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FTAI logo

FTAI Aviation Ltd. Stock Price

NasdaqGS:FTAI Community·US$20.2b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 69 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

FTAI Share Price Performance

US$185.25
17.13 (10.19%)
​
US$369.00
Fair Value
US$185.25
17.13 (10.19%)
49.8% undervalued intrinsic discount
US$369.00
Fair Value
Price US$185.25
AnalystConsensusTarget US$369.00
kapirey US$225.05
AnalystLowTarget US$290.00
Tue, 4 Aug 26
Fair ValueUS$369.00
Share Pricen/a

FTAI Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$369 49.8% undervalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
34users have followed this narrative
KA
kapirey
kapirey's
Fair Value
·
Fair Value US$225.05 17.7% undervalued intrinsic discount

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

1users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$290 36.1% undervalued intrinsic discount

Reliance On Legacy Engines Will Reduce Margins As Decarbonization Accelerates

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
FTAI logo
FTAI Aviation
17.7% undervalued intrinsic discount

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

View narrative
KA
kapirey
kapirey
Published 20 May
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FTAI logo
FTAI Aviation
49.8% undervalued intrinsic discount

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

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 4 Aug
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FTAI logo
FTAI Aviation
65.8% undervalued intrinsic discount

Emerging Markets And Tech Advances Will Supercharge Engine Demand

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AN
AnalystHighTarget
AnalystHighTarget
Updated 3 Sep
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FTAI logo
FTAI Aviation
36.1% undervalued intrinsic discount

Reliance On Legacy Engines Will Reduce Margins As Decarbonization Accelerates

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 18 Aug
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Trending Discussion

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Recently Updated Narratives

KA
kapirey
FTAI logo

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

Fair Value: US$225.05 17.7% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
FTAI logo

FTAI: Power Platform And Asset Light Shift Will Drive Earnings Repricing

Fair Value: US$542.15 65.8% undervalued intrinsic discount
6 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
FTAI logo

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

Fair Value: US$290 36.1% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Exceptional growth potential and fair value.

2 Risks
3 Rewards
View Full Analysis

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

User avatar
Narrative Update • Sep 03

FTAI: Power Platform And Asset Light Shift Will Drive Earnings Repricing

Analysts have lifted their fair value estimate for FTAI Aviation to about $542 per share from roughly $407, pointing to updated views on long term revenue growth, profit margins, and a higher future P/E multiple supported by recent research that highlights the company's 2027 EBITDA targets and multiple business drivers. Analyst Commentary Recent Street research on FTAI Aviation shows a mix of revised targets and updated views on its earnings outlook.
User avatar
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

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