FTAI Aviation Ltd. (FTAIM)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
FTAI Aviation Ltd. (FTAIM) trades at $27.35. FTAI Aviation Ltd. specializes in owning, managing, and leasing aviation assets, including aircraft and engines, with a growing presence in aerospace product manufacturing and aftermarket services. Market cap: $2.81B, Sector: Industrials.
Last analyzed: Mar 15, 2026Analyst Coverage for FTAIM: FTAIM does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates FTAIM against Industrials peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
FTAIM: 1/1 perspectives are bearish.
FTAI Aviation Ltd. (FTAIM) Industrial Operations Profile
FTAI Aviation Ltd. operates in the global aviation leasing and aerospace products market, managing a diverse portfolio of aircraft and engines. With a focus on leasing and aftermarket component manufacturing, the company caters to the transportation of goods and people, balancing asset management with product development.
What Is the Investment Thesis for FTAIM?
FTAI Aviation presents a compelling investment case based on its diversified revenue streams from aviation leasing and aerospace products. With a P/E ratio of 45.49 and a profit margin of 20.0%, the company demonstrates profitability. The company's growth is tied to the increasing demand for air travel and freight, driving the need for aircraft and engine leasing. The Aerospace Products segment offers additional growth potential through the development and sale of aftermarket components. Key risks include geopolitical factors affecting asset values in regions like Ukraine and Russia. Monitoring the company's ability to manage these risks and capitalize on aftermarket opportunities is crucial. The dividend yield of 0.61% provides a modest return while investors await further growth.
Based on FMP financials and quantitative analysis
FTAIM Key Highlights
- Market capitalization of $2.73 billion, reflecting substantial investor interest in the aviation leasing and aerospace sectors.
- P/E ratio of 45.49 indicates the price investors are willing to pay for each dollar of FTAI Aviation's earnings.
- Profit margin of 20.0% demonstrates effective cost management and revenue generation.
- Gross margin of 31.0% highlights the company's ability to generate profit from its products and services after accounting for the cost of goods sold.
- Dividend yield of 0.61% provides a modest income stream for investors.
Who Are FTAIM's Competitors?
Who Are FTAIM's Competitors?
FTAIM is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ABM ABM Industries Incorporated | $39.92 | +1.72% | $2.34B | 49 |
| AIR AAR Corp. | $112.82 | +3.55% | $4.49B | 48 |
| LUNR Intuitive Machines, Inc. | $43.83 | +11.74% | $6.99B | 43 |
| MGRC McGrath RentCorp | $112.76 | +2.43% | $2.77B | 49 |
| POWW Outdoor Holding Company | $2.08 | +1.96% | 244M | 46 |
| MPU Mega Matrix Corp. | $0.54 | -2.56% | 25M | 64 |
| FTAI FTAI Aviation Ltd. | $260.34 | -0.93% | 27B | 59 |
| HRI Herc Holdings Inc. | $137.18 | -0.54% | 5B | 59 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FTAIM's Key Strengths?
- Diversified revenue streams from leasing and aerospace products.
- Experienced management team with expertise in aviation asset management.
- Established relationships with airlines and other aviation operators.
- Strategic investments in infrastructure and related equipment.
What Are FTAIM's Weaknesses?
- Exposure to geopolitical risks in regions like Ukraine and Russia.
- Dependence on the financial health of airlines.
- Potential for fluctuations in aircraft and engine values.
- Sensitivity to changes in air travel demand.
What Could Drive FTAIM Stock Higher?
- Expansion of the Aerospace Products segment through new product development and strategic partnerships.
- Increasing demand for air travel and freight, driving the need for aircraft and engine leasing.
- Strategic acquisitions of aviation assets to expand the leasing portfolio.
- Development and implementation of sustainable aviation solutions to attract environmentally conscious customers.
What Are the Key Risks for FTAIM?
- Geopolitical risks affecting asset values in regions like Ukraine and Russia.
- Economic downturns impacting air travel demand and airline profitability.
- Increased competition from other aviation leasing and service providers.
- Fluctuations in aircraft and engine values due to market conditions.
What Are the Growth Opportunities for FTAIM?
- Expansion of Aerospace Products Segment: FTAI Aviation can capitalize on the growing demand for aircraft engine maintenance and aftermarket components. The global aircraft engine MRO market is projected to reach $40 billion by 2028, offering significant revenue potential. By investing in research and development, FTAI Aviation can develop innovative products and services that meet the evolving needs of its customers, enhancing its competitive position and driving revenue growth.
- Strategic Acquisitions of Aviation Assets: The company can pursue strategic acquisitions of aircraft and engines to expand its leasing portfolio. With increasing air travel demand, airlines require additional aircraft to meet capacity needs. By acquiring assets at competitive prices, FTAI Aviation can increase its leasing revenue and generate attractive returns on investment. This strategy allows the company to capitalize on market opportunities and strengthen its position in the aviation leasing sector.
