FTAI Aviation Ltd. (FTAI) has a MoatMap StockRank of 59/100 based on Quality (62/100), Value (16/100), and Momentum (66/100) factor scores. The current signal is HOLD. FTAI Aviation is an exceptional quality compounder with a powerful moat in commercial aviation engine maintenance (CFM56). By utilizing proprietary PMA parts and its joint venture with Chromalloy, FTAI offers engine overhauls at a 30-40% discount to OEMs. With aerospace supply chain bottlenecks delaying new aircraft deliveries, airlines are forced to run legacy fleets longer, driving massive, non-cyclical demand for FTAI's cost-saving engine modules. This represents a classic Nick Sleep 'scale economics shared' model with high ROIC.
FTAI Aviation Ltd. owns, leases, and maintains high-quality commercial aviation engines and aircraft, with a specialized focus on the widely used CFM56 engine family. The company's competitive moat is driven by its proprietary maintenance, repair, and overhaul (MRO) joint ventures, such as "The Module Factory," which significantly lower engine maintenance costs for airlines. This vertically integrated approach allows FTAI to generate high-margin, recurring cash flows from its leasing and engine product segments.
| Price | $233.75 |
| Market Cap | $27.0B |
| P/E (TTM) | 49.72 |
| P/E (Forward) | 21.66 |
| Price/Book | 59.45 |
| Return on Equity | 233.3% |
| Return on Invested Capital | 21.5% |
| Debt/Equity | 809.98 |
| Gross Margin | 36.2% |
| Operating Margin | 22.5% |
| Revenue Growth | 65.5% |
| Dividend Yield | 0.6% |
| Free Cash Flow | $-320M |
FTAI Aviation Ltd. operates in the Aerospace & Defense industry, part of the Industrials sector (United States).