FTAI
FTAI Aviation Ltd.
$163.34
-0.68% 2026-10-19
Industrials
FTAISPY
1W
-1.3%
1M
-14.4%
3M
-18.0%
6M
-36.3%
YTD
-16.6%
1Y
-1.2%
Grades vs sector
Momentumno data–
Momentum
no data
Percentile within its GICS sector across the S&P 1500.
Growthno data–
Growth
no data
Percentile within its GICS sector across the S&P 1500.
Valueno data–
Value
no data
Percentile within its GICS sector across the S&P 1500.
Profitabilityno data–
Profitability
no data
Percentile within its GICS sector across the S&P 1500.
Revisionsno data–
Revisions
no data
30-day change in analysts' current-year EPS estimate; graded across covered stocks.
Our models
Not held by any of our 3 live models right now.
Momentum Top 15
not ranked (outside this model's universe or screens)
Quality Growthnot ranked (outside this model's universe or screens)
Momentum Blendnot in the current book
Key stats
Market cap$16.8B
P/E (trailing)35.5
P/E (forward)12.1
52-week range149.50 – 323.51
Revenue growth (YoY, latest qtr)+40.9%
Dividend yield1.22%
Analyst consensusStrong Buy (11)
Mean price target$346.45 (+112%)
Valuation & fundamentals
Bottom line
No cash-flow valuation
Model read-out from the numbers below, not advice. Score +0 (DCF counts double).
▼Piotroski F-score1/9
▲Analyst target+112% (11 analysts)
Discounted cash flow
Trailing free cash flow is negative or missing, so a cash-flow DCF isn't meaningful by default. You can enter your own assumptions below.
Reverse DCFfor context, not a signal
A normal DCF guesses future cash flows and works out a price. A reverse DCF runs it backwards: it starts from today's price and asks how fast free cash flow would have to grow to justify it. It tells you what the market is assuming, not whether the stock is cheap or expensive, and it is not a buy or sell signal. Glossary
Trailing free cash flow is zero or negative, so there's no growth rate to solve for. The price is betting on a turnaround to positive cash flow.
Edit assumptions · recalculates instantly
Your value per share–
Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-06-30). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.57 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.
Multiples vs sector
Forward EPS $13.50 vs trailing $4.60 (+193% expected growth). Forward P/E uses analysts' next-12-month estimate.
Backlog (remaining performance obligations)
RPO
$368.0M
as of 2018-09-30
vs a year ago
–
YoY
× TTM revenue
0.12×
coverage
Contracted revenue not yet recognized, from SEC filings (XBRL tag RevenueRemainingPerformanceObligation).
Quality & financial health
Gross margin
39.2%
Operating margin
–
FCF margin
-15.4%
Net margin
-3.4%
Return on equity
-26.0%
Return on invested capital
–
Net debt / EBITDA
–
Current ratio
5.3×
Interest cover
–
Cash conversion (OCF/NI)
–
Piotroski F-score 1/9 · last two fiscal years
✗ Positive net income✗ Positive operating cash flow✗ Return on assets improved✗ Cash flow above net income✗ Long-term debt / assets fell✗ Current ratio improved✗ No share dilution✗ Gross margin improved✓ Asset turnover improved
Analysts
Mean target
$346
+112%
Analysts
11
Strong Buy
Range
$275–$540
low – high
● price · ◆ mean target
Annual history
| FY | Revenue | Net income | Free cash flow |
|---|---|---|---|
| 2025 | $2.5B | – | $-338.5M |
| 2024 | $1.7B | – | $-197.2M |
| 2023 | $1.2B | – | $122.8M |
| 2022 | $708.4M | – | $-164.9M |
| 2021 | $335.6M | – | $-179.4M |
| 2020 | $297.9M | $-105.0M | $-201.7M |
From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +52.4%.
Earnings
Next report: 2026-10-29 · before open · EPS est 1.47
EstimateActual (beat)Actual (miss)
| Report | EPS est | Actual | Surprise |
|---|---|---|---|
| 2026-07-29 | 2.09 | 1.26 | -39.5% |
| 2026-04-29 | 1.60 | 1.46 | -8.4% |
| 2026-02-25 | 1.18 | 1.24 | +4.7% |
| 2025-10-27 | 1.20 | 1.16 | -3.4% |
| 2025-07-29 | 1.26 | 1.65 | +30.8% |
| 2025-04-30 | 0.88 | 1.02 | +16.3% |
| 2025-02-26 | 0.87 | 0.88 | +0.7% |
| 2024-10-30 | 0.78 | 0.85 | +8.6% |
Quarterly revenue
| Quarter | Revenue | YoY |
|---|---|---|
| 2026-06-30 | $953.1M | +40.9% |
| 2026-03-31 | $830.7M | – |
| 2025-12-31 | $662.0M | – |
| 2025-09-30 | $667.1M | – |
| 2025-06-30 | $676.2M | – |
Analyst actions
Barclays
PT $310
2026-09-16 · main
Overweight → OverweightPT $310
Morgan Stanley
PT $360
2026-08-21 · main
Overweight → OverweightPT $360
BTIG
PT $350
2026-08-04 · main
Buy → BuyPT $350
RBC Capital
PT $300
2026-07-27 · main
Outperform → OutperformPT $300
BTIG
PT $400
2026-07-22 · main
Buy → BuyPT $400
Citizens
PT $375
2026-07-15 · main
Market Outperform → Market OutperformPT $375
Recent dividends
2026-08-12: $0.500 · 2026-05-13: $0.450 · 2026-03-13: $0.400 · 2025-11-10: $0.350 · 2025-08-12: $0.300 · 2025-05-16: $0.300 · 2025-03-14: $0.300 · 2024-11-14: $0.300
Insider trades
Moreno David
$498.1K
President · 2026-07-31
BUY$498.1K
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News
Stats refreshed 2026-10-19 19:03:13 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now
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