FTAI Aviation Ltd.
FTAI
NASDAQ·Industrials·Aerospace & Defense·Mkt cap $20.0B
$194.98
▼ -2.23%
P/E
42.30
Mkt Cap
$20.0B
52-Wk Range
$147.98–$323.51
52-Week Range
$147.98 - $323.51
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 29.9% 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 1.6).
- 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
Falling
-25.1% over 3m
Quality
Stable
High-growth business (45% revenue growth, 30% gross margin). Profitable with strong growth momentum.
Dividend
Modest
0.87% 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: Oct 26, 2026
JUL 29, 2026
Reported EPS of $1.13 vs $1.38 consensus (-18.1% surprise). Revenue of $953.1M vs $895.3M expected (+6.5%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-18.1%
Revenue trend · last 8Q
—
+59%
+53%
+51%
+42%
+32%
+64%
+41%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$469.5M
$502.9M
$505.3M
$676.6M
$667.1M
$662.0M
$830.7M
$953.1M
Margins · last 8Q
Gross
45.6%
Operating
31.9%
Profit
11.9%
Wall Street consensus
2 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Morgan Stanley · Aug 21, 2026
vs Industry
How FTAI stacks vs Aerospace & Defense
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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