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Will Segmental Revenues Bolster FTAI Aviation's Q2 Earnings?
FTAI AviationFTAI Aviation(US:FTAI) ZACKSยท2025-07-23 14:56

Core Insights - FTAI Aviation Ltd. is expected to report second-quarter 2025 results on July 29, 2025, after market close, with a four-quarter average negative earnings surprise of 9.98% [1] Revenue Performance - The Aviation Leasing Unit is projected to see revenues of $308 million, reflecting a 67% increase year-over-year due to higher engine and aircraft lease revenues supported by an increased number of aircraft and engines on lease along with higher rental rates [2] - The Aerospace Products segment is estimated to generate revenues of $390.3 million, indicating a growth of 59.2% from the previous year, driven by higher sales of commercial jet engines and positive synergies from recent acquisitions [3] Overall Financial Estimates - FTAI's overall second-quarter sales are expected to reach $511.3 million, representing a 15.3% increase from the prior-year quarter, with solid growth expectations across both segments and a decrease in repairs and maintenance expenses benefiting the bottom line [4][9] - The consensus estimate for earnings per share is projected at $1.33, which implies a significant growth of 411.5% compared to the year-ago quarter [5] Earnings Prediction Model - The current model does not predict a definitive earnings beat for FTAI, as it holds a Zacks Rank of 4 (Sell) despite having an Earnings ESP of +2.75% [6][7]