FTAI Aviation Resultados de beneficios anteriores
Pasado controles de criterios 4/6
FTAI Aviation ha aumentado sus beneficios a una tasa media anual de 66.9%, mientras que los beneficios de la industria de Aerospace & Defense han experimentado un crecimiento de 20.1% anual. Los ingresos han ido creciendo a una tasa media de 41.9% al año. La rentabilidad financiera de FTAI Aviation es de 124.3%, y sus márgenes netos son de 18.4%.
Información clave
66.86%
Tasa de crecimiento de los beneficios
67.04%
Tasa de crecimiento del BPA
| Crecimiento de la industria Aerospace & Defense | 5.38% |
| Tasa de crecimiento de los ingresos | 41.89% |
| Rentabilidad financiera | 124.30% |
| Margen neto | 18.40% |
| Última actualización de beneficios | 31 Mar 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Nueva narrativa • May 20
Attractive if you believe in prolonged engine shortages and slow fleet renewal
Below is a professional investment memo (buy-side style) on FTAI Aviation Ltd. , built primarily from investor relations materials (IR site, filings, earnings summaries) and then stress‑tested with broader public information to evaluate strengths, risks, competition, and structural/geopolitical exposure.
Actualización de narrativa • May 20
FTAI: Legacy Engine Platform Will Support Higher 2026 EBITDA Potential
FTAI Aviation's analyst fair value estimate has been updated from $338.90 to $350.60. Analysts point to higher Street price targets across firms after recent research citing execution on growth initiatives, Q4 performance and what they describe as a still attractive setup for the stock.Artículo de análisis • May 06
Earnings Miss: FTAI Aviation Ltd. Missed EPS By 15% And Analysts Are Revising Their Forecasts
It's been a pretty great week for FTAI Aviation Ltd. ( NASDAQ:FTAI ) shareholders, with its shares surging 13% to...Actualización de narrativa • May 03
FTAI: Legacy Engine Platform Will Support 2026 EBITDA Execution Upside
Analyst price targets for FTAI Aviation have moved higher, with recent Street research pointing to new levels between $335 and $375 as analysts cite continued execution on growth initiatives, confidence in 2026 EBITDA estimates, and an attractive setup following the latest Q4 results. Analyst Commentary Recent Street research has leaned constructive on FTAI Aviation, with multiple firms lifting price targets and highlighting both execution on growth plans and the latest Q4 report as key reference points.Seeking Alpha • Apr 30
FTAI Aviation: Business Humming Macro Concerns Overblown
Summary FTAI Aviation delivered a strong Q1, with EBITDA of $325.6M, beating consensus and driven by robust aerospace segment growth. Market share in Aerospace Products rose from 10% to 12%, with management targeting 25% and prioritizing absolute dollar growth over margins. Strategic Capital is transitioning from SCI I to SCI II, increasing scale and shifting leasing to a higher-multiple, programmatic model. FTAI is positioned as a multi-year compounder, with volatility seen as an opportunity amid misunderstood business dynamics and macro risk concerns. Read the full article on Seeking Alpha
Actualización de narrativa • Apr 19
FTAI: Execution On Growth Initiatives Will Drive Future Earnings Power
Analysts have lifted the price target for FTAI Aviation by about $39 to roughly $299, reflecting updated views on revenue growth, profitability, and a lower assumed discount rate, supported by a series of recent target increases from major research firms. Analyst Commentary Street research on FTAI Aviation has recently focused on higher price targets, with several firms citing execution on growth initiatives, Q4 results, and expectations for future EBITDA as key inputs to their valuation work.Actualización de narrativa • Apr 05
FTAI: Legacy Engine Platform Will Support Future Aviation And Power Upside
Analysts have nudged the price target on FTAI Aviation higher to $338.90 from $336.20, citing a series of recent target increases from major firms that point to confidence in the company's execution and earnings potential, despite past Q4 EBITDA shortfalls versus consensus. Analyst Commentary Recent research points to a broadly constructive stance on FTAI Aviation, with multiple firms lifting their price targets and highlighting both execution on key initiatives and areas where expectations have been tested by past Q4 EBITDA results.Actualización de narrativa • Mar 22
FTAI: Legacy Engine Platform Will Support Emerging Power Generation Opportunity
Analysts have nudged the updated price target for FTAI Aviation to $336.20 from $334.20, citing higher projected revenue growth and profit margins, a slightly lower discount rate, and a reduced future P/E assumption that follows a series of higher Street targets in the $335 to $375 range. Analyst Commentary Recent Street research around FTAI Aviation has centered on higher price targets and generally supportive views of the company’s execution and earnings power, even with some mixed quarterly results.Actualización de narrativa • Mar 07
FTAI: Legacy Engine Momentum Will Support Power Platform Opportunity
Analysts have raised their blended price target on FTAI Aviation from $227.10 to $334.20, citing the company's execution on key growth initiatives, recent Q4 results that "met high marks," and what they view as supportive long term business drivers. Analyst Commentary Bullish analysts are broadly positive on FTAI Aviation, pointing to recent Q4 results and specific business drivers that they see as supportive for the current valuation and higher price targets.Actualización de narrativa • Feb 21
FTAI: High Multiple Assumptions Will Test Industrial Gas Turbine Execution
Narrative Update on FTAI Aviation The analyst price target for FTAI Aviation has been reset higher from $147 to $260. This change reflects updated views on revenue growth, profitability, and future P/E assumptions that are broadly consistent with the series of recent price target increases cited by analysts across several firms.
