Group 1 - Air Lease is being acquired by a consortium of investment firms including Sumitomo Group, Apollo Global Management, and Brookfield Asset Management for $7.4 billion [1] - The acquisition price per share is set at $65, with a total equity value of approximately $7.4 billion, and an enterprise value of about $28.2 billion including debt [1] - Post-acquisition, Air Lease will be renamed Sumisho Air Lease and will merge with SMBC Aviation Capital, aiming to scale up to compete closely with industry leader AerCap [1]

Core Insights - FTAI Aviation reported a revenue of $676.24 million for the quarter ended June 2025, marking a year-over-year increase of 52.5% and an EPS of $1.57 compared to $0.26 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $754.75 million, resulting in a surprise of -10.4%, while the EPS exceeded expectations by 18.05% [1] Revenue Breakdown - Aerospace products revenue reached $420.69 million, surpassing the three-analyst average estimate of $390.3 million, with a year-over-year change of +71.6% [4] - Aviation Leasing revenue was reported at $185.97 million, below the three-analyst average estimate of $308.04 million, showing a year-over-year change of +0.8% [4] - Asset sales revenue in Aviation Leasing was $47.92 million, significantly lower than the two-analyst average estimate of $281.25 million, reflecting a year-over-year decline of -33.9% [4] Adjusted EBITDA Performance - Adjusted EBITDA for Corporate and Other was reported at -$11.43 million, better than the three-analyst average estimate of -$18.59 million [4] - Adjusted EBITDA for Aerospace Products was $164.86 million, exceeding the average estimate of $150.4 million from three analysts [4] - Adjusted EBITDA for Aviation Leasing was $199.3 million, compared to the average estimate of $169.96 million from three analysts [4] Stock Performance - FTAI Aviation shares have returned +0.3% over the past month, while the Zacks S&P 500 composite has changed by +3.4% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]