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FTAI Aviation Ltd. (FTAI) Stock: Price, Forecast & Analyst Target

FTAI Aviation Ltd. (FTAI) — MoonshotScore 38/100 (Weak band), calculated Oct 4, 2026. Price $167.03 (-0.17%), as of the Oct 2, 2026 trading session; market cap $17.1B. Expected results Oct 26, 2026.

Educational signal · not a buy or sell recommendation · How to read this

Market value / cash and short-term investments: 50.71× (market value Oct 2, 2026; cash Jun 30, 2026) · expected results Oct 26, 2026

$167.03 −$0.29 (-0.17%) Market Cap $17.1B

FTAI Aviation Ltd. · FTAI · NASDAQ · Industrials · Aerospace & Defense

Research dated 2026-09-12: FTAI Aviation owns and leases aircraft and engines while also producing, maintaining and selling engine modules and aftermarket components. It is therefore more than an aircraft lessor: asset deployment and engine lifecycle work shape its economics together. Rising module throughput now has to convert strong accounting growth into cash as management reduces asset reinvestment and accepts weaker leasing earnings.

Price as of Oct 2, 2026

Key Statistics

38 of 100

MoonshotScore v2 · FTAI Aviation (FTAI)

Weak
Business Quality Elite (83)
Financial Safety Okay (47)
Valuation Rich (20)
Growth Durability Compounding (96)
Momentum Slipping (27)
Why this rating? Method, drivers & history

Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.

  • Business Quality — Is this a genuinely good business?
  • Financial Safety — Could this blow up on me?
  • Valuation — Am I paying a fair price?
  • Growth Durability — Is the growth real and likely to last?
  • Momentum — Is the market already moving on this?
The ten-second read ·

High quality and elite growth, but an expensive valuation — a demanding entry, not a broken business; the low score is the valuation, not the fundamentals. Business Quality: Elite; Financial Safety: Okay; Valuation: Rich; Growth Durability: Compounding; Momentum: Slipping.

Free cash flow yield is the main valuation drag relative to sector peers.

  • quarterly revenue $953M (Q2 FY2026, quarter ended Jun 2026)
  • EPS beat 1 of 8
  • Altman Z 4.52 · Piotroski F 4

Holding back: a rich price, weak price trend

Helping: business quality, durable growth

What has the MoonshotScore done over time?

MoonshotScore snapshots recorded for FTAI (29 recorded, newest six shown)
RecordedScoreBand
38Weak
38Weak
38Weak
38Weak
38Weak
38Weak

The score was 38 in the stored Oct 3, 2026 snapshot and remains 38 in the current publication computed Oct 4, 2026 (0); the largest pillar moves were Financial Safety +1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged.

Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.

Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →

Price & valuation

Dates shown where recorded
MeasureValueAs of
Latest provided price$167.03
Change on the day-0.17%
52-week range$149.50 – $323.51
Market capitalisation$17.1B
Price / earnings (trailing)35.84
Shares traded on the day1.17M
Beta (volatility vs the S&P 500)1.56
Dividends per share (last 12 months)$1.70
Dividend yield (last 12 months)1.02%

Price & events

Weekly closing price with reported quarters marked Weekly closing price from Sep 5, 2025 to Oct 2, 2026: low $154, high $306, latest $167. 4 reported quarters marked, 0 above and 4 below the recorded estimate. 1 other dated event marked. $306 $154 high $306 Oct 27, 2025 · Earnings results · reported below the recorded estimate · close $1821Feb 25, 2026 · Earnings results · reported below the recorded estimate · close $3062Apr 29, 2026 · Earnings results · reported below the recorded estimate · close $2403Jul 29, 2026 · Earnings results · reported below the recorded estimate · close $2064Jul 30, 2026 · Earnings call · management outlook · no recorded estimate to compare · close $2065 Sep 5, 2025 Oct 2, 2026 · $167 $154Sep 5, 2025$179Sep 19, 2025$170Oct 3, 2025$167Oct 17, 2025$173Oct 31, 2025$158Nov 14, 2025$173Nov 28, 2025$177Dec 12, 2025$174Dec 26, 2025$246Jan 9, 2026$292Jan 23, 2026$273Feb 6, 2026$290Feb 20, 2026$260Mar 6, 2026$230Mar 20, 2026$243Apr 2, 2026$259Apr 17, 2026$240May 1, 2026$238May 15, 2026$260May 29, 2026$242Jun 12, 2026$260Jun 26, 2026$227Jul 10, 2026$216Jul 24, 2026$216Aug 7, 2026$210Aug 21, 2026$196Sep 4, 2026$191Sep 18, 2026$167Oct 2, 2026

Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.

Events behind the price

  • · Earnings results · below the recorded estimate
  • · Earnings results · below the recorded estimate
  • · Earnings results · below the recorded estimate
  • · Earnings results · below the recorded estimate
  • · Earnings call · management outlook

Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.

Upcoming events

As of

  1. Next results dueProvider estimate

Management outlook

  • We now expect total module production for 2026 to be 1,200 modules, up from 1,050 we originally projected, reflecting the continued momentum in our shops as well as the hard work and commitment of our fast-growing team.

    David Moreno · Statement from

  • Between prioritizing an asset-light balance sheet with less asset reinvestment and placing a smaller portion of our module production back into our leasing fleet, we now expect 2026 Aviation Leasing EBITDA to be lower than our most recent guidance.

    David Moreno · Statement from

Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.

Read management statements

Council Score · weighted blend of 2 available disciplines

Council score for FTAI Aviation (FTAI): Split View

47/100 · C

Some lenses disagree with the MoonshotScore. Compare their readings below; each uses a different method.

