’s results here.

Stocks generally had a good 2024. The Fed fought high inflation and won without sending the economy into a recession, otherwise lovingly known as a soft landing. The US Central Band is now cutting rates. That, plus the election of Donald Trump in November 2024, sent markets even higher, and while some of the vehicle parts distributors stocks have shown solid performance, the group has generally underpeformed, with share prices down 7.4% on average over the last month. FTAI Aviation is up 42% during the same time and is heading into earnings with an average analyst price target of $185.51 (compared to the current share price of $130.10).

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