Educational research only—not investment advice or a recommendation. Scores and estimates may use delayed, incomplete, restated, or corrected market and filing data. Independently verify information before making an investment decision.

FTAI Aviation Ltd.

FTAINASDAQ
Wall Street Score · overall investment36/100
$167.14USD+$8.47 (+5.34%)
Company website www.ftaiaviation.com
Headquarters405 West 13th Street, New York City, NY, 10014, US
Financial statement currencyUSD · no FX conversion applied
Industrials · Aerospace & Defense
Price updated todayFinancials updated Oct 1, 2026
Explore stock sections · swipe left or right

FTAI · Price history

Price at last available close

$167.14

+$0.04 (+0.02%) 1M

2026-10-28

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Company & revenue

About FTAI Aviation Ltd.

Primary reporting period: 2025-12-31 · Research updated Oct 12, 2026. A research update is not a new financial filing.

Who they are

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.

How they make money

FTAI Aviation operates primarily through its proprietary Maintenance, Repair and Exchange (MRE) model, where it sells or leases aircraft engines to customers. The company also generates revenue by managing a portfolio of on- and off-lease aircraft and engines, and through the conversion of CFM56 engines into power turbines via its FTAI Power platform.

Products & services

Independent engine maintenance services, engine and aircraft leasing, and power turbine conversion services focused on CFM56-5B, CFM56-7B, and V2500 engines.

Brands & revenue mix

FTAI Power

A platform focused on converting CFM56 engines to power turbines.

Separate brand revenue is not available in this research.Source

Revenue share is not unit sales or a best-seller ranking. Parent brands and included sub-brands can overlap; do not add overlapping rows.

Product / operating segments

No reconciled product or operating-segment revenue breakdown is available for the current research period. Company-wide revenue remains separate from segment disclosure.

Geographic revenue

North AmericaUSD 1.25B49.7%

Period ended 2025-12-31Source

EuropeUSD 659.45M26.3%

Period ended 2025-12-31Source

AsiaUSD 435.07M17.4%

Period ended 2025-12-31Source

AfricaUSD 92.17M3.7%

Period ended 2025-12-31Source

South AmericaUSD 75.56M3.0%

Period ended 2025-12-31Source

Calculated from reported segment revenue. Check the source period and revenue basis before comparing shares. Categories can overlap and may not add to 100%.

Customer types

  • Commercial airlinesSource
  • Aircraft leasing companiesSource
  • Maintenance, Repair and Overhaul (MRO) providersSource

Customer concentration

As of and for the year ended December 31, 2025, the company earned 13% and 10% of its total revenue from two customers in the Aerospace Products segment, and one customer represented 23% of total accounts receivable, net.

Suppliers, materials & equipment

  • Original Equipment Manufacturers (OEMs) — The company relies on various OEMs for parts and technical support necessary for engine maintenance and repair services.Source

Competitors

  • Original Equipment Manufacturers (OEMs) — OEMs compete with the company by providing their own engine maintenance, repair, and overhaul services for the engines the company services.Source

Strengths

  • Proprietary Maintenance, Repair and Exchange (MRE) modelSource
  • Specialized focus on widely used CFM56 and V2500 engine platformsSource

Risks

  • Concentration of revenue among a small number of customersSource
  • Dependence on the continued operation and demand for 737NG and A320ceo aircraftSource

Sources

Company research sourceNorth America

Wall Street Score

Overall investment score · Quality, value, risk and opportunity

36

Poor

PoorElite

View category scores →

Company Quality

How good is the actual business—regardless of today’s stock price?

66

Fair

Financial Strength

46

Business Quality / Moat

80

Management

88

Growth Quality

77

Risk / Durability

29

Weak Company · Expensive Stock

Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.

Opportunity

Opportunity Score · How does the current price compare with estimated value?

51

Avoid

Based on current valuation, company quality, recent trends, and available market signals.

View score details →

Model Outlook

12-month model · What does the model think happens next?

59/100

Building Historical Record

Model Score 59/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.

Probability unavailable — the model has not produced a calibrated probability yet.

Click for full breakdown →

WSS View

The quick read

The overall Wall Street Score is low across its combined quality, valuation and risk inputs. This can reflect an expensive share price, business weaknesses, or both; check Company Quality and the category breakdown before drawing a conclusion.

At today’s price, the WSS valuation framework currently reads as moderate rather than unusually attractive.

