FTAI Aviation Beheer
Beheer criteriumcontroles 3/4
De CEO FTAI Aviation is Joe Adams, benoemd in May2015, heeft een ambtstermijn van 11.08 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 5.99M, bestaande uit 16.3% salaris en 83.7% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.47% van de aandelen van het bedrijf, ter waarde $ 110.30M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 0.3 jaar en 11.1 jaar.
Belangrijke informatie
Joe Adams
Algemeen directeur
US$6.0m
Totale compensatie
| Percentage CEO-salaris | 16.28% |
| Dienstverband CEO | 11.1yrs |
| Eigendom CEO | 0.5% |
| Management gemiddelde ambtstermijn | less than a year |
| Gemiddelde ambtstermijn bestuur | 11.1yrs |
Recente managementupdates
Recent updates
Narratiefupdate • 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.Seeking Alpha • Jun 04
FTAI Aviation: The Underappreciated Data Center Catalyst (Video)
Summary FTAI Aviation presents new data highlighting its data center power solution, suggesting significant upside versus 2027 analyst EPS estimates. Recent earnings call and analyst presentation reveal FTAI Power's product is undervalued by the market. Back-of-the-envelope analysis indicates the economics of turbine power generation are more favorable than currently reflected in consensus. Read the full article on Seeking Alpha
Nieuw narratief • 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.
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.
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.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...
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 AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$522m |
| Dec 31 2025 | US$6m | US$975k | US$477m |
| Sep 30 2025 | n/a | n/a | US$452m |
| Jun 30 2025 | n/a | n/a | US$416m |
| Mar 31 2025 | n/a | n/a | US$27m |
| Dec 31 2024 | US$27m | US$975k | -US$32m |
Compensatie versus markt: De totale vergoeding ($USD 5.99M ) Joe } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.81M ).
Compensatie versus inkomsten: De vergoeding van Joe is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Joe Adams (68 yo)
11.1yrs
Tenure
US$5,988,406
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Chairman & CEO | 11.1yrs | US$5.99m | 0.47% $ 110.3m | |
| President | less than a year | US$6.13m | 0.053% $ 12.5m | |
| COO & Principal Operating Officer | less than a year | US$3.44m | geen gegevens | |
| General Counsel & Secretary | 2.1yrs | US$1.70m | 0.00095% $ 224.6k | |
| Chief Financial Officer | less than a year | geen gegevens | 0.000080% $ 18.9k | |
| Chief Accounting Officer | less than a year | geen gegevens | 0.000080% $ 18.9k | |
| Investor Relations | no data | geen gegevens | geen gegevens |
0.3yrs
Gemiddelde duur
40yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van FTAI wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 0.3 jaar), wat duidt op een nieuw team.
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Chairman & CEO | 11.1yrs | US$5.99m | 0.47% $ 110.3m | |
| Lead Independent Director | 8.4yrs | US$277.03k | 0.0020% $ 468.1k | |
| Independent Director | 11.1yrs | US$265.00k | 0.079% $ 18.7m | |
| Independent Director | 11.1yrs | US$227.50k | 0.39% $ 93.0m | |
| Independent Director | 11.1yrs | US$260.00k | 0.057% $ 13.4m | |
| Independent Director | 8.4yrs | US$227.50k | 0.0097% $ 2.3m | |
| Independent Director | 1.1yrs | US$201.97k | geen gegevens |
11.1yrs
Gemiddelde duur
74yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van FTAI zijn ervaren en ervaren (gemiddelde ambtstermijn van 11.1 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/09 06:20 |
| Aandelenkoers aan het einde van de dag | 2026/06/09 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
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.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* 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 21 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.
| Analist | Instelling |
|---|---|
| Brandon Oglenski | Barclays |
| Ariel Rosa | BofA Global Research |
| Randy Binner | B. Riley Securities, Inc. |