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FTAI Aviation Ltd. (FTAI)

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Upturn Advisory Summary
02/26/2026: FTAI (5-star) is a STRONG-BUY. BUY since 54 days. Simulated Profits (71.04%). Updated daily EoD!
1 Year Target Price $314.6
1 Year Target Price $314.6
| 8 | Strong Buy |
| 4 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 30.98B USD | Price to earnings Ratio 69.11 | 1Y Target Price 314.6 |
Price to earnings Ratio 69.11 | 1Y Target Price 314.6 | ||
Volume (30-day avg) 13 | Beta 1.57 | 52 Weeks Range 80.89 - 323.51 | Updated Date 02/26/2026 |
52 Weeks Range 80.89 - 323.51 | Updated Date 02/26/2026 | ||
Dividends yield (FY) 0.41% | Basic EPS (TTM) 4.37 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-02-19 | When - | Estimate 1.25 | Actual 1.2355 |
Profitability
Profit Margin 20.82% | Operating Margin (TTM) 31.17% |
Management Effectiveness
Return on Assets (TTM) 11.43% | Return on Equity (TTM) 263.05% |
Valuation
Trailing PE 69.11 | Forward PE 20.83 | Enterprise Value 20801323151 | Price to Sales(TTM) 13.22 |
Enterprise Value 20801323151 | Price to Sales(TTM) 13.22 | ||
Enterprise Value to Revenue 9.71 | Enterprise Value to EBITDA 19.88 | Shares Outstanding 102572925 | Shares Floating 101094849 |
Shares Outstanding 102572925 | Shares Floating 101094849 | ||
Percent Insiders 1.6 | Percent Institutions 99.95 |
Upturn AI SWOT
FTAI Aviation Ltd.

