FTAI Aviation Ltd. (FTAI) AI Stock Analysis

FTAI Aviation Ltd. acquires and manages infrastructure and equipment for the global transportation of goods and passengers. It operates through two primary segments: Aviation Leasing and Aerospace Products. The Aviation Leasing segment owns and oversees aviation assets, including commercial aircraft and aircraft engines, which are leased and sold worldwide. As of September 30, 2022, this segment managed 325 aviation assets consisting of 96 commercial aircraft and 229 engines, including assets in Ukraine and Russia. The Aerospace Products segment develops, manufactures, repairs, and sells aircraft engines and aftermarket components for commercial and military applications.

FTAI Aviation expanded annual revenue from $335.6M in FY2021 to $2.51B in FY2025, reflecting a 43.2% increase in the latest fiscal year. Operating margin stood at 30.7% in FY2025, while gross margin was 31.1%. Net income reached $501.1M in FY2025, up from $8.7M in FY2024 and negative results in FY2021 and FY2022. For the trailing twelve months, revenue was $3.11B with an operating margin of 21.0% and EPS of $4.60. In the latest quarter ended June 30, 2026, quarterly revenue grew 40.9% year-over-year, while quarterly earnings declined 28.0%.

As of June 30, 2026, FTAI held $337.2M in cash and short-term investments alongside total debt of $3.45B, resulting in net debt of $3.12B. Total assets stood at $4.49B against shareholders' equity of $404.0M, generating a debt-to-equity ratio of 8.55 and a current ratio of 5.28. In FY2025, operating cash flow was -$310.7M and free cash flow was -$1.06B. Capital allocation during FY2025 included $752.4M in capital expenditures, $145.4M in dividends paid, and $124.2M spent on share buybacks.

FTAI trades at a trailing P/E of 35.8x, compared to the median of 24.8x for US-listed Industrials peers. Its forward P/E is 13.5x versus the peer median of 17.2x. Enterprise value stands at $22.22B, with an EV/EBITDA of 20.4x compared to the peer median of 13.9x. The stock's price-to-sales ratio is 5.4x, above the peer median of 1.5x. Over the past year, FTAI shares fell 2.3%, underperforming the S&P 500 (SPY) return of 16.8%, but gained 769.7% over five years versus 83.0% for the index.

FTAI pays a quarterly dividend with an annual forward payout of $2.00, yielding 1.22% as of October 16, 2026. The company has paid dividends for 12 consecutive years, maintaining a five-year annualized dividend growth rate of 2.1%. Its payout ratio is 34.1%, and total dividends paid in FY2025 were $145.4M. The last ex-dividend date was August 12, 2026.

Wall Street coverage includes 7 Strong Buy ratings, 4 Buy ratings, and zero Hold, Sell, or Strong Sell ratings. The mean price target is $346.45, representing an upside of 110.7% over the last close of $164.46. Consensus estimates project FY2026 revenue of $3.90B and EPS of $5.72, followed by FY2027 revenue of $6.49B and EPS of $13.01. Over the last four quarters, FTAI recorded 0 EPS beats. The next earnings date is October 29, 2026.

This page is an AI-written research summary of FTAI Aviation Ltd. (FTAI). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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