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FTAI Aviation Ltd.
FTAI
NASDAQ·Industrials·Rental & Leasing Services·Mkt cap $26.9B
$245.63
▼ -6.19%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$108.47 - $323.51
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 131.4% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Diversified asset portfolio of 363 aviation assets providing stable, recurring lease revenue
- Integrated business model combining leasing and aerospace products for cross-selling opportunities
- Established market position with global customer base in essential transportation sector
- Expertise in aircraft engine maintenance and aftermarket components creating high-margin revenue streams
Bear Case
2 risks
- Above-average volatility (beta 1.5).
- Growth premium of 1.6x vs Rental & Leasing peers. Elevated but may be justified by growth trajectory.
Growth
Moderate growth ahead
Rising global air travel demand and aircraft utilization rates post-pandemic recovery
Value
Growth premium of 1.6x vs Rental & Leasing peers. Elevated but may be justified by growth trajectory.
Momentum
Strong
+7.9% over 3m
Quality
Stable
High-growth business (47% revenue growth, 31% gross margin). Profitable with strong growth momentum.
Dividend
Modest
0.57% yield
Smart-money signal
Who's buying FTAI right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Apr 23, 2026
APR 29, 2026
Reported EPS of $1.29 vs $1.50 consensus (-14.0% surprise). Revenue of $830.7M vs $749.8M expected (+10.8%).
EPS surprise · last 4Q
0 of 1 beats
Q2 26
-14.0%
Next: Apr 23, 2026
Revenue trend · last 8Q
—
—
+59%
+53%
+51%
+42%
+32%
+64%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$447.4M
$469.5M
$502.9M
$505.3M
$676.6M
$667.1M
$662.0M
$830.7M
Margins · last 8Q
Gross
22.8%
Operating
22.5%
Profit
16.6%
Wall Street consensus
Analyst coverage
Live ratings and price targets aggregated across covering analysts.
No analyst coverage on file for this stock yet.