FTAI Aviation Crescita futura
Criteri Future verificati 6/6
FTAI Aviation prevede che gli utili e i ricavi cresceranno rispettivamente di 28.6% e 21.9% all'anno. Si prevede che l'EPS crescerà di 28.2% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 61.1% in 3 anni.
Informazioni chiave
28.6%
Tasso di crescita degli utili
28.23%
Tasso di crescita dell'EPS
| Aerospace & Defense crescita degli utili | 18.9% |
| Tasso di crescita dei ricavi | 21.9% |
| Rendimento futuro del capitale proprio | 61.12% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 15 May 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
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 della narrazione • 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
Aggiornamento della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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.
Nuova narrazione • 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.
Aggiornamento della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...
Nuova narrazione • 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 AlphaPrevisioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 12/31/2028 | 6,647 | 1,692 | 2,155 | 1,758 | 6 |
| 12/31/2027 | 5,060 | 1,203 | 971 | 862 | 7 |
| 12/31/2026 | 3,546 | 704 | 750 | 527 | 8 |
| 3/31/2026 | 2,836 | 522 | -999 | -445 | N/A |
| 12/31/2025 | 2,507 | 477 | -1,053 | -311 | N/A |
| 9/30/2025 | 2,344 | 452 | -1,178 | -173 | N/A |
| 6/30/2025 | 2,143 | 416 | -1,301 | -137 | N/A |
| 3/31/2025 | 1,910 | 27 | -1,458 | -214 | N/A |
| 12/31/2024 | 1,735 | -32 | -1,420 | -188 | N/A |
| 9/30/2024 | 1,549 | -9 | -1,186 | -134 | N/A |
| 6/30/2024 | 1,374 | -54 | -1,113 | -126 | N/A |
| 3/31/2024 | 1,205 | 221 | -1,016 | 90 | N/A |
| 12/31/2023 | 1,171 | 212 | -670 | 129 | N/A |
| 9/30/2023 | 1,132 | 122 | -553 | 117 | N/A |
| 6/30/2023 | 1,072 | 78 | -352 | 95 | N/A |
| 3/31/2023 | 909 | 71 | -158 | 16 | N/A |
| 12/31/2022 | 708 | -138 | -837 | -21 | N/A |
| 9/30/2022 | 532 | -166 | -538 | -23 | N/A |
| 6/30/2022 | 401 | -170 | -709 | -7 | N/A |
| 3/31/2022 | 350 | -209 | -638 | 29 | N/A |
| 12/31/2021 | 336 | -68 | -631 | -22 | N/A |
| 9/30/2021 | 313 | -120 | -446 | 14 | N/A |
| 6/30/2021 | 298 | -131 | -472 | -45 | N/A |
| 3/31/2021 | 331 | -147 | -562 | 26 | N/A |
| 12/31/2020 | 298 | -57 | -449 | 63 | N/A |
| 9/30/2020 | 452 | 66 | -566 | 87 | N/A |
| 6/30/2020 | 521 | 117 | -485 | 138 | N/A |
| 3/31/2020 | 577 | 152 | -456 | 119 | N/A |
| 12/31/2019 | 579 | 150 | N/A | 151 | N/A |
| 9/30/2019 | 518 | 35 | N/A | 140 | N/A |
| 6/30/2019 | 466 | 15 | N/A | 133 | N/A |
| 3/31/2019 | 388 | -4 | N/A | 142 | N/A |
| 12/31/2018 | 342 | 2 | N/A | 134 | N/A |
| 9/30/2018 | 303 | 8 | N/A | 102 | N/A |
| 6/30/2018 | 263 | 6 | N/A | 94 | N/A |
| 3/31/2018 | 242 | 4 | N/A | 62 | N/A |
| 12/31/2017 | 185 | 1 | N/A | 68 | N/A |
| 9/30/2017 | 199 | -5 | N/A | 68 | N/A |
| 6/30/2017 | 180 | -9 | N/A | 63 | N/A |
| 3/31/2017 | 162 | -19 | N/A | 52 | N/A |
| 12/31/2016 | 149 | -20 | N/A | 31 | N/A |
| 9/30/2016 | 140 | -23 | N/A | 12 | N/A |
| 6/30/2016 | 134 | -33 | N/A | 10 | N/A |
| 3/31/2016 | 134 | -23 | N/A | 14 | N/A |
| 12/31/2015 | 137 | -12 | N/A | 24 | N/A |
| 9/30/2015 | 126 | -3 | N/A | 23 | N/A |
| 6/30/2015 | 107 | 12 | N/A | -23 | N/A |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: La crescita prevista degli utili di FTAI ( 28.6% all'anno) è superiore al tasso di risparmio ( 3.5% ).
Guadagni vs Mercato: Si prevede che gli utili di FTAI ( 28.6% all'anno) cresceranno più rapidamente del mercato US ( 16.8% 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 ( 21.9% all'anno) crescerà più rapidamente del mercato US ( 11.7% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di FTAI ( 21.9% 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 ( 61.1 %).
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/18 01:31 |
| Prezzo dell'azione a fine giornata | 2026/05/18 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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 guide su come utilizzare i nostri report e 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.
| Analista | Istituzione |
|---|---|
| Brandon Oglenski | Barclays |
| Brandon Oglenski | Barclays |
| Ariel Rosa | BofA Global Research |