FTAI

FTAI Aviation

Fundamental data last updated:March 30, 2026

company profile

SECTOR

Industrials

industry

Rental & Leasing Services

Exchange

Nasdaq

County of HQ

United States

Next Earnings Date

04/29/26

Business Summary

FTAI Aviation is an aviation-focused company operating within the rental and leasing services industry. It acquires, owns, and leases aviation equipment and assets to generate revenue within the broader Industrials sector.

VALUATION

P/E

52.1

Market Cap ($M USD)

$24,521

Forward P/E

21.6

PEG

0.4

PRICE TO SALES

9.9

PRICE TO BOOK

73.5

EV / EBITDA

24.7

5-Year Average P/E

DIVIDEND

Yield

0.60%

Annual Payout

$1.35

Payout Ratio

26.80%

Consecutive Years of Dividend Growth

1

5-Year Dividend Growth Rate

3.90%

Financial Health & Profitability

Earnings Per Share

$4.66

Next Year EPS Growth Estimate

$11.09

Next Year Revenue Growth Estimate

37.20%

Return on Equity (ROE)

142.90%

Operating Margin

30.70%

Debt-to-Equity

10.3

Piotroski F-Score

5

Altman Z-Score

5.4

Return on Invested Capital (ROIC)

18.70%%

Current Ratio

5.3

Quick Ratio

Gainseekers Quantitative Analysis

Summary

FTAI Aviation operates in the Industrials sector within Rental & Leasing Services and carries a market cap of $24,521M. The company trades at a P/E of 52.1 with a forward P/E of 21.6 and a PEG Forward of 0.4, while maintaining a Return on Equity of 37.20% and an Operating Margin of 142.90%. With Debt/Equity at 30.70%, a TTM yield of 10.3, and short interest at 3.90%, the stock reflects a mix of strong profitability metrics and leveraged positioning ahead of its 04/29/26 earnings report.

AI Exposure / Tech Reliance

As a rental and leasing business in the Industrials sector, AI exposure appears indirect and likely limited to operational efficiencies rather than core revenue generation. Its primary reliance is on physical asset management rather than technology-driven platforms.

The Bull Case

The company’s high Return on Equity of 37.20% and Operating Margin of 142.90% suggest strong operational efficiency and profitability. Additionally, the forward P/E of 21.6 compared to a current P/E of 52.1 and a PEG Forward of 0.4 may indicate attractive forward growth expectations relative to valuation.

The Bear Case

The elevated Price/Book ratio of 73.5 and Price/Sales of 9.9 could signal a premium valuation. Debt/Equity at 30.70% combined with a payout ratio of $1.35 may also raise concerns about balance sheet leverage and dividend sustainability.

Market Sentiment & Smart Money

Short Interest %

7.00%

Analyst Consensus

1.27

Average Analyst Price Target

$338.90

Institutional Ownership %

100.00%

1-Year Beta

1.89

Insider Buying % (6 Mo)

1.50%%

Distance to 52-Week High

73.90%%

Distance to 52-Week Low

293.50%%