FTAI Aviation 과거 순이익 실적
과거 기준 점검 4/6
FTAI Aviation은 연평균 66.9%의 비율로 수입이 증가해 온 반면, Aerospace & Defense 산업은 수입이 20.1% 증가했습니다. 매출은 연평균 41.9%의 비율로 증가했습니다. FTAI Aviation의 자기자본이익률은 124.3%이고 순이익률은 18.4%입니다.
핵심 정보
66.86%
순이익 성장률
67.04%
주당순이익(EPS) 성장률
| Aerospace & Defense 산업 성장률 | 5.38% |
| 매출 성장률 | 41.89% |
| 자기자본이익률 | 124.30% |
| 순이익률 | 18.40% |
| 최근 순이익 업데이트 | 31 Mar 2026 |
최근 과거 실적 업데이트
Recent updates
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.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
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.
새로운 내러티브 • 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.
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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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 Alpha매출 및 비용 세부 내역
매출 및 비용 세부 내역
FTAI Aviation가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Mar 26 | 2,836 | 522 | 9 | 0 |
| 31 Dec 25 | 2,507 | 477 | 9 | 0 |
| 30 Sep 25 | 2,344 | 452 | 11 | 0 |
| 30 Jun 25 | 2,143 | 416 | 13 | 0 |
| 31 Mar 25 | 1,910 | 27 | 17 | 0 |
| 31 Dec 24 | 1,735 | -32 | 23 | 0 |
| 30 Sep 24 | 1,549 | -9 | 27 | 0 |
| 30 Jun 24 | 1,374 | -54 | 31 | 0 |
| 31 Mar 24 | 1,205 | 221 | 33 | 0 |
| 31 Dec 23 | 1,171 | 212 | 32 | 0 |
| 30 Sep 23 | 1,132 | 122 | 29 | 0 |
| 30 Jun 23 | 1,072 | 78 | 25 | 0 |
| 31 Mar 23 | 909 | 71 | 20 | 0 |
| 31 Dec 22 | 708 | -138 | 18 | 0 |
| 30 Sep 22 | 532 | -166 | 16 | 0 |
| 30 Jun 22 | 401 | -170 | 16 | 0 |
| 31 Mar 22 | 350 | -209 | 10 | 0 |
| 31 Dec 21 | 336 | -68 | 14 | 0 |
| 30 Sep 21 | 313 | -120 | 20 | 0 |
| 30 Jun 21 | 298 | -131 | 25 | 0 |
| 31 Mar 21 | 331 | -147 | 35 | 0 |
| 31 Dec 20 | 298 | -57 | 20 | 0 |
| 30 Sep 20 | 452 | 66 | 50 | 0 |
| 30 Jun 20 | 521 | 117 | 54 | 0 |
| 31 Mar 20 | 577 | 152 | 54 | 0 |
| 31 Dec 19 | 579 | 150 | 53 | 0 |
| 30 Sep 19 | 518 | 35 | 39 | 0 |
| 30 Jun 19 | 466 | 15 | 34 | 0 |
| 31 Mar 19 | 388 | -4 | 34 | 0 |
| 31 Dec 18 | 342 | 2 | 31 | 0 |
| 30 Sep 18 | 303 | 8 | 32 | 0 |
| 30 Jun 18 | 263 | 6 | 32 | 0 |
| 31 Mar 18 | 242 | 4 | 30 | 0 |
| 31 Dec 17 | 185 | 1 | 30 | 0 |
| 30 Sep 17 | 199 | -5 | 29 | 0 |
| 30 Jun 17 | 180 | -9 | 29 | 0 |
| 31 Mar 17 | 162 | -19 | 30 | 0 |
| 31 Dec 16 | 149 | -20 | 29 | 0 |
| 30 Sep 16 | 140 | -23 | 29 | 0 |
| 30 Jun 16 | 134 | -33 | 29 | 0 |
| 31 Mar 16 | 134 | -23 | 27 | 0 |
| 31 Dec 15 | 137 | -12 | 23 | 0 |
| 30 Sep 15 | 126 | -3 | 18 | 0 |
| 30 Jun 15 | 107 | 12 | 13 | 0 |
양질의 수익: FTAI의 비현금 수익 수준이 높습니다.
이익 마진 증가: FTAI의 현재 순 이익률 (18.4%)은 지난해 (1.4%)보다 높습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: FTAI는 지난 5년 동안 흑자전환하며 연평균 66.9%의 수익 성장을 기록했습니다.
성장 가속화: 지난 1년간 FTAI 의 수익 증가율(1863.1%)은 연간 평균(66.9%)을 초과합니다.
수익 대 산업: FTAI의 지난 1년 수익 증가율(1863.1%)은 Aerospace & Defense 업계의 23.6%를 상회했습니다.
자기자본이익률
높은 ROE: FTAI의 자본 수익률(124.3%)은 뛰어남이지만 높은 부채 수준으로 인해 왜곡되어 있습니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/26 22:14 |
| 종가 | 2026/05/26 00:00 |
| 수익 | 2026/03/31 |
| 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 |
|
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| 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Brandon Oglenski | Barclays |
| Brandon Oglenski | Barclays |
| Ariel Rosa | BofA Global Research |