FTAI
IndustrialsFTAI Aviation Ltd. · Rental & Leasing Services · $26B
What is FTAI Aviation Ltd.?
FTAI Aviation Ltd. is a large-cap industrials company focused on owning, leasing, and servicing aviation assets — primarily commercial aircraft and jet engines — for customers worldwide. Headquartered in New York City, the company also operates an aerospace products business.
FTAI Aviation generates revenue through two core segments. The Aviation Leasing segment owns and manages a large portfolio of commercial aircraft and engines, leasing and selling these assets to airline and cargo customers globally. The Aerospace Products segment develops, manufactures, repairs, and sells aircraft engines and aftermarket components — giving the company exposure to both the capital-leasing side and the higher-margin aftermarket services side of the aviation supply chain.
FTAI Aviation was founded in 2015 and is headquartered in New York City, New York.
- Commercial aircraft leasing and asset management
- Jet engine leasing and sales
- Aerospace aftermarket parts and components
- Aircraft engine repair and overhaul services
Is FTAI a Good Stock to Buy?
UQS Score rates FTAI as Good overall, reflecting a mixed but noteworthy profile across its five analytical pillars.
Growth stands out as the strongest pillar for FTAI, suggesting the company is expanding at a pace that compares favorably within the industrials sector. Quality also registers as Good, indicating a reasonably sound underlying business model with adequate earnings characteristics.
The Moat and Risk pillars both register as Weak, pointing to limited competitive insulation and elevated risk factors that investors should weigh carefully. Valuation sits at Neutral, meaning the stock is neither clearly cheap nor obviously expensive relative to its fundamentals.
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Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.
Does FTAI pay dividends?
Yes — FTAI Aviation Ltd. pays a dividend.
FTAI Aviation pays a regular dividend, which is relatively uncommon among growth-oriented industrials companies. This reflects management's choice to return capital to shareholders alongside investing in asset growth. Income-focused investors may find this appealing, though the sustainability of dividends should always be evaluated in the context of the company's Risk pillar profile.
When does FTAI report earnings?
FTAI Aviation reports earnings on a quarterly cadence, consistent with standard practice for US-listed equities.
The company's Strong Growth pillar suggests recent operating results have trended positively relative to sector peers. Both the leasing and aerospace products segments contribute to the revenue mix, and performance in each can vary with aviation cycle conditions and asset utilization rates.
For the most recent quarter's results and upcoming reporting dates, visit FTAI Aviation's investor relations page directly.
FTAI Price History
+1005.7% over 5Y
Monthly close, adjusted for stock splits and dividend reinvestment.
What if I invested in FTAI Aviation Ltd.?
Based on FTAI Aviation Ltd.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.
FTAI Long-term Outlook
FTAI's Strong Growth pillar points to a business with meaningful forward momentum, driven by continued demand for aircraft leasing and growing aftermarket services. However, the Weak Risk pillar signals that this growth trajectory carries real uncertainty — whether from leverage, asset concentration, or sector cyclicality. The Neutral Valuation pillar suggests the market has already priced in a reasonable portion of the growth story, leaving less margin of safety if execution disappoints.
Growth drivers
- Expanding aftermarket aerospace products revenue with higher-margin characteristics
- Ongoing global demand for aircraft and engine leasing capacity
- Portfolio growth through strategic asset acquisitions
Key risks
- Elevated financial or operational risk reflected in the Weak Risk pillar
- Limited competitive moat in a capital-intensive leasing market
- Cyclical exposure to airline industry health and aircraft utilization rates
FTAI vs Peers
FTAI Aviation operates in a competitive landscape that includes large global lessors and equipment rental companies with different business model emphases.
AerCap is one of the world's largest aircraft lessors, competing directly with FTAI on commercial aviation assets but operating at a significantly larger global scale.
Avis Budget focuses on ground transportation fleet management rather than aviation, representing a different segment of the broader equipment leasing universe.
United Rentals is the largest equipment rental company in North America, operating in construction and industrial sectors rather than aviation leasing.
Frequently Asked Questions
What does FTAI Aviation do?
FTAI Aviation owns and leases commercial aircraft and jet engines to customers worldwide through its Aviation Leasing segment. It also develops, manufactures, and sells aerospace aftermarket parts and engine components through its Aerospace Products segment, giving it dual exposure to leasing income and higher-margin services.
Does FTAI pay dividends?
Yes, FTAI Aviation pays a regular dividend. This is notable for a growth-oriented industrials company. Investors should review the current dividend rate and payout history on FTAI's investor relations page, and consider the company's Weak Risk pillar when assessing dividend sustainability.
When does FTAI report earnings?
FTAI Aviation reports financial results on a quarterly basis, in line with standard US-listed company practice. For the exact schedule and most recent results, check the company's investor relations page rather than relying on third-party estimates.
Is FTAI a good stock to buy?
UQS Score rates FTAI as Good overall. The Growth pillar is Strong and Quality is Good, but the Moat and Risk pillars are both Weak. Whether FTAI fits your portfolio depends on your risk tolerance and investment horizon. The full pillar breakdown is available to UQS Pro members.
Is FTAI overvalued?
