FTAI Aviation (FTAI) Aperçu de l'action
FTAI Aviation Ltd. possède, acquiert et vend du matériel d'aviation pour le transport de marchandises et de personnes dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 6/6 |
| Performances passées | 1/6 |
| Santé financière | 2/6 |
| Dividendes | 2/6 |
Récompenses
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FTAI Aviation
17.7% sous-évalué décote intrinsèque
Attractive if you believe in prolonged engine shortages and slow fleet renewal
View narrativeKA
Published 20 May
FTAI Aviation Ltd. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$185.25 |
| Plus haut sur 52 semaines | US$323.51 |
| Plus bas sur 52 semaines | US$149.50 |
| Bêta | 1.56 |
| Variation sur 1 mois | -13.84% |
| Variation sur 3 mois | -23.24% |
| Variation sur 1 an | 10.19% |
| Variation sur 3 ans | 424.64% |
| Variation sur 5 ans | 636.29% |
| Évolution depuis l'introduction en bourse | 1,019.34% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Sep 03
FTAI: Power Platform And Asset Light Shift Will Drive Earnings Repricing
Analysts have lifted their fair value estimate for FTAI Aviation to about $542 per share from roughly $407, pointing to updated views on long term revenue growth, profit margins, and a higher future P/E multiple supported by recent research that highlights the company's 2027 EBITDA targets and multiple business drivers. Analyst Commentary Recent Street research on FTAI Aviation shows a mix of revised targets and updated views on its earnings outlook.
Mise à jour du récit • Aug 18
FTAI: Power Contracts And Maintenance Expansion Will Drive Future Earnings Power
Analysts have trimmed the fair value estimate for FTAI Aviation stock from $319 to $290, reflecting lower price targets after recent earnings and more conservative 2026 to 2027 outlooks, even as core aerospace operations and long term power contracts remain key parts of their rationale. Analyst Commentary Recent research updates on FTAI Aviation point to a mix of confidence in the business model and more guarded expectations for medium term growth.
Mise à jour du récit • Aug 04
FTAI: Power Contracts And Aerospace Products Will Support Future Upside
Analysts have trimmed their average price target on FTAI Aviation from about $382 to roughly $369, citing more conservative expectations for 2026 to 2027 EBITDA and power segment contributions, even as they highlight solid aerospace product performance and continued confidence in long term power guidance. Analyst Commentary Recent research on FTAI Aviation points to a mix of optimism on execution and products, along with more cautious updates to longer term expectations and valuation targets.Recent updates
Mise à jour du récit • Sep 03
FTAI: Power Platform And Asset Light Shift Will Drive Earnings Repricing
Analysts have lifted their fair value estimate for FTAI Aviation to about $542 per share from roughly $407, pointing to updated views on long term revenue growth, profit margins, and a higher future P/E multiple supported by recent research that highlights the company's 2027 EBITDA targets and multiple business drivers. Analyst Commentary Recent Street research on FTAI Aviation shows a mix of revised targets and updated views on its earnings outlook.Mise à jour du récit • Aug 18
FTAI: Power Contracts And Maintenance Expansion Will Drive Future Earnings Power
Analysts have trimmed the fair value estimate for FTAI Aviation stock from $319 to $290, reflecting lower price targets after recent earnings and more conservative 2026 to 2027 outlooks, even as core aerospace operations and long term power contracts remain key parts of their rationale. Analyst Commentary Recent research updates on FTAI Aviation point to a mix of confidence in the business model and more guarded expectations for medium term growth.Mise à jour du récit • Aug 04
FTAI: Power Contracts And Aerospace Products Will Support Future Upside
Analysts have trimmed their average price target on FTAI Aviation from about $382 to roughly $369, citing more conservative expectations for 2026 to 2027 EBITDA and power segment contributions, even as they highlight solid aerospace product performance and continued confidence in long term power guidance. Analyst Commentary Recent research on FTAI Aviation points to a mix of optimism on execution and products, along with more cautious updates to longer term expectations and valuation targets.Article d’analyse • Aug 02
Earnings Miss: FTAI Aviation Ltd. Missed EPS By 16% And Analysts Are Revising Their Forecasts
Shareholders might have noticed that FTAI Aviation Ltd. ( NASDAQ:FTAI ) filed its second-quarter result this time last...Seeking Alpha • Jul 30
FTAI Aviation: Business Model Still Strong Despite Conservative Guidance
Summary FTAI Aviation Ltd. delivered a messy earnings print, with EBITDA missing expectations and 2026 EBITDA guidance lowered by $100 million, all from leasing. EBITDA margin per MRO module is declining as FTAI prioritizes market share, raising module output but reducing per-unit profitability. 2027 EBITDA guidance is $2.3 billion, well below initial expectations, due to lower MRO margins, a conservative power ramp, and a faster leasing wind-down. Despite communication issues and volatility, FTAI remains a strong business with robust growth prospects and solid cash flows, warranting a long-term hold. Read the full article on Seeking AlphaMise à jour du récit • Jul 21
