FTAI Aviation (FTAI) Financials: Revenue & Earnings
FTAI$163.92+5.25 +3.31%
$16.84B
Market Cap
33.82
P/E
28.09
Forward P/E
55
Score
FTAI Aviation (FTAI) Financials: Revenue & Earnings
FTAI price $163.92 +5.25 +3.31%
- Ticker
- FTAI
- Price
- $163.92
- Change
- +5.25 +3.31%
- Market cap ?
- $16.84B
- P/E ?
- 33.82
- Forward P/E ?
- 28.09
- Dividend yield ?
- 1.08%
- Beta ?
- 1.57
- Sector
- Industrials
- Industry
- Aerospace & Defense
- Stocklytics score
- 55
- Value
- 50
- Quality
- 51
- Growth
- 64
Stocklytics score rationale: value 50, quality 51, growth 64.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 153699000 | 222375000 | 350700000 | 585955000 | 370243000 | 335583000 | 722324000 | 1186022000 | 1750498000 | 2507409000 |
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…
Fair value
FTAI fair value $286.18. Price $163.92. Price is 43% below fair value.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 730.91M. Growth 20.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 12.00% (beta 1.6). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 102.71M. Net debt 3.15B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the stock's own 10-year median P/E, kept between 8 and 40. Fewer than five years of history uses the sector's typical P/E. Fair value is the average of the cash-flow value and the earnings value when both exist. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-10-29 | — | 1.43 | — | 1.01B |
| 2026-07-29 | 1.13 | 1.36 | 953.09M | 895.26M |
| 2026-04-29 | 1.29 | 1.50 | 830.70M | 749.75M |
| 2026-02-25 | 1.08 | 1.24 | 662.03M | 693.12M |
| 2025-10-27 | 1.10 | 1.21 | 667.06M | 658.82M |
| 2025-07-29 | 1.57 | 1.29 | 676.24M | 568.89M |
| 2025-04-30 | 0.87 | 0.95 | 502.08M | 504.81M |
| 2025-02-26 | 0.84 | 0.90 | 498.82M | 494.77M |
| 2024-10-30 | 0.76 | 0.77 | 465.79M | 422.45M |
| 2024-07-23 | 0.26 | 0.47 | 447.38M | 362.89M |
| 2024-04-25 | 0.31 | 0.38 | 330.67M | 302.07M |
| 2024-02-22 | 1.09 | 0.44 | 316.54M | 310.04M |
| 2023-10-25 | 0.33 | 0.42 | 291.10M | 310.10M |
| 2023-07-26 | 0.46 | 0.30 | 274.35M | 283.43M |
| 2023-04-26 | 0.22 | 0.41 | 292.72M | 247.66M |
| 2023-02-23 | 0.20 | 0.50 | 274.29M | 243.44M |
| 2022-10-27 | -0.04 | 0.51 | 230.37M | 150.77M |
| 2022-07-27 | 0.11 | 0.14 | 177.93M | 180.21M |
| 2022-04-28 | -1.06 | -0.11 | 137.84M | 164.73M |
| 2022-02-24 | -0.16 | 0.11 | 145.78M | 171.55M |
| 2021-10-28 | -0.22 | -0.00 | 135.96M | 149.76M |
| 2021-07-28 | -0.38 | -0.26 | 96.92M | 149.83M |
| 2021-04-29 | -0.38 | -0.33 | 77.15M | 84.09M |
| 2021-02-25 | -0.52 | -0.33 | 75.64M | 52.65M |
| 2020-10-29 | -0.25 | -0.13 | 83.71M | 66.59M |
| 2020-07-30 | -0.08 | -0.13 | 94.31M | 110.03M |
| 2020-04-30 | 0.01 | 0.08 | 112.84M | 300.91M |
| 2020-02-27 | 0.12 | 0.07 | 161.33M | 186.99M |
| 2019-10-31 | 0.30 | 0.21 | 162.22M | 141.70M |
| 2019-08-01 | 0.23 | 0.11 | 159.00M | 107.33M |
| 2019-05-02 | -0.07 | 0.14 | 124.63M | 114.89M |
| 2019-02-27 | -0.02 | 0.16 | 137.90M | 2.05B |
| 2018-11-01 | 0.08 | 0.11 | 101.16M | 101.16M |
| 2018-08-02 | 0.03 | 0.11 | 71.98M | 264.00M |
| 2018-05-03 | 0.03 | 0.09 | 68.84M | 229.33M |
| 2018-02-28 | 0.08 | 0.14 | 61.43M | 84.42M |
| 2017-11-02 | 0.05 | 0.05 | 60.36M | 60.40M |
| 2017-08-03 | 0.01 | 0.04 | 51.19M | 204.80M |
| 2017-05-04 | -0.06 | -0.03 | 44.67M | 160.82M |
| 2017-02-23 | 0.04 | 0.01 | 42.35M | 10.57M |
Dividends
Yield 1.04%. Payout ratio 33.99%. Frequency Quarterly.