5-Factor Breakdown

Growth Durability Strong
Momentum Weak
Business Quality Strong
Financial Safety Neutral
Valuation Weak

Legends Council

5 lenses, 5 current

AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built

Dalio-style lens (simulated) Ray Dalio Favorable read
Griffin-style lens (simulated) Ken Griffin Favorable read
Englander-style lens (simulated) Izzy Englander Neutral read
Klarman-style lens (simulated) Seth Klarman Unfavorable read
Moon AI lens (model) Favorable read

Read on: Oct 4, 2026

Munger's Mindset

Balance Sheet & Valuation · historical

Financial Health Neutral
Margin of Safety Fairly Valued
Profit Margin Moderate
Revenue Growth Strong
Debt/Equity Negative
ROE Strong
Gross Margin Neutral

Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading

How to read these bars and different assessments

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.

Three of these lenses read this company more favourably than the MoonshotScore does: Dalio-style lens, Griffin-style lens and Moon AI lens. Each lens is a separate scoring function over its own inputs, so a disagreement is a difference of method rather than a correction — the page's answer stays the MoonshotScore above.

On Sep 10, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.

Readings on this page are from Oct 5, 2026, except a card that shows its own read date.

Watch the FTAI film — every key number, told as a short cinematic story

~2 min · open the film

1 · What is it?

What is FTAI Aviation (FTAI), and what does it report?

Short answer · as of

Aircraft and engine leases provide recurring equipment revenue, while the Aerospace Products operation develops, produces, maintains and sells engine modules and aftermarket components.

Research dated 2026-09-12.

Aircraft and engine leases provide recurring equipment revenue, while the Aerospace Products operation develops, produces, maintains and sells engine modules and aftermarket components. Demand therefore comes from aircraft operators needing usable engines, replacement modules and maintenance, as well as customers seeking leased aviation assets.

Consolidated revenue combines activities with different cash and margin characteristics. Maintenance and equipment leasing appear as distinct operating streams, but the income statement ultimately blends product throughput, service work, rent and asset transactions into the reported totals.

Sources (as of 2026-09-12): Business description; Revenue by segment; Quarterly income statement (USD thousands); Annual revenue and net result (USD millions)

2 · Latest results

What do the latest results show for FTAI Aviation (FTAI)?

Short answer · as of

The most recent reported quarter, Q2 FY2026, carried revenue of $953M.

Research dated 2026-09-12.

The latest period delivered another sharp sequential revenue increase, accompanied by much stronger gross and operating profit. Net income and diluted earnings per share nevertheless declined from the preceding period. Recent earnings releases have also paired revenue above consensus with earnings per share below consensus, showing that sales momentum has not flowed cleanly through every profit measure.

Management raised its module production outlook, citing continued momentum in its shops and workforce expansion. At the same time, it lowered the outlook for Aviation Leasing earnings because less capital will be reinvested in assets and a smaller share of module production will return to the leasing fleet. That is a deliberate mix change; persistent negative operating cash flow means its financial payoff still needs to appear in cash generation.

Sources (as of 2026-09-12): Quarterly income statement (USD thousands); Reported versus estimated, last 8 quarters; Operating cash flow by quarter (USD millions); Management outlook — dated call excerpts

Where is operating spending going?

Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.

Latest quarter · revenue
$953.09M Jun 30, 2026
Latest quarter · SG&A
$2.25M Jun 30, 2026
Latest quarter · FMP standardized operating result
$249.74M Jun 30, 2026
Where is operating spending going? — FMP standardized evidence
Period endRevenueR&DSG&AFMP standardized operating result
Jun 30, 2026$953.09MNot available$2.25M$249.74M
Mar 31, 2026$830.70MNot available$2.41M$186.74M
Dec 31, 2025$662.03MNot available$2.09M$188.71M
Sep 30, 2025$667.06MNot available$1.83M$207.94M

USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.

Did results meet expectations?

Reported earnings and revenue alongside the estimates recorded by the provider.

Latest report · revenue
$953.09M Jul 29, 2026
Latest report · revenue estimate
$895.26M Jul 29, 2026
Latest report · revenue vs estimate
Above estimate Jul 29, 2026
Latest report · EPS vs estimate
Below estimate Jul 29, 2026
Did results meet expectations? — reported evidence
Report dateRevenue · reportedRevenue · estimateEPS · reportedEPS · estimate
Jul 29, 2026$953.09M$895.26M$1.1300$1.3600
Apr 29, 2026$830.70M$749.75M$1.2900$1.5000
Feb 25, 2026$662.03M$693.12M$1.0800$1.2400
Oct 27, 2025$667.06M$658.82M$1.1000$1.2100

Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.

Quarterly income statement — 4 quarters
Revenue, net income and earnings per share by quarter
PeriodRevenueNet incomeEPS
Q2 FY2026$953M$125M$1.13 (diluted)
Q1 FY2026$831M$138M$1.29 (diluted)
Q4 FY2025$662M$116M$1.08 (diluted)
Q3 FY2025$667M$118M$1.10 (diluted)
3 · Financial strengths and risks

What are the financial strengths and risks for FTAI Aviation (FTAI)?

Short answer

Cash and short-term investments were $337.20M at the Jun 30, 2026 balance-sheet date. Operating cash flow was −$105.23M for the quarter ended Jun 30, 2026, meaning operations used cash. These figures do not establish a cash runway.

Research dated 2026-09-12.

Reported profitability is substantial, with healthy trailing gross and operating margins and liquid assets comfortably covering short-term obligations. Annual revenue and net income have expanded markedly, while recent quarterly operating profit remains well above earlier levels.