Nueva narrativa • Feb 21
The Aerospace Gold Rush: Flying High on Supply Chain Chaos
FTAI Aviation (FTAI) is currently the undisputed darling of the aerospace aftermarket sector. Driven by persistent supply chain bottlenecks at Boeing and Airbus, airlines are being forced to keep older planes flying much longer than anticipated.
Actualización de narrativa • Feb 07
FTAI: Power Platform And Engine Partnerships Will Redefine Earnings Profile
Analysts have raised their price target on FTAI Aviation from US$335 to US$350, citing updated assumptions for revenue growth, profit margins and future P/E, along with recent industry research that highlights support for the company’s aviation and power-focused business segments. Analyst Commentary Recent Street research has been broadly constructive on FTAI Aviation, with several bullish analysts lifting their price targets in a relatively short time frame.Actualización de narrativa • Jan 24
FTAI: Power Platform And Free Cash Flow Targets Will Redefine Earnings Profile
Narrative Update Analysts have lifted their blended price target on FTAI Aviation from about US$294 to roughly US$335, citing refreshed assumptions around revenue, margins and future P/E multiples, supported by recent target increases from multiple firms. Analyst Commentary Recent research updates on FTAI Aviation show a cluster of higher price targets and constructive commentary from bullish analysts.Artículo de análisis • Jan 21
Revenues Tell The Story For FTAI Aviation Ltd. (NASDAQ:FTAI) As Its Stock Soars 66%
FTAI Aviation Ltd. ( NASDAQ:FTAI ) shareholders have had their patience rewarded with a 66% share price jump in the...Actualización de narrativa • Jan 08
FTAI: Aeroderivative Power Platform Will Reshape Long Term Earnings Profile
Narrative Update Overview The updated analyst work on FTAI Aviation points to a higher implied fair value of about US$294 from roughly US$228. Analysts cite higher Street price targets, improved free cash flow goals, extended 2026 guidance, and growing interest in industrial aeroderivative gas turbines as key supports for the new view.Artículo de análisis • Dec 21
FTAI Aviation (NASDAQ:FTAI) Is Experiencing Growth In Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Actualización de narrativa • Dec 13
FTAI: Legacy Engine Momentum Will Benefit From Raised 2026 Guidance
Analysts have nudged their price target for FTAI Aviation modestly higher to $200, citing a slight Q3 beat, raised 2026 guidance, stronger free cash flow targets, and continued momentum in a resilient legacy engine market. Analyst Commentary Bullish analysts highlight that the latest price target increases reflect growing confidence in FTAI Aviation's ability to execute on its growth strategy, even as broader transport sector expectations are being trimmed.Actualización de narrativa • Nov 28
FTAI: Continued Market Momentum Will Benefit From 2026 Guidance And Upcoming Catalysts
Analysts have raised their price target on FTAI Aviation by $5 to $200, citing the company's continued operational momentum, stronger 2026 guidance, and increased free cash flow expectations. Analyst Commentary Recent Street research on FTAI Aviation highlights a wave of optimism from analysts, with several raising their price targets and underscoring ongoing operational momentum.Actualización de narrativa • Nov 14
FTAI: Market Share Momentum Will Accelerate On New Major Carrier Deals
