VCP Scanner
Stock Screener
Filter stocks with fundamental & technical criteria
Market Themes
Curated industry baskets & thematic leaders
Earnings Hub
Calendar, EPS surprise stats & earnings transcripts
Market News
Real-time market intelligence & AI overviews
Insider Buying
SEC Form 4 corporate insider purchases
MinerviniVCP SetupsTrend Template
O'NeilCup with HandleFlat BaseDouble BottomCANSLIM Leaders
QullamaggieHigh Tight FlagsFlag BreakoutsEpisodic PivotsMomentum Leaders
KellWedge PopEMA Crossback
LivermorePivotal Points
PatternsFalling Wedge & ChannelBase Breakouts
View All Playbooks...
BreakoutsScanner
FAANG & Tech
AAPL vs MSFTNVDA vs AMDGOOGL vs META
Cloud & Cyber
CRM vs NOWCRWD vs PANWSNOW vs DDOG
Consumer & Auto
TSLA vs FAMZN vs WMTNFLX vs DIS
Finance & Crypto
JPM vs BACV vs MACOIN vs MSTR
Index & ETFs
SPY vs QQQVTI vs VOOSPY vs IWM
Compare Any Stocks...
DCF ValuationCalculate intrinsic value of US stocks
Market ValuationBuffett indicator, CAPE & macro gauges
Total ReturnSee dividends + price return history
DCA CalculatorSimulate recurring buys & compounding
VisualizeInteractive multi-year financial charts
Watchlist
BreakoutsScanner
WatchlistPricing
Ctrl K
Pricing
FTAI
← Back to Screener
VCP ScannerFree US Stock Screener & Financial Analysis

Find stocks. Analyze deeply. Research with clarity.

Data updated daily

Product

  • Screener
  • Scanner
  • Themes
  • Valuation
  • Total Return
  • DCA Calculator
  • Pricing
  • News
  • Earnings

Resources

  • Market Valuation
  • Compare
  • Insider Activity
  • Methodology
  • How It Works
  • Glossary
  • Learn

Get Ideas

Get weekly market insights — free

© 2026 VCP Scanner
AboutPrivacyTermsRefund Policy
Not financial advice. Do your own research.
ScreenerBreakoutsScannerWatchlist
FTAIFTAI Aviation Ltd.
$180.27$18.5B
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Discovery & Screens
Live BreakoutsStock ScreenerOwnership
FTAI logo

FTAI Aviation Ltd.

FTAI
NASDAQ · Aircraft & Aerospace Parts
$180.27
At close - Nov 6, 4:00 PM EST - USD
Market Cap$18.49B
P/E35.5x
52W High$323.51
Volume3.21M
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q3

Asset-Heavy Growth Meets Volatile Cash Conversion Concerns

FTAI's revenue has re-accelerated, with 2026Q3 revenue of $977.7M up 46.6% year over year, and net margin of 15.4% suggests the aircraft leasing platform is scaling its earnings base.

GrowthMixed
ProfitabilityStrong
ValuationExpensive
TechnicalsWeak
Explore valuation models
MARKET ACTION

FTAI price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

3/12 Beats

EPS beat 3 of last 12 quarters

02

Valuation risk

+49% Peers

P/E is 49% above peer median

03

Market leadership

RS 30 · Lag

Laggard (Underperforming 70% of market)

04

Weak Trend

Below 200DMA

Price < 200DMA

Next CatalystEstimated earnings · Jan 29
01

Build the investment case

Start with the evidence for owning the stock and the risks that can break the thesis.

EXECUTIVE THESIS

The Investment Case

Full Analysis
Fundamental Trajectory

Revenue grew 46.6% year over year to $977.7M in 2026Q3, but gross margin volatility from 22.8% to 45.6% and an operating margin decline from 31.8% to 21.0% suggest earnings quality remains uneven.

Analyst Consensus+70.9% target
Buy(19 analysts)
19 Buy0 Hold0 Sell

The Bull Case

Upside Catalysts

Strong stock price appreciation

FTAI's stock price has appreciated significantly, with gains of 167.34% and 68% noted in coverage, reflecting successful execution of the investment thesis.

Operational leverage benefits

The company has realized operational leverage, contributing to its stock price growth and validating the bullish thesis.

Aftermarket growth materialization

FTAI's aftermarket growth has materialized as anticipated, driving the stock's upward performance.

The Bear Case

Key Downside Risks

Market performance

Price History →

Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
FTAI-13.66%
S&P 500 (^GSPC)+7.63%
1-Year Return
FTAI+12.16%
S&P 500 (^GSPC)+9.69%
3-Year Return
FTAI+355.12%
S&P 500 (^GSPC)+93.35%
5-Year Return
FTAI+709.83%
S&P 500 (^GSPC)+79.65%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/EMedian
35.5x
Forward P/EExpansion
32.1x
EV/EBITDA60th %ile
20.7x
FCF YieldCash Flow
N/A

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
35.5x
42.8x
50th· Fair
EV/EBITDA
20.7x
13.9x
60th· Fair
Price/FCF
N/A
N/A
N/A
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$34.53-80.8%
Base (Fair)$85.96-52.3%
Bull$94.43-47.6%
$34.53 Bear$85.96 Base$94.43 Bull
Current Market Price: $180.27
Trades at a 109.7% premium to Base DCF ($85.96)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue FY25
$2.51B+43.2% YoY
Net income FY25
$501M+5671.3% YoY
Free cash flow FY25
-$1.06B+20.9% YoY
Operating margin FY25
30.7%-0.9 pts YoY
ROIC (FY25)16.8%
Avg ROIC 5Y9.7%
ROE (TTM)132%
Piotroski Score5 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate3/12 (25%)
Revenue Beat Rate9/12 (75%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q4 2026Latest
Oct 29, 2026
$1.43+1.4%
vs $1.41
$978M-2.5%
vs $1.0B
Q3 2026
Jul 29, 2026
$1.13-16.9%
vs $1.36
$953M+6.5%
vs $895M
Q2 2026
Apr 29, 2026
$1.29-14.0%
vs $1.50
$831M+10.8%
vs $750M
Q1 2026
Feb 25, 2026
$1.08-12.9%
vs $1.24
$662M-4.5%
vs $693M
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

