FTAI Aviation（FTAI）株式概要
FTAI Aviation Ltd.は、世界中の物資や人を輸送するための航空機材を所有、取得、販売している。 詳細
FTAI Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$225.05
FV
6.6% 割高 内在価値ディスカウント15.00%
Revenue growth p.a.
8
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FTAI Aviation Ltd. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$239.84 |
| 52週高値 | US$323.51 |
| 52週安値 | US$108.47 |
| ベータ | 1.55 |
| 1ヶ月の変化 | -6.79% |
| 3ヶ月変化 | -17.00% |
| 1年変化 | 109.43% |
| 3年間の変化 | 759.03% |
| 5年間の変化 | 722.50% |
| IPOからの変化 | 1,349.18% |
最新ニュース
Recent updates
分析記事 • 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...
ナラティブの更新 • 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
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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 Alpha株主還元
| FTAI | US Aerospace & Defense | US 市場 | |
|---|---|---|---|
| 7D | -10.2% | -1.0% | -0.3% |
| 1Y | 109.4% | 29.1% | 26.7% |
業界別リターン: FTAI過去 1 年間で29.1 % の収益を上げたUS Aerospace & Defense業界を上回りました。
リターン対市場: FTAI過去 1 年間で26.7 % の収益を上げたUS市場を上回りました。
価格変動
| FTAI volatility | |
|---|---|
| FTAI Average Weekly Movement | 11.3% |
| Aerospace & Defense Industry Average Movement | 9.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: FTAIの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: FTAIの weekly volatility ( 11% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2011 | 985 | Joe Adams | www.ftaiaviation.com |
FTAI Aviation Ltd.は世界中の物資や人を輸送するための航空機材の所有、取得、販売を行っている。航空リース部門と航空宇宙製品部門の2つの部門で事業を展開している。航空リース事業は、航空機および航空機エンジンの所有、リース、管理、販売を行っている。2025年12月31日現在、当セグメントは、ロシアにある8機の航空機と17基のエンジンを含む、47機の民間航空機と243基のエンジンからなる290の航空資産を所有・管理している。航空宇宙製品部門は、航空機エンジンおよび民間航空機エンジン用アフターマーケット部品の開発、製造、修理・改修、販売 を行っている。また、オフショア・エネルギー事業も行っており、オフショアでの石油・ガス活動や生産をサポートする船舶や機器から構成されている。同社は2011年に設立され、ニューヨーク州ニューヨークに本社を置いている。
FTAI Aviation Ltd. 基礎のまとめ
| FTAI 基礎統計学 | |
|---|---|
| 時価総額 | US$22.93b |
| 収益（TTM） | US$521.74m |
| 売上高(TTM) | US$2.84b |
47.2x
PER（株価収益率8.7x
P/SレシオFTAI は割高か？
公正価値と評価分析を参照収益と収入
| FTAI 損益計算書（TTM） | |
|---|---|
| 収益 | US$2.84b |
| 売上原価 | US$1.81b |
| 売上総利益 | US$1.03b |
| その他の費用 | US$503.92m |
| 収益 | US$521.74m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 5.09 |
| グロス・マージン | 36.17% |
| 純利益率 | 18.40% |
| 有利子負債／自己資本比率 | 799.5% |
FTAI の長期的なパフォーマンスは？
過去の実績と比較を見る| FTAI Aviation 配当日 | |
|---|---|
| 配当落ち日 | May 13 2026 |
| 配当支払日 | May 26 2026 |
| 配当落ちまでの日数 | 9 days |
| 配当支払日までの日数 | 4 days |
FTAI 配当は確実ですか？
FTAI 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/20 12:51 |
| 終値 | 2026/05/20 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
FTAI Aviation Ltd. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22
| アナリスト | 機関 |
|---|---|
| Brandon Oglenski | Barclays |
| Brandon Oglenski | Barclays |
| Ariel Rosa | BofA Global Research |