FTAI Aviation: RBC Raises PT to $160, Maintains Outperform Rating

FTAI Aviation: RBC Raises PT to $160, Maintains Outperform Rating

July 02, 2025

In a significant move, RBC Capital Markets has revised its price target for FTAI Aviation Ltd. (NASDAQ: FTAI) to $160, while maintaining an Outperform rating. This decision comes on the heels of FTAI's impressive second-quarter earnings report, which exceeded market expectations by a wide margin.

FTAI reported an earnings per share (EPS) of $1.57, significantly surpassing the anticipated $1.26. Additionally, the company's revenue reached $676.24 million, far exceeding the forecasted $542.64 million. These figures underscore FTAI's robust financial performance and strategic management.

The company's strong financial position is further bolstered by a substantial cash reserve of $302 million and a fully untapped corporate revolving credit facility of $400 million. This financial foundation provides a solid base for future growth and expansion.

Analysts at RBC have cited FTAI's impressive EBITDA growth and revenue performance as key drivers for the upward revision. The company's Aerospace Products segment and Aviation Leasing segment both showed significant improvements, with EBITDA increasing by 26% and 23% respectively.

RBC's revised price target reflects the company's growing market position and strong financial health. The stock has seen a notable surge, with a 26.86% increase in its share price on July 30, 2025.

FTAI's performance has garnered attention from investors and analysts alike, with Benchmark reiterating its Buy rating and maintaining a $300.00 price target. Investing.com also noted FTAI's strong buy consensus and healthy current ratio of 3.95.

Despite the positive outlook, RBC advises caution, emphasizing the need to monitor market dynamics and potential risks. FTAI's total debt-to-equity ratio of 128.87 is a critical factor for investors to consider when evaluating the company's financial health.

In conclusion, RBC's upward revision of FTAI's price target and maintenance of its Outperform rating reflect the company's strong performance and promising future prospects. Investors and financial professionals should closely monitor FTAI's progress and consider the potential impact of market conditions on the company's stock price.

References:
[1] https://www.timothysykes.com/news/ftai-aviation-ltd-ftai-news-2025_07_30-3/
[2] https://in.investing.com/news/analyst-ratings/ftai-aviation-stock-soars-as-benchmark-reiterates-buy-rating-on-strong-q2-93CH-4934906