FTAI Aviation's analyst price target has increased by $4.50 to $227.10. Analysts cite the company's continued execution, upgraded financial guidance, and growing momentum as key drivers behind heightened expectations.Actualización de narrativa • Oct 31
FTAI: Market Share Gains Will Accelerate Momentum In Resilient Engine Sector
Analysts have raised their price target for FTAI Aviation from $214.20 to $222.60, citing continued quarterly momentum, improved 2026 guidance, and expectations for increased free cash flow and market share. Analyst Commentary Bullish Takeaways Bullish analysts continue to raise price targets, reflecting confidence in FTAI Aviation's strong quarterly execution and improving financial outlook.Actualización de narrativa • Oct 17
Aging Fleets And MRE Programs Will Sustain Service Demand
The analyst price target for FTAI Aviation has been raised from $191 to $214.20. This change reflects analyst confidence supported by recent upward revisions following robust earnings, improved profit margins, and the company's strengthened position in the legacy engine market.Actualización de narrativa • Oct 03
Aging Fleets And MRE Programs Will Sustain Service Demand
Analysts have raised their average price target for FTAI Aviation from $183.22 to $191.00, citing strong execution, resilient growth in legacy engine markets, and improving projections for revenue and profit margins. Analyst Commentary Recent street research highlights a strong sense of optimism among analysts, with multiple upward revisions to FTAI Aviation's price targets and continued support for its growth strategy.Actualización de narrativa • Sep 11
Aging Fleets And MRE Programs Will Sustain Service Demand
Despite fundamentally stronger execution, accelerated growth prospects from a major U.S. carrier partnership, and improved financial performance, the consensus analyst price target for FTAI Aviation has been revised downward from $194.90 to $183.22. Analyst Commentary Bullish analysts cite continued strong execution, which has further de-risked FTAI Aviation's investment story.Actualización de narrativa • Aug 27
Aging Fleets And MRE Programs Will Sustain Service Demand
Upward revisions to FTAI Aviation’s price target reflect strong operational execution, a strategic deal with a major U.S. carrier, robust quarterly results, and improved market share prospects, raising the consensus fair value from $183.55 to $194.90. Analyst Commentary Continued strong execution reduces perceived investment risk in FTAI Aviation.Artículo de análisis • Aug 08
There May Be Underlying Issues With The Quality Of FTAI Aviation's (NASDAQ:FTAI) Earnings
NasdaqGS:FTAI 1 Year Share Price vs Fair Value Explore FTAI Aviation's Fair Values from the Community and select yours...Artículo de análisis • Jul 20
Returns At FTAI Aviation (NASDAQ:FTAI) Are On The Way Up
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Artículo de análisis • Jul 02
A Look At The Fair Value Of FTAI Aviation Ltd. (NASDAQ:FTAI)
Key Insights The projected fair value for FTAI Aviation is US$109 based on 2 Stage Free Cash Flow to Equity With US$114...Artículo de análisis • Jun 14
Some Confidence Is Lacking In FTAI Aviation Ltd.'s (NASDAQ:FTAI) P/S
FTAI Aviation Ltd.'s ( NASDAQ:FTAI ) price-to-sales (or "P/S") ratio of 6.6x may look like a poor investment...Artículo de análisis • May 26
Is Now The Time To Look At Buying FTAI Aviation Ltd. (NASDAQ:FTAI)?
Let's talk about the popular FTAI Aviation Ltd. ( NASDAQ:FTAI ). The company's shares led the NASDAQGS gainers with a...
