Industrials · Rental & Leasing Services
Price
$248.91
Market Cap
$25.5B
Employees
580
Beta
1.52
Avg Volume
1,227,341
CEO
Joseph Adams Jr.
Business Description
FTAI Aviation Ltd. is a company dedicated to the ownership and acquisition of critical equipment for the aviation and offshore energy industries, thereby supporting the worldwide movement of goods and people. The company operates through two primary divisions. The Aviation Leasing segment is responsible for managing, leasing, and selling aviation assets, which include commercial aircraft and their engines, to customers. By the end of 2023, specifically December 31st, this division's managed portfolio encompassed 363 aviation assets in total, consisting of 96 commercial aircraft and 267 engines. Notably, this count included 8 aircraft and 17 engines located in Russia. The Aerospace Products segment focuses on the entire lifecycle of aircraft engines and their aftermarket components, covering their development, production, maintenance, and sales. FTAI Aviation Ltd. was established in 2011 and maintains its corporate headquarters in New York, New York.
Business History
Price Overview
Price at report time · Jul 2, 3:36pm (0m ago)
$246.26
Change · Jul 2
-15.57 (-5.95%)
Day Range
$245.00 – $270.37
52-Week Range
$108.47 – $323.51
50-Day MA
$250.78
200-Day MA
$225.00
Volume
753,226.56
Right now · live
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Real-time — the change above is the move since the report (over 0m).
Analyst Price Targets
Low
$260.00
Consensus
$332.80
High
$400.00
(31 analysts)
Share Structure
Outstanding
102,582,972.00
Float
101,392,626.00
Free Float
98.8%
High free float
— 98.8% of shares trade freely, ~1.2% held by insiders/institutions
Very liquid — most shares trade freely. Low insider ownership can mean less management alignment, but makes large position sizing straightforward.
Price History (1 Year)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
| Period | Revenue | Net Income | Net Margin | YoY/QoQ |
|---|
Key Metrics
API Direct from provider
CALC Derived from statements
P/E Ratio (Price per dollar of earnings)
APIStock Price / EPS (Diluted)
47.08
Stock Price: $248.91
EPS (Diluted): 4.66
EPS (Diluted): 4.66
P/B Ratio (Price vs net asset value)
APIStock Price / Book Value Per Share
60.42
Stock Price: $248.91
Total Equity: $334.17M
Shares: 103,846,914
Total Equity: $334.17M
Shares: 103,846,914
EV/EBITDA (Total value vs operating profit)
APIEnterprise Value / EBITDA
24.84
Market Cap: $25.53B
Total Debt: $3.45B
Cash: $300.48M
EBITDA: $1.08B
Total Debt: $3.45B
Cash: $300.48M
EBITDA: $1.08B
Enterprise Value (Takeover price (cap + debt - cash))
APIMarket Cap + Total Debt - Cash
$23.3B
Market Cap: $25.53B
Total Debt: $3.45B
Cash: $300.48M
Total Debt: $3.45B
Cash: $300.48M
Gross Margin (Revenue left after direct costs)
APIGross Profit / Revenue
31.1%
Gross Profit: $779.35M
Revenue: $2.51B
Revenue: $2.51B
Operating Margin (Revenue left after all operations)
APIOperating Income / Revenue
30.7%
Operating Income: $769.87M
Revenue: $2.51B
Revenue: $2.51B
Net Margin (Revenue left as actual profit)
APINet Income / Revenue
20.0%
Net Income: $501.06M
Revenue: $2.51B
Revenue: $2.51B
ROE (Profit from shareholder equity)
APINet Income / Total Equity
181.4%
Net Income: $501.06M
Total Equity: $334.17M
Total Equity: $334.17M
ROIC (Profit from all invested capital)
APINOPAT / Invested Capital
16.3%
Operating Income: $769.87M
Tax Rate: 17.4%
Equity: $334.17M
Total Debt: $3.45B
Cash: $300.48M
Tax Rate: 17.4%
Equity: $334.17M
Total Debt: $3.45B
Cash: $300.48M
Current Ratio (Can it pay short-term bills)
APICurrent Assets / Current Liabilities
5.28
Current Assets: $2.11B
Current Liabilities: $399.88M
Current Liabilities: $399.88M
Debt/Equity (Leverage — debt vs equity)
CALCTotal Debt / Total Equity
10.32
Short-Term Debt: $0.00
Long-Term Debt: $3.45B
Total Debt: $3.45B
Total Equity: $334.17M
Long-Term Debt: $3.45B
Total Debt: $3.45B
Total Equity: $334.17M
Rev/Share (Top-line per share)
CALCRevenue / Shares Outstanding
$24.15
Revenue: $2.51B
Shares: 103,846,914
Shares: 103,846,914
Book Value/Share (Net assets per share)
CALC(Total Assets - Total Liabilities) / Shares
$3.22
Total Equity: $334.17M
Shares: 103,846,914
Shares: 103,846,914
FCF/Share (Real cash generated per share)
CALC(Operating Cash Flow + CapEx) / Shares
$-10.24
Operating CF: -$310.75M
CapEx: -$752.44M
Shares: 103,846,914
CapEx: -$752.44M
Shares: 103,846,914
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
APILast Annual Dividend / Stock Price
0.7%
Last Dividend: N/A
Stock Price: $248.91
Stock Price: $248.91
Payout Ratio (Earnings paid out as dividends)
Dividends Paid / Net Income
—
Dividends Paid: N/A
Net Income: $501.06M
Net Income: $501.06M
Dividends paid not available in cash flow statement
Industry Benchmarks
Compares FTAI against LLM-researched typical ranges for its
industry. One research call per industry, cached indefinitely — every stock in the same industry
reuses the same baseline.