The model outlook is currently moderate.

What we like
  • •Insider activity signal is favorable
  • •Recent buyback activity is present
What to watch
  • •Elevated debt risk
  • •M&A headline · Sep 28, 2026
  • •Repurchase headline · Sep 17, 2026
  • •Repurchase headline · Sep 15, 2026
  • •Valuation is a weaker part of the current profile

Company-specific research

Questions worth answering for FTAI

Research inputs 100% complete

These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.

  • •Can FTAI maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
  • •How long can FTAI fund negative free cash flow using its current cash position before it may need more debt or new shares?
  • •Is FTAI's debt load manageable relative to cash generation, interest costs and upcoming maturities?
  • •What future growth or profitability would be needed to justify FTAI's current valuation?
⚠ 4 warningsView warning details
Elevated debt riskM&A headline · Sep 28, 2026Repurchase headline · Sep 17, 2026Repurchase headline · Sep 15, 2026
Business analysis: 16 days ago · Fresh

Essential Investment Snapshot

Wall Street Score

36

0–100 · Weak

Opportunity Score

51

0–100 · Fair

Market Cap

$17.17B

P/E Ratio

35.8

EPS

$4.66

52-Week High

$323.51

52-Week Low

$149.50

Beta

1.56

Intrinsic Value

$179.41

Analyst Target

$317.50

Shares Outstanding

103.8M

Total Revenue

$3.11B

Total Debt

$3.45B

Dividend Yield (TTM)

1.02%

View dividend history

Liquidation Value / Share

$3.89

Estimated net asset value per share

Dividend / Share (TTM)

$1.70

Trailing 12 months by ex-date; not a forecast

Momentum & Volatility Signals

Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.

0–100 market signals
Momentum
40/ 100
+12 pts / 5d

Weakening momentum

5D +2.2% · 20D +0.1% · RSI 46 · Price vs 20D avg +1.2%
Volatility
42/ 100
+0 pts / 5d

Normal movement

20D realized vol 50.2% · 60D 54.9% · Acceleration 0.91x
Momentum = Where is it going?

A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.

Volatility = How violently is it moving?

A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.

Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.

Notices for FTAI

Detected from reported data — verify before acting.

Dividend history reported

Dividend payments are recorded. Review the dates and regular/special classification below; past payments do not guarantee future dividends.

Historical repurchase activity

Reported cash flows or share-count measures indicate past repurchase activity. This does not verify an active buyback authorization or future purchases.

Elevated debt risk

Total debt is at least one year of revenue • Free cash flow is negative • Cash covers less than 20% of total debt

M&A headline · Sep 28, 2026

FTAI Acquires 27 Boeing 737-700 Aircraft from WestJet — This is a provider-linked headline, not an independently confirmed event. Check the article and company filings for the subject, proposed/completed status, and subsequent updates.

GlobeNewsWire

Repurchase headline · Sep 17, 2026

FTAI Announced a $500 Million Buyback This Month — Here's What Else Happened — This is a provider-linked headline, not an independently confirmed event. Check the article and company filings for the subject, proposed/completed status, and subsequent updates.

Benzinga

Repurchase headline · Sep 15, 2026

FTAI Aviation Announces $500 Million Share Repurchase Program — This is a provider-linked headline, not an independently confirmed event. Check the article and company filings for the subject, proposed/completed status, and subsequent updates.

GlobeNewsWire

Community Sentiment

0 active · 0 total calls
0% Bullish (0) 0% Bearish (0)

No personal call yet on FTAI.

Potential upside factors

  • +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
  • +Proprietary Maintenance, Repair and Exchange (MRE) model.
  • +Specialized focus on widely used CFM56 and V2500 engine platforms.

Potential downside factors

  • −Debt risk (elevated): Total debt is at least one year of revenue.
  • −Free cash flow is negative.
  • −Cash covers less than 20% of total debt.
  • −Concentration of revenue among a small number of customers.

These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.

Create a free account to make a call.

