FTAI Share Price Performance
US$0
-108.28 (-100.00%)
Price US$0
Fair ValueUS$350.00
Share Pricen/a
FTAI Aviation Ltd. Stock Price
- 4 Narratives written by author
- 0 Comments on narratives written by author
- 45 Fair Values set on narratives written by author
FTAI Community Narratives
AN
Fair Value US$350 21.9% undervalued intrinsic discount
Emerging Markets And Tech Advances Will Supercharge Engine Demand
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VE
Fair Value US$235.2 16.3% overvalued intrinsic discount
The Aerospace Gold Rush: Flying High on Supply Chain Chaos
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AN
Fair Value US$227.1 20.4% overvalued intrinsic discount
FTAI: Market Share Gains Will Accelerate Momentum In Resilient Engine Sector
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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.Read more
24
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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
25
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AN
US$260
5.2% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
14.39% p.a.
Profit Margin
26.29%
Future PE
36.41x
Price in 2029
US$327.23
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
53
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AN
US$350
21.9% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
29.4% p.a.
Profit Margin
21.24%
Future PE
41.88x
Price in 2029
US$440.32
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
360
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AN
US$227.1
20.4% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
16.95% p.a.
Profit Margin
24.96%
Future PE
31.48x
Price in 2028
US$286.95
Trending Discussion
Recently Updated Narratives
VE
The Aerospace Gold Rush: Flying High on Supply Chain Chaos
Fair Value: US$235.2 16.3% overvalued intrinsic discount
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AN
FTAI: High Multiple Assumptions Will Test Industrial Gas Turbine Execution
Fair Value: US$260 5.2% overvalued intrinsic discount
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AN
FTAI: Power Platform And Engine Partnerships Will Redefine Earnings Profile
Fair Value: US$350 21.9% undervalued intrinsic discount
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Snowflake Analysis
FTAI Aviation Ltd. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- 4.66
- 40.09%
- 19.04%
- 1,032.1%
About FTAI
- Founded
- 2011
- Employees
- 985
- 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, 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. The company was founded in 2011 and is headquartered in New York, New York.