- Geographic Expansion into Emerging Markets: FTAI Aviation can expand its operations into emerging markets with high growth potential. As air travel demand increases in regions like Asia-Pacific and Latin America, there is a growing need for aircraft leasing and maintenance services. By establishing a presence in these markets, FTAI Aviation can tap into new revenue streams and diversify its geographic exposure. This expansion strategy can drive long-term growth and enhance the company's global footprint.
- Development of Sustainable Aviation Solutions: With increasing focus on environmental sustainability, FTAI Aviation can invest in the development of sustainable aviation solutions. This includes offering fuel-efficient aircraft and engines, as well as providing maintenance services that reduce emissions. By positioning itself as a leader in sustainable aviation, FTAI Aviation can attract environmentally conscious customers and gain a competitive advantage. The market for sustainable aviation solutions is expected to grow, creating opportunities for FTAI Aviation to drive revenue growth and enhance its brand reputation.
- Enhanced Digitalization and Data Analytics: FTAI Aviation can leverage digital technologies and data analytics to improve its operational efficiency and customer service. By implementing advanced data analytics tools, the company can optimize its asset utilization, predict maintenance needs, and enhance its pricing strategies. Digitalization can also improve customer engagement and streamline the leasing process. By embracing these technologies, FTAI Aviation can reduce costs, improve customer satisfaction, and drive revenue growth.
What Opportunities Does FTAIM Have?
- Expansion into emerging markets with high growth potential.
- Strategic acquisitions of aviation assets.
- Development of sustainable aviation solutions.
- Enhanced digitalization and data analytics.
What Threats Does FTAIM Face?
- Economic downturns impacting air travel demand.
- Increased competition from other aviation leasing and service providers.
- Regulatory changes affecting the aviation industry.
- Unexpected events such as pandemics or natural disasters.
What Are FTAIM's Competitive Advantages?
- Diversified portfolio of aviation assets, including both aircraft and engines.
- Integrated business model combining leasing with product development and aftermarket services.
- Established relationships with airlines and other aviation operators.
- Expertise in managing and maintaining aviation assets.
What Does FTAIM Do?
Founded in 2011 and headquartered in New York City, FTAI Aviation Ltd. has established itself as a key player in the aviation industry through its strategic investments in infrastructure and related equipment. The company operates through two primary segments: Aviation Leasing and Aerospace Products. The Aviation Leasing segment is involved in owning, managing, and leasing aviation assets, including both commercial aircraft and aircraft engines. As of December 31, 2022, this segment managed 330 aviation assets, comprising 106 commercial aircraft and 224 engines. The portfolio includes assets located in various regions, including some in Ukraine and Russia. The Aerospace Products segment focuses on the development, manufacturing, repair, and sale of aircraft engines and aftermarket components. This segment enhances the company's value proposition by providing comprehensive solutions to its customers, extending beyond leasing to include maintenance and component support. FTAI Aviation's integrated approach allows it to capitalize on various aspects of the aviation lifecycle, from leasing to aftermarket services, positioning it as a comprehensive solutions provider in the global aviation market.
What Products and Services Does FTAIM Offer?
- Owns and acquires infrastructure for transporting goods and people.
- Manages a portfolio of commercial aircraft and aircraft engines.
- Leases aircraft and engines to airlines and other operators.
- Sells aircraft and engines.
- Develops and manufactures aircraft engines.
- Repairs and sells aftermarket components for aircraft engines.
How Does FTAIM Make Money?
- Generates revenue through leasing aircraft and engines to airlines.
- Sells aircraft engines and aftermarket components.
- Provides maintenance, repair, and overhaul (MRO) services for aircraft engines.
- Acquires and manages aviation assets to generate long-term returns.
What Industry Does FTAIM Operate In?
FTAI Aviation Ltd. operates within the rental and leasing services industry, which is closely tied to the broader aviation sector. The industry is influenced by factors such as global air travel demand, aircraft utilization rates, and the financial health of airlines. The competitive landscape includes companies that specialize in aircraft leasing, engine maintenance, and aftermarket component manufacturing. FTAI Aviation differentiates itself through its integrated business model, which combines leasing with product development and aftermarket services. The aviation industry is expected to grow, driven by increasing passenger traffic and cargo volumes, creating opportunities for FTAI Aviation to expand its market share.
Who Are FTAIM's Key Customers?
- Airlines operating commercial passenger flights.
- Cargo carriers transporting goods globally.
- Aircraft maintenance and repair organizations (MROs).
- Other aviation-related businesses requiring aircraft and engine leasing.
FTAIM Financials
FTAIM Latest News
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Extreme Networks And 2 Additional Stocks Estimated To Be Trading Below Their Fair Value
Simply Wall St. · May 1, 2026
FTAIM Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for FTAIM.