Scores

Click any score for full breakdown
Wall Street Score
Weak36/ 100
Weak (0–50)Fair (51–71)Strong (72+)

Poor

36

Tap for breakdown →

Poor

26

Debt Cost7.2%
Debt Reduction YoY-0.2%
Debt / Equity10.32x

Tap for breakdown →

Weak

49

Revenue YoY24.1%
Revenue CAGR45.4%
Net Margin15.9%

Tap for breakdown →

Weak

41

Asset Growth YoY8.3%
Liquidation/Share$3.89
Net Assets/MCap0.06x

Tap for breakdown →

Poor

13

Earnings Yield2.9%
Buyback Yield0.2%
Debt Cost7.2%

Tap for breakdown →

Strong

88

ROIC18.1%
ROE122.8%
ROA11.1%

Tap for breakdown →

Strong

80

EPS Growth82.1%
FCF/Share Growth—
Rev/Share Growth37.3%

Tap for breakdown →

Poor

22

Intrinsic Value$179.41
Value Reference$107.65
MOS11.4%

Tap for breakdown →

Fair

50

Revenue49
Moat80
Valuation22

Tap for breakdown →

Poor

17

MOS %11.4%
Value Reference$107.65
Deep Discount Reference$71.76

Tap for breakdown →

Poor

8

Interest Coverage3.1x
ROIC18.1%
FCF Yield-6.2%

Tap for breakdown →

Poor

30

Financial8
Valuation22
Debt26

Tap for breakdown →

Weak

41

Survival Years0.3 yrs
Current Ratio5.28x
FCF Margin-42.4%

Tap for breakdown →

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Score Changes

5 historical score records available

Previous Score

33

Sep 24, 2026

Change

+2.7

points

Current Score

36

Oct 1, 2026

Category Changes

Revenue+0.4
Debt0
Assets+0.2
Capital+1.0
Management0
Moat0
Valuation+12.2
Buffett+1.4

FTAI increased 2.7 points because Valuation improved by 12.2 points.

Positive Contributors

  • + Valuation improved by 12.2 points

Projected Score

Projected Score

32

Projected Change

-4.0 points

Preliminary comparable-period financial changes suggest decline of approximately 4.0 points. This is a projected estimate, not the official WallStreetScore.

Price vs. Value

Near Fair Value

Current Price

$167.14

Model Intrinsic Value

$179.41

Difference

−$12.27

-6.8% vs IV

Margin of Safety

6.8%

UndervaluedFair ValueOvervalued
Value Reference: $107.65
Deep Discount Reference: $71.76

Financial Charts

Revenue

201420152016201720182019202020212022202320242025$0$650M$1.3B$1.9B$2.6B

Additional Metrics

Operating Cash Flow

201520172019202120232025-$400M-$200M$0$200M$400M

Total Debt

201520172019202120232025$0$900M$1.8B$2.7B$3.6B

Total Assets

201520172019202120232025$0$1.5B$3.0B$4.5B$6.0B

Net Margin %

No data
Monetary values in USD. Share counts in raw units.

Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.

Line ItemTTM2025202420232022202120202019201820172016
Revenue$3.11B$2.51B$1.75B$1.19B····························
Cost of Revenue$2.17B$1.73B$1.17B$790.7M····························
Gross Profit$946.1M$779.4M$577.9M$395.3M····························
Research & Development$0.00$0.00$0.00$0.00····························
SG&A Expenses$8.6M$9.5M$25.5M$38.3M····························
Operating Expenses$113.0M$9.5M$25.5M$38.3M····························
EBITDA$1.02B$1.08B$469.6M$530.7M····························
Operating Income$833.1M$769.9M$552.4M$357.0M····························
Interest Expense$247.3M$247.8M$221.7M$161.6M····························
Income Before Tax$598.2M$606.7M$14.2M$184.0M····························
Income Tax Expense$102.0M$105.6M$5.5M-$59.8M····························
Net Income$496.3M$501.1M$8.7M$243.8M····························
Basic EPS$4.66$4.66$-0.32$2.12····························
Basic Shares103M103M102M99.91M····························
Diluted Shares104M104M102M100M····························
Upgrade to Premium for up to 10 annual periods, where available.
Upgrade to Premium

Earnings Summary

Estimated earnings date:A future estimated earnings date is not currently available.
Jun 30, 2026Q2FY2026

Revenue

$953.1M

Estimate unavailable.

Revenue Beat/Miss

Not available (no estimate stored)

EPS

$1.13

Estimate unavailable.

EPS Beat/Miss

Not available (no estimate stored)

Debt Change

+0.3%

Cash Change

+11.7%

Margin Change

-11.3 pp

Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.