Safety score 91/100 · Safe. Payout ratio is 34% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 12 separate years. Yield is 1.0%, which is modest.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-08-12 | $0.50 | 2026-08-12 | 2026-08-24 | Quarterly |
| 2026-05-13 | $0.45 | 2026-05-13 | 2026-05-26 | Quarterly |
| 2026-03-13 | $0.40 | 2026-03-13 | 2026-03-23 | Quarterly |
| 2025-11-10 | $0.35 | 2025-11-10 | 2025-11-19 | Quarterly |
| 2025-08-12 | $0.30 | 2025-08-12 | 2025-08-19 | Quarterly |
| 2025-05-16 | $0.30 | 2025-05-16 | 2025-05-23 | Quarterly |
| 2025-03-14 | $0.30 | 2025-03-14 | 2025-03-24 | Quarterly |
| 2024-11-14 | $0.30 | 2024-11-14 | 2024-11-25 | Quarterly |
| 2024-08-12 | $0.30 | 2024-08-12 | 2024-08-20 | Quarterly |
| 2024-05-09 | $0.30 | 2024-05-10 | 2024-05-21 | Quarterly |
| 2024-03-07 | $0.30 | 2024-03-08 | 2024-03-20 | Quarterly |
| 2023-11-13 | $0.30 | 2023-11-14 | 2023-11-28 | Quarterly |
| 2023-08-11 | $0.30 | 2023-08-14 | 2023-08-29 | Quarterly |
| 2023-05-11 | $0.30 | 2023-05-12 | 2023-05-23 | Quarterly |
| 2023-03-09 | $0.30 | 2023-03-10 | 2023-03-22 | Quarterly |
| 2022-11-10 | $0.30 | 2022-11-14 | 2022-11-28 | Quarterly |
| 2022-08-12 | $0.33 | 2022-08-15 | 2022-08-29 | Quarterly |
| 2022-05-12 | $0.28 | 2022-05-13 | 2022-05-24 | Quarterly |
| 2022-03-10 | $0.28 | 2022-03-11 | 2022-03-23 | Quarterly |
| 2021-11-12 | $0.28 | 2021-11-15 | 2021-11-29 | Quarterly |
| 2021-08-13 | $0.28 | 2021-08-16 | 2021-08-30 | Quarterly |
| 2021-05-13 | $0.28 | 2021-05-14 | 2021-05-25 | Quarterly |
| 2021-03-11 | $0.28 | 2021-03-12 | 2021-03-23 | Quarterly |
| 2020-11-13 | $0.28 | 2020-11-16 | 2020-11-30 | Quarterly |
| 2020-08-14 | $0.28 | 2020-08-17 | 2020-08-31 | Quarterly |
| 2020-05-14 | $0.28 | 2020-05-15 | 2020-05-26 | Quarterly |
| 2020-03-12 | $0.28 | 2020-03-13 | 2020-03-24 | Quarterly |
| 2019-11-14 | $0.28 | 2019-11-15 | 2019-11-26 | Quarterly |
| 2019-08-15 | $0.28 | 2019-08-16 | 2019-08-27 | Quarterly |
| 2019-05-16 | $0.28 | 2019-05-17 | 2019-05-28 | Quarterly |
| 2019-03-14 | $0.28 | 2019-03-15 | 2019-03-27 | Quarterly |
| 2018-11-15 | $0.28 | 2018-11-16 | 2018-11-27 | Quarterly |
| 2018-08-16 | $0.28 | 2018-08-17 | 2018-08-28 | Quarterly |
| 2018-05-16 | $0.28 | 2018-05-17 | 2018-05-29 | Quarterly |
| 2018-03-15 | $0.28 | 2018-03-16 | 2018-03-27 | Quarterly |
| 2017-11-16 | $0.28 | 2017-11-17 | 2017-11-27 | Quarterly |
| 2017-08-16 | $0.28 | 2017-08-18 | 2017-08-28 | Quarterly |
| 2017-05-16 | $0.28 | 2017-05-18 | 2017-05-26 | Quarterly |
| 2017-03-08 | $0.28 | 2017-03-10 | 2017-03-20 | Quarterly |
| 2016-11-16 | $0.28 | 2016-11-18 | 2016-11-30 | Quarterly |
| 2016-08-17 | $0.28 | 2016-08-19 | 2016-08-29 | Quarterly |
| 2016-05-18 | $0.28 | 2016-05-20 | 2016-05-31 | Quarterly |
| 2016-03-16 | $0.28 | 2016-03-18 | 2016-03-28 | Quarterly |