Deep Analysis
Pre-flight intelligence scans the company first, then routes to the right analytical methods.
0
Company Classification
— What type of company is this?
1
Industry Landscape
— Where is the industry headed?
2
Company Momentum
— Where is this company trending?
3
Forward Projection
— 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a
DCF Valuation
— Present value of future cash flows
4b
Earnings Power Value
— Floor value — worth with zero growth
4c
Anchored PE
— Industry PE adjusted for growth differential
4d
Reverse DCF
— What growth is the market pricing in?
4e
Revenue-Based DCF
— For growth/narrative companies (skip if mature earner)
4f
Anchored P/S
— Price-to-Sales peer comparison (skip if mature earner)
4g
Scenario Analysis
— Bull / Base / Bear (skip if mature earner)
4h
Dividend Discount Model
— For dividend/income stocks only
4i
Book Value Analysis
— For deep value / turnaround stocks only
4j
Insider Activity
— Are insiders buying or selling?
4f
Cash Flow Quality
— How trustworthy is the FCF?
4g
Debt Maturity Risk
— Can it handle its debt?
4h
Macro Environment
— Rates, market valuation, volatility
4i
Sector Intelligence
— How does this company compare within its sector?
4j
Revenue Confidence
— How reliable is the growth projection?
4k
Sensitivity Analysis
— How fragile is the fair value estimate?
4l
Sector Demand Cycle
— Is the sector in a boom, steady state, or contraction?
5
AI Investigation
— Adaptive research engine (Claude)
5b
Thesis Evaluation
— What does the market believe? (narrative/platform stocks only)
6
Valuation Synthesis
— Weighted verdict from all methods (requires Layer 4)
Income Statement (Annual)
Last updated: Jul 2, 2026 3:36pm (just now)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $335.6M | $722.3M | $1.2B | $1.8B | $2.5B |
| Cost of Revenue | $208.8M | $499.6M | $790.7M | $1.2B | $1.7B |
| Gross Profit | $126.8M | $222.7M | $395.3M | $577.9M | $779.4M |
| Operating Expenses | $27.0M | $65.6M | $38.3M | $25.5M | $9.5M |
| Operating Income | $99.8M | $157.1M | $357.0M | $552.4M | $769.9M |
| Net Income | -$104.2M | -$193.2M | $243.8M | $8.7M | $501.1M |
| EBITDA | $263.0M | $230.7M | $530.7M | $469.6M | $1.1B |
| EPS | $-1.45 | $-1.11 | $2.12 | $-0.32 | $4.66 |
| EPS (Diluted) | — | — | — | — | — |
Balance Sheet (Annual)
Last updated: Jul 2, 2026 3:36pm (just now)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Cash & Equivalents | $138.2M | $53.1M | $90.9M | $115.1M | $300.5M |
| Total Current Assets | $363.4M | $316.2M | $522.7M | $1.2B | $2.1B |
| Total Assets | $4.9B | $2.4B | $3.0B | $4.0B | $4.4B |
| Current Liabilities | $187.6M | $86.5M | $112.9M | $347.2M | $399.9M |
| Long-Term Debt | $2.4B | $2.2B | $2.5B | $3.4B | $3.4B |
| Total Liabilities | $3.8B | $2.4B | $2.8B | $4.0B | $4.0B |
| Total Equity | $1.1B | $18.9M | $175.3M | $81.4M | $334.2M |
| Retained Earnings | -$132.4M | -$325.6M | -$81.8M | -$73.1M | $282.5M |
Cash Flow (Annual)
Last updated: Jul 2, 2026 3:36pm (just now)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | -$22.0M | -$20.7M | $129.0M | -$188.0M | -$310.7M |
