FTAI (FTAI)
Links aircