Services-Miscellaneous Equipment Rental & Leasing · SIC 7350

FTAI Aviation Ltd.

FTAI

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Latest revenue

$830.7M

as of 2026-03-31

Latest net income

as of 2026-03-31

Net margin

as of 2026-03-31

Price · 5Y

+59.0% / yr 45.3 pts / yr vs S&P 500 909.3% total
Compare:

Live market

delayed ≤15 min
$252.13
2.30%
Market cap
$25.86B
Enterprise value
$25.86B
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.6%
52-wk high
$323.51
52-wk low
$108.47
Beta
Shares out
102.6M

5-year trend

What this company does

AI

PART I Item 1. Business Our Company FTAI Aviation Ltd., a Cayman Islands exempted company, was formed on December 8, 2017 and is the surviving parent company upon completion of the transactions completed in that certain Agreement and Plan of Merger (the “Merger”) on November 10, 2022 between Fortress Transportation and Infrastructure Investors LLC and FTAI Aviation Ltd. and certain other parties thereto. Except as otherwise specified, “we”, “us”, “our”, “FTAI”, “FTAI Aviation” or “the Company” refer to us and our consolidated subsidiaries. Our business has been, and will continue to be, conducted through FTAI Aviation Holdco Ltd. (“Holdco”) for the purpose of acquiring, managing and…

AI summary unavailable — showing raw filing excerpt

Generated from FTAI's filing dated 2024-02-26

Key risks

AI

Item 1A. Risk Factors You should carefully consider the following risks and other information in this Form 10-K in evaluating us and our shares. Any of the following risks, as well as additional risks and uncertainties not currently known to us or that we currently deem immaterial, could materially and adversely affect our results of operations or financial condition. The risk factors generally have been separated into the following categories: risks related to our business, risks related to our Manager, risks related to taxation and risks related to the Company’s shares. However, these categories do overlap and should not be considered exclusive. Risks Related to Our Business Uncertainty…

AI summary unavailable — showing raw filing excerpt

Generated from FTAI's filing dated 2024-02-26

Leverage

Debt / equity

12.09×

75.1%

Long-term debt / equity

10.32×

75.6%

Debt / assets

92.4%

5.7%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$830.7M+65.5%

Q4 2025

2025-12-31

$662.0M+32.7%

Q3 2025

2025-09-30

$667.1M+43.2%

Q2 2025

2025-06-30

$676.2M+52.4%

Q1 2025

2025-03-31

$502.1M+53.7%

Q4 2024

2024-12-31

$498.8M

Q3 2024

2024-09-30

$465.8M+60.0%

Q2 2024

2024-06-30

$443.6M+61.7%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Services-Miscellaneous Equipment Rental & Leasing · SIC 7350

No data yet for industry average

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Insider activity

Insider buying

$1.4M

Insider selling

$64.6M

Net activity

−$63.1M

Distinct insiders

5

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-04

Martin Tuchman

Director

Sale43,176$240.64$10.4M
2026-05-04

Martin Tuchman

Director

Sale67,500$241.99$16.3M
2026-05-01

Martin Tuchman

Director

Sale143,584$242.44$34.8M
2026-02-27

Paul R Goodwin

Director

Sale10,000$303.35$3.0M
2025-11-14

Eun Nam

Chief Financial Officer

Purchase652$153.46$100.1K
2025-11-13

David Moreno

Chief Operating Officer

Purchase2,283$153.50$350.4K
2025-11-13

David Moreno

Chief Operating Officer

Purchase4,354$153.89$670.0K
2025-11-13

Joseph P. Adams Jr.

CEO and Chairman

Purchase2,000$155.91$311.8K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns FTAI

Institutional value

$14.76B

Total shares held

60.7M

Distinct holders

408

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1Capital International Investors11.8M$2.90BNew
2Capital World Investors11.6M$2.85BNew
3BlackRock, Inc.8.1M$1.99BNew
4VANGUARD CAPITAL MANAGEMENT LLC4.6M$1.13BNew
5VANGUARD PORTFOLIO MANAGEMENT LLC4.1M$1.01BNew
6Capital Research Global Investors2.9M$703.4MNew
7WESTFIELD CAPITAL MANAGEMENT CO LP2.8M$697.8MNew
8JPMORGAN CHASE & CO1.1M$245.9MNew
9WASHINGTON STATE INVESTMENT BOARD787.8K$193.0MNew
10UBS Group AG783.0K$191.8MNew
11Ensign Peak Advisors, Inc772.2K$189.2MNew
12VANGUARD FIDUCIARY TRUST CO651.1K$159.5MNew
13DIMENSIONAL FUND ADVISORS LP631.2K$154.5MNew
14Artisan Partners Limited Partnership515.8K$126.4MNew
15KING LUTHER CAPITAL MANAGEMENT CORP436.0K$106.8MNew
16FIRST TRUST ADVISORS LP383.8K$94.0MNew
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC365.3K$89.5MNew
18Bank of New York Mellon Corp361.2K$88.5MNew
19Clearbridge Investments, LLC351.6K$86.1MNew
20Invesco Ltd.319.8K$78.4MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once FTAI's latest filing finishes processing.