FTAI Aviation Ltd.

NasdaqGS:FTAI 주식 리포트

시가총액: US$25.6b

FTAI Aviation 과거 순이익 실적

과거 기준 점검 5/6

FTAI Aviation은 연평균 66.9%의 비율로 수입이 증가해 온 반면, Aerospace & Defense 산업은 수입이 18.4% 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 성장률5.38%
매출 성장률41.89%
자기자본이익률124.30%
순이익률18.40%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 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
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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

매출 및 비용 세부 내역

FTAI Aviation가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:FTAI 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 262,83652290
31 Dec 252,50747790
30 Sep 252,344452110
30 Jun 252,143416130
31 Mar 251,91027170
31 Dec 241,735-32230
30 Sep 241,549-9270
30 Jun 241,374-54310
31 Mar 241,205221330
31 Dec 231,171212320
30 Sep 231,132122290
30 Jun 231,07278250
31 Mar 2390971200
31 Dec 22708-138180
30 Sep 22532-166160
30 Jun 22401-170160
31 Mar 22350-209100
31 Dec 21336-68140
30 Sep 21313-120200
30 Jun 21298-131250
31 Mar 21331-147350
31 Dec 20298-57200
30 Sep 2045266500
30 Jun 20521117540
31 Mar 20577152540
31 Dec 19579150530
30 Sep 1951835390
30 Jun 1946615340
31 Mar 19388-4340
31 Dec 183422310
30 Sep 183038320
30 Jun 182636320
31 Mar 182424300
31 Dec 171851300
30 Sep 17199-5290
30 Jun 17180-9290
31 Mar 17162-19300
31 Dec 16149-20290
30 Sep 16140-23290
30 Jun 16134-33290
31 Mar 16134-23270
31 Dec 15137-12230
30 Sep 15126-3180
30 Jun 1510712130

양질의 수익: FTAI는 고품질 수익을 보유하고 있습니다.

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 24.2%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

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/01 17:51
종가2026/05/01 00:00
수익2026/03/31
연간 수익2025/12/31

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패키지데이터기간미국 소스 예시 *
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산업 및 섹터 지표

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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.

분석가기관
Brandon OglenskiBarclays
Brandon OglenskiBarclays
Ariel RosaBofA Global Research