| 2015-11-18 | $0.28 | 2015-11-20 | 2015-11-30 | Quarterly |
| 2015-08-19 | $0.13 | 2015-08-21 | 2015-08-31 | Quarterly |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-09-15 | TUCHMAN MARTIN | Buy | 118 | — | — |
| 2026-09-15 | ROBINSON RAY M | Buy | 164 | — | — |
| 2026-09-15 | GOODWIN PAUL R | Buy | 171 | — | — |
| 2026-09-15 | GIDUMAL SHYAM H | Buy | 125 | — | — |
| 2026-09-01 | Yoon BoHee | Sell | 398 | $190.10 | 75.66K |
| 2026-08-10 | ROBINSON RAY M | Sell | 3.67K | — | — |
| 2026-07-31 | Moreno David | Buy | 2.48K | $201.27 | 498.14K |
| 2026-07-01 | Kuperus Stacy | Sell | 17.97K | $270.53 | 4.86M |
| 2026-07-01 | Moreno David | Sell | 41.48K | $270.53 | 11.22M |
| 2026-06-15 | TUCHMAN MARTIN | Buy | 86 | — | — |
| 2026-06-15 | ROBINSON RAY M | Buy | 119 | — | — |
| 2026-06-15 | GOODWIN PAUL R | Buy | 124 | — | — |
| 2026-05-28 | TUCHMAN MARTIN | Buy | 552 | — | — |
| 2026-05-28 | ROBINSON RAY M | Buy | 552 | — | — |
| 2026-05-28 | LEVISON A ANDREW | Buy | 552 | — | — |
| 2026-05-28 | HANNAWAY JUDITH A | Buy | 552 | — | — |
| 2026-05-28 | GOODWIN PAUL R | Buy | 552 | — | — |
| 2026-05-28 | GIDUMAL SHYAM H | Buy | 552 | — | — |
| 2026-05-28 | Adams Joseph P. Jr. | Sell | 10.78K | $262.78 | 2.83M |
| 2026-05-27 | HANNAWAY JUDITH A | Sell | 255 | $253.89 | 64.74K |
| 2026-05-11 | Adams Joseph P. Jr. | Buy | 12.45K | $25.44 | 316.68K |
| 2026-05-11 | Adams Joseph P. Jr. | Sell | 7.75K | $270.29 | 2.10M |
| 2026-05-11 | Adams Joseph P. Jr. | Sell | 12.45K | $25.44 | 316.68K |
| 2026-05-04 | TUCHMAN MARTIN | Sell | 67.50K | $241.99 | 16.33M |
| 2026-05-04 | TUCHMAN MARTIN | Sell | 43.18K | $240.64 | 10.39M |
| 2026-05-01 | TUCHMAN MARTIN | Sell | 143.58K | $242.44 | 34.81M |
| 2026-03-16 | Hazan Michael | Buy | 4.24K | — | — |
| 2026-03-16 | McAleese Nicholas | Buy | 5.08K | — | — |
| 2026-03-16 | TUCHMAN MARTIN | Buy | 88 | — | — |
| 2026-03-16 | ROBINSON RAY M | Buy | 122 | — | — |
| 2026-03-16 | LEVISON A ANDREW | Buy | 88 | — | — |
| 2026-03-16 | HANNAWAY JUDITH A | Buy | 67 | — | — |
| 2026-03-16 | GOODWIN PAUL R | Buy | 128 | — | — |
| 2026-03-16 | GIDUMAL SHYAM H | Buy | 93 | — | — |
| 2026-03-06 | Hazan Michael | Other | 0 | — | — |
| 2026-03-06 | McAleese Nicholas | Other | 0 | — | — |
| 2026-03-04 | Yoon BoHee | Sell | 190 | $281.75 | 53.53K |
| 2026-03-04 | Nam Eun | Sell | 132 | $281.75 | 37.19K |
| 2026-03-04 | Moreno David | Sell | 1.96K | $281.75 | 551.10K |
| 2026-03-04 | Kuperus Stacy | Sell | 1.07K | $281.75 | 300.63K |
| 2026-03-04 | Adams Joseph P. Jr. | Sell | 1.69K | $281.75 | 475.88K |
| 2026-02-27 | Yoon BoHee | Buy | 1.15K | — | — |
| 2026-02-27 | Nam Eun | Buy | 1.64K | — | — |
| 2026-02-27 | Moreno David | Buy | 6.54K | — | — |
| 2026-02-27 | Kuperus Stacy | Buy | 3.27K | — | — |
