Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
FTAI
HOLDFTAI Aviation Ltd. · Industrials · United States · $22.2B · Avg Vol: $264M/d
COMPANY DESCRIPTION
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.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 708.4M | 1.2B | 1.7B | 2.5B | 52.4% | 2.8B | 3.8B | 5.9B | 53.8% |
| EPS | -2.22 | 2.12 | -0.32 | 4.66 | 48.3% | 4.83 | 6.55 | — | 40.6% |
| Shares | 99.7M | 100.2M | 102.6M | 102.6M | +2.9% | 102.6M | — | — | — |
| Debt | 2.2B | 2.5B | 3.4B | 3.4B | 16.6% | 3.5B | — | — | — |
| Equity | 18.9M | 175.3M | 81.4M | 334.2M | 160.6% | — | — | — | — |
| Op CF | -20.7M | 129.0M | -188.0M | -310.7M | — | -444.9M | — | — | — |
| Inv CF | -411.3M | -373.3M | -469.5M | 723.3M | — | — | — | — | — |
| Fin CF | 44.9M | 282.2M | 681.8M | -227.2M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of FTAI are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| FTAI | FTAI Aviation Ltd.(you) | $22.2B | 41 | HOLD |
| BWXT | BWX Technologies, Inc. | $16.0B | 31 | SELL |
| HII | Huntington Ingalls Industries, Inc. | $11.3B | 47 | HOLD |
| 0J46.L | HEICO Corporation | $47.1B | 49 | HOLD |
| HRS.DE | L3Harris Technologies Inc. R | $55.0B | 35 | HOLD |
| WWD | Woodward, Inc. | $25.0B | 65 | HOLD |
| SARO | StandardAero, Inc. | $9.5B | 52 | HOLD |
| ARXS | Arxis, Inc. | $17.4B | 16 | STRONG SELL |
| CW | Curtiss-Wright Corporation | $27.7B | 69 | BUY |
| HONAV | Honeywell Aerospace Inc. | $70.0B | 51 | HOLD |
Peer medians: ROE 10.7% · P/E 30.6x · Gross margin 28.6%