FTAI Share Price Performance
US$168.16
6.94 (4.30%)
26.0% undervalued intrinsic discount
US$227.10
Fair Value
Price US$168.16
AnalystConsensusTarget US$227.10
AnalystHighTarget US$227.63
AnalystLowTarget US$147.00
Fair ValueUS$227.10
Share Pricen/a
FTAI Aviation Ltd. Stock Price
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FTAI Community Narratives
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Fair Value US$227.1 26.0% undervalued intrinsic discount
FTAI: Market Share Gains Will Accelerate Momentum In Resilient Engine Sector
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Fair Value US$227.63 26.1% undervalued intrinsic discount
Emerging Markets And Tech Advances Will Supercharge Engine Demand
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Fair Value US$147 14.4% overvalued intrinsic discount
Reliance On Legacy Engines Will Reduce Margins As Decarbonization Accelerates
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FTAI: Market Share Gains Will Accelerate Momentum In Resilient Engine Sector
Key Takeaways Extended service life of current aircraft and engine delivery delays are driving stable, recurring demand and revenue growth for FTAI's engine maintenance solutions. Operational leverage, vertical integration, and strategic partnerships are boosting margins, expanding market share, and supporting stronger cash flow yields.Read more
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US$227.1
26.0% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue
16.95% p.a.
Profit Margin
24.96%
Future PE
31.48x
Price in 2028
US$286.94
Emerging Markets And Tech Advances Will Supercharge Engine Demand
Key Takeaways FTAI's proprietary maintenance model and high-value parts are poised to rapidly accelerate market share, margin expansion, and cash flow beyond analyst projections. Investments in technician training, vertical integration, and capital-light growth platforms position FTAI for sustained industry outperformance and recurring, fee-based earnings.Read more
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US$227.63
26.1% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue
26.42% p.a.
Profit Margin
31.07%
Future PE
21.97x
Price in 2028
US$288.04
Reliance On Legacy Engines Will Reduce Margins As Decarbonization Accelerates
Key Takeaways Heavy dependence on legacy engine platforms and aftermarket demand exposes FTAI Aviation to structural risks from new technology and industry shifts. Aggressive expansion and global integration introduce operational challenges that may compress margins and undermine future earnings stability.Read more
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AN
US$147
14.4% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue
13.85% p.a.
Profit Margin
29.75%
Future PE
20.32x
Price in 2028
US$186.24
Trending Discussion
Recently Updated Narratives
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FTAI: Continued Market Momentum Will Benefit From 2026 Guidance And Upcoming Catalysts
Fair Value: US$227.1 26.0% undervalued intrinsic discount
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AN
Reliance On Legacy Engines Will Reduce Margins As Decarbonization Accelerates
Fair Value: US$147 14.4% overvalued intrinsic discount
0 followersusers have followed this narrative
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Emerging Markets And Tech Advances Will Supercharge Engine Demand
Fair Value: US$227.63 26.1% undervalued intrinsic discount
1 followerusers have followed this narrative
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Snowflake Analysis
FTAI Aviation Ltd. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- 4.41
- 41.17%
- 19.30%
- 1,365.2%
About FTAI
- Founded
- 2011
- Employees
- 580
- CEO
- WebsiteView website
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, 2024, this segment owned and managed 421 aviation assets consisting of 109 commercial aircraft and 312 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. The company was founded in 2011 and is headquartered in New York, New York.
