FTAI Aviation Ltd. (‘FTAI’ or ‘FTAI Aviation’), through its subsidiaries, operates as an independent engine maintenance platform.
Portfolio
The company owns and acquires high-quality aviation equipment that is essential for the transportation of go…
Analysis
Hope premium
FTAI Aviation Ltd. is priced well ahead of what the underlying numbers justify, a pattern we describe as a hope premium. Worth noting: the cash the business generates has lagged behind what the income statement shows.
On valuation, the picture is expensive. The owner-earnings multiple stands at 121.2×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 31% a year, against analyst forecasts of 37%. The price, in other words, assumes less than the experts do.
Growth is solid; the safety picture is fragile. The company scores 14/20 on our value-creation score: strong value creator. Analysts lean positive.
Flags to be aware of: The financial cushion is thinner than comfortable. Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.
360° rank · history
1007550250
Jan 202398
62
2023202420252026
All-time high
98
Jan 2023
All-time low
42
Mar 2026
Average rank
71
across all years
Detailed & Historical Ranks
Deep dive into 15 detailed ranks and 3 years of history.
Current202520242023
Price/Sales
10
23
21
59
Price/Earnings
19
62
52
67
Price/Book
1
1
1
69
Dividend Yield
79
90
96
100
Value (overall)
18
50
37
98
Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.