FTAI Aviation Ltd.

NasdaqGS:FTAI 주식 리포트

시가총액: US$24.6b

FTAI Aviation 경영진

경영진 기준 점검 3/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Joe Adams

최고경영자

US$6.0m

총 보수

CEO 급여 비율16.28%
CEO 재임 기간11yrs
CEO 지분 보유율0.5%
경영진 평균 재임 기간less than a year
이사회 평균 재임 기간11yrs

최근 경영진 업데이트

Recent updates

FTAI Aviation: Business Humming Macro Concerns Overblown

Apr 30

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.

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.

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.

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.

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.

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.

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.

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.

Revenues Tell The Story For FTAI Aviation Ltd. (NASDAQ:FTAI) As Its Stock Soars 66%

Jan 21
Revenues Tell The Story For FTAI Aviation Ltd. (NASDAQ:FTAI) As Its Stock Soars 66%

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.

FTAI Aviation (NASDAQ:FTAI) Is Experiencing Growth In Returns On Capital

Dec 21
FTAI Aviation (NASDAQ:FTAI) Is Experiencing Growth In Returns On Capital

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.

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.

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.

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.

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.

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.

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.

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.

There May Be Underlying Issues With The Quality Of FTAI Aviation's (NASDAQ:FTAI) Earnings

Aug 08
There May Be Underlying Issues With The Quality Of FTAI Aviation's (NASDAQ:FTAI) Earnings

Returns At FTAI Aviation (NASDAQ:FTAI) Are On The Way Up

Jul 20
Returns At FTAI Aviation (NASDAQ:FTAI) Are On The Way Up

A Look At The Fair Value Of FTAI Aviation Ltd. (NASDAQ:FTAI)

Jul 02
A Look At The Fair Value Of FTAI Aviation Ltd. (NASDAQ:FTAI)

Some Confidence Is Lacking In FTAI Aviation Ltd.'s (NASDAQ:FTAI) P/S

Jun 14
Some Confidence Is Lacking In FTAI Aviation Ltd.'s (NASDAQ:FTAI) P/S

Is Now The Time To Look At Buying FTAI Aviation Ltd. (NASDAQ:FTAI)?

May 26
Is Now The Time To Look At Buying FTAI Aviation Ltd. (NASDAQ:FTAI)?

FTAI Aviation (NASDAQ:FTAI) Will Pay A Dividend Of $0.30

May 08
FTAI Aviation (NASDAQ:FTAI) Will Pay A Dividend Of $0.30
User avatar

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.

FTAI Aviation Stock Tumbles On Earnings Release

Feb 28

FTAI Aviation: Why I Believe The Stock Is Now A Strong Buy

Jan 23

FTAI Aviation: Innovative Business Model

Jan 11

FTAI Aviation: Continued Runway To Redeploy Capital To An Advantage

Dec 15

CEO 보수 분석

Joe Adams의 보수는 FTAI Aviation의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$522m

Dec 31 2025US$6mUS$975k

US$477m

Sep 30 2025n/an/a

US$452m

Jun 30 2025n/an/a

US$416m

Mar 31 2025n/an/a

US$27m

Dec 31 2024US$27mUS$975k

-US$32m

보상 대 시장: Joe의 총 보수(USD5.99M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.60M)보다 낮습니다.

보상과 수익: Joe의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Joe Adams (67 yo)

11yrs
재임 기간
US$5,988,406
보수

Mr. Joseph P. Adams, Jr. also known as Joe, has been the Chief Executive Officer and Chairman at FTAI Aviation Ltd. (formerly known as Fortress Transportation and Infrastructure Investors LLC) since May 20...


리더십 팀

이름직위재임 기간보수지분
Joseph Adams
Chairman & CEO11yrsUS$5.99m0.46%
$ 113.7m
David Moreno
Presidentless than a yearUS$6.13m0.053%
$ 13.0m
Stacy Kuperus
COO & Principal Operating Officerless than a yearUS$3.44m데이터 없음
BoHee Yoon
General Counsel & Secretary2yrsUS$1.70m0.00095%
$ 233.8k
Nicholas McAleese
Chief Financial Officerless than a year데이터 없음0.000080%
$ 19.7k
Michael Hazan
Chief Accounting Officerless than a year데이터 없음0.000080%
$ 19.7k
Alan Andreini
Investor Relationsno data데이터 없음데이터 없음
0.3yrs
평균 재임 기간
39yo
평균 나이

경험이 풍부한 관리: FTAI의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 0.3 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Joseph Adams
Chairman & CEO11yrsUS$5.99m0.46%
$ 113.7m
Judith Hannaway
Lead Independent Director8.3yrsUS$277.03k0.0020%
$ 487.4k
Paul Goodwin
Independent Director11yrsUS$265.00k0.079%
$ 19.4m
Martin Tuchman
Independent Director11yrsUS$227.50k0.64%
$ 157.6m
Ray Robinson
Independent Director11yrsUS$260.00k0.057%
$ 14.0m
A. Levison
Independent Director8.3yrsUS$227.50k0.0097%
$ 2.4m
Shyam Gidumal
Independent Director1yrUS$201.97k데이터 없음
11.0yrs
평균 재임 기간
73yo
평균 나이

경험이 풍부한 이사회: FTAI의 이사회는 노련하고 경험이 풍부합니다(평균 재임 11 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/03 10:12
종가2026/05/01 00:00
수익2026/03/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

FTAI Aviation Ltd.는 22명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Brandon OglenskiBarclays
Brandon OglenskiBarclays
Ariel RosaBofA Global Research