Nueva narrativa • Apr 26
Green-time Optimization And QuickTurn Europe Will Transform Aviation Maintenance
FTAI Aviation's unique optimization strategy and in-house maintenance offer cost advantages, boosting competitiveness and potential profitability.Seeking Alpha • Feb 28
FTAI Aviation Stock Tumbles On Earnings Release
Summary FTAI Aviation stock dropped 7.6% post-earnings call due to plans for an asset-light model, flat 2025 EBITDA guidance, and accounting shifts. Despite uncertainties, FTAI Aviation's Aerospace Products EBITDA grew 114% year-on-year, while the leasing business saw a 7% EBITDA increase. My price target for FTAI stock is slightly increased to $166.86, but I adjusted my rating from strong buy to buy due to reduced upside. FTAI Aviation's pivot to an asset-light model and evolving business mix introduces uncertainties, yet the company still presents a strong value proposition. Read the full article on Seeking AlphaDesglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero FTAI Aviation. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Mar 26 | 2,836 | 522 | 9 | 0 |
| 31 Dec 25 | 2,507 | 477 | 9 | 0 |
| 30 Sep 25 | 2,344 | 452 | 11 | 0 |
| 30 Jun 25 | 2,143 | 416 | 13 | 0 |
| 31 Mar 25 | 1,910 | 27 | 17 | 0 |
| 31 Dec 24 | 1,735 | -32 | 23 | 0 |
| 30 Sep 24 | 1,549 | -9 | 27 | 0 |
| 30 Jun 24 | 1,374 | -54 | 31 | 0 |
| 31 Mar 24 | 1,205 | 221 | 33 | 0 |
| 31 Dec 23 | 1,171 | 212 | 32 | 0 |
| 30 Sep 23 | 1,132 | 122 | 29 | 0 |
| 30 Jun 23 | 1,072 | 78 | 25 | 0 |
| 31 Mar 23 | 909 | 71 | 20 | 0 |
| 31 Dec 22 | 708 | -138 | 18 | 0 |
| 30 Sep 22 | 532 | -166 | 16 | 0 |
| 30 Jun 22 | 401 | -170 | 16 | 0 |
| 31 Mar 22 | 350 | -209 | 10 | 0 |
| 31 Dec 21 | 336 | -68 | 14 | 0 |
| 30 Sep 21 | 313 | -120 | 20 | 0 |
| 30 Jun 21 | 298 | -131 | 25 | 0 |
| 31 Mar 21 | 331 | -147 | 35 | 0 |
| 31 Dec 20 | 298 | -57 | 20 | 0 |
| 30 Sep 20 | 452 | 66 | 50 | 0 |
| 30 Jun 20 | 521 | 117 | 54 | 0 |
| 31 Mar 20 | 577 | 152 | 54 | 0 |
| 31 Dec 19 | 579 | 150 | 53 | 0 |
| 30 Sep 19 | 518 | 35 | 39 | 0 |
| 30 Jun 19 | 466 | 15 | 34 | 0 |
| 31 Mar 19 | 388 | -4 | 34 | 0 |
| 31 Dec 18 | 342 | 2 | 31 | 0 |
| 30 Sep 18 | 303 | 8 | 32 | 0 |
| 30 Jun 18 | 263 | 6 | 32 | 0 |
| 31 Mar 18 | 242 | 4 | 30 | 0 |
| 31 Dec 17 | 185 | 1 | 30 | 0 |
| 30 Sep 17 | 199 | -5 | 29 | 0 |
| 30 Jun 17 | 180 | -9 | 29 | 0 |
| 31 Mar 17 | 162 | -19 | 30 | 0 |
| 31 Dec 16 | 149 | -20 | 29 | 0 |
| 30 Sep 16 | 140 | -23 | 29 | 0 |
| 30 Jun 16 | 134 | -33 | 29 | 0 |
| 31 Mar 16 | 134 | -23 | 27 | 0 |
| 31 Dec 15 | 137 | -12 | 23 | 0 |
| 30 Sep 15 | 126 | -3 | 18 | 0 |
| 30 Jun 15 | 107 | 12 | 13 | 0 |
Ingresos de calidad: FTAI tiene un alto nivel de ganancias no monetarias.
Margen de beneficios creciente: Los actuales márgenes de beneficio (18.4%) de FTAI son superiores a los del año pasado (1.4%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: FTAI ha pasado a ser rentable en los últimos 5 años, con un crecimiento de los beneficios de 66.9% al año.
Acelerando crecimiento: El crecimiento de los beneficios de FTAI en el último año (1863.1%) supera su media de 5 años (66.9% al año).
Beneficios vs. Industria: El crecimiento de los beneficios de FTAI en el último año (1863.1%) superó al de la industria Aerospace & Defense 23.6%.
Rentabilidad financiera
Alta ROE: Aunque la rentabilidad financiera (124.3%) de FTAI es excepcional, esta métrica está sesgada debido a su alto nivel de deuda.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/22 08:52 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
FTAI Aviation Ltd. está cubierta por 22 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Brandon Oglenski | Barclays |
| Brandon Oglenski | Barclays |
| Ariel Rosa | BofA Global Research |