4 Stories
Business Wire·Oct 27, 2026
KBRA Assigns Preliminary Ratings to MRE 2026-2

NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns preliminary ratings to FTAI MRE 2026-2 Cayman Limited and FTAI MRE 2026-2 US LLC (MRE 2026-2 or the Issuer), an aviation ABS transaction. MRE 2026-2 represents the second aviation ABS transaction sponsored by FTAI Aviation (FTAI, or the Company). MRE 2026-2 will be serviced by FTAI Aircraft Leasing DAC, FTAI AirOpCo UK Ltd, and FTAI Aircraft Leasing LLC (FTAI Aircraft Leasing, or the Servicers), which are wholly owned subsidiaries of FTAI Aviation. The Co.

Seeking Alpha·Oct 27, 2026
Artisan Mid Cap Fund Q3 2026 Portfolio Update

The portfolio generated a negative absolute return but outpaced the Russell Midcap Growth Index. During the quarter, we initiated new positions in Manhattan Associates, Okta and Clean Harbors. We ended our investment campaign in Monolithic Power Systems, FTAI Aviation and Ionis Pharmaceuticals during the quarter.

Benzinga·Oct 22, 2026
Albertsons, FTAI Aviation, NextEra Energy And A Financial Stock On CNBC's ‘Final Trades'

On CNBC's “Halftime Report Final Trades,” Stephen Weiss, chief investment officer and managing partner of Short Hills Capital Partners, picked FTAI Aviation Ltd. (NASDAQ:FTAI).

Defense World·Oct 22, 2026
Reviewing FTAI Aviation (NASDAQ:FTAI) and Cadre (NYSE:CDRE)

Cadre (NYSE: CDRE - Get Free Report) and FTAI Aviation (NASDAQ: FTAI - Get Free Report) are both industrials companies, but which is the better investment? We will compare the two companies based on the strength of their analyst recommendations, risk, profitability, dividends, valuation, institutional ownership and earnings. Volatility and Risk Cadre has a beta of 1.33,

Filtered for FTAI Aviation Ltd.More Headlines
04

Compare before deciding

Benchmark FTAI against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for FTAI Aviation Ltd. (FTAI)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
FTAI logoFTAIFTAI Aviation Ltd.Current
$180.27$18.49B35.4743.24%15.46%132.03%0.68%
AER logoAERAerCap Holdings N.V.
$169.64$26.75B8.352.4%35.82%16.95%0.64%
GATX logoGATXGATX Corporation
$182.74$6.49B16.549.77%17.69%10.85%1.37%
WLFC logoWLFCWillis Lease Finance Corporation
$46.86$3.36B13.0018.73%9.55%10.47%0.29%
TDG logoTDGTransDigm Group Incorporated
$1197.01$66.95B32.2711.23%21.28%—13.82%
HAYW logoHAYWHayward Holdings, Inc.
$16.24$3.52B20.716.71%14.35%10.62%—

Compare FTAI vs Peers

FTAI Aviation Ltd. (FTAI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs AER

Most directly comparable listed peer for FTAI.

Scale Benchmark

vs GE

Larger-name benchmark to compare FTAI against a more recognizable public peer.

Peer Set

Compare Top 5

vs AER, GATX, WLFC, TDG

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

FTAI SEC Filings & Documents

FTAI Aviation Ltd. (FTAI) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Nov 2, 2026·SEC

Material company update

Nov 2, 2026·SEC

Material company update

Oct 29, 2026·SEC

10-K Annual Reports

2
FY 2026

Feb 27, 2026·SEC

FY 2025

Mar 3, 2025·SEC

10-Q Quarterly Reports

6
FY 2026

Nov 2, 2026·SEC

FY 2026

Jul 31, 2026·SEC

FY 2026

May 1, 2026·SEC

Get notified when FTAI posts new earnings or crosses analyst targets

Free. No account needed. Unsubscribe any time.

Free. Unsubscribe any time.

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 $3.42B in revenue over the trailing twelve months. Revenue was $2.51B in fiscal year 2025. That is 71766% more than the $3.5M of fiscal year 2012.

How fast is FTAI Aviation Ltd. growing?

FTAI Aviation Ltd. (FTAI) grew revenue by 45.8% over the trailing twelve months, compared with the twelve months before.

Is FTAI profitable?

Yes. FTAI Aviation Ltd. (FTAI) earned $529.2M in net income over the trailing twelve months (a 15.5% net margin).

Dividend & Returns
Does FTAI pay dividends?

Yes. FTAI Aviation Ltd. (FTAI) pays a dividend that yields 0.68% at the current price, a small yield.

What is FTAI's return on equity?

FTAI Aviation Ltd. (FTAI) had a return on equity (ROE) of 132.0% over the trailing twelve months. That is well above the market's typical 10-15%.

What is FTAI Aviation Ltd.'s free cash flow?

FTAI Aviation Ltd. (FTAI) had negative free cash flow of $1.41B over the trailing twelve months.

What if you invested $1,000 in FTAI back in 2012?

Total return calculator · dividends reinvested · 14+ years of data

See returns →