FTAI

FTAI Aviation Ltd

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Advanced Chart

144.460

+30.32(26.564%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

146.4999

Open

126.450

VWAP

Vol

7.16M

Mkt Cap

14.82B

Low

126.200

Amount

EV/EBITDA(TTM)

27.55

Total Shares

102.21M

15.24B

EV/OCF(TTM)

P/S(TTM)

6.13

FTAI Aviation Ltd. owns and maintains commercial jet engines with a focus on CFM56 and V2500 engines. Its segments include Aviation Leasing and Aerospace Products. The Aviation Leasing segment owns and manages aviation assets, including aircraft and aircraft engines, which it leases and sells to lessees and customers. The Aerospace Products segment, through its maintenance facilities, equity method investment and exclusivity arrangements, develops and manufactures, repairs/refurbishes and sells aircraft engines and aftermarket components for the CFM56-7B, CFM56-5B and V2500 commercial aircraft engines. Its propriety portfolio of products, including the Module Factory and a joint venture to manufacture engine PMA, enables it to provide cost savings and flexibility to its airline, lessor, and maintenance, repair, and operations customer base. It also owns and leases jet aircraft, which often facilitates the acquisition of engines. It owns and manages over 421 aviation assets.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2025Q3

FY2025Q2

614.35M

+23.16%

582.01M

+24.95%

581.30M

+31.04%

Estimates Revision

The market is revising Upward the revenue expectations for FTAI Aviation Ltd. (FTAI) for FY2025, with the revenue forecasts being adjusted by 6.67% over the past three months. During the same period, the stock price has changed by 34.87%.

Revenue Estimates for FY2025

Revise Upward

+6.67%

In Past 3 Month

Stock Price

Go Up

+34.87%

In Past 3 Month

8 Analyst Rating

18.63% Upside

Wall Street analysts forecast FTAI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FTAI is 171.38 USD with a low forecast of 123.00 USD and a high forecast of 300.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

8 Buy

0 Hold

0 Sell

Strong Buy

18.63% Upside

Current: 144.460

Low

123.00

Averages

171.38

High

300.00

18.63% Upside

Current: 144.460

Low

123.00

Averages

171.38

High

300.00

Citi

Buy

maintain

$160

2025-07-10

Reason

Citi

Price Target

$160

2025-07-10

maintain

Buy

Reason

Citi opened a "90-day positive catalyst watch" on shares of FTAI Aviation while keeping a Buy rating on the name with a $160 price target. The firm expects the company to announce over the next three months a final parts manufacturer approval and approval for the CFM56 engine. It believes the approval could boost FTAI's engine module volumes, aerospace EBITDA and increase free cash flow.

Citizens JMP

Outperform

downgrade

$190 -> $180

2025-05-08

Reason

Citizens JMP

Price Target

$190 -> $180

2025-05-08

downgrade

Outperform

Reason

Citizens JMP lowered the firm's price target on FTAI Aviation to $180 from $190 and keeps an Outperform rating on the shares. The firm raised its 2025E adjusted EBITDA estimate to $1.08B from $1.04B, while its 2025E GAAP EPS moves to $3.66 from $4.05. Citizens also initiated a 2026E adjusted EBITDA estimate of $1.28B and 2026E GAAP EPS of $5.17.

Morgan Stanley

Kristine Liwag

Buy

Maintains

$168 → $138

2025-04-11

Reason

Morgan Stanley

Kristine Liwag

Price Target

$168 → $138

2025-04-11

Maintains

Buy

Reason

Morgan Stanley lowered the firm's price target on FTAI Aviation to $138 from $168 and keeps an Overweight rating on the shares. Among the Aerospace group, the uncertainty regarding tariffs increases the risk of further disruption of "an already vulnerable supply chain," the analyst tells investors in a preview for the sector. In that context, the firm continues to prefer more defensive aftermarket names over original equipment makers, the analyst added.

Stifel

Frank Galanti

Strong Buy

Hold

Downgrades

$100 → $123

2025-03-03

Reason

Stifel

Frank Galanti

Price Target

$100 → $123

2025-03-03

Downgrades

Strong Buy

Hold

Reason

Stifel analyst Frank Galanti downgraded FTAI Aviation to Hold from Buy with a price target of $123, up from $100. The stock has "had a wild ride" as it rebounds from the "short attack" a few weeks ago. While the firm thinks the company can continue to sell engines to meet and beat guidance, it thinks margins will be under pressure assuming no new PMA parts are approved this year. Without incremental information needed to create "a margin of safety in recommending the shares," the firm is "forced to continue to assume the worst," which is that only 50% of the aerospace segment is from the value-added module business, the analyst tells investors. The firm's valuation has moved higher given the additional color around the Strategic Capital Initiative, but "it can't justify a Buy rating," the analyst added.

RBC Capital

Ken Herbert

Buy

Reiterates

$160

2025-01-22

Reason

RBC Capital

Ken Herbert

Price Target

$160

2025-01-22

Reiterates

Buy

Reason

Stifel

Frank Galanti

Strong Buy

Maintains

$167 → $100

2025-01-22

Reason

Stifel

Frank Galanti

Price Target

$167 → $100

2025-01-22

Maintains

Strong Buy

Reason

See All Ratings

Valuation Metrics

The current forward P/E ratio for FTAI Aviation Ltd (FTAI.O) is 21.97, compared to its 5-year average forward P/E of 2.40. For a more detailed relative valuation and DCF analysis to assess FTAI Aviation Ltd 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

N/A

5Y Average PE

2.40

Current PE

21.97

Overvalued PE

47.42

Undervalued PE

-42.63

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

Fair

5Y Average EV/EBITDA

11.03

Current EV/EBITDA

13.01

Overvalued EV/EBITDA

13.98

Undervalued EV/EBITDA

8.07

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Fair

5Y Average PS

3.91

Current PS

4.85

Overvalued PS

5.40

Undervalued PS

2.43