FTAI Aviation Ltd. (FTAI) Stock Price & How to Invest

FTAI Aviation (NASDAQ: FTAI) owns and maintains commercial jet engines and aircraft, with a strategic focus on the maintenance, repair, and exchange (MRE) of CFM56-5B, CFM56-7B, and V2500 engines. These engine types power a large share of the global narrowbody fleet, including the Airbus A320ceo and Boeing 737NG families. The company operates in two reported segments: Aviation Leasing, which as of December 31, 2025 owned and managed 290 aviation assets including 47 commercial aircraft and 243 engines; and Aerospace Products, which develops, manufactures, repairs, and sells engine components through a proprietary Module Factory model. FTAI's differentiated approach is built around its ability to exchange overhauled engine modules faster and at lower cost than traditional full shop visits, providing pricing power rooted in scarcity and technical expertise rather than brand. A newer initiative, FTAI Power, converts surplus CFM56 engines into aeroderivative power turbines aimed at data centers and distributed energy customers, with the first Mod-1 product on track for delivery by Q4 2026.

FTAI Aviation was founded in 2011 and is headquartered in New York. It completed the internalization of its management function in May 2024, replacing a Fortress Investment Group affiliate arrangement with a fully in-house structure, a meaningful governance upgrade that aligned management incentives more directly with shareholders. The company launched its Strategic Capital Initiative (SCI) in December 2024, partnering with third-party institutional investors to acquire narrowbody aircraft at scale while FTAI retains the higher-margin MRE service contracts on those engines. The 2025 SCI partnership completed a $2.0 billion equity fundraise. FTAI also acquired Pacific Aerodynamic Inc. and the MRE business of AerotechOPS in 2025 to expand its repair footprint, and entered a joint venture with Jereh Group to deepen Mod-1 aeroderivative production capacity.

FTAI's valuation is demanding relative to peers, with a trailing P/E in the range of 47x to 54x compared to a sector average closer to 21x and an EV/EBITDA of approximately 29x versus peers at 14x to 20x, meaning disappointing execution carries an outsized de-rating risk. The company carries approximately $3.5 billion in debt against roughly $300 million in cash, and a debt-to-equity ratio above 10x, making it sensitive to interest rate movements and refinancing conditions. FTAI's Aerospace Products business is heavily concentrated on the CFM56 engine platform, which is an aging design that will eventually be displaced by LEAP-powered next-generation narrowbodies, creating a long-term obsolescence risk. EPS has missed analyst forecasts in recent quarters despite strong revenue, suggesting that rapid scaling is pressuring margins and costs in ways that are difficult to predict.

10 analysts publish price targets on FTAI, averaging $376.50 against a $206.00 price as of August 2026, or +82.8%. The published targets run from $290.00 to $600.00, a wide spread, and the ratings split 9 buy, 0 hold, 0 sell. A price target is what an analyst published on a date, not a prediction, and sell-side ratings skew positive across the whole market.

Read the full FTAI forecast and price target for the target table, the recent rating actions by firm, and how the consensus has shifted.

We give no verdict on FTAI Aviation Ltd.. Both cases are real, which is why the question is contested at all, so here is the strongest version of each.

The case for buying. Structural MRE demand from narrowbody supply constraints. Global delivery backlogs at Airbus and Boeing continue to force airlines to operate older CFM56 and V2500 powered aircraft longer than planned, keeping demand for maintenance, repair, and exchange services chronically elevated. The most optimistic published target, $600.00, assumes this works close to its best case.

The case against. FTAI's valuation is demanding relative to peers, with a trailing P/E in the range of 47x to 54x compared to a sector average closer to 21x and an EV/EBITDA of approximately 29x versus peers at 14x to 20x, meaning disappointing execution carries an outsized de-rating risk. The most pessimistic target, $290.00, is roughly what FTAI is worth if this bites instead.

Read the full bull and bear case on FTAI, including what would have to change to break either one. Walnut is not an investment adviser.

A simple financial snapshot. These are approximations and refresh quarterly; for current figures see FTAI Aviation Ltd.'s investor relations page or your broker.

• Revenue (Full Year 2025): ~$2.51 billion
• Revenue (Q1 2026): ~$830.7 million
• Adjusted EBITDA (Full Year 2025): ~$1.19 billion
• Net Income Attributable to Shareholders (Full Year 2025): ~$477.5 million
• Trailing P/E Ratio: ~47x to 54x (as of early June 2026)
• EV/EBITDA: ~29x (vs. peers at 14x to 20x)
• Annual Dividend (annualized Q1 2026 rate): $1.80 per share (~0.7% to 0.8% yield)
• Gross Margin (TTM): ~40%

FTAI's revenue has grown at a rapid pace, roughly tripling from 2022 to 2025, driven almost entirely by the Aerospace Products segment's expansion. The valuation reflects these elevated growth expectations, with the stock trading at a substantial premium to both broad aerospace peers and pure-play aircraft lessors. Consistent EPS misses relative to analyst estimates, even as revenue beats, highlight the tension between rapid scaling and margin control, a dynamic investors should watch closely as the company invests heavily in FTAI Power and the SCI program.

If you want FTAI exposure as part of a larger bundle rather than directly, these ETFs hold it meaningfully. Weights are approximate and refresh quarterly.

Other names that sit close to FTAI: same theme, named as a direct competitor, or held beside it in the same funds. Each entry says which. Worth a look if you are thinking about diversification within a thesis rather than concentration on one ticker.

There are three common ways to get FTAI exposure. Buy shares (or fractional shares) directly at any major broker. Hold an ETF that includes it (IWM), which spreads the position across many companies. Or build it into a focused thematic portfolio, so FTAI sits alongside other stocks that express the same thesis.

Walnut takes the portfolio route. Describe a thesis where FTAI fits (for example “AI infrastructure” or “dividend-growth large-caps”) and the AI proposes 5 to 6 constituents with target weights. You review the plan and fund it through your own broker when you're ready.

New to this? Start with how to invest in stocks, see how to analyze a stock with AI, or compare the best AI stock analyzers.

FTAI Aviation is, right now, primarily an engine maintenance and exchange business wearing an aviation-leasing wrapper: its Aerospace Products segment posted a 70% year-over-year adjusted EBITDA gain in Q1 2026, and full-year 2025 revenue hit approximately $2.5 billion. If you believe that chronic narrowbody aircraft delivery delays will keep demand for CFM56 MRE services structurally elevated well into the next decade, and that FTAI Power's aeroderivative turbines can unlock a second growth avenue in data-center power, the question becomes sizing and overlap with other aerospace or MRO exposures, not timing. The risk is that the market has already priced in much of this optimism at a trailing P/E of roughly 47x to 54x versus a peer-group average closer to 21x, so any shortfall in module production volumes, SCI capital deployment, or FTAI Power commercialization could disproportionately punish the shares.

Whether FTAI is worth buying today depends more on your time horizon and what you already hold than on any single call. We walk through valuation, what would have to go right, and the risks in is FTAI a buy or a sell?, and where the stock could go from here in the FTAI stock forecast.

For income investors, whether FTAI pays a dividend and how the payout looks is covered in does FTAI pay a dividend? And to weigh FTAI against a peer, read the full side-by-side comparisons: FTAI vs AER and FTAI vs ST.