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FTFTAI

FTAI Aviation Ltd.

Strong FundamentalsStrong FundamentalsRevenue growing 65% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (122/wk), no spike
$FTAI·$17B·Aerospace & Defense·Industrials
$161.57-1.0%YTD-15.7%1Y-4.3%
Price updated 8m ago·X counts updated 4d ago
FTFTAI
$FTAIFTAI Aviation Ltd.
$161.57-1.03%122 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $FTAI on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

122X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $FTAI's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-11

FTAI Aviation is bullish on X — trading at 10x while GE paid 26x 2007 EBITDA for CPP ($11.75B), strong engine maintenance and parts demand, and Steve Weiss final trade on CNBC Halftime. Musk buying AP Energy adds Powergen-adjacent sentiment shift.

Read what X is saying about $FTAI

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $FTAI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-10-02

The move has stalled — likely just drifts unless something new shows up.

FTAI Aviation at 10% of 52-week range — 65% revenue growth, GE paid 26x for CPP vs FTAI at 10x, 737-700 fleet expansion.

FTAI Aviation leases and manages aviation and offshore energy equipment — CFM56 engine aftermarket services plus the 737NG/A320 fleet. The stock is down 16% YTD and 10% of its 52-week range on 0.77x normal volume despite accelerating fundamentals.

  • The P&L is actually accelerating: revenue grew 65.5% YoY to $830.7M last quarter at a 28.2% operating margin and EPS $1.31 — the engine aftermarket and leasing combo is landing in the P&L with strong operating leverage.
  • The specific commercial anchor: FTAI acquired 27 Boeing 737-700 aircraft from WestJet — extends the fleet and parts-supply portfolio; the comparison with GE paying 26x 2007 EBITDA for CPP ($11.75B) vs FTAI trading at 10x is a bull-case value framing.
  • No insider selling in the window; director A-Awards (Tuchman, Robinson, Goodwin) are routine; the Steve Weiss Final Trade on CNBC Halftime plus Microsoft/Howmet/FTAI inclusion is the sell-side attention signal.

Stalled holds until Oct 26 earnings confirm Aerospace Products revenue growth above 50% YoY and engine-aftermarket margins stay strong. A soft aerospace parts print, or any specific commentary on CFM56 aftermarket pricing softening, is what tips this toward breaking-down; a FY27 revenue guide above $3B plus specific 737-700 deployment commentary is what breaks the stalled tape higher.

Agrees with X sentimentX bulls on FTAI at 10x while GE paid 26x 2007 EBITDA for CPP, strong engine maintenance/parts demand, Steve Weiss Final Trade on CNBC, and the Musk AP Energy Powergen-adjacent sentiment have the specific setup right — this is a quality aerospace aftermarket thesis with real operating leverage.

What to watch: Oct 26 earnings — Aerospace Products revenue growth above 50% YoY, engine-aftermarket margin, 737-700 fleet deployment, FY27 revenue guide. A soft aerospace parts print or CFM56 pricing softening is what breaks the stalled tape lower.

On the calendar: 2026-10-26 — Q3 FY26 earnings

Read the AI verdict on $FTAI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 Aerospace & Defense sits in its cycle right now — and what that implies for $FTAI.

Aerospace & Defense · Industrials

No material change from last week — Defense procurement backlogs remain intact on NATO 2% GDP commitments.

What this means for $FTAI

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

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
-5.3%YTD
-3.1%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
Q2 2026Jul 29, 2026$1.13$1.36-16.9%
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%
Next earningsThu, Oct 29·consensus EPS $1.50

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$3.9B$3.6B – $4.1B$5.86$5.11 – $6.775
FY27$6.5B$5.8B – $7.2B$13.07$11.39 – $15.096
FY28$8.0B$7.2B – $8.5B$17.86$14.00 – $22.646
FY29$10.1B$9.1B – $11.3B$24.57$21.42 – $28.374
FY30$13.0B$11.7B – $14.5B$36.48$31.80 – $42.123

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.2.1×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.8%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.-14.6%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.-30.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

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

Recent transactions

BuyJul 31David MorenoPresident2.5K sh$498KSellMay 27Judith A HannawayDirector255 sh$65KSellMay 4Martin TuchmanDirector110.7K sh$26.7MSellMay 1Martin TuchmanDirector143.6K sh$34.8M
+ 20 other (13 awards · 5 inkinds · 1 gift · 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.

+ 14 other (8 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 15-12G) in window

Recent news

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

UAL Strengthens FTAI Partnership With Expanded Engine Exchange Programzacks.com·3d agoFTAI and United Airlines Expand Engine Exchange Program to CFM56-7Bglobenewswire.com·8d agoFTAI Aviation Ltd. Announces Timing of Third Quarter 2026 Earnings and Conference Callglobenewswire.com·10d agoWhy 3 Struggling Stocks Are Suddenly Spending Big on Buybacksmarketbeat.com·17d agoFTAI Acquires 27 Boeing 737-700 Aircraft from WestJetglobenewswire.com·18d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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