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FTAI Aviation Ltd. Stock Price

NasdaqGS:FTAI Community·US$21.5b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 65 Fair Values set on narratives written by author

FTAI Share Price Performance

US$209.70
209.70 (0.00%)
US$369.00
Fair Value
US$209.70
209.70 (0.00%)
43.2% undervalued intrinsic discount
US$369.00
Fair Value
Price US$209.70
AnalystConsensusTarget US$369.00
kapirey US$225.05
AnalystLowTarget US$290.00

FTAI Community Narratives

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Fair Value US$369 43.2% undervalued intrinsic discount

FTAI: Market Share Gains Will Accelerate Momentum In Resilient Engine Sector

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30users have followed this narrative
Fair Value
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Fair Value US$225.05 6.8% undervalued intrinsic discount

Attractive if you believe in prolonged engine shortages and slow fleet renewal

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5users have followed this narrative
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Fair Value US$290 27.7% undervalued intrinsic discount

Reliance On Legacy Engines Will Reduce Margins As Decarbonization Accelerates

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2users have followed this narrative
US$407.44
48.5% undervalued intrinsic discount
Revenue
46.48% p.a.
Profit Margin
28.63%
Future PE
20.64x
Price in 2029
US$513.2

Trending Discussion

No trending discussion available.

Updated Narratives

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Attractive if you believe in prolonged engine shortages and slow fleet renewal

Fair Value: US$225.05 6.8% undervalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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FTAI: Power Contracts And Maintenance Expansion Will Drive Future Earnings Power

Fair Value: US$290 27.7% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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FTAI: Power Contracts And Aerospace Products Will Support Future Upside

Fair Value: US$369 43.2% undervalued intrinsic discount
30 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Exceptional growth potential and fair value.

2 Risks
3 Rewards

FTAI Aviation Ltd. Key Details

US$3.1b

Revenue

US$2.1b

Cost of Revenue

US$1.0b

Gross Profit

US$525.1m

Other Expenses

US$477.6m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
4.65
32.21%
15.34%
854.8%
View Full Analysis

About FTAI

Founded
2011
Employees
985
CEO
Joseph Adams
WebsiteView website
www.ftaiaviation.com

FTAI Aviation Ltd. owns, acquires, and sells aviation equipment for the transportation of goods and people worldwide. It operates in two segments, Aviation Leasing and Aerospace Products. The Aviation Leasing segment owns, leases, manages, and sells aircraft and aircraft engines. As of December 31, 2025, this segment owned and managed 290 aviation assets consisting of 47 commercial aircraft and 243 engines, including eight aircraft and seventeen engines in Russia. The Aerospace Products segment develops, manufactures, repairs/refurbishes, and sells aircraft engines and aftermarket components for the commercial aircraft engines. It also engages in the offshore energy business, which consists of vessels and equipment that support offshore oil and gas activities and production. FTAI Aviation Ltd. has a strategic collaboration with Aeronautical Engineers, Inc. The company was founded in 2011 and is headquartered in New York, New York.

Recent FTAI News & Updates

Narrative Update Aug 18

FTAI: Power Contracts And Maintenance Expansion Will Drive Future Earnings Power

Analysts have trimmed the fair value estimate for FTAI Aviation stock from $319 to $290, reflecting lower price targets after recent earnings and more conservative 2026 to 2027 outlooks, even as core aerospace operations and long term power contracts remain key parts of their rationale. Analyst Commentary Recent research updates on FTAI Aviation point to a mix of confidence in the business model and more guarded expectations for medium term growth.

Recent updates

No updates