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FTAI Aviation FTAI

FTAI Aviation scores average on business quality (5.3 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$169.97Oct 9, 2026
Business qualityAverage
Next earningsOct 29, 2026, after the close
Insiders, 90 daysBuying

Why it matters

  1. What FTAI Aviation does

    FTAI Aviation acquires, leases, and manages commercial jet engines and aircraft, collecting lease payments and maintenance fees from airlines worldwide. The business monetizes aviation assets through specialized engine modules and aftermarket services.

  2. What it does best

    FTAI dominates proprietary modular maintenance for CFM56 engines, bypassing traditional shop visits to cut customer downtime. This specialized capability sits inside the top decile of its sector for revenue growth at 99th percentile rank.

  3. The main risk

    A massive debt load of $3.4B leaves the balance sheet vulnerable to unexpected cash drains. With negative free cash flow of $969M, heavy reliance on ongoing external capital markets is required to fund operations.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityFair

Operating margin stands at 25.2% and ROE reaches 140%, showing strong profitability on paper. However, free cash flow margin remains negative because heavy capital expenditures offset earnings.

MoatWeak

Specialized aviation asset ownership and module assembly create narrow switching costs. With a moat score of 3.1, competitors can replicate engine leasing fleets over a multi-year window.

GrowthFast

Revenue surged 44% to $3.1B, hitting the 99th percentile for sector growth. The top-line engine accelerates rapidly compared to historical annual revenue of $1.7B in 2024.

Financial healthWeak

Total debt of $3.4B eclipses cash of $300M, while interest coverage sits at 3.2x. Free cash flow remains deeply negative at $969M, showing a troubled cash profile.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

1 insider bought $498K on the open market.

Our sealed record on FTAI

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is FTAI a good business?

FTAI Aviation scores average on the Cluenex quality check (5.3 of 10), measured against its own industry. Profitability is fair, moat weak, growth fast and financial health weak.

Are insiders buying FTAI?

In the last 90 days of SEC Form 4 filings: 1 insider bought $498K on the open market.

When does FTAI report earnings?

Oct 29, 2026, after the close.

For members

See FTAI today

  • Today's verdict on FTAI, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “FTAI Aviation (FTAI)”, https://cluenex.com/stocks/ftai/, data as of Oct 10, 2026.