FTAI: Legacy Engine Platform And Power Launch Will Support Future Upside
Analysts have modestly lifted their fair value estimate for FTAI Aviation to $382.30 from $350.60, citing reinforced conviction from recent Top Pick and Outperform ratings, as well as updated assumptions on the discount rate, revenue growth, profit margin and future P/E levels. Analyst Commentary Recent research coverage on FTAI Aviation points to a generally constructive stance, with several firms assigning favorable ratings and publishing detailed views on how the stock fits into broader sector themes in aerospace, transportation and logistics.Mise à jour du récit • Jul 07
FTAI: Dividend Momentum And Cash Generation Will Drive Future Earnings Power
Analysts have lifted their price target on FTAI Aviation to $319, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions. What’s in the News for FTAI Aviation Recent coverage highlights that FTAI Aviation has delivered a very large share price gain over the past five years, alongside reported 104% year to date growth in Aerospace Products revenue and continued free cash flow generation.Mise à jour du récit • Jun 23
FTAI: Power Platform And Capital Moves Will Drive Future Earnings Repricing
Analysts have lifted their price target on FTAI Aviation by $25, citing updated assumptions around revenue growth, profit margins, and future P/E that support a higher fair value estimate for the stock. What’s in the News for FTAI Aviation FTAI Aviation shares rallied as much as 23% over a five day stretch in June 2026, with trading activity linked to strong revenue growth in the aviation leasing business and a high GF Score in the high 80s.Article d’analyse • Jun 19
FTAI Aviation (FTAI) Stock Could Be 22.7% Overvalued After Redemption And AI Power Optimism
FTAI Aviation (FTAI) is back in focus after announcing the full redemption of its high-cost Series C preferred shares, along with a large asset-backed securitization and renewed attention on its AI data center power plans. See our latest analysis for FTAI Aviation. The recent preferred share redemption, securitization and AI power plans sit against a strong backdrop for FTAI Aviation. The share price is $276.11 with a 30-day share price return of 23.54%, supported by a 1-year total...Mise à jour du récit • Jun 04
FTAI: Power Platform And Engine Partnerships Will Drive Future Earnings Repricing
Analysts have lifted the implied fair value estimate for FTAI Aviation from about $350 to roughly $407 per share, citing updated assumptions around revenue growth, profit margins, and a lower future P/E multiple as key drivers behind the higher price targets presented in recent research. Analyst Commentary Recent research highlights a series of higher price targets for FTAI Aviation, with bullish analysts pointing to updated assumptions around revenue, margins, and valuation multiples.
Nouveau récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Rendement pour les actionnaires
| FTAI | US Aerospace & Defense | US Marché | |
|---|---|---|---|
| 7D | -0.2% | -1.9% | -0.2% |
| 1Y | 10.2% | 8.9% | 14.8% |
Rendement vs Industrie: FTAI a dépassé le secteur US Aerospace & Defense qui a rapporté 8.9 % au cours de l'année écoulée.
Rendement vs marché: FTAI a sous-performé le marché US qui a rapporté 14.8 % au cours de l'année écoulée.
Volatilité des prix
| FTAI volatility | |
|---|---|
| FTAI Average Weekly Movement | 9.0% |
| Aerospace & Defense Industry Average Movement | 9.0% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
Cours de l'action stable: FTAI n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de FTAI ( 9% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2011 | 985 | Joe Adams | www.ftaiaviation.com |
FTAI Aviation Ltd. détient, acquiert et vend du matériel aéronautique destiné au transport de marchandises et de passagers à l'échelle mondiale. La société opère dans deux segments : la location aéronautique et les produits aérospatiaux. Le secteur « Location aéronautique » détient, loue, gère et vend des avions et des moteurs d’avion.
FTAI Aviation Ltd. Résumé des fondamentaux
| FTAI statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$20.20b |
| Bénéfices(TTM) | US$477.64m |
| Recettes(TTM) | US$3.11b |
39.8x
Ratio P/E6.1x
Ratio P/SLe site FTAI est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| FTAI compte de résultat (TTM) | |
|---|---|
| Recettes | US$3.11b |
| Coût des recettes | US$2.11b |
| Marge brute | US$1.00b |
| Autres dépenses | US$525.11m |
| Les revenus | US$477.64m |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 4.65 |
| Marge brute | 32.21% |
| Marge bénéficiaire nette | 15.34% |
| Ratio dettes/capitaux propres | 854.8% |
Quelles ont été les performances à long terme de FTAI?
Voir les performances historiques et les comparaisonsDividendes
1.1%
Rendement actuel des dividendes37%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/09 09:01 |
| Cours de l'action en fin de journée | 2026/09/09 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
FTAI Aviation Ltd. est couverte par 22 analystes. 8 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Brandon Oglenski | Barclays |
| Ariel Rosa | BofA Global Research |
| Randy Binner | B. Riley Securities, Inc. |