Financial Changes Since Prior Period

What Improved

  • Cash position grew

What Weakened

  • Margins contracted
  • Debt increased

Potential Score Impact

Positive indicators included revenue growth, cash levels. Pressure indicators included EPS growth, debt levels, net income margin. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.

Stored Earnings Analysis

Revenue increased 40.9%. EPS declined 28.0%. Cash increased 11.7%. Total debt increased 0.3%. Net income margin declined by 11.3 percentage points.

Earnings-Call Transcript

Earnings-call transcript analysis is not currently available.

These results may influence future scores when the next evaluation is completed.

Upgrade to Premium to unlock all earnings history.View plans
Earnings data: 120 days ago · Stale

Insider Activity

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Guru / Smart Money

Guru Score

Smart Money

Number of Gurus

Total Guru Value

Avg Portfolio Weight

Largest Holder

Largest Holder %

New Positions

Increased Positions

Reduced Positions

Exited Positions

Net Guru Sentiment

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Short Interest

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Government disclosed trading activity is available on the Smart Money directory. Filings may be delayed and may not represent complete current holdings.

Dividend History

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Conservative Projected Values

3 Years

$———.——

Premium

5 Years

$———.——

Premium

10 Years

$———.——

Premium

Conservative Projection Rate

——%

Premium

Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.

Conservative Projected Values

Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.

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Historical Outperformance Record

Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.

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Historical Trends

5 historical records
Jul 23, 26Aug 13, 26Sep 4, 26Sep 24, 26Oct 1, 260255075100

Historical Score Chart

3 of 5 records shown
3 historical score records are shown. Start your seven-day free trial to unlock 2 more records and the complete score history.Start Free Trial

Wall Street Score

Sep 4, 26Sep 24, 26Oct 1, 260255075100

Debt Score

Sep 4, 26Sep 24, 26Oct 1, 260255075100

Revenue Score

Sep 4, 26Sep 24, 26Oct 1, 260255075100

Asset Score

Sep 4, 26Sep 24, 26Oct 1, 260255075100

Capital Score

Sep 4, 26Sep 24, 26Oct 1, 260255075100

Management Score

Sep 4, 26Sep 24, 26Oct 1, 260255075100

Moat Score

Sep 4, 26Sep 24, 26Oct 1, 260255075100

Valuation Score

Sep 4, 26Sep 24, 26Oct 1, 260255075100

Buffett Score

Sep 4, 26Sep 24, 26Oct 1, 260255075100

Intrinsic Value

Sep 4, 26Sep 24, 26Oct 1, 26$177.00$178.00$179.00$180.00$181.00

Value Reference

Sep 4, 26Sep 24, 26Oct 1, 26$105.00$106.00$107.00$108.00$109.00

Margin of Safety %

Sep 4, 26Sep 24, 26Oct 1, 26-0.1%-0.1%0.0%0.1%0.1%

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News

Benzinga6d ago

Albertsons, FTAI Aviation, NextEra Energy And A Financial Stock On CNBC's ‘Final Trades'

MarketBeat30d ago

Why 3 Struggling Stocks Are Suddenly Spending Big on Buybacks

GlobeNewsWire30d ago

FTAI Acquires 27 Boeing 737-700 Aircraft from WestJet

Benzinga34d ago

Microsoft, Howmet Aerospace, FTAI Aviation And An Energy Stock On CNBC's ‘Final Trades'

Rumor Mill · FTAI

Corporate developments & opportunities

Explore market →

Stocks in this report

FTAIFTAI Aviation Ltd.UALUnited Airlines Holdings, Inc.
Confirmed announcementcontract

FTAI and United extend engine exchanges to CFM56-7B engines

Source date 2026-10-08

FTAI announced a multi-year agreement expanding its United Airlines engine-exchange relationship from V2500 engines to designated CFM56-7B engines. Serviceable engines are delivered ahead of scheduled removals, while FTAI buys the removed engines for its maintenance network. The initial group entered the program in 2026.

Evidence scoreNot assessed
Potential impact

unknown

This is an announced operating agreement, not a claim that every engine in United's fleet is covered. The release does not disclose a total contract value, so assigning a revenue figure would be speculative. Research focus: for United, assess realized downtime and maintenance costs; for FTAI, track inventory funding, repair capacity and delivery execution. Expected savings are not guaranteed, and additional engine volumes depend on the program's expansion and removal schedules.

FTAI Aviation — issuer release via GlobeNewswire ↗

Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.

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