FTAI Aviation is executing a strategic pivot toward an asset-light aerospace products model, evidenced by a 40.9% YoY revenue surge in 2026Q2 to $953.1M and a dramatic reduction in net PPE from $2.5B to $134.7M. However, the company's earnings quality is under...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 40.9% YoY in 2026Q2, reaching $953.1M, but gross margin swung from 22.8% in 2026Q1 to 45.6% in 2026Q2, reflecting volatile product mix and leading to a 28% EPS decline despite strong top-line growth.
FTAI's stock price has appreciated significantly, with gains of 167.34% and 68% noted in coverage, reflecting successful execution of the investment thesis.
The company has realized operational leverage, contributing to its stock price growth and validating the bullish thesis.
FTAI's aftermarket growth has materialized as anticipated, driving the stock's upward performance.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Oct 27, 2025 | $1.10-9.1% vs $1.21 | $667M+1.3% vs $659M |
FTAI Aviation Ltd. (NASDAQ:FTAI) had a busy stretch this month that included a major financing close, a new share repurchase program and recent analyst activity.
FTAI Aviation Ltd. (FTAI) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
FTAI Aviation is upgraded to a Strong Buy, driven by a $500M share repurchase program signaling a capital allocation shift toward shareholder returns. Robust growth in Aerospace Products and a $1.5B anchor order for FTAI Power underpin a multi-year total-return investment case. Transitioning to an asset-light leasing model and strategic capital vehicles supports recurring, higher-margin MRO business and enhances the free cash flow outlook.
NEW YORK, Sept. 15, 2026 (GLOBE NEWSWIRE) -- FTAI Aviation Ltd. (NASDAQ: FTAI; “FTAI” or the “Company”) announced today that the board of directors of the Company (the “Board”) authorized and approved a new share repurchase program (the “Share Repurchase Program”) under which the Company may repurchase up to $500 million of its outstanding ordinary shares (collectively, the “Shares”). The Share Repurchase Program will end on the earlier of the date of completion of the repurchases and September 30, 2029. The Company expects to fund repurchases under the Share Repurchase Program using cash on its balance sheet.
Benchmark FTAI against direct peers instead of judging its metrics in isolation.
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 |
|---|---|---|---|---|---|---|---|
| $186.01 | $19.08B | 40.44 | 43.24% | 19.98% | 241.16% | 0.66% | |
| $65.00 | $7.26B | 7.00 | 10.32% | 36.09% | 13.23% | — | |
| $144.76 | $22.83B | 6.80 | 2.4% | 40.87% | 18.52% | — | |
| $185.70 | $6.59B | 20.36 | 9.77% | 17.94% | 10.83% | — | |
| $54.38 | $3.9B | 31.80 | 18.73% | 12.04% | 12.63% | — | |
| $1105.28 | $61.82B | 34.45 | 11.22% | 21.28% | — | — |
FTAI Aviation Ltd. (FTAI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
FTAI Aviation Ltd. (FTAI) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 29, 2026·SEC
May 29, 2026·SEC
Apr 30, 2026·SEC
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FTAI Aviation Ltd. (FTAI) stock FAQ — growth, dividends, profitability & financials explained
FTAI Aviation Ltd. (FTAI) reported $3.11B in revenue for fiscal year 2025. This represents a 89120% increase from $3.5M in 2012.
FTAI Aviation Ltd. (FTAI) grew revenue by 43.2% over the past year. This is strong growth.
Yes, FTAI Aviation Ltd. (FTAI) is profitable, generating $496.3M in net income for fiscal year 2025 (20.0% net margin).
Yes, FTAI Aviation Ltd. (FTAI) pays a dividend with a yield of 0.66%. This makes it attractive for income-focused investors.
FTAI Aviation Ltd. (FTAI) has a return on equity (ROE) of 241.2%. This is excellent, indicating efficient use of shareholder capital.
FTAI Aviation Ltd. (FTAI) had negative free cash flow of $1.23B in fiscal year 2025, likely due to heavy capital investments.