The capital structure is the counterweight. Debt substantially exceeds cash and short-term investments, and long-term investments account for a meaningful portion of broader reported resources without belonging to the immediate cash balance. Operating cash flow has remained negative through recent periods despite positive net income, while capital expenditure has repeatedly consumed additional funds.

The company is most exposed when production growth, asset purchases and working-capital needs absorb cash before the asset-light shift produces offsetting inflows. Lower leasing earnings would make that timing problem more consequential if cash conversion does not improve.

Sources (as of 2026-09-12): Annual revenue and net result (USD millions); Quarterly income statement (USD thousands); Operating cash flow by quarter (USD millions); Cash, investments and debt; Cash and investment components; Cash and short-term investments over time (USD millions); Cash against market value; Trailing twelve-month ratio set

How much cash does the business generate or use?

Quarterly operating cash flow shows cash generated or used by operations.

Latest quarter · operating cash flow
−$105.23M Jun 30, 2026
Previous quarter · operating cash flow
−$160.08M Mar 31, 2026
How much cash does the business generate or use? — reported evidence
Period endOperating cash flowCapital expenditure (reported)
Jun 30, 2026−$105.23M−$17.37M
Mar 31, 2026−$160.08M−$6.64M
Dec 31, 2025−$179.08M−$694.79M
Sep 30, 2025$4.62M−$92.50M

Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.

USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.

4 · What to check next?

What should you watch next at FTAI Aviation (FTAI)?

Short answer · as of

The next earnings report is expected on Oct 26, 2026.

Research dated 2026-09-12.

The scheduled earnings release creates a direct checkpoint for module momentum, consolidated revenue and profit conversion. Watch whether operating cash flow moves toward the reported earnings trend, whether cash and short-term investments stabilize, and whether gross profit keeps pace with rising sales.

Management has already signaled lower Aviation Leasing earnings as it places fewer modules into the fleet and limits asset reinvestment. Segment mix therefore matters alongside consolidated growth: stronger product activity should be evaluated against the leasing contribution surrendered to obtain a lighter asset profile.

Long-range analyst estimates assume substantial continued expansion, while prevailing valuation ratios already reflect demanding expectations. Execution is best tested through module output, operating margin, cash conversion and debt coverage rather than revenue growth alone.

Sources (as of 2026-09-12): Next earnings report; Analyst revenue and earnings estimates (average); Management outlook — dated call excerpts; Quarterly income statement (USD thousands); Operating cash flow by quarter (USD millions); Cash and short-term investments over time (USD millions); Trailing twelve-month ratio set

What management is planning

Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.

  1. We now expect total module production for 2026 to be 1,200 modules, up from 1,050 we originally projected, reflecting the continued momentum in our shops as well as the hard work and commitment of our fast-growing team.

    David Moreno ·

  2. Between prioritizing an asset-light balance sheet with less asset reinvestment and placing a smaller portion of our module production back into our leasing fleet, we now expect 2026 Aviation Leasing EBITDA to be lower than our most recent guidance.

    David Moreno ·

  3. And we still expect to be in that engine in 2028, 2029, most likely starting with investments through SCI through the SPVs, which will get us in.

    Joseph Adams ·

5 · Peer comparison

How does FTAI Aviation compare with its peers?

Short answer

FTAI Aviation's score ranks 13th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.

Research dated 2026-09-12.

FTAI sits between an aviation lessor and an engine aftermarket supplier. A conventional lessor primarily monetizes rent and asset sales; an aftermarket operator earns from maintenance, components and production. FTAI participates across those activities and can decide whether engine modules support its leasing fleet or another route through the aerospace products operation.

That structure makes capital allocation part of the operating model. Sending fewer modules back into the fleet can reduce near-term leasing earnings while supporting a less asset-intensive balance sheet. Similar businesses focused on only leasing or only maintenance do not face the same internal tradeoff between retaining engine assets and emphasizing product throughput.

Sources (as of 2026-09-12): Sector / industry (provider taxonomy); Business description; Revenue by segment; Management outlook — dated call excerpts

Peer set — price, market value and MoonshotScore
CompanyPriceMarket valueScore
nVent Electric plc (NVT) Named competitor$169.56 Oct 2, 2026$27.4B81 5-pillar Oct 4, 2026
Curtiss-Wright Corporation (CW) Same industry, near in market value$545.64 Oct 2, 2026$20.2B72 5-pillar Oct 4, 2026
Textron Inc. (TXT) Same industry, near in market value$77.27 Oct 2, 2026$13.3B71 5-pillar Oct 4, 2026
Woodward, Inc. (WWD) Named competitor$331.62 Oct 2, 2026$19.8B69 5-pillar Oct 4, 2026
Embraer S.A. (EMBJ) Same industry, near in market value$75.21 Oct 2, 2026$13.8B69 5-pillar Oct 4, 2026
AerCap Holdings N.V. (AER) Named competitor$144.34 Oct 2, 2026$22.8B67 5-pillar Oct 4, 2026
Elbit Systems Ltd. (ESLT) Same industry, near in market value$696.23 Oct 2, 2026$32.6B67 5-pillar Oct 4, 2026
Leonardo DRS, Inc. (DRS) Same industry, near in market value$36.80 Oct 2, 2026$9.82B65 5-pillar Oct 4, 2026
C.H. Robinson Worldwide, Inc. (CHRW) Named competitor$157.72 Oct 2, 2026$18.6B64 5-pillar Oct 4, 2026
RB Global, Inc. (RBA) Named competitor$81.88 Oct 2, 2026$15.3B62 5-pillar Oct 4, 2026
BWX Technologies, Inc. (BWXT) Same industry, near in market value$134.86 Oct 2, 2026$12.4B58 5-pillar Oct 4, 2026
Huntington Ingalls Industries, Inc. (HII) Same industry, near in market value$268.54 Oct 2, 2026$10.6B55 5-pillar Oct 4, 2026
FTAI Aviation (FTAI) — this page$167.03$17.1B38

Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.

