
Aircraft leasing company FTAI Aviation (NASDAQ: FTAI) will be reporting results this Wednesday after market close. Here’s what to expect.
FTAI Aviation met analysts’ revenue expectations last quarter, reporting revenues of $667.1 million, up 43.2% year on year. It was a strong quarter for the company, with full-year EBITDA guidance exceeding analysts’ expectations and a solid beat of analysts’ EBITDA estimates.
Is FTAI Aviation a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting FTAI Aviation’s revenue to grow 38.4% year on year, slowing from the 59.5% increase it recorded in the same quarter last year.

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 rarely misses Wall Street’s revenue estimates.
Looking at FTAI Aviation’s peers in the industrial distributors segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Rush Enterprises’s revenues decreased 11.8% year on year, beating analysts’ expectations by 2.6%, and GATX reported revenues up 8.6%, topping estimates by 0.9%. Rush Enterprises traded up 2.9% following the results while GATX was also up 4.3%.
Read our full analysis of Rush Enterprises’s results here and GATX’s results here.
There has been positive sentiment among investors in the industrial distributors segment, with share prices up 4.3% on average over the last month. FTAI Aviation is down 1.7% during the same time and is heading into earnings with an average analyst price target of $314.60 (compared to the current share price of $285.11).
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