FTAI's Valuation pillar is rated Neutral by UQS Score, suggesting the stock is neither clearly cheap nor obviously expensive relative to its fundamentals. This means the market appears to be pricing in a balanced view of the company's growth prospects and risks at current levels.
How does FTAI compare to its competitors?
FTAI differentiates itself from larger lessors like AerCap by combining traditional aviation leasing with an aerospace products and aftermarket services business. This dual-segment model may offer diversification, though FTAI operates at a smaller scale than the largest global aviation lessors.
What is FTAI's market cap bracket?
FTAI Aviation is classified as a large-cap company. This places it among the larger publicly traded industrials firms, though it remains smaller than the mega-cap equipment leasing giants that dominate global aviation asset markets.
Who founded FTAI Aviation?
FTAI Aviation was founded in 2015. Detailed founding history and leadership background are publicly available through the company's official investor relations materials and SEC filings.
Is FTAI a long-term quality investment?
From a long-term quality perspective, FTAI's Good Quality and Strong Growth pillars are encouraging, but the Weak Moat pillar raises questions about durable competitive advantage over time. Long-term investors should weigh whether the growth trajectory can be sustained without a stronger structural moat. The full analysis is available to Pro members.
What is the main competitive advantage of FTAI Aviation?
FTAI's combination of aviation asset leasing and an in-house aerospace products and repair business gives it operational integration that pure lessors lack. However, UQS Score rates the Moat pillar as Weak, suggesting this advantage may not yet translate into durable pricing power or switching costs at scale.
What sector does FTAI belong to?
FTAI Aviation is classified in the Industrials sector. Within industrials, it sits at the intersection of transportation equipment leasing and aerospace manufacturing services — a niche that combines capital-intensive asset ownership with higher-margin aftermarket product revenues.
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Pro Analysis
FTAI — Score History
| Date | UQS | Quality | Moat | Growth | Risk | Value | Change |
|---|---|---|---|---|---|---|---|
| May 22, 2026 | 61.5 | 73.6 | 38.0 | 100.0 | 38.9 | 51.8 | -0.3 |
| May 21, 2026 | 61.8 | 73.6 | 38.0 | 100.0 | 38.9 | 53.8 | +0.4 |
| May 13, 2026 | 61.4 | 73.6 | 38.0 | 100.0 | 38.9 | 50.8 | +0.2 |
| May 12, 2026 | 61.2 | 73.6 | 38.0 | 100.0 | 38.9 | 49.9 | -0.6 |
| May 7, 2026 | 61.8 | 73.3 | 38.0 | 100.0 | 38.0 | 55.2 | -0.5 |
| May 4, 2026 | 62.3 | 73.3 | 38.0 | 100.0 | 38.0 | 58.2 | 0.0 |
| May 3, 2026 | 62.3 | 73.3 | 38.0 | 100.0 | 38.0 | 58.5 | -0.1 |
| Apr 26, 2026 | 62.4 | 73.3 | 38.0 | 100.0 | 38.0 | 59.3 | +0.3 |
| Apr 25, 2026 | 62.1 | 73.3 | 38.0 | 100.0 | 38.0 | 57.3 | -0.1 |
| Apr 23, 2026 | 62.2 | 73.3 | 38.0 | 100.0 | 38.0 | 57.8 | +0.5 |
FTAI — Pillar Breakdown
Quality
— 73.6/100 (25%)FTAI Aviation Ltd. shows solid profitability with healthy returns on capital and reasonable margins.
How effectively capital is deployed to generate returns.
Profitability relative to shareholders' equity.
Ability to convert revenue into operating profit.
Bottom-line profit as a share of revenue.
Asset productivity — how much gross profit each dollar of assets generates.
Free cash flow relative to market value.
Growth
— 100.0/100 (20%)FTAI Aviation Ltd. is growing rapidly with strong revenue and earnings expansion.
Revenue trajectory over the last twelve months.
Compound annual revenue growth rate over 3 years.
Year-over-year earnings per share growth.
Analyst consensus for future revenue growth.
Analyst consensus for future earnings growth.
Risk
— 38.9/100 (15%)FTAI Aviation Ltd. has some risk factors including moderate leverage or solvency concerns.
Debt levels relative to earnings capacity.
Total debt relative to shareholder equity.
Short-term liquidity — ability to pay near-term obligations.
Earnings capacity relative to interest payments.
Valuation
— 51.8/100 (15%)FTAI Aviation Ltd. has a mixed valuation — some metrics suggest fair value while others appear stretched.
Inverse of forward P/E — higher yield means cheaper stock.
P/E relative to earnings growth — lower is more attractive.
Enterprise value multiple relative to sector median.
Moat
— 38/100 (25%)FTAI Aviation Ltd. possesses some competitive advantages but faces meaningful competition. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for FTAI.
Score Composition
Financial Data
More Stock Analysis
How is the FTAI UQS Score Calculated?
The UQS (Unified Quality Score) for FTAI Aviation Ltd. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.
Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.
Moat (25%) assesses FTAI Aviation Ltd.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.
Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.
Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.
Valuation (15%) measures whether FTAI Aviation Ltd. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.
Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.