FTAI Aviation Ltd.

NasdaqGS:FTAI Voorraadrapport

Marktkapitalisatie: US$22.9b

FTAI Aviation Toekomstige groei

Future criteriumcontroles 6/6

FTAI Aviation zal naar verwachting groeien in winst en omzet met respectievelijk 28.6% en 21.9% per jaar. De winst per aandeel zal naar verwachting groeien met 28.2% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 61.1% zijn.

Belangrijke informatie

28.6%

Groei van de winst

28.23%

Groei van de winst per aandeel

Aerospace & Defense winstgroei18.8%
Inkomstengroei21.9%
Toekomstig rendement op eigen vermogen61.12%
Dekking van analisten

Good

Laatst bijgewerkt15 May 2026

Recente toekomstige groei-updates

Analyseartikel 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...

Recent updates

Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Nieuw narratief 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
User avatar
Nieuw narratief 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

Winst- en omzetgroeiprognoses

NasdaqGS:FTAI - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/20286,6471,6922,1551,7586
12/31/20275,0601,2039718627
12/31/20263,5467047505278
3/31/20262,836522-999-445N/A
12/31/20252,507477-1,053-311N/A
9/30/20252,344452-1,178-173N/A
6/30/20252,143416-1,301-137N/A
3/31/20251,91027-1,458-214N/A
12/31/20241,735-32-1,420-188N/A
9/30/20241,549-9-1,186-134N/A
6/30/20241,374-54-1,113-126N/A
3/31/20241,205221-1,01690N/A
12/31/20231,171212-670129N/A
9/30/20231,132122-553117N/A
6/30/20231,07278-35295N/A
3/31/202390971-15816N/A
12/31/2022708-138-837-21N/A
9/30/2022532-166-538-23N/A
6/30/2022401-170-709-7N/A
3/31/2022350-209-63829N/A
12/31/2021336-68-631-22N/A
9/30/2021313-120-44614N/A
6/30/2021298-131-472-45N/A
3/31/2021331-147-56226N/A
12/31/2020298-57-44963N/A
9/30/202045266-56687N/A
6/30/2020521117-485138N/A
3/31/2020577152-456119N/A
12/31/2019579150N/A151N/A
9/30/201951835N/A140N/A
6/30/201946615N/A133N/A
3/31/2019388-4N/A142N/A
12/31/20183422N/A134N/A
9/30/20183038N/A102N/A
6/30/20182636N/A94N/A
3/31/20182424N/A62N/A
12/31/20171851N/A68N/A
9/30/2017199-5N/A68N/A
6/30/2017180-9N/A63N/A
3/31/2017162-19N/A52N/A
12/31/2016149-20N/A31N/A
9/30/2016140-23N/A12N/A
6/30/2016134-33N/A10N/A
3/31/2016134-23N/A14N/A
12/31/2015137-12N/A24N/A
9/30/2015126-3N/A23N/A
6/30/201510712N/A-23N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei FTAI ( 28.6% per jaar) ligt boven de spaarquote ( 3.5% ).

Winst versus markt: De winst van FTAI ( 28.6% per jaar) zal naar verwachting sneller groeien dan de US markt ( 16.8% per jaar).

Hoge groeiwinsten: De winst van FTAI zal naar verwachting de komende 3 jaar aanzienlijk groeien.

Omzet versus markt: De omzet van FTAI ( 21.9% per jaar) zal naar verwachting sneller groeien dan de markt US ( 11.6% per jaar).

Hoge groei-inkomsten: De omzet van FTAI ( 21.9% per jaar) zal naar verwachting sneller groeien dan 20% per jaar.


Groeiprognoses winst per aandeel


Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen FTAI zal naar verwachting over 3 jaar zeer hoog zijn ( 61.1 %).


Ontdek groeibedrijven

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/20 13:44
Aandelenkoers aan het einde van de dag2026/05/20 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

FTAI Aviation Ltd. wordt gevolgd door 22 analisten. 8 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Brandon OglenskiBarclays
Brandon OglenskiBarclays
Ariel RosaBofA Global Research