| 2026-02-27 | GOODWIN PAUL R | Sell | 10.00K | $303.35 | 3.03M |
| 2026-02-27 | Adams Joseph P. Jr. | Buy | 16.35K | — | — |
| 2025-12-15 | TUCHMAN MARTIN | Buy | 117 | — | — |
| 2025-12-15 | LEVISON A ANDREW | Buy | 117 | — | — |
| 2025-12-15 | GIDUMAL SHYAM H | Buy | 124 | — | — |
| 2025-11-17 | GOODWIN PAUL R | Sell | 3.00K | — | — |
| 2025-11-14 | Nam Eun | Buy | 652 | $153.46 | 100.06K |
| 2025-11-13 | Moreno David | Buy | 2.28K | $153.50 | 350.44K |
| 2025-11-13 | Moreno David | Buy | 4.35K | $153.89 | 670.04K |
| 2025-11-13 | Adams Joseph P. Jr. | Buy | 2.00K | $155.91 | 311.82K |
| 2025-09-15 | GIDUMAL SHYAM H | Buy | 128 | — | — |
| 2025-09-15 | TUCHMAN MARTIN | Buy | 121 | — | — |
| 2025-07-31 | LEVISON A ANDREW | Buy | 143 | — | — |
| 2025-07-31 | TUCHMAN MARTIN | Buy | 143 | — | — |
| 2025-07-31 | GOODWIN PAUL R | Buy | 208 | — | — |
| 2025-07-31 | GIDUMAL SHYAM H | Buy | 92 | — | — |
| 2025-07-18 | Nam Eun | Sell | 1.06K | $113.59 | 120.29K |
| 2025-05-29 | TUCHMAN MARTIN | Buy | 176 | $117.75 | 20.72K |
| 2025-05-29 | TUCHMAN MARTIN | Buy | 1.23K | — | — |
| 2025-05-29 | ROBINSON RAY M | Buy | 245 | $117.75 | 28.85K |
| 2025-05-29 | ROBINSON RAY M | Buy | 1.23K | — | — |
| 2025-05-29 | LEVISON A ANDREW | Buy | 1.23K | — | — |
| 2025-05-29 | HANNAWAY JUDITH A | Buy | 1.23K | — | — |
| 2025-05-29 | GOODWIN PAUL R | Buy | 255 | $117.75 | 30.03K |
| 2025-05-29 | GOODWIN PAUL R | Buy | 1.23K | — | — |
| 2025-05-29 | GIDUMAL SHYAM H | Buy | 1.23K | — | — |
| 2025-05-28 | Adams Joseph P. Jr. | Sell | 116.00K | — | — |
| 2025-05-28 | Adams Joseph P. Jr. | Buy | 116.00K | — | — |
| 2025-05-07 | GIDUMAL SHYAM H | Other | 0 | — | — |
| 2025-05-05 | TUCHMAN MARTIN | Buy | 1.00K | $99.19 | 99.19K |
| 2025-05-05 | ROBINSON RAY M | Buy | 5.00K | $14.11 | 70.55K |
| 2025-05-05 | ROBINSON RAY M | Sell | 784 | $89.95 | 70.52K |
| 2025-05-05 | ROBINSON RAY M | Sell | 5.00K | $14.11 | 70.55K |
| 2025-05-02 | Kuperus Stacy | Buy | 1.09K | $92.90 | 100.98K |
| 2025-05-02 | Moreno David | Buy | 6.58K | $94.85 | 624.11K |
| 2025-05-02 | Adams Joseph P. Jr. | Buy | 3.00K | $94.54 | 283.62K |
| 2025-04-15 | Yoon BoHee | Other | 0 | — | — |
| 2025-04-15 | Kuperus Stacy | Other | 0 | — | — |
| 2025-04-15 | Kuperus Stacy | Other | 15.00K | $79.13 | 1.19M |
| 2025-04-15 | Moreno David | Other | 0 | — | — |
| 2025-04-15 | Moreno David | Other | 0 | — | — |
| 2025-04-15 | Moreno David | Other | 25.00K | $79.13 | 1.98M |
| 2025-03-05 | TUCHMAN MARTIN | Buy | 5.00K | $14.11 | 70.55K |
| 2025-03-05 | TUCHMAN MARTIN | Sell | 5.00K | $14.11 | 70.55K |
| 2025-02-28 | Nam Eun | Buy | 772 | — | — |
| 2025-02-28 | TUCHMAN MARTIN | Buy | 2.20K | $128.79 | 283.34K |
| 2024-12-16 | TUCHMAN MARTIN | Buy | 648 | — | — |
| 2024-12-16 | ROBINSON RAY M | Buy | 648 | — | — |
