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Our Company FTAI Aviation Ltd. (Nasdaq: FTAI) is a Cayman Islands exempted company. Except as otherwise specified, we , us , our , FTAI , FTAI Aviation or the Company refer to us and our consolidated subsidiaries.
$207.46
+$3.76 (+1.85%)
EOD Jul 17, 2026
Margins and capital returns are both well above average: 29.56% operating margin, ROIC at 17.40%. Consistent with durable pricing power, though that alone doesn't make it a buy.
Revenue up 44.8% YoY with margins expanding 16.0pp.
At 41x earnings, the current multiple leaves limited room for execution misses or growth deceleration. Negative free cash flow of -$338M. The business is consuming cash, not generating it.
41.3x earnings. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$2.84B
▲ +44.8% YoY
Net Income (TTM)
$509M
▲ +1588.5% YoY
Op. Margin
26.83%
▲ +16.0pp YoY
ROIC
17.27%
▲ +10.0pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
-$475M
▼ -71.7% YoY
Op. Cash Flow (TTM)
-$445M
▼ -65.3% YoY
Net Debt
$3.04B
Cash & Equiv.
$412M
5Y CAGR: +53.1%
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At a P/E of , A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in .
On quality, FTAI Aviation scores 45/100 on Intrinsiqq's quality scorecard (a mixed business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 0.6%; see dividend safety for coverage and history. All figures are computed from SEC filings; read the full methodology. This is analysis, not investment advice.
FTAI Aviation scores 45 out of 100 on Intrinsiqq's quality score, a weighted blend of 7 metrics each scored 0 to 100, which makes it a mixed business on these measures. Recent fundamentals include a 26.8% operating margin and a 17.3% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
Yes, FTAI Aviation pays a regular dividend of about $1.33 per share per year (typically in quarterly installments), a yield of roughly 0.6% at the current price. That is a payout ratio of about 27.2% of earnings, so the dividend is amply covered by earnings. FTAI Aviation has grown the dividend at roughly 2.1% a year over the past few years. A low headline yield is not the same as a weak dividend: what matters is how well earnings and free cash flow cover the payout and whether it is growing, not the percentage alone. For FTAI's full payout history, growth streak and dividend-safety score, see the dividends tab.
That depends on valuation and quality together, not either alone. you should weigh FTAI's valuation and scores 45/100 on quality (mixed). It also yields about 0.6%. A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.