FTAI Aviation Ltd. · Miscellaneous Equipment Rental & Leasing

FTAI

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The short version

A profitable company with growing sales.

Going well

Sales up 41% in the latest quarter vs a year ago
Profitable, keeps 20% of sales as profit
Sales up 45% last year

Watch out for

High debt: 10.32x equity

Money moves

No insider buying or selling in the last 30 days

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$157.54+2.1% that day

Company value: $16.2B; Share price times all shares
Price vs profit (P/E): 34.2x; You pay about $34 for each $1 of yearly profit
Price vs sales: 5.2x; Company value is 5.2 times a year of sales
Dividend yield: 0.9%; Yearly dividend as a share of today's price
Cash vs value: 2%; Cash as a share of company value
Debt vs value: 21%; Debt as a share of company value

From FTAI's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$953.1M+41% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $3.1B, up 45% from the 12 months before. Over 5 years, sales grew about 53% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of FTAI. Starting points are the company's recent numbers.

Sales growth+30% a yearRecently: +45% a yearProfit margin16%Last 12 months: 15.9%P/E at the end34xToday: 34.2x. Many steady companies trade at 12x to 25xShare count change+2% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$11.6B

Profit in 5 years$1.8B

Price these guesses point to$554.47+252% vs $157.54 todayAbout +29% a year, before dividends

What today's price needs: with a 16% margin and a 34x P/E, sales would have to grow about 1.1% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

1/5Weak

MissDebt under half of equityNot relying on borrowed money.10.32x equity
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.20.0%
MissProfitable every yearSteady profits, not one good year.6 of 10 years
MissFree cash flow positiveBrings in more cash than it spends to run and grow.-$338.5M
MissShare count not growingNot diluting owners. Falling means buybacks.+4.5% in 3 years

Revenue: $2.5B; +44.5% vs prior year
5-year growth: +53.1%/yr; revenue, per year
Total debt: $3.4B; 10.32x equity
Current ratio: 5.28x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: return on equity 15%+, gross margin 40%+. A checklist is a starting point for research, not a verdict.