Price Targets
Wall Street price target analysis for FTAIM.
FTAIM MoonshotScore
What does this score mean?
The MoonshotScore rates FTAIM's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Classification
Industry Rental & Leasing ServicesWho Are FTAIM's Competitors?
Leadership: Joseph Adams Jr.
CEO
Joseph Adams Jr. serves as the CEO of FTAI Aviation Ltd., bringing extensive experience in finance and investment management to the role. His career includes leadership positions in various financial institutions, where he focused on asset allocation and portfolio management. Adams' expertise spans across multiple asset classes, including real estate, private equity, and infrastructure. His background equips him with a comprehensive understanding of capital markets and investment strategies, crucial for guiding FTAI Aviation's growth and strategic direction.
Track Record: Under Joseph Adams Jr.'s leadership, FTAI Aviation has focused on expanding its aerospace products segment and optimizing its aviation leasing portfolio. He has overseen strategic acquisitions of aviation assets and has emphasized operational efficiency to enhance profitability. Adams has also prioritized innovation in aftermarket services, positioning FTAI Aviation as a comprehensive solutions provider in the aviation industry. These efforts have contributed to the company's growth and market position.
FTAI Aviation Ltd. Industrials Stock: Key Questions Answered
What does FTAI Aviation Ltd. do?
FTAI Aviation Ltd. operates in the aviation industry through two main segments: Aviation Leasing and Aerospace Products. The Aviation Leasing segment focuses on owning, managing, and leasing commercial aircraft and engines to airlines and other operators. The Aerospace Products segment develops, manufactures, repairs, and sells aircraft engines and aftermarket components. This integrated approach allows FTAI Aviation to provide comprehensive solutions to its customers, from leasing to maintenance and component support, positioning it as a key player in the global aviation market.
What do analysts say about FTAIM stock?
Analyst consensus on FTAIM stock reflects a cautiously optimistic outlook, considering the company's diversified revenue streams and growth potential in the aviation sector. Key valuation metrics include the P/E ratio of 45.49 and a profit margin of 20.0%. Growth considerations revolve around the company's ability to capitalize on increasing air travel demand and expand its Aerospace Products segment. Analysts also monitor the company's exposure to geopolitical risks and its ability to manage asset values effectively. The dividend yield of 0.61% provides a modest return for investors.
What are the main risks for FTAIM?
The main risks for FTAIM include geopolitical factors affecting asset values in regions like Ukraine and Russia, which could lead to financial losses. Economic downturns impacting air travel demand could reduce leasing revenue and profitability. Increased competition from other aviation leasing and service providers could pressure margins. Fluctuations in aircraft and engine values due to market conditions could impact the company's asset values. Additionally, regulatory changes affecting the aviation industry could create compliance challenges and increase operating costs.
How does FTAI Aviation Ltd. compare to competitors in its industry?
FTAI Aviation Ltd. distinguishes itself through its integrated business model, combining aviation leasing with aerospace product development and aftermarket services. Unlike competitors focused solely on leasing or maintenance, FTAI Aviation offers a comprehensive suite of solutions. While companies like AAR Corp. (AIR) provide aviation services and aftermarket support, FTAI Aviation's asset ownership and product manufacturing capabilities provide a broader value proposition. This integrated approach allows FTAI Aviation to capture a larger share of the aviation value chain and build stronger customer relationships.
What are the key financial metrics investors watch for FTAIM?
Investors closely monitor several key financial metrics for FTAIM, including revenue growth, profit margins, and return on assets. Revenue growth indicates the company's ability to expand its market share and increase sales. Profit margins, such as the gross margin of 31.0% and the profit margin of 20.0%, reflect the company's efficiency in managing costs and generating profits. Return on assets measures how effectively the company utilizes its assets to generate earnings. Additionally, investors track the company's debt levels and cash flow to assess its financial stability and ability to fund future growth.
What are the key factors to evaluate for FTAIM?
Evaluating FTAIM involves reviewing fundamentals, analyst consensus, and risk factors. Key strength: Diversified revenue streams from leasing and aerospace products. Primary risk to monitor: Geopolitical risks affecting asset values in regions like Ukraine and Russia. This is not financial advice.
How frequently does FTAIM data refresh on this page?
FTAIM prices update in real time during U.S. market hours (9:30 AM-4:00 PM ET, weekdays). Fundamentals refresh after quarterly or annual filings. Analyst ratings and AI insights update daily. News is aggregated continuously from financial sources.
What has driven FTAIM's recent stock price performance?
Recent price movement in FTAI Aviation Ltd. (FTAIM) can be influenced by earnings results, analyst revisions, sector rotation, and broader market sentiment. Notable catalyst: Diversified revenue streams from leasing and aerospace products. Check the News and Technical Analysis tabs for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Financial data as of December 31, 2022. AI analysis pending.