FTAI
FTAI Aviation Ltd.

FTAI Aviation Ltd.FTAI

Industrials · Aerospace & Defense
180.27USD
+10.97%
Nov 08, 2026
FTAI overview ready
Aircraft Engine Leasing and Aeroderivative Power Equipment Provider
FTAI is an emerging equipment enabler: alongside its established aircraft-engine leasing and commercial-engine aftermarket operations, it is converting proven CFM56 turbine technology into aeroderivative power-generation packages through FTAI Power for large-load customers, including cloud-service-provider demand.
Primary theme is improving
Commercial Aerospace is improving (+6.0pp vs SPY over 21 sessions; 11 of 17 members ahead of SPY).
Price trend is broken
Longer-term context reads established trend, with a near-term setup of reclaim attempt.
Fair valuation
The price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.
Low free cash flow yield
Free cash flow yield is weak.
Primary risk
Exposure to commercial aviation market cyclicality.
Market Nov 6Filing Sep 30Price action Nov 7Research Oct 6

Conviction Level

PriceAction8.3BusinessPerformance7.0BusinessQuality4.4Valuation6.4ThemeMomentum7.0Improving — Revenue growth has accelerated, rising from +41% to +47% year over year. Diluted EPS is up 30% year over year at $1.43. — From filed financial statements. Describes the recent trajectory of the business, not the stock. 20 of the 100 Conviction points.

Conviction uses Price Action, Business Performance, Business Quality, Valuation. Theme Momentum is research context, not an input.

Theme momentumPrimary theme · group context, not entry timing
vs SPY
+6.0pp
Theme return
+1.0%
Beating SPY
11 of 17
21 sessions to Nov 6, 2026 · Theme Leadership V2
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads established trend, with a near-term setup of reclaim attempt.
EntryReset + recovery

The stock remains extended from its long-term weekly base, but the recent reset toward the daily SMA200 aligned with support at the weekly SMA100. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$18.4B
Avg Volume (60D)
1.8M
60 sessions
Revenue Growth YoY
+44.5%
FY2025 vs FY2024
Gross Margin
+30.6%
Operating Margin
+23.3%
Trailing twelve months
Free Cash Flow Yield
-3.2%
Distance from 200DMA
-21.2%
P/E
34.8x
EV / Sales
6.3x
Market metrics as of Nov 6, 2026
Financial results for the period ended Sep 30, 2026
Filed balance-sheet data as of Sep 30, 2026

Business Performance

Improving

Revenue growth has accelerated, rising from +41% to +47% year over year. Diluted EPS is up 30% year over year at $1.43.

Latest reported: Q3 FY2026, ended Sep 30
Revenue growthAccelerating
+47%
$978M in Q3 FY2026 · YoY
YoY growth, last 4 quarters
  1. +33%
  2. +66%
  3. +41%
  4. +47%
Earnings growthGrowing
+30%
Diluted EPS $1.43 vs $1.10 a year earlier · GAAP
Diluted EPS YoY (GAAP), last 4 quarters
  1. +29%
  2. +48%
  3. -28%
  4. +30%
Operating marginNot enough data
—
No year-ago comparison
Profit is not fully converting to cash

Business Quality

4.4 / 10

How well the business earns on its assets, converts earnings to cash and funds itself — read from its SEC filings.

Fundamentals & Valuation

FTAI Aviation Ltd. has a Fair valuation stance because the price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.

What changed

  • FTAI rose 11.0% in one session
    FTAI closed +11.0% while the broad market was close to flat (+0.3%).
    2026-11-06

Company Research

Thesis
FTAI is an emerging equipment enabler: alongside its established aircraft-engine leasing and commercial-engine aftermarket operations, it is converting proven CFM56 turbine technology into aeroderivative power-generation packages through FTAI Power for large-load customers, including cloud-service-provider demand.
Opportunity
High opportunity
Large-load owner spending to secure reliable, rapidly deployable onsite generation ahead of or alongside constrained grid interconnection and utility upgrades.
Key risk
Exposure to commercial aviation market cyclicality.

Economic classification

Loading the economic classification…

Business & Markets

Industrials · Aerospace & Defense
What they do

FTAI Aviation Ltd. owns, leases, manages, and sells commercial aircraft and aircraft engines, and develops, manufactures, repairs, and sells aerospace products including aircraft engines and aftermarket components.

How it earns

Primarily transactional revenue from leasing, sales, and aftermarket services related to aviation assets and aerospace products.

Products & services
Commercial aircraft leasing
Aircraft engine leasing
Aerospace product manufacturing and refurbishment
Aeroderivative power-generation packages
Customers & end markets
Airlines and commercial aviation operators
Aerospace aftermarket service providers
Large-load power customers including cloud service providers
Market position

Niche player with established aircraft engine leasing operations and emerging capabilities in aeroderivative power generation.

Demand drivers
Medium cyclicality

Business is influenced by commercial aviation market cycles and demand for power generation equipment.