| Capital Expenditure | -$767.6M | -$813.7M | -$776.9M | -$1.2B | -$752.4M |
| Free Cash Flow | -$789.7M | -$834.3M | -$647.9M | -$1.3B | -$1.1B |
| Acquisitions (net) | -$681.7M | -$17.8M | -$73.1M | -$147.6M | $1.7B |
| Debt Repayment | — | — | — | — | — |
| Dividends Paid | — | — | — | — | — |
| Stock Buybacks | $0 | $0 | $0 | $0 | -$124.2M |
| Net Change in Cash | $278.6M | -$387.0M | $37.8M | $24.4M | $185.4M |
Analyst Estimates (Annual)
Last updated: Jul 2, 2026 3:36pm (just now)| Metric | 2027 | 2028 | 2029 | 2030 |
|---|---|---|---|---|
| Revenue |
$5.2B $4.5B – $5.8B
|
$6.9B $6.8B – $7.0B
|
$6.7B $5.7B – $7.8B
|
$7.6B $6.4B – $8.8B
|
| EBITDA |
$2.3B $2.0B – $2.6B
|
$3.1B $3.0B – $3.2B
|
$3.0B $2.6B – $3.5B
|
$3.4B $2.9B – $3.9B
|
| Net Income |
$1.2B $991.0M – $1.5B
|
$1.7B $1.3B – $2.4B
|
$1.8B $1.4B – $2.1B
|
$2.1B $1.7B – $2.6B
|
| EPS | — | — | — | — |
Growth Trends (YoY %)
Last updated: Jul 2, 2026 3:36pm (just now)| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue Growth | +115.2% | +64.2% | +47.6% | +43.2% |
| Gross Profit Growth | +75.6% | +77.5% | +46.2% | +34.9% |
| Operating Income Growth | +57.5% | +127.2% | +54.7% | +39.4% |
| Net Income Growth | -85.4% | +226.2% | -96.4% | +5,671.3% |
| EBITDA Growth | -12.3% | +130.0% | -11.5% | +130.1% |
Insider Trading (Recent)
Type codes
PPurchase
SSale
AAward / grant
MOption exercise
FIn-kind (tax)
CConversion
GGift
DReturn to issuer
All SEC Form 4 codes
Open market
- P Purchase
- Open-market or private purchase of shares.
- S Sale
- Open-market or private sale of shares.
Compensation (Rule 16b-3)
- A Award / grant
- Grant or award of securities (RSUs, options, etc.) under Rule 16b-3.
- D Return to issuer
- Securities disposed back to the company under Rule 16b-3.
- F In-kind (tax)
- Shares withheld or delivered to pay the option-exercise price or tax — not an open-market sale.
- I Discretionary
- Discretionary transaction under an employee plan — Rule 16b-3(f).
- M Option exercise
- Exercise or conversion of a derivative (option/RSU) into shares — exempt.
Derivatives
- C Conversion
- Conversion of a derivative security into the underlying shares.
- E Short expiration
- Expiration of a short derivative position.
- H Long expiration
- Expiration or cancellation of a long derivative position with value received.
- O OTM exercise
- Exercise of an out-of-the-money derivative.
- X ITM exercise
- Exercise of an in-the-money or at-the-money derivative.
Other exempt
- G Gift
- Bona fide gift of securities.
- L Small acquisition
- Small acquisition under Rule 16a-6.
- W Inheritance
- Acquisition or disposition by will or the laws of descent.
- Z Voting trust
- Deposit into or withdrawal from a voting trust.
Other
- J Other
- Other acquisition or disposition (explained in a Form 4 footnote).
- K Equity swap
- Transaction in an equity swap or similar instrument.
- U Tender / buyout
- Disposition via tender of shares in a change-of-control transaction.
Compensation-plan codes (A, D, F, M) are routine and rarely directional. Open-market P (buy) and S (sale) carry the most signal.
