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FTFTAI

FTAI Aviation Ltd.

Rising onWhy it's trendingX chatter picking upBacked by solid revenue growthPrice and volume picking up
$FTAI·$23B·Rental & Leasing Services·Industrials
$206.82+1.5%YTD+2.9%1Y+76.9%
Mentions · last 7 days
2026-07-09: 9 posts2026-07-10: 8 posts2026-07-11: 1 posts2026-07-12: 1 posts2026-07-13: 29 posts2026-07-14: 10 posts2026-07-15: 18 posts77+7%
Price updated 11m ago·X counts updated 2d ago
FTFTAI
$FTAIFTAI Aviation Ltd.
$206.82+1.53%77 posts+7%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $FTAI, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

FTAI Aviation is up 88% over twelve months as engine leasing and Boeing 737-800 freighter demand pull revenue up 65%.

FTAI Aviation owns and leases commercial-aircraft engines and structures with related aerospace-services businesses, $23.3B market cap, with Q2 2026 earnings due 2026-07-29.

  • Q1 revenue was $831M, up 65.5% year-over-year with sequential growth of 25.5% — the fourth consecutive quarter of very strong year-over-year growth as engine-leasing spot rates and aerospace-supply demand surge.
  • Q1 EPS $1.29 versus $1.50 consensus (14.0% miss), continuing small negative surprises (-12.9%, -9.1%) offset by one large 21.7% beat.
  • Gross margin 31.0% trailing, operating margin 28.2%, ROE 181% (leveraged by debt-heavy structure) — real cash-generative operating economics.
  • Consensus models 2026 revenue $3.56B rising to $5.16B in 2027 and $6.90B in 2028, EPS $7.01 to $11.93 to $16.91 — the 44.7x multiple discounts this arc.
  • On July 7, FTAI and AEI announced strategic collaboration on Boeing 737-800 freighter conversions — real revenue-catalyst signal.
  • Insider activity: July 1 David Moreno and Stacy Kuperus large F-InKind totaling ~$16M at $270.53 — routine tax withholds, not sales.
  • A June 4 Seeking Alpha piece framed FTAI as 'The Underappreciated Data Center Catalyst' — innovation-and-data-center thesis.
  • The stock is up 88% over twelve months but only 8% year-to-date, at 49% of the 52-week range and 14% below the 50-day.

The setup is an aviation-services engine-leasing operator with strong growth and fresh AEI collaboration — July 29 tests fiscal 2026 EPS re-rating.

Agrees with X sentimentX posters show FTAI in tight consolidation above prior highs with a double-inside-bar weekly setup and daily flagging off the 50-EMA. Portfolio managers cite FTAI as a top holding (28.9% weighting) alongside DAVE in a strong 1H 2026, with chartists framing the tight action as re-accumulation. That aligns with the compressed year-to-date positioning against strong twelve-month gains and the AEI Boeing 737-800 freighter collaboration announcement.

What to watch: July 29 Q2 earnings — revenue growth versus the +65.5% Q1 pace, engine-leasing spot-rate trajectory, gross-margin sustainability versus the 31% trailing base, and full-year 2026 EPS guide versus the $7.01 consensus. AEI collaboration and Boeing 737-800 freighter conversion pipeline are the qualitative signals.

On the calendar: 2026-07-29 Q2 2026 earnings; engine-leasing spot rates and AEI collaboration drive the print.

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-07

FTAI Aviation shows tight consolidation above prior highs with a double-inside-bar weekly setup and daily flagging off the 50-EMA. Portfolio managers cite FTAI as a top holding (28.9% weighting) alongside DAVE in a strong 1H 2026. Chartists frame the tightening price action as ready for the next leg higher.

Read the AI verdict + X sentiment for $FTAI

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  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Leases commercial aircraft and engines and sells aerospace MRO products including proprietary module engine repair programs.

Industry overviewAI analysisGenerated by AI from underlying data

Where Rental & Leasing Services sits in its cycle right now — and what that implies for $FTAI.

