FTAI Aviation Ltd.

Report azionario NasdaqGS:FTAI

Capitalizzazione di mercato: US$21.7b

FTAI Aviation Crescita futura

Criteri Future verificati 6/6

FTAI Aviation prevede che gli utili e i ricavi cresceranno rispettivamente di 36.1% e 27.2% all'anno. Si prevede che l'EPS crescerà di 35.7% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 65.8% in 3 anni.

Informazioni chiave

36.1%

Tasso di crescita degli utili

35.72%

Tasso di crescita dell'EPS

Aerospace & Defense crescita degli utili17.6%
Tasso di crescita dei ricavi27.2%
Rendimento futuro del capitale proprio65.82%
Copertura analitica

Good

Ultimo aggiornamento14 Aug 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi • 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...
Articolo di analisi • 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...

Recent updates

Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Articolo di analisi • 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 Alpha
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Articolo di analisi • 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...
Aggiornamento narrativa • 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.
Nuova 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.
Aggiornamento 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.
Articolo di analisi • 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...
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Articolo di analisi • 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...
Aggiornamento 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.
Articolo di analisi • 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...
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:FTAI - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20287,4951,8352,0321,5136
12/31/20276,0661,3421,4221,0338
12/31/20263,9065998173095
6/30/20263,113478-963-440N/A
3/31/20262,836522-999-445N/A
12/31/20252,507477-1,053-311N/A
9/30/20252,344452-1,178-173N/A
6/30/20252,143416-1,301-137N/A
3/31/20251,91027-1,458-214N/A
12/31/20241,735-32-1,420-188N/A
9/30/20241,549-9-1,186-134N/A
6/30/20241,374-54-1,113-126N/A
3/31/20241,205221-1,01690N/A
12/31/20231,171212-670129N/A
9/30/20231,132122-553117N/A
6/30/20231,07278-35295N/A
3/31/202390971-15816N/A
12/31/2022708-138-837-21N/A
9/30/2022532-166-538-23N/A
6/30/2022401-170-709-7N/A
3/31/2022350-209-63829N/A
12/31/2021336-68-631-22N/A
9/30/2021313-120-44614N/A
6/30/2021298-131-472-45N/A
3/31/2021331-147-56226N/A
12/31/2020298-57-44963N/A
9/30/202045266-56687N/A
6/30/2020521117-485138N/A
3/31/2020577152N/A119N/A
12/31/2019579150N/A151N/A
9/30/201951835N/A140N/A
6/30/201946615N/A133N/A
3/31/2019388-4N/A142N/A
12/31/20183422N/A134N/A
9/30/20183038N/A102N/A
6/30/20182636N/A94N/A
3/31/20182424N/A62N/A
12/31/20171851N/A68N/A
9/30/2017199-5N/A68N/A
6/30/2017180-9N/A63N/A
3/31/2017162-19N/A52N/A
12/31/2016149-20N/A31N/A
9/30/2016140-23N/A12N/A
6/30/2016134-33N/A10N/A
3/31/2016134-23N/A14N/A
12/31/2015137-12N/A24N/A
9/30/2015126-3N/A23N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di FTAI ( 36.1% all'anno) è superiore al tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che gli utili di FTAI ( 36.1% all'anno) cresceranno più rapidamente del mercato US ( 16.9% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di FTAI cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di FTAI ( 27.2% all'anno) crescerà più rapidamente del mercato US ( 12.9% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di FTAI ( 27.2% all'anno) crescerà più rapidamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di FTAI sarà molto alto tra 3 anni ( 65.8 %).

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/20 02:19
Prezzo dell'azione a fine giornata2026/08/20 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

FTAI Aviation Ltd. è coperta da 22 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Brandon OglenskiBarclays
Ariel RosaBofA Global Research
Randy BinnerB. Riley Securities, Inc.