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Earnings transcript
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FTAI
FTAI Aviation Ltd.
$242.69
-7.12
(-2.85%)
| Exchange: | NASDAQ |
| Market Cap: | 24.893B |
| Shares Outstanding: | 53.503M |
About The Company
| Sector: | Industrials | |||||
| Industry: | Rental & Leasing Services | |||||
| CEO: | Joseph Adams Jr. | |||||
| Full Time Employees: | 580 | |||||
| Address: |
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| Website: | https://www.ftaiaviation.com |
FTAI Aviation Ltd. owns and acquires aviation and offshore energy equipment for the transportation of goods and people worldwide. It operates through two segments, Aviation Leasing and Aerospace Products. The Aviation Leasing segment owns and manages aviation assets, including aircraft and aircraft engines, which it leases and sells to customers. As of December 31, 2023, this segment owned and managed 363 aviation assets consisting of 96 commercial aircraft and 267 engines, including eight aircraft and seventeen engines that were located in Russia. The Aerospace Products segment develops, manufactures, repairs, and sells aircraft engines and aftermarket components for aircraft engines. The company was founded in 2011 and is headquartered in New York, New York.
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Revenue Segmentation
EPS
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Earnings Call
AI summary
Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 1,186,022 | 1,750,498 | 2,507,409 |
| Gross Profit | 395,307 | 577,876 | 779,352 |
| EBITDA | 530,659 | 469,551 | 1,080,232 |
| Operating Income | 356,987 | 552,380 | 769,874 |
| Net Income | 243,817 | 8,682 | 501,064 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 2,964,685 | 4,037,952 | 4,373,758 |
| Total Liabilities | 2,788,802 | 3,956,584 | 4,039,584 |
| Total Stockholders Equity | 175,349 | 81,368 | 334,174 |
| Total Debt | 2,517,343 | 3,440,478 | 0 |
| Cash and Cash Equivalents | 90,756 | 115,116 | 300,476 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 128,982 | -187,956 | -310,745 |
| Capital Expenditure | -776,892 | -1,156,561 | 0 |
| Free Cash Flow | -647,910 | -1,344,517 | -310,745 |
| Net Income | 243,817 | 8,682 | 501,064 |
| Net Change in Cash | 37,841 | 24,360 | 0 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 6,514,541.171 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 8,681,505.634 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 7,587,900 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 2,931,103.442 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 3,906,091.062 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 3,414,042.405 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 1,741,615.572 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 2,533,895.880 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 2,134,054.103 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 289,205.967 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 385,405.997 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 336,856.565 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 20.550 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 24.400 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 16.770 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 3 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 2 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Strong Revenue Performance: FTAI has demonstrated consistent revenue growth as per the latest income statements, reflecting robust operational efficiency and market demand for its offerings within the industrial sector.
- Positive Free Cash Flow: The cash flow statements indicate a healthy free cash flow yield (as per freeCashFlowYieldTTM), suggesting the company generates sufficient cash to fund operations and potential expansions without excessive reliance on external financing.
- Favorable Valuation Metrics: The current price-to-earnings ratio (priceToEarningsRatioTTM) and forward P/E estimates (forward_pe_avg) suggest that FTAI is reasonably valued compared to industry averages (industry_avg_priceToEarningsRatioTTM), potentially indicating an attractive investment opportunity.
- Sector and Industry Positioning: FTAI operates in a sector with positive performance trends (sector_perf1y, industry_perf1y), providing a stable backdrop for sustained growth as evidenced by industry and sector performance metrics.
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Intrinsic Value Calculator
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about FTAI valuation
Is FTAI Aviation Ltd. (FTAI) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for FTAI Aviation Ltd. (FTAI) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is FTAI a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether FTAI trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is FTAI’s P/E ratio?
You can see FTAI’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for FTAI?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is FTAI a good long-term investment?
Whether FTAI fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
FTAI
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Daily snapshot
-2.85
Trading Metrics:
| Open: | 238.5 | Previous Close: | 249.81 | |
| Day Low: | 235.34 | Day High: | 248.63 | |
| Year Low: | 81.45 | Year High: | 323.51 | |
| Price Avg 50: | 267.73 | Price Avg 200: | 188.91 | |
| Volume: | 834746 | Average Volume: | 1.661M |
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Welcome to MARKETSNAP’s SWOT analysis for FTAI Infrastructure! If you’re looking to build wealth through smart, long-term investments, you’re in the right place. Today, we’re diving deep into FTAI Infrastructure, a company that might not be a household name for everyone but has some intriguing aspects worth exploring. Let’s break down what makes this company tick, analyze its recent performance, and run through a full SWOT to see if it deserves a spot in your portfolio. Stick with me, and…
