Price
No data yet.
Social Signal Score
Analyst Ratings
18 analystsRevenue
$953.09M+2109.85%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Joseph Adams Jr.
- Sector
- Industrials
- Industry
- Aerospace & Defense
- Employees
- 985
- Beta
- 1.56
- Country
- US
- Piotroski score
- 4 / 9 (Middling)
- Altman Z-score
- 4.51
Financials
Revenue
$953.09M+2109.8%Net Income
$125.09MEBITDA
$214.81M+1183.8%Free Cash Flow
$-122.60MEPS (diluted)
$1.13Shares Outstanding (diluted)
104.04M+37.4%Operating Expenses
$2.25MCash & Debt
$337.19MReturn of Capital
$49.87MRevenue by Segment (annual)
$453.71MDividend per Share
$0.50Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $2.51B | $501.06M | $4.66 |
| 2024 | $1.75B | $8.68M | $-0.32 |
| 2023 | $1.19B | $243.82M | $2.12 |
| 2022 | $722.32M | $-193.21M | $-1.11 |
| 2021 | $335.58M | $-104.23M | $-1.45 |
| 2020 | $370.24M | $-88.50M | $-1.22 |
| 2019 | $585.96M | $225.11M | $1.56 |
| 2018 | $350.70M | $5.88M | $0.07 |
| 2017 | $222.38M | $134.0K | $0.00 |
| 2016 | $153.70M | $-20.06M | $-0.26 |
| 2015 | $143.34M | $-11.83M | $-0.18 |
| 2014 | $57.93M | $7.78M | $0.15 |
| 2013 | $19.53M | $24.82M | $0.46 |
| 2012 | $3.49M | $2.19M | $0.04 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from FTAI's reported EPS growth of 43.9% a year over 13 years. Historical EPS growth of 44% reflects a recovery from a low base and won't persist. Capped at 30% as a starting point.
- EPS in 5 years
- $18.14
- Implied price
- $761.84
- Return from $167.03
- 35.5% a year
To earn 15.0% a year on these assumptions you'd need to buy at $378.77 — today's price is already 55.9% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 30 | 36 | 42 | 48 | 54 |
|---|---|---|---|---|---|
| 20.0% | 16.9% | 21.2% | 25.0% | 28.4% | 31.5% |
| 25.0% | 21.8% | 26.3% | 30.3% | 33.8% | 37.0% |
| 30.0% | 26.6% | 31.3% | 35.5% | 39.1% | 42.4% |
| 35.0% | 31.5% | 36.4% | 40.7% | 44.5% | 47.9% |
| 40.0% | 36.4% | 41.5% | 45.9% | 49.8% | 53.4% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
150+200.00%Social Signal Score
Mentions (12)
- News (RSS)investing·8d ago·Neutral
FTAI Aviation acquires 27 Boeing 737-700 aircraft from WestJet
View source ↗ - News (RSS)businessinsider·8d ago·Neutral
FTAI Acquires 27 Boeing 737-700 Aircraft from WestJet <link type="text/css" rel="stylesheet" href="https://www.globenewswire.com/styles/gnw_nitf.css" />NEW YORK, Sept. 28, 2026 (GLOBE NEWSWIRE) -- FTAI Aviation Ltd. (NASDAQ: FTAI; the “Company” or “FTAI”) today announced the acquisition of 27 Boeing 737-700 aircraft from WestJet. The acquisition marks one of FTAI’s largest aircraft transactions...
View source ↗ - News (RSS)seekingalpha·13d ago·Neutral
FTAI Aviation: Exceptional Module Economics Met With Zero Margin Of Safety
View source ↗ - Newsbenzinga.com·19d ago·Positive
FTAI Announced a $500 Million Buyback This Month — Here's What Else Happened FTAI Aviation Ltd. (NASDAQ:FTAI) had a busy stretch this month that included a major financing close, a new share repurchase program and recent analyst activity.
