New York, Feb 28, 2026, 13:56 EST — The session wrapped; market is shut.
FTAI Aviation ended Friday down 1.37% at $305.80, pulling back after hitting a new 52-week high of $323.51 just a day earlier. Shares on the Nasdaq swung from $300.85 to $319.05 during the session, with volume totaling roughly 7.6 million. Investing.com
U.S. markets were closed on Saturday, leaving investors eyeing Monday to see if the post-results rally can keep going—or if it’s just spinning its wheels now. Momentum players jumped into the stock this week, yet the move is also pushing folks to scrutinize leverage, cash conversion, and whether management can deliver.
On Friday, the annual report dropped, drawing even more attention. Traders are still working through management’s boosted 2026 forecast and the recent foray into power-generation turbines. Should that steady demand hold at the open, focus this week may turn to what’s missing from the filing and the updated guidance.
FTAI’s annual report, filed Friday, showed 2025 revenues of roughly $2.51 billion and net income hitting $501.1 million. As of December 31, the company listed $4.4 billion in consolidated assets, $334.2 million in total equity, and still carried $3.4 billion in debt. Exposure to aircraft and engines remaining in Russia was also highlighted. The board declared a quarterly dividend of $0.40 per share on Feb. 24, with payout scheduled for March 23 to shareholders of record as of March 13. SEC
Chief Executive Officer Joseph Adams told investors on a call this week that the company is now aiming for $1.625 billion in adjusted EBITDA for 2026. That figure, a widely-used earnings metric, excludes interest, taxes and certain other costs. Free cash flow is expected to land near $915 million — the amount left over after capex. FTAI moved to hike its quarterly dividend to $0.40 a share, bumped its 2026 module production goal up to 1,050 units, and gave more details on “FTAI Power.” That initiative takes surplus jet engines and turns them into aeroderivative gas turbines, with first units scheduled for production in the fourth quarter. The Motley Fool
Barclays isn’t shying away. Analyst Brandon Oglenski bumped his target on FTAI up to $350 from $260, sticking with an Overweight call. “I would be a buyer of the stock on any weakness,” he wrote in a note. TipRanks
Still, Barclays flagged the potential for choppy trading ahead, cautioning that FTAI’s path likely won’t be linear. The firm pointed out that FTAI’s 2026 free cash flow guidance came in lighter, citing “additional SCI II capital opportunities” linked to its Strategic Capital Initiative — that’s a partnership framework designed to attract outside equity for aircraft and engine transactions. Investing.com
Investors have a lot to watch. The core aviation business hinges on module output and pricing. As for the power unit, the key test is whether it can shift from engineering and prototypes to real deliveries—without draining working capital along the way.
As trading kicks off Monday, all eyes will be on whether the stock can stay above that $300 mark—and if the annual report shifts the conversation on leverage and risk. March 13 is the one to watch next, with shares moving toward the dividend record date before the March 23 payout.