| 2024-11-22 | GOODWIN PAUL R | Sell | 20.00K | $174.36 | 3.49M |
| 2024-08-13 | Adams Joseph P. Jr. | Buy | 12.84K | $21.51 | 276.20K |
| 2024-08-13 | Adams Joseph P. Jr. | Buy | 120.00K | $21.51 | 2.58M |
| 2024-08-13 | Adams Joseph P. Jr. | Sell | 36.12K | $103.75 | 3.75M |
| 2024-08-13 | Adams Joseph P. Jr. | Buy | 35.59K | $24.99 | 889.61K |
| 2024-08-13 | Adams Joseph P. Jr. | Sell | 12.84K | $21.51 | 276.20K |
| 2024-08-13 | Adams Joseph P. Jr. | Sell | 35.59K | $24.99 | 889.61K |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 727, holders +66 vs prior quarter. Ownership 97.52%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| CAPITAL INTERNATIONAL INVESTORS | 12.38M | 551.60K | +4.66% | 3.35B |
| CAPITAL WORLD INVESTORS | 11.41M | -234.28K | -2.01% | 3.09B |
| BLACKROCK, INC. | 8.56M | 432.98K | +5.33% | 2.31B |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.63M | 38.59K | +0.84% | 1.25B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.07M | -45.55K | -1.11% | 1.10B |
| FMR LLC | 3.59M | -1.73M | -32.56% | 970.65M |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 3.14M | -609.46K | -16.24% | 850.30M |
| STATE STREET CORP | 3.08M | 75.45K | +2.51% | 834.20M |
| RUBRIC CAPITAL MANAGEMENT LP | 3.00M | 423.81K | +16.45% | 811.59M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 2.94M | 89.00K | +3.12% | 794.61M |
| CAPITAL RESEARCH GLOBAL INVESTORS | 2.89M | 19.76K | +0.69% | 782.10M |
| WELLINGTON MANAGEMENT GROUP LLP | 2.33M | 794.25K | +51.83% | 629.46M |
| GEODE CAPITAL MANAGEMENT, LLC | 2.00M | -248.22K | -11.05% | 539.09M |
| GOLDMAN SACHS GROUP INC | 1.96M | 636.93K | +48.16% | 530.08M |
| VALUE ALIGNED RESEARCH ADVISORS, LLC | 1.39M | 322.37K | +30.10% | 376.92M |
| NORGES BANK | 1.28M | 1.28M | New | 346.54M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 1.18M | 121.28K | +11.42% | 320.17M |
| MORGAN STANLEY | 1.16M | 154.52K | +15.36% | 313.87M |
| JPMORGAN CHASE & CO | 1.03M | -42.68K | -3.97% | 272.17M |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 902.15K | 902.15K | New | 244.06M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 902.15K | 41.02K | +4.76% | 244.06M |
| UBS GROUP AG | 889.67K | 106.67K | +13.62% | 240.68M |
| BANK OF AMERICA CORP /DE/ | 794.15K | -91.19K | -10.30% | 214.84M |
| WASHINGTON STATE INVESTMENT BOARD | 787.82K | 0 | 0.00% | 213.13M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 778.20K | 345.90K | +80.01% | 210.53M |
Earnings and financials
FTAI Aviation Ltd. (FTAI) trades at $163.92, with a market cap of $16.84B and a trailing P/E of 33.82. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 153699000 | 222375000 | 350700000 | 585955000 | 370243000 | 335583000 | 722324000 | 1186022000 | 1750498000 | 2507409000 |
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