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FTAI Aviation Ltd.(FTAI)Earnings, Financials & Key Ratios
FTAI•NASDAQ
$227.55
49.5× P/E·Price updated Jul 7, 2026
AboutFTAI Aviation Ltd. owns and acquires aviation and offshore energy equipment for the transportation of goods and people worldwide. It operates through two segments, Aviation Leasing and Aerospace Products. The Aviation Leasing segment owns and manages aviation assets, including aircraft and aircraft engines, which it leases and sells to customers. As of December 31, 2023, this segment owned and managed 363 aviation assets consisting of 96 commercial aircraft and 267 engines, including eight aircraft and seventeen engines that were located in Russia. The Aerospace Products segment develops, manufactures, repairs, and sells aircraft engines and aftermarket components for aircraft engines. The company was founded in 2011 and is headquartered in New York, New York.Show more
- Revenue$2.51B+43.2%
- EBITDA$996M+26.7%
- Net Income$501M+5671.3%
- EPS (Diluted)4.60+1537.5%
- Gross Margin31.08%-5.8%
- EBITDA Margin39.71%-11.6%
- Operating Margin30.7%-2.7%
- Net Margin19.98%+3928.9%
- ROE241.16%+3472.9%
FTAI Price & Volume
FTAI Aviation Ltd. (FTAI) stock price & volume — 10-year historical chart
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Aggressive Revenue Growth Masks Persistent Cash Burn
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Accelerating
Profitability:Moderate
Financial:Vulnerable
Cash Flow:Deteriorating
Primary Risk:Excessive financial leverage
Key Thesis Takeaways
- FTAI Aviation demonstrates rapid top-line expansion with 65.5% year-over-year revenue growth in 2026Q1, yet the firm's reliance on heavy capital expenditure and high leverage creates significant financial fragility.
- While the company has scaled its specialized aviation maintenance and leasing operations, the persistent disconnect between reported net income and operating cash flow suggests that accounting profits are not currently translating into sustainable liquidity.
- Investors should monitor the company's ability to manage its 7.99 debt-to-equity ratio and improve its negative free cash flow margin of -19.3% before viewing the current valuation as fundamentally supported.
Verdict Logic
the company's inability to generate positive free cash flow, highlighted by a -19.3% FCF margin in 2026Q1, suggests that the current 56.54 P/E ratio may not be justified by underlying cash generation.
FTAI Growth Metrics
FTAI Aviation Ltd. (FTAI) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years33.13%
5 Years46.6%
3 Years51.41%
TTM47.56%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM651.02%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM1637.93%
Return on Capital
10 Years6.33%
5 Years11.52%
3 Years16.87%
Last Year20.09%
FTAI Recent Earnings
FTAI Aviation Ltd. (FTAI) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 3/12 qtrs (25%)●Beat Revenue 8/12 qtrs (67%)
Q2 2026Latest
Apr 29, 2026Metric
Actual
Est
EPS
$1.29-14.0%
$1.50
Rev
$831M+10.8%
$750M
Q1 2026
Feb 25, 2026Metric
Actual
Est
EPS
$1.08-12.9%
$1.24
Rev
$662M-4.5%
$693M
Q4 2025
Oct 27, 2025Metric
Actual
Est
EPS
$1.10-9.1%
$1.21
Rev
$667M+1.3%
$659M
Q3 2025
Jul 29, 2025Metric
Actual
Est
EPS
$1.57+21.7%
$1.29
Rev
$676M+18.9%
$569M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 29, 2026 | $1.29vs $1.50-14.0% | $831Mvs $750M+10.8% |
| Q1 2026 | Feb 25, 2026 | $1.08vs $1.24-12.9% | $662Mvs $693M-4.5% |
| Q4 2025 | Oct 27, 2025 | $1.10vs $1.21-9.1% | $667Mvs $659M+1.3% |
| Q3 2025 | Jul 29, 2025 | $1.57vs $1.29+21.7% | $676Mvs $569M+18.9% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for FTAI Aviation Ltd. (FTAI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $227.55 | $23.34B | 49.47 | 43.24% | 19.98% | 241.16% | 0.54% | |
| $65.00 | $7.26B | 7.00 | 10.32% | 36.09% | 13.23% | — | |
| $151.07 | $25.21B | 7.09 | 2.4% | 48.41% | 21.57% | — | |
| $174.17 | $6.18B | 19.10 | 9.77% | 17.88% | 10.73% | — | |
| $221.88 | $1.69B | 14.42 | 18.73% | 15.79% | 17.13% | — | |
| $1309.18 | $73.23B | 40.81 | 11.22% | 21.29% | — | — |
Compare FTAI vs Peers
FTAI Aviation Ltd. (FTAI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
FTAI SEC Filings & Documents
FTAI Aviation Ltd. (FTAI) SEC filings — annual & quarterly reports (10-K, 10-Q)
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FTAI Frequently Asked Questions
FTAI Aviation Ltd. (FTAI) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is FTAI Aviation Ltd.'s revenue?
FTAI Aviation Ltd. (FTAI) reported $2.84B in revenue for fiscal year 2025. This represents a 81185% increase from $3.5M in 2012.
How fast is FTAI Aviation Ltd. growing?
FTAI Aviation Ltd. (FTAI) grew revenue by 43.2% over the past year. This is strong growth.
Is FTAI profitable?
Yes, FTAI Aviation Ltd. (FTAI) is profitable, generating $536.6M in net income for fiscal year 2025 (20.0% net margin).
Dividend & Returns
Does FTAI pay dividends?
Yes, FTAI Aviation Ltd. (FTAI) pays a dividend with a yield of 0.54%. This makes it attractive for income-focused investors.
What is FTAI's return on equity?
FTAI Aviation Ltd. (FTAI) has a return on equity (ROE) of 241.2%. This is excellent, indicating efficient use of shareholder capital.
What is FTAI Aviation Ltd.'s free cash flow?
FTAI Aviation Ltd. (FTAI) had negative free cash flow of $1.38B in fiscal year 2025, likely due to heavy capital investments.