Rental & Leasing Services · Industrials

No material change from last week — FTAI's aviation engine leasing and MRO products benefit from global air travel growth while Avis Budget captures leisure travel rental demand.

What this means for $FTAI

Partial — Leases commercial aircraft and engines and sells aerospace MRO products including proprietary module engine repair programs; this segment overlaps with the aviation engine leasing and MRO product demand from global air traffic recovery but is not the dominant revenue driver.

Industry benchmark

4-name peer basket
+12.6%YTD
+8.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
44.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
16.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
28.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-5.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
8.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
181%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
31.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
8.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 29, 2026$1.29$1.50-14.0%
Q4 2025Feb 25, 2026$1.08$1.24-12.9%
Q3 2025Oct 27, 2025$1.10$1.21-9.1%
Q2 2025Jul 29, 2025$1.57$1.29+21.7%
Next earningsWed, Jul 29·consensus EPS $1.68

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$830.7M+65.5%22.8%22.5%$1.31$-166.7M
Q4 FY25$662.0M+31.6%28.8%28.5%$1.09$-873.9M
Q3 FY25$667.1M+42.1%37.3%31.2%$1.11$-87.9M
Q2 FY25$676.2M+51.2%37.2%31.8%$1.58$-262.0M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.6B$3.3B – $3.9B$7.01$5.61 – $8.446
FY27$5.2B$4.5B – $5.8B$11.93$9.54 – $14.355
FY28$6.9B$6.8B – $7.0B$16.91$12.76 – $23.056
FY29$6.7B$5.7B – $7.8B$17.20$13.75 – $20.695
FY30$7.6B$6.4B – $8.8B$20.55$16.43 – $24.723

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.44%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-18.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-10.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 27Judith A HannawayDirector255 sh$65KSellMay 4Martin TuchmanDirector110.7K sh$26.7MSellMay 1Martin TuchmanDirector143.6K sh$34.8MSellFeb 27Paul R GoodwinDirector10.0K sh$3.0M
+ 32 other (22 awards · 9 inkinds · 1 exempt) in window

See when $FTAI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 298-K — Item 5.07: Shareholder vote
AI summary

FTAI Aviation Ltd. held its 2026 Annual General Meeting on May 28, 2026 at which shareholders voted on director elections and other matters. Three Class I directors were re-elected to serve until the 2029 Annual General Meeting. Vote tallies are provided in the filing. This is a routine annual meeting governance disclosure.

S-3ASRAuto-shelf registrationMay 1S-3ASR
AI summary

FTAI filed a S-3ASR (automatic shelf) shelf registration statement dated 2026-05-01. The shelf provides capacity to issue equity or debt as market conditions allow. No immediate capital raise is triggered; watch for prospectus supplements disclosing actual transactions.

8-KMaterial agreementApr 308-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

FTAI entered into a credit agreement (8-K Item 1.01, dated 2026-04-30). Size: approximately $2,025,000,000. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

3New insider — initial holdingsMar 163
3New insider — initial holdingsMar 163
8-KOfficer or director changeMar 68-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
8-KOfficer or director changeFeb 128-K — Item 5.02: Officer or director change
8-KOfficer or director changeJan 288-K — Item 5.02: Officer or director change
+ 16 other (7 13Gs · 2 earnings 8-Ks · 2 proxys · 1 15-12G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Here's Why FTAI Aviation Stock Was Red Hot in the First Half of 2026fool.com·9d agoFTAI Aviation and AEI Announce Strategic Collaboration to Meet Growing Demand for Boeing 737-800 Freightersglobenewswire.com·11d agoFTAI Aviation Ltd. Announces Timing of Second Quarter 2026 Earnings and Conference Callglobenewswire.com·18d agoFTAI Aviation: Innovation Is Their DNAseekingalpha.com·40d agoFTAI Aviation: The Underappreciated Data Center Catalyst (Video)seekingalpha.com·43d ago

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