Screen more Industrials stocks

The records behind this page

Analyst targets & estimates

What analysts have on file

Price target, low to high
$290.00 – $360.00
Consensus target
$321.25
Median target
$317.50

Consensus record · Captured .

Measured against a quoted price of $167.03 (as of Oct 2, 2026).

Insider activity

Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Sep 15, 2026

Transactions
26
Identified insiders
10
Purchases
1
Sales
4
Other transactions
21

Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.

Who holds the shares?

Institutional ownership reported through 13F filings.

Institutional ownership
97.5% Period end Jun 30, 2026
Previous quarter · ownership
93.7% Prior to period end Jun 30, 2026
Reporting holders
726 Period end Jun 30, 2026
Previous quarter · holders
660 Prior to period end Jun 30, 2026
Who holds the shares? — reported evidence
Holders in provider snapshotShares
Capital International Investors12,382,822
Capital World Investors11,412,484
Blackrock, INC.8,557,163
Vanguard Capital Management LLC4,633,896
Vanguard Portfolio Management LLC4,072,337

Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.

What has been published about FTAI Aviation (FTAI)?

Read these with our analysis →

Common Questions About FTAI (Industrials)

Research dated 2026-09-12; the answers below are from that research, and the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.

Why is FTAI Aviation increasing module production?

Management attributes the higher production outlook to momentum in its shops and expansion of the operating team. Modules support the engine lifecycle business, though management plans to place a smaller share back into the leasing fleet.

Sources (as of 2026-09-12): Business description; Management outlook — dated call excerpts; Employees

Why can FTAI Aviation beat revenue expectations but miss earnings expectations?

Recent releases paired sales above consensus with diluted earnings below consensus. Revenue growth therefore does not automatically deliver the expected per-share result, especially while business mix and profit conversion are changing.

Sources (as of 2026-09-12): Reported versus estimated, last 8 quarters; Quarterly income statement (USD thousands); Management outlook — dated call excerpts

Why is FTAI Aviation expecting weaker Aviation Leasing earnings?

Management plans less asset reinvestment and intends to return a smaller share of module production to the leasing fleet. That supports a more asset-light approach but reduces the earnings contribution expected from leasing.

Sources (as of 2026-09-12): Management outlook — dated call excerpts; Business description; Revenue by segment

Can FTAI Aviation fund its expansion from operating cash?

Recent results do not yet show internally funded expansion: operating cash flow has stayed negative while capital expenditure has remained substantial. Cash and investments provide resources, but debt is much larger and the immediately available balance is narrower than the broader investment total.

Sources (as of 2026-09-12): Operating cash flow by quarter (USD millions); Cash, investments and debt; Cash and investment components; Cash and short-term investments over time (USD millions); Cash against market value

What is the FTAI stock price today?

The last price recorded on this page for FTAI Aviation Ltd. (FTAI) is $167.03, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.

What is the FTAI price target?

The analyst consensus price target for FTAI Aviation Ltd. (FTAI) is $321.25 (range $290.00 to $360.00, median $317.50), per FMP data captured Oct 4, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.

Does FTAI pay a dividend?

Yes. FTAI Aviation Ltd. (FTAI) shows a trailing 12-month dividend yield of 1.02%, as of Oct 2, 2026, in the data on this page. Payout ratio and cash-flow coverage decide whether it can last, and past dividends do not guarantee future payments.

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.

Sources (as of 2026-09-12): Business description; Revenue by segment; Quarterly income statement (USD thousands); Operating cash flow by quarter (USD millions); Management outlook — dated call excerpts

Sources — records for every figure on this page (82 figures)

The 82 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.

"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.

OFFICIAL — 2 facts from SEC filings and earnings calls

OFFICIAL facts used on this page
Fact IDFactValue as shownAs ofTierSource
prod.outlookManagement outlook — call excerptsDavid Moreno (Jul 30, 2026): We now expect total module production for 2026 to be 1,200 modules, up from 1,050 we originally projected, reflecting the continued momentum in our shops as well as the hard work and commitment of our fast-growing team. David Moreno (Jul 30, 2026): Between prioritizing an asset-light balance sheet with less asset reinvestment and placing a smaller portion of our module production back into our leasing fleet, we now expect 2026 Aviation Leasing EBITDA to be lower than our most recent guidance. Joseph Adams (Jul 30, 2026): And we still expect to be in that engine in 2028, 2029, most likely starting with investments through SCI through the SPVs, which will get us in.OFFICIALCompany earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording.
id.hqSEC filing business address405 West 13TH Street, 3RD Floor, NEW York, NY, 10014OFFICIALSEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "405 West 13th Street, New York City, NY, 10014, US".