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-07-01 | Kuperus Stacy | F-InKind | 17,973.00 | $270.53 | $4.9M |
| 2026-07-01 | Moreno David | F-InKind | 41,475.00 | $270.53 | $11.2M |
| 2026-06-15 | TUCHMAN MARTIN | A-Award | 86.00 | $0.00 | $0 |
| 2026-06-15 | ROBINSON RAY M | A-Award | 119.00 | $0.00 | $0 |
| 2026-06-15 | GOODWIN PAUL R | A-Award | 124.00 | $0.00 | $0 |
| 2026-05-28 | TUCHMAN MARTIN | A-Award | 552.00 | $0.00 | $0 |
| 2026-05-28 | ROBINSON RAY M | A-Award | 552.00 | $0.00 | $0 |
| 2026-05-28 | LEVISON A ANDREW | A-Award | 552.00 | $0.00 | $0 |
| 2026-05-28 | HANNAWAY JUDITH A | A-Award | 552.00 | $0.00 | $0 |
| 2026-05-27 | HANNAWAY JUDITH A | S-Sale | 255.00 | $253.89 | $64,742 |
| 2026-05-28 | GOODWIN PAUL R | A-Award | 552.00 | $0.00 | $0 |
| 2026-05-28 | GIDUMAL SHYAM H | A-Award | 552.00 | $0.00 | $0 |
| 2026-05-28 | Adams Joseph P. Jr. | F-InKind | 10,783.00 | $262.78 | $2.8M |
| 2026-05-11 | Adams Joseph P. Jr. | M-Exempt | 12,448.00 | $25.44 | $316,677 |
| 2026-05-11 | Adams Joseph P. Jr. | F-InKind | 7,752.00 | $270.29 | $2.1M |
| 2026-05-11 | Adams Joseph P. Jr. | M-Exempt | 12,448.00 | $25.44 | $316,677 |
| 2026-05-01 | TUCHMAN MARTIN | S-Sale | 143,584.00 | $242.44 | $34.8M |
| 2026-05-04 | TUCHMAN MARTIN | S-Sale | 67,500.00 | $241.99 | $16.3M |
| 2026-05-04 | TUCHMAN MARTIN | S-Sale | 43,176.00 | $240.64 | $10.4M |
| 2026-03-16 | Hazan Michael | A-Award | 4,236.00 | $0.00 | $0 |
Dividend History (Last 20)
Last updated: Jul 2, 2026 3:36pm (just now)| Date | Dividend | Declaration | Record | Payment |
|---|---|---|---|---|
| 2026-05-13 | $0.45 | 2026-04-28 | 2026-05-13 | 2026-05-26 |
| 2026-03-13 | $0.40 | 2026-02-24 | 2026-03-13 | 2026-03-23 |
| 2025-11-10 | $0.35 | 2025-10-27 | 2025-11-10 | 2025-11-19 |
| 2025-08-12 | $0.30 | 2025-07-29 | 2025-08-12 | 2025-08-19 |
| 2025-05-16 | $0.30 | 2025-04-30 | 2025-05-16 | 2025-05-23 |
| 2025-03-14 | $0.30 | 2025-02-26 | 2025-03-14 | 2025-03-24 |
| 2024-11-14 | $0.30 | 2024-10-30 | 2024-11-14 | 2024-11-25 |
| 2024-08-12 | $0.30 | 2024-07-23 | 2024-08-12 | 2024-08-20 |
| 2024-05-09 | $0.30 | 2024-04-25 | 2024-05-10 | 2024-05-21 |
| 2024-03-07 | $0.30 | 2024-02-22 | 2024-03-08 | 2024-03-20 |
| 2023-11-13 | $0.30 | 2023-10-25 | 2023-11-14 | 2023-11-28 |
| 2023-08-11 | $0.30 | 2023-07-26 | 2023-08-14 | 2023-08-29 |
| 2023-05-11 | $0.30 | 2023-04-25 | 2023-05-12 | 2023-05-23 |
| 2023-03-09 | $0.30 | 2023-02-23 | 2023-03-10 | 2023-03-22 |
| 2022-11-10 | $0.30 | 2022-10-27 | 2022-11-14 | 2022-11-28 |
| 2022-08-12 | $0.33 | 2022-07-26 | 2022-08-15 | 2022-08-29 |
| 2022-05-12 | $0.33 | 2022-04-28 | 2022-05-13 | 2022-05-24 |
| 2022-03-10 | $0.33 | 2022-02-24 | 2022-03-11 | 2022-03-23 |
| 2021-11-12 | $0.33 | 2021-10-28 | 2021-11-15 | 2021-11-29 |
| 2021-08-13 | $0.33 | 2021-07-28 | 2021-08-16 | 2021-08-30 |
Narrative Economics
The story the market is telling about this stock — the intangible X-factor
(founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond
what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for FTAI — it's generated by the pipeline (
market-narrative step).
No community reviews yet for FTAI.
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My Notes
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Data via Financial Modeling Prep · Cached for performance · fmp
v1.1.369 · ed375950 · 2026-07-02 14:37:41