FTAI Aviation (FTAI) 주식 개요
는 전 세계 상품과 사람의 운송을 위한 항공 장비를 소유, 인수 및 판매하는 회사입니다. 자세히 보기
FTAI Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$225.05
FV
8.5% 저평가 내재 할인율15.00%
Revenue growth p.a.
71
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3users have followed this narrative
FTAI Aviation Ltd. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$206.00 |
| 52주 최고가 | US$323.51 |
| 52주 최저가 | US$128.32 |
| 베타 | 1.51 |
| 1개월 변동 | -21.32% |
| 3개월 변동 | -14.15% |
| 1년 변동 | 50.01% |
| 3년 변동 | 509.65% |
| 5년 변동 | 626.12% |
| IPO 이후 변동 | 1,144.71% |
최근 뉴스 및 업데이트
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
내러티브 업데이트 • 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.Recent updates
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 Alpha내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.
새로운 내러티브 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...주주 수익률
| FTAI | US Aerospace & Defense | US 시장 | |
|---|---|---|---|
| 7D | -4.6% | 0.1% | 0.8% |
| 1Y | 50.0% | 22.4% | 19.1% |
수익률 대 산업: FTAI은 지난 1년 동안 22.4%의 수익을 기록한 US Aerospace & Defense 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: FTAI은 지난 1년 동안 19.1%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| FTAI volatility | |
|---|---|
| FTAI Average Weekly Movement | 9.9% |
| Aerospace & Defense Industry Average Movement | 9.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: FTAI는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: FTAI의 주간 변동성(10%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2011 | 985 | Joe Adams | www.ftaiaviation.com |
FTAI Aviation Ltd.는 전 세계적으로 화물 및 여객 수송을 위한 항공 장비를 소유, 취득 및 판매합니다. 이 회사는 항공기 리스 및 항공우주 제품이라는 두 가지 사업 부문을 운영하고 있습니다. 항공기 리스 부문은 항공기 및 항공기 엔진을 소유, 임대, 관리 및 판매합니다.
FTAI Aviation Ltd. 기초 지표 요약
| FTAI 기초 통계 | |
|---|---|
| 시가총액 | US$20.27b |
| 순이익 (TTM) | US$477.64m |
| 매출 (TTM) | US$3.11b |
44.3x
주가수익비율(P/E)6.8x
주가매출비율(P/S)FTAI는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| FTAI 손익계산서 (TTM) | |
|---|---|
| 매출 | US$3.11b |
| 매출원가 | US$2.11b |
| 총이익 | US$1.00b |
| 기타 비용 | US$525.11m |
| 순이익 | US$477.64m |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 4.65 |
| 총이익률 | 32.21% |
| 순이익률 | 15.34% |
| 부채/자본 비율 | 854.8% |
FTAI의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
1.0%
현재 배당 수익률37%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/31 07:40 |
| 종가 | 2026/07/31 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
FTAI Aviation Ltd.는 22명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Brandon Oglenski | Barclays |
| Ariel Rosa | BofA Global Research |
| Randy Binner | B. Riley Securities, Inc. |