FMP — 69 facts from Financial Modeling Prep endpoint families

FMP facts used on this page
Fact IDFactValue as shownAs ofTierSource
earn.nextNext earnings dateOct 26, 2026FMPFinancial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it.
px.lastLatest provided price$167.03FMPFinancial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T21:04:40.090Z.
px.changeChange on the day-0.17%FMPFinancial Modeling Prep (FMP) · quote
px.mcapMarket capitalisation$17.1BFMPFinancial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:01.000Z. Captured from FMP at 2026-10-04T21:04:38.713Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares.
px.change_absChange on the day, in dollars−$0.29FMPFinancial Modeling Prep (FMP) · quote
fin.q_revenueRevenue, Q2 FY2026$953MFMPFinancial Modeling Prep (FMP) · income statement (quarterly)
px.pePrice / earnings (trailing)35.84FMPFinancial Modeling Prep (FMP) · quote
px.volumeShares traded on the day1.17MFMPFinancial Modeling Prep (FMP) · quote
px.betaBeta1.56FMPFinancial Modeling Prep (FMP) company profile
id.ceoChief executiveJoseph Adams Jr.FMPFinancial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it.
id.employeesEmployees985FMPFinancial Modeling Prep (FMP) employee count, from the company's filing
fin.annualRevenue and net result by fiscal year5 fiscal years, FY2021 through FY2025: FY2021 revenue $335.58M, net result −$104.23M; FY2022 revenue $722.32M, net result −$193.21M; FY2023 revenue $1.19B, net result $243.82M; FY2024 revenue $1.75B, net result $8.68M; FY2025 revenue $2.51B, net result $501.06MFMPFinancial Modeling Prep (FMP), from the company's 10-K income statements
fin.rev_mixReported revenue segmentsMaintenance $218.50M · Equipment Leasing Revenues $235.21MFMPFinancial Modeling Prep (FMP) revenue segmentation, from the company's 10-K
fin.gross_marginGross margin (trailing twelve months)32.2%FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero.
fin.q_table.depth.2026-06-30.revenue_kRevenue — period end 2026-06-30$953.09MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-06-30.sga_kSG&A — period end 2026-06-30$2.25MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-06-30.operating_result_kFMP standardized operating result — period end 2026-06-30$249.74MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.revenue_kRevenue — period end 2026-03-31$830.70MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.sga_kSG&A — period end 2026-03-31$2.41MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.operating_result_kFMP standardized operating result — period end 2026-03-31$186.74MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.revenue_kRevenue — period end 2025-12-31$662.03MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.sga_kSG&A — period end 2025-12-31$2.09MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.operating_result_kFMP standardized operating result — period end 2025-12-31$188.71MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-09-30.revenue_kRevenue — period end 2025-09-30$667.06MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-09-30.sga_kSG&A — period end 2025-09-30$1.83MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-09-30.operating_result_kFMP standardized operating result — period end 2025-09-30$207.94MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
earn.history.depth.2026-07-29.revenue_actualRevenue · reported — report date 2026-07-29$953.09MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-07-29.revenue_estimatedRevenue · estimate — report date 2026-07-29$895.26MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-07-29.eps_actualEPS · reported — report date 2026-07-29$1.1300Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-07-29.eps_estimatedEPS · estimate — report date 2026-07-29$1.3600Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-04-29.revenue_actualRevenue · reported — report date 2026-04-29$830.70MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-04-29.revenue_estimatedRevenue · estimate — report date 2026-04-29$749.75MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-04-29.eps_actualEPS · reported — report date 2026-04-29$1.2900Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-04-29.eps_estimatedEPS · estimate — report date 2026-04-29$1.5000Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-25.revenue_actualRevenue · reported — report date 2026-02-25$662.03MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-25.revenue_estimatedRevenue · estimate — report date 2026-02-25$693.12MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-25.eps_actualEPS · reported — report date 2026-02-25$1.0800Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-25.eps_estimatedEPS · estimate — report date 2026-02-25$1.2400Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-10-27.revenue_actualRevenue · reported — report date 2025-10-27$667.06MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-10-27.revenue_estimatedRevenue · estimate — report date 2025-10-27$658.82MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-10-27.eps_actualEPS · reported — report date 2025-10-27$1.1000Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-10-27.eps_estimatedEPS · estimate — report date 2025-10-27$1.2100Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
fin.q_tableQuarterly income statement4 quarters through Q2 FY2026FMPFinancial Modeling Prep (FMP) · income statement (quarterly), as filed
fin.cash_investmentsCash and short-term investments$337.20MFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review.
fin.opcf_latestLatest-quarter operating cash flow−$105.23MFMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate.
fin.long_term_investmentsLong-term investments (classification unverified)$401.80MFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.
fin.total_debtTotal debt$3.45BFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.
fin.price_to_bookPrice to book value42.44×FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero.
fin.opcf.depth.2026-06-30.operating_cash_flow_mOperating cash flow — period end 2026-06-30−$105.23MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-03-31.operating_cash_flow_mOperating cash flow — period end 2026-03-31−$160.08MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-06-30.capex_mCapital expenditure (reported) — period end 2026-06-30−$17.37MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-03-31.capex_mCapital expenditure (reported) — period end 2026-03-31−$6.64MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-12-31.operating_cash_flow_mOperating cash flow — period end 2025-12-31−$179.08MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-12-31.capex_mCapital expenditure (reported) — period end 2025-12-31−$694.79MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-09-30.operating_cash_flow_mOperating cash flow — period end 2025-09-30$4.62MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-09-30.capex_mCapital expenditure (reported) — period end 2025-09-30−$92.50MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
earn.pt_rangeAnalyst price target, low to high$290.00 – $360.00FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied
earn.pt_consensusConsensus analyst price target$321.25FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied
earn.pt_medianMedian analyst price target$317.50FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied
own.insidersInsider transactions via FMP26 transactions · 1 purchases, 4 sales, 21 other transactions · 10 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Sep 15, 2026FMPFinancial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
own.institutions.depth.ownership_pctInstitutional ownership97.5%FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026
own.institutions.depth.ownership_pct_previous_quarterPrevious quarter · ownership93.7%FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026
own.institutions.depth.holdersReporting holders726FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026
own.institutions.depth.holders_previous_quarterPrevious quarter · holders660FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026
own.top_holders.depth.holder_0.sharesCapital International Investors — shares in provider snapshot12,382,822FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_1.sharesCapital World Investors — shares in provider snapshot11,412,484FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_2.sharesBlackrock, INC. — shares in provider snapshot8,557,163FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_3.sharesVanguard Capital Management LLC — shares in provider snapshot4,633,896FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_4.sharesVanguard Portfolio Management LLC — shares in provider snapshot4,072,337FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.

