Health score, competitive moat, risk signals, and key metrics at a glance.
FTAI Aviation Ltd. owns, acquires, and sells aviation equipment for the transportation of goods and people worldwide. It operates in two segments, Aviation Leasing and Aerospace Products. The Aviation Leasing segment owns, leases, manages, and sells aircraft and aircraft engines. As of December 31, 2025, this segment owned and managed 290 aviation assets consisting of 47 commercial aircraft and 243 engines, including eight aircraft and seventeen engines in Russia. The Aerospace Products segment develops, manufactures, repairs/refurbishes, and sells aircraft engines and aftermarket components for the commercial aircraft engines. It also engages in the offshore energy business, which consists of vessels and equipment that support offshore oil and gas activities and production. The company was founded in 2011 and is headquartered in New York, New York.
Competitive analysis based on 43 quarters of fundamental data
Operating margins are under pressure, averaging 21.8%. The business may lack pricing power or face rising costs.'
ROE averages 124.8% but has fluctuated — the competitive advantage may be cyclical or emerging.
Only 1 of the last 8 quarters had positive FCF — the business may require external capital to sustain operations.
TTM revenue has grown consistently (7 of 7 quarters up), with ~106.4% growth over the period. Strong demand durability.
Data-driven red flags and warnings across 43 quarters
The company posted negative operating margins in recent quarters — core operations are unprofitable.
Free cash flow has been negative in 7 of the last 8 quarters — earnings are not translating to cash.
D/E ratio is 8.0 — dangerously high. The company is heavily leveraged and vulnerable to rising rates or cash flow dips.
Revenue is stable or growing over recent quarters — demand appears durable.
The last 6 consecutive quarters had negative FCF — the company is burning cash and may need external funding.
Share count is stable — no significant dilution or buyback activity.
as of March 2026
Revenue, EBITDA, operating income, net income, EPS, and shares
Gross, EBITDA, operating, and net margin trends
P/E, P/S, P/B, EV/EBITDA, FCF yield, and earnings yield
Total assets, cash, debt, book value, and leverage
Operating cash flow, free cash flow, FCF margin, and earnings quality
