FTAI Aviation Ltd. (FTAI)
NASDAQ:FTAI
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FTAI Stock Chart & Stats
$259.13
$5.38(3.36%)
At close: 4:00 PM EST
$259.13
$5.38(3.36%)
Day’s Range― - ―
52-Week Range$108.47 - $323.51
Previous CloseN/A
Volume539.80K
Average Volume (3M)1.46M
Market Cap
$25.22B
Enterprise Value$29.75B
Total Cash (Recent Filing)$412.24M
Total Debt (Recent Filing)$3.45B
Price to Earnings (P/E)47.0
Beta1.07
Next Earnings
Jul 29, 2026EPS Estimate
1.68Next Dividend Ex-DateN/A
Dividend Yield0.73%
Share Statistics
EPS (TTM)5.09
Shares Outstanding102,582,970
10 Day Avg. Volume1,123,047
30 Day Avg. Volume1,459,654
Financial Highlights & Ratios
PEG Ratio-0.03
Price to Book (P/B)60.42
Price to Sales (P/S)8.05
P/FCF Ratio-18.99
Enterprise Value/Market Cap1.18
Enterprise Value/Revenue10.49
Enterprise Value/Gross Profit33.78
Enterprise Value/Ebitda27.15
Forecast
1Y Price Target
$349.00Price Target Upside34.68% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering6
EPS Forecast (FY)6.86
Revenue Forecast (FY)$3.56B
Bulls Say, Bears Say
Bulls Say
Top-line Momentum & MarginsFTAI has scaled revenue rapidly (from $336M in 2021 to $2.84B TTM) while sustaining healthy gross and EBITDA margins (~31% gross, ~39% EBITDA TTM and ~19% net). Durable aftermarket demand for CFM56 modules and recurring leasing revenues underpin sustainable cash generation potential over the medium term.
Aerospace Production RampRapid module production ramp (Q1: 270 modules, target 1,050 in 2026) and facility expansion (Rome, Lisbon, east‑of‑Rome capacity) signal improved operating scale. Higher throughput should lower unit costs, increase aftermarket parts throughput, and create recurring restoration and module sales tailwinds over multiple years.
Strengthened Liquidity & Funding AccessSignificant upsizing of the revolver and warehouse facility plus reduced leverage to ~2.3x materially increases financial flexibility. Improved access to committed credit and syndicate support reduces refinancing risk, enabling disciplined deployment into acquisitions, SPV investment activity, and scaled Power commercialization over the next 2–3 years.
Bears Say
Very High Historical LeverageA capital structure with debt ~ $3.45B and a very small equity base leaves limited loss-absorption and increases vulnerability to asset value swings. High leverage constrains optionality, raises covenant and refinancing sensitivity, and magnifies downside risk if aviation asset values or lease cash flows deteriorate.
Weak Cash-flow GenerationDespite reported profitability, persistent negative OCF and deeply negative FCF indicate the business has not been self-funding recent investments and working capital. Reliance on external financing elevates execution and refinancing risk and makes durable growth contingent on converting accounting earnings into recurring cash flows.
Execution & Power Start-up RiskThe Power program requires successful prototype testing, approvals and ramp to convert backlog into sustainable revenue. Start‑up costs and early R&D/headcount expenses pressure near-term profitability; delays or higher-than-expected startup spend would materially deflate projected cash returns from the new business line.
FTAI Aviation News
FTAI FAQ
What was FTAI Aviation Ltd.’s price range in the past 12 months?
FTAI Aviation Ltd. lowest stock price was $108.47 and its highest was $323.51 in the past 12 months.
What is FTAI Aviation Ltd.’s market cap?
FTAI Aviation Ltd.’s market cap is $25.22B.
When is FTAI Aviation Ltd.’s upcoming earnings report date?
FTAI Aviation Ltd.’s upcoming earnings report date is Jul 29, 2026 which is in 56 days.
How were FTAI Aviation Ltd.’s earnings last quarter?
FTAI Aviation Ltd. released its earnings results on Apr 29, 2026. The company reported $1.29 earnings per share for the quarter, missing the consensus estimate of $1.498 by -$0.208.
Is FTAI Aviation Ltd. overvalued?
According to Wall Street analysts FTAI Aviation Ltd.’s price is currently Undervalued.
Does FTAI Aviation Ltd. pay dividends?
FTAI Aviation Ltd. pays a Quarterly dividend of $0.35 which represents an annual dividend yield of 0.73%. See more information on FTAI Aviation Ltd. dividends here
What is FTAI Aviation Ltd.’s EPS estimate?
FTAI Aviation Ltd.’s EPS estimate is 1.68.
How many shares outstanding does FTAI Aviation Ltd. have?
FTAI Aviation Ltd. has 102,582,970 shares outstanding.
What happened to FTAI Aviation Ltd.’s price movement after its last earnings report?
FTAI Aviation Ltd. reported an EPS of $1.29 in its last earnings report, missing expectations of $1.498. Following the earnings report the stock price went up 17.155%.
Which hedge fund is a major shareholder of FTAI Aviation Ltd.?
Currently, no hedge funds are holding shares in FTAI
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
FTAI Aviation Stock Smart Score
Outperform
1
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9
10
Analyst Consensus
Strong Buy
Average Price Target:
$349.00 (34.68% Upside)
$349.00 (34.68% Upside)
Blogger Sentiment
Bullish
FTAI Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 245.5K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $61.6M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Positive
Last 7 Days ▲ 0.4%
Last 30 Days ▲ 1.3%
Last 30 Days ▲ 1.3%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
113.17%
12-Months-Change
Fundamentals
Return on Equity
181.39%
Trailing 12-Months
Asset Growth
6.11%
Trailing 12-Months
Company Description
FTAI Aviation Ltd.
FTAI Aviation Ltd. owns and acquires aviation and offshore energy equipment for the transportation of goods and people worldwide. It operates through two segments, Aviation Leasing and Aerospace Products. The Aviation Leasing segment owns and manages aviation assets, including aircraft and aircraft engines, which it leases and sells to customers. As of December 31, 2023, this segment owned and managed 363 aviation assets consisting of 96 commercial aircraft and 267 engines, including eight aircraft and seventeen engines that were located in Russia. The Aerospace Products segment develops, manufactures, repairs, and sells aircraft engines and aftermarket components for aircraft engines. The company was founded in 2011 and is headquartered in New York, New York.
FTAI Company Deck
FTAI Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial momentum: accelerating aerospace revenue and EBITDA, a substantial production ramp, robust strategic capital vehicle activity, improving liquidity and leverage, and encouraging commercial progress for the Power platform (prototype milestones, JV with Jereh, and strong customer interest). Lowlights were mostly execution- and timing-related (startup costs for Power, outstanding PMA part approvals, production mix variability) and macro/geopolitical uncertainty that could cause near-term volatility. Overall, the positives — including reaffirmed 2026 guidance, dividend increase, and substantive growth indicators — significantly outweigh the contained lowlights.View all FTAI earnings summariesFTAI Stock 12 Month Forecast
Average Price Target
$349.00
▲(34.68% Upside)
Technical Analysis
Ownership Overview
2.25% Insiders
42.31% Mutual Funds
34.91% Other Institutional Investors
4.16% Public Companies and Individual Investors