View source ↗ - News (RSS)seekingalpha·19d ago·Positive
FTAI Aviation: A Strong Buy With 9% Yield On Aerospace And AI Power
View source ↗ - Newsseekingalpha.com·19d ago·Positive
FTAI Aviation: A Strong Buy With 9% Yield On Aerospace And AI Power FTAI Aviation is upgraded to a Strong Buy, driven by a $500M share repurchase program signaling a capital allocation shift toward shareholder returns. Robust growth in Aerospace Products and a $1.5B anchor order for FTAI Power underpin a multi-year total-return investment case. Transitioning to an asset-light leasing model and strategic capital vehicles supports recurring, higher-margin MRO business and enhances the free cash fl…
View source ↗ - News (RSS)investing·20d ago·Positive
FTAI Aviation authorizes $500 million share buyback program
View source ↗ - Newsglobenewswire.com·20d ago·Neutral
FTAI Aviation Announces $500 Million Share Repurchase Program NEW YORK, Sept. 15, 2026 (GLOBE NEWSWIRE) -- FTAI Aviation Ltd. (NASDAQ: FTAI; “FTAI” or the “Company”) announced today that the board of directors of the Company (the “Board”) authorized and approved a new share repurchase program (the “Share Repurchase Program”) under which the Company may repurchase up to $500 million of its outstanding ordinary shares (collectively, the “Shares”). The Share Repurchase Program will end on the earli…
View source ↗ - News (RSS)investing·24d ago·Neutral
FTAI Aviation options analysis: strangle and near-term call signal big move ahead
View source ↗ - Newszacks.com·31d ago·Neutral
Implied Volatility Surging for FTAI Aviation Stock Options Investors need to pay close attention to FTAI stock based on the movements in the options market lately.
View source ↗ - Newsgurufocus.com·42d ago·Neutral
A Look at FTAI Aviation Ltd (FTAI) After 5.4% Decline -- GF Value $237.50 vs Price $198.42 On August 24, 2026, FTAI Aviation Ltd (FTAI) shares fell 5.4% to $198.42, continuing a downward trend over the past week and month. The stock has ranged from a
View source ↗ - Newsglobenewswire.com·50d ago·Neutral
FTAI Closes $2.0 Billion Warehouse Financing Facility for Strategic Capital's Second Investment Vehicle Facility Includes $1.0 Billion Accordion for Total Potential Capacity of $3.0 Billion Facility Includes $1.0 Billion Accordion for Total Potential Capacity of $3.0 Billion
View source ↗
Earnings
Mon, Oct 26(in 3 weeks)
Consensus estimate $1.52 per share
Typical surprise -9.1% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Jul 29$1.13 vs $1.36miss
- Wed, Apr 29$1.29 vs $1.50miss
- Wed, Feb 25$1.08 vs $1.24miss
- Mon, Oct 27$1.10 vs $1.21miss
- Tue, Jul 29$1.57 vs $1.29beat
- Wed, Apr 30$0.87 vs $0.95miss
Estimates and results for FTAI via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by FTAI officers and directors.
- Bought
- $3.3m
- Sold
- $68.1m
10 trades
6 trades
- Moreno Davidbought
- Hannaway Judith Asold
- Tuchman Martinsold
- Tuchman Martinsold
- Tuchman Martinsold
- Goodwin Paul Rsold
- Nam Eunbought
- Moreno Davidbought
84 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Brian Babinhouse · TX36 · disclosed May 19, 2026 (14d later)Sell$50,001 - $100,000
- Brian Babinhouse · TX36 · disclosed Jun 9, 2023 (311d later)Sell$1,001 - $15,000
- Thomas J. Rooneyhouse · FL17 · disclosed Jan 14, 2019 (35d later)Buy$100,001 - $250,000
- Thomas J. Rooneyhouse · FL17 · disclosed Jan 14, 2019 (18d later)Buy$250,001 - $500,000
- Thomas J. Rooneyhouse · FL17 · disclosed Jan 14, 2019 (24d later)Buy$100,001 - $250,000
- Thomas J. Rooneyhouse · FL17 · disclosed Jan 14, 2019 (40d later)Buy$100,001 - $250,000
- Thomas J. Rooneyhouse · FL17 · disclosed Nov 9, 2018 (38d later)Buy$15,001 - $50,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.