Company Overview
History and Background
FTAI Aviation Ltd. (NASDAQ: FTAI) was established in 2014. It is a global provider of aviation leasing and aftermarket services. The company has grown by acquiring and leasing aircraft engines and related assets, as well as by providing maintenance, repair, and overhaul (MRO) services.
Core Business Areas
- Engine Leasing: FTAI Aviation leases a portfolio of aircraft engines and other aviation assets to airlines and other customers worldwide. This segment focuses on generating revenue from leasing fees and managing the lifecycle of these high-value assets.
- Aftermarket Services: FTAI Aviation provides a range of aftermarket services, including engine repair, maintenance, and modification, to support its own leased assets and third-party customers. This segment leverages the company's technical expertise and operational capabilities.
Leadership and Structure
FTAI Aviation is led by a management team with extensive experience in the aviation industry. The organizational structure is designed to support its leasing and aftermarket operations globally.
Top Products and Market Share
Key Offerings
- Engine Leasing Portfolio: FTAI Aviation manages a diverse portfolio of aircraft engines, including popular models from manufacturers like GE and Rolls-Royce. The company aims to maximize asset utilization and lease rates. Key competitors in engine leasing include AAR Corp, AerCap Holdings N.V., and Willis Lease Finance Corporation.
- MRO Services: FTAI provides comprehensive maintenance, repair, and overhaul services for aircraft engines and components. This service is crucial for extending the life of engines and ensuring operational readiness for airlines. Competitors in the MRO space include ST Engineering, AAR Corp, and Delta TechOps.
Market Dynamics
Industry Overview
The aviation leasing and aftermarket services industry is characterized by high capital intensity, global reach, and sensitivity to air travel demand and economic conditions. The industry is driven by airline fleet management strategies, the need for cost-effective maintenance solutions, and the demand for spare parts and engines.
Positioning
FTAI Aviation positions itself as a comprehensive provider of aviation asset solutions, combining leasing with aftermarket support. Its competitive advantages lie in its strategically acquired asset portfolio, technical expertise, and ability to manage complex asset lifecycles. The company focuses on niche markets and specialized engine types to differentiate itself.
Total Addressable Market (TAM)
The global aviation leasing market is substantial, with estimates placing the total addressable market in the hundreds of billions of dollars, considering aircraft and engine leasing. The aftermarket services market is also a multi-billion dollar industry. FTAI Aviation, as a specialized player, targets a significant segment within these markets by focusing on specific engine types and providing integrated solutions.
Upturn SWOT Analysis
Strengths
- Diversified portfolio of aircraft engines and aviation assets.
- Integrated business model combining leasing and aftermarket services.
- Experienced management team with deep industry knowledge.
- Strategic focus on specialized engine types and niche markets.
- Global operational reach.
Weaknesses
- Dependency on the cyclical nature of the aviation industry.
- Competition from larger, more established leasing companies.
- Potential challenges in asset management and remarketing.
- Reliance on a relatively limited number of aircraft engine types.
Opportunities
- Growing demand for flexible leasing solutions from airlines.
- Expansion of aftermarket service offerings and capabilities.
- Acquisition of attractive aviation assets at favorable valuations.
- Partnerships with airlines and original equipment manufacturers (OEMs).
- Increased demand for engine conversions and life extensions.
Threats
- Economic downturns impacting air travel demand.
- Increased competition and price pressures.
- Regulatory changes affecting aircraft operations and maintenance.
- Technological advancements leading to obsolescence of older engine models.
- Geopolitical instability and supply chain disruptions.
Competitors and Market Share
Key Competitors
- AerCap Holdings N.V. (AER)
- AAR Corp (AIR)
- Willis Lease Finance Corporation (WLFC)
- ST Engineering (STXGY)
Competitive Landscape
FTAI Aviation faces intense competition from larger, well-established players in both aircraft leasing and aftermarket services. Its competitive advantages lie in its specialized focus and integrated service model, allowing it to carve out a niche. However, it must constantly adapt to market demands, technological changes, and economic fluctuations to maintain its position.
Growth Trajectory and Initiatives
Historical Growth: FTAI Aviation has historically pursued growth through strategic acquisitions of aviation assets and expansion of its service offerings. Its growth has been tied to the health of the global aviation market and its ability to effectively manage its asset portfolio.
Future Projections: Future growth projections for FTAI Aviation are likely dependent on its ability to secure new leasing contracts, expand its MRO capabilities, and capitalize on opportunities in the aviation aftermarket. Analyst estimates would provide insights into expected revenue and earnings growth.
Recent Initiatives: Recent initiatives may include fleet expansion, investment in new technologies for maintenance, strategic partnerships, or geographical expansion to serve a wider client base.
Summary
FTAI Aviation Ltd. is a specialized aviation leasing and aftermarket services provider with a strong focus on aircraft engines. The company's integrated model offers a competitive advantage, but it operates within a cyclical and capital-intensive industry. Its growth is dependent on strategic asset acquisition and effective management of its service offerings. Potential threats include economic downturns and intense competition, while opportunities lie in expanding its service capabilities and capitalizing on evolving airline fleet strategies.
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Sources and Disclaimers
Data Sources:
- FTAI Aviation Ltd. Investor Relations
- SEC Filings (10-K, 10-Q)
- Financial Data Providers (e.g., Bloomberg, Refinitiv)
- Industry Analyst Reports
Disclaimers:
This JSON output is for informational purposes only and does not constitute financial advice. Data accuracy is dependent on the sources cited. Market share figures are estimates and may vary. Investors should conduct their own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About FTAI Aviation Ltd.
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2015-05-15 | Chairman & CEO Mr. Joseph P. Adams Jr. | ||
Sector Industrials | Industry Rental & Leasing Services | Full time employees 580 | Website https://www.ftaiaviation.com |
Full time employees 580 | Website https://www.ftaiaviation.com | ||
FTAI Aviation Ltd. owns, acquires, and sells aviation equipment for the transportation of goods and people worldwide. It operates in two segments, Aviation Leasing and Aerospace Products. The Aviation Leasing segment owns, leases, manages, and sells aircraft and aircraft engines. As of December 31, 2024, this segment owned and managed 421 aviation assets consisting of 109 commercial aircraft and 312 engines, including eight aircraft and seventeen engines in Russia. The Aerospace Products segment develops, manufactures, repairs/refurbishes, and sells aircraft engines and aftermarket components for the commercial aircraft engines. It also engages in the offshore energy business, which consists of vessels and equipment that support offshore oil and gas activities and production. The company was founded in 2011 and is headquartered in New York, New York.

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