UNRECORDED — 3 facts from stored observations whose source was not recorded

UNRECORDED facts used on this page
Fact IDFactValue as shownAs ofTierSource
earn.historyReported versus estimated, recent quartersEPS beat 1 of 8UNRECORDEDStored earnings-history observation — Captured 2026-10-04
fin.scoresDistress and quality screensAltman Z 4.52 · Piotroski F 4UNRECORDEDStored financial-scores observation — Captured 2026-10-03 · Expired observation
px.range5252-week range$149.50 – $323.51UNRECORDEDStored company-profile observation — Captured 2026-10-04

COMPUTED — 5 facts from our arithmetic, formula restated

COMPUTED facts used on this page
Fact IDFactValue as shownAs ofTierSource
fin.mcap_to_cashMarket value per dollar of cash and short-term investments50.71×—COMPUTEDComputed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $337.20M at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio.
div.ttm_per_shareDividends per share, last 12 months (split-adjusted)$1.70COMPUTEDFinancial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-04, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate.
div.ttm_yieldDividend yield, last 12 months1.02%COMPUTEDFinancial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate.
earn.history.depth.2026-07-29.revenue_actual.comparisonLatest report · revenue vs estimateAbove estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($953.09M) with the recorded estimate ($895.26M) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.
earn.history.depth.2026-07-29.eps_actual.comparisonLatest report · EPS vs estimateBelow estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($1.1300) with the recorded estimate ($1.3600) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.

OURS — 3 facts from Stock Expert AI's own score and rank

OURS facts used on this page
Fact IDFactValue as shownAs ofTierSource
ours.moonshotMoonshotScore v238 of 100 · Weak · pillars 83 / 47 / 20 / 96 / 27OURSStock Expert AI MoonshotScore v2 engine
ours.valuation_driverRecorded valuation score driverFree cash flow yield is the main valuation drag relative to sector peers.OURSStock Expert AI MoonshotScore v2 engine · stored factor contributions
ours.moonshot_changeMoonshotScore movement38 (stored snapshot Oct 3, 2026) → 38 (current publication computed Oct 4, 2026) (0)OURSStock Expert AI current score publication and immutable score snapshots

Fact-family notes

  1. Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs: fin.q_table.depth.2026-06-30.revenue_k, fin.q_table.depth.2026-06-30.sga_k, fin.q_table.depth.2026-06-30.operating_result_k, fin.q_table.depth.2026-03-31.revenue_k, fin.q_table.depth.2026-03-31.sga_k, fin.q_table.depth.2026-03-31.operating_result_k, fin.q_table.depth.2025-12-31.revenue_k, fin.q_table.depth.2025-12-31.sga_k, fin.q_table.depth.2025-12-31.operating_result_k, fin.q_table.depth.2025-09-30.revenue_k, fin.q_table.depth.2025-09-30.sga_k, fin.q_table.depth.2025-09-30.operating_result_k.
  2. Earnings-history note. Source series as of 2026-07-29. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs: earn.history.depth.2026-07-29.revenue_actual, earn.history.depth.2026-07-29.revenue_estimated, earn.history.depth.2026-07-29.revenue_actual.comparison, earn.history.depth.2026-07-29.eps_actual.comparison, earn.history.depth.2026-07-29.eps_actual, earn.history.depth.2026-07-29.eps_estimated, earn.history.depth.2026-04-29.revenue_actual, earn.history.depth.2026-04-29.revenue_estimated, earn.history.depth.2026-04-29.eps_actual, earn.history.depth.2026-04-29.eps_estimated, earn.history.depth.2026-02-25.revenue_actual, earn.history.depth.2026-02-25.revenue_estimated, earn.history.depth.2026-02-25.eps_actual, earn.history.depth.2026-02-25.eps_estimated, earn.history.depth.2025-10-27.revenue_actual, earn.history.depth.2025-10-27.revenue_estimated, earn.history.depth.2025-10-27.eps_actual, earn.history.depth.2025-10-27.eps_estimated.
  3. Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs: fin.opcf.depth.2026-06-30.operating_cash_flow_m, fin.opcf.depth.2026-03-31.operating_cash_flow_m, fin.opcf.depth.2026-06-30.capex_m, fin.opcf.depth.2026-03-31.capex_m, fin.opcf.depth.2025-12-31.operating_cash_flow_m, fin.opcf.depth.2025-12-31.capex_m, fin.opcf.depth.2025-09-30.operating_cash_flow_m, fin.opcf.depth.2025-09-30.capex_m.
Published
Research standards
Methodology · Editorial policy · Corrections

Sources used for research written 2026-09-12

Historical evidence preserved with this analysis. Current figures are listed separately above.

EvidenceCaptured valueSource dateSource typeSource
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.
2026-09-12FMPFinancial Modeling Prep (FMP) company profile
Revenue by segment
Maintenance: $218.50M; Equipment Leasing Revenues: $235.21M
2025-12-31FMPFinancial Modeling Prep (FMP) revenue segmentation, from the company's 10-K
Quarterly income statement (USD thousands)
Captured record · 8 entries
  • Quarter ended 2026-06-30 — EPS: $1.13 per share, SG&A: $2.25M, EPS basic: $1.15 per share, EPS basis: diluted, Revenue: $953.09M, EPS diluted: $1.13 per share, Net result: $125.09M, Gross profit: $317.30M, Operating result: $249.74M
  • Quarter ended 2026-03-31 — EPS: $1.29 per share, SG&A: $2.41M, EPS basic: $1.31 per share, EPS basis: diluted, Revenue: $830.70M, EPS diluted: $1.29 per share, Net result: $137.90M, Gross profit: $189.15M, Operating result: $186.74M
  • Quarter ended 2025-12-31 — EPS: $1.08 per share, SG&A: $2.09M, EPS basic: $1.09 per share, EPS basis: diluted, Revenue: $662.03M, EPS diluted: $1.08 per share, Net result: $115.56M, Gross profit: $190.80M, Operating result: $188.71M
  • Quarter ended 2025-09-30 — EPS: $1.1 per share, SG&A: $1.83M, EPS basic: $1.11 per share, EPS basis: diluted, Revenue: $667.06M, EPS diluted: $1.1 per share, Net result: $117.72M, Gross profit: $248.86M, Operating result: $207.94M
  • Quarter ended 2025-06-30 — EPS: $1.57 per share, SG&A: $2.44M, EPS basic: $1.58 per share, EPS basis: diluted, Revenue: $676.24M, EPS diluted: $1.57 per share, Net result: $165.40M, Gross profit: $251.74M, Operating result: $214.97M
  • Quarter ended 2025-03-31 — EPS: $0.87 per share, SG&A: $3.12M, EPS basic: $0.88 per share, EPS basis: diluted, Revenue: $502.08M, EPS diluted: $0.87 per share, Net result: $102.39M, Gross profit: $193.80M, Operating result: $158.25M
  • Quarter ended 2024-12-31 — EPS: $0.84 per share, SG&A: $3.65M, EPS basic: $0.85 per share, EPS basis: diluted, Revenue: $502.93M, EPS diluted: $0.84 per share, Net result: $102.45M, Gross profit: $151.91M, Operating result: $148.26M
  • Quarter ended 2024-09-30 — EPS: $0.76 per share, SG&A: $6.75M, EPS basic: $0.76 per share, EPS basis: diluted, Revenue: $469.51M, EPS diluted: $0.76 per share, Net result: $86.48M, Gross profit: $165.37M, Operating result: $158.62M
2026-06-30FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements
Operating cash flow by quarter (USD millions)
Captured record · 8 entries
  • Quarter ended 2026-06-30 — Capital expenditure: -$17.37M, Operating cash flow: -$105.23M
  • Quarter ended 2026-03-31 — Capital expenditure: -$6.64M, Operating cash flow: -$160.08M
  • Quarter ended 2025-12-31 — Capital expenditure: -$694.79M, Operating cash flow: -$179.08M
  • Quarter ended 2025-09-30 — Capital expenditure: -$92.50M, Operating cash flow: $4.62M
  • Quarter ended 2025-06-30 — Capital expenditure: -$151.65M, Operating cash flow: -$110.32M
  • Quarter ended 2025-03-31 — Capital expenditure: -$271.57M, Operating cash flow: -$25.97M
  • Quarter ended 2024-12-31 — Capital expenditure: -$531.23M, Operating cash flow: -$41.80M
  • Quarter ended 2024-09-30 — Capital expenditure: $438.65M, Operating cash flow: $41.48M
2026-06-30FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements
Management outlook — dated call excerpts
Captured record · 3 entries
  • Call of 2026-07-30 — Quote: We now expect total module production for 2026 to be 1,200 modules, up from 1,050 we originally projected, reflecting the continued momentum in our shops as well as the hard work and commitment of our fast-growing team., Speaker: David Moreno
  • Call of 2026-07-30 — Quote: Between prioritizing an asset-light balance sheet with less asset reinvestment and placing a smaller portion of our module production back into our leasing fleet, we now expect 2026 Aviation Leasing EBITDA to be lower than our most recent guidance., Speaker: David Moreno
  • Call of 2026-07-30 — Quote: And we still expect to be in that engine in 2028, 2029, most likely starting with investments through SCI through the SPVs, which will get us in., Speaker: Joseph Adams

Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording.

2026-07-30OFFICIALCompany earnings call, transcript via Financial Modeling Prep (FMP)
Annual revenue and net result (USD millions)
Captured record · 5 entries
  • FY2025 — R&D: $0, Revenue: $2.51B, Period end: 2025-12-31, Net result: $501.06M
  • FY2024 — R&D: $0, Revenue: $1.75B, Period end: 2024-12-31, Net result: $8.68M
  • FY2023 — R&D: $0, Revenue: $1.19B, Period end: 2023-12-31, Net result: $243.82M
  • FY2022 — R&D: $0, Revenue: $722.32M, Period end: 2022-12-31, Net result: -$193.21M
  • FY2021 — R&D: $0, Revenue: $335.58M, Period end: 2021-12-31, Net result: -$104.23M
2025-12-31FMPFinancial Modeling Prep (FMP), from the company's 10-K income statements
Reported versus estimated, last 8 quarters
Captured record · 8 entries
  • Reported 2026-07-29 — EPS actual: $1.13 per share, EPS estimated: $1.36 per share, Revenue actual: $953.09M, Revenue estimated: $895.26M
  • Reported 2026-04-29 — EPS actual: $1.29 per share, EPS estimated: $1.5 per share, Revenue actual: $830.70M, Revenue estimated: $749.75M
  • Reported 2026-02-25 — EPS actual: $1.08 per share, EPS estimated: $1.24 per share, Revenue actual: $662.03M, Revenue estimated: $693.12M
  • Reported 2025-10-27 — EPS actual: $1.1 per share, EPS estimated: $1.21 per share, Revenue actual: $667.06M, Revenue estimated: $658.82M
  • Reported 2025-07-29 — EPS actual: $1.57 per share, EPS estimated: $1.29 per share, Revenue actual: $676.24M, Revenue estimated: $568.89M
  • Reported 2025-04-30 — EPS actual: $0.87 per share, EPS estimated: $0.955 per share, Revenue actual: $502.08M, Revenue estimated: $504.81M
  • Reported 2025-02-26 — EPS actual: $0.84 per share, EPS estimated: $0.897 per share, Revenue actual: $498.82M, Revenue estimated: $494.77M
  • Reported 2024-10-30 — EPS actual: $0.76 per share, EPS estimated: $0.77 per share, Revenue actual: $465.79M, Revenue estimated: $422.45M
2026-07-29FMPFinancial Modeling Prep (FMP) earnings
Cash, investments and debt
Total debt: $3.45B; Liquidity basis: cash and short-term investments; Total liabilities: $4.09B; Cash and short-term investments: $337.20M; Cash and investments: $739.00M; Long-term investments: $401.80M; Long-term investments classification: unclassified

Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.

2026-06-30FMPFinancial Modeling Prep (FMP), from the company's balance sheet
Cash and investment components
Total basis: cash short and long-term investments; Total: $739.00M; Cash and short-term investments: $337.20M; Long-term investments: $401.80M; Long-term investments classification: unclassified

Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures.

2026-06-30COMPUTEDComputed from the balance sheet
Cash and short-term investments over time (USD millions)
Captured record · 8 entries
  • 2026-06-30 — Amount: $337.20M, Cash basis: cash and short-term investments
  • 2026-03-31 — Amount: $412.20M, Cash basis: cash and short-term investments
  • 2025-12-31 — Amount: $300.50M, Cash basis: cash and short-term investments
  • 2025-09-30 — Amount: $509.90M, Cash basis: cash and short-term investments
  • 2025-06-30 — Amount: $301.90M, Cash basis: cash and short-term investments
  • 2025-03-31 — Amount: $112.10M, Cash basis: cash and short-term investments
  • 2024-12-31 — Amount: $115.10M, Cash basis: cash and short-term investments
  • 2024-09-30 — Amount: $112.00M, Cash basis: cash and short-term investments
2026-06-30FMPFinancial Modeling Prep (FMP), from the company's quarterly balance sheets
Cash against market value
As of: 2026-06-30; Cash basis: cash and short-term investments; Net cash: -$3.12B; Total debt: $3.45B; Cash and investments: $337.20M

Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them.

2026-06-30COMPUTEDComputed from the balance sheet and the latest market capitalization
Trailing twelve-month ratio set
Quick ratio: 2.07; Current ratio: 5.28; Debt to equity: 8.55; Net margin: 15.9%; Gross margin: 30.4%; Operating margin: 26.8%; Return on assets: 11.1%; Return on equity: 139.6%

Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero.

2026-09-12FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm
Next earnings report
Date: 2026-10-26; EPS estimate: $1.58 per share; Revenue estimate: $1.01B

The date is our provider's estimate until the company confirms it.

2026-09-12FMPFinancial Modeling Prep (FMP) earnings calendar
Analyst revenue and earnings estimates (average)
Captured record · 4 entries
  • FY2027 — EPS average: $13.37 per share, Revenue average: $6.42B, Revenue low: $5.74B, Revenue high: $7.11B, Analysts (revenue): 6
  • FY2028 — EPS average: $18.34 per share, Revenue average: $8.02B, Revenue low: $7.15B, Revenue high: $8.50B, Analysts (revenue): 6
  • FY2029 — EPS average: $24.49 per share, Revenue average: $10.08B, Revenue low: $9.16B, Revenue high: $10.94B, Analysts (revenue): 4
  • FY2030 — EPS average: $36.48 per share, Revenue average: $13.00B, Revenue low: $11.81B, Revenue high: $14.10B, Analysts (revenue): 3
2026-09-12FMPFinancial Modeling Prep (FMP) analyst estimates
Sector / industry (provider taxonomy)
Industrials / Aerospace & Defense

The company's SEC filings classify it under SIC 7350 — Services-Miscellaneous Equipment Rental & Leasing.

2026-09-12FMPFinancial Modeling Prep (FMP) company profile
Employees
Count: 985
2025-12-31FMPFinancial Modeling Prep (FMP) employee count, from the company's filing
Data Sources & Methodology
Figures come from Financial Modeling Prep (FMP). If FMP has no figure for a ticker, a price or fundamental may come from a Yahoo Finance fallback, or a price from an Alpaca fallback. SEC EDGAR is used only for filing links and company identity details (legal name, address), never for figures. AI analysis by Stock Expert AI proprietary algorithms. Technical indicators via industry-standard calculations. Last updated: .
Data Provenance
Sources: Financial Modeling Prep (FMP) — Primary · Yahoo Finance — Fallback · Alpaca — Tertiary
Last fetched:
Cache TTL: Quote 5min · Profile 7d · Financials 7d · Insider 48h
How we use AI: Numbers are pulled directly from FMP & Yahoo Finance — our AI writes the analysis, it never edits the figures.
Data provided as-is for educational purposes. Not financial advice. Methodology

Data provided for informational purposes only.

ETFs that hold FTAI

Funds in our ETF coverage that list FTAI among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.

ETFWeightHoldings as of
Capital Group U.S. Large Growth ETF (CGGG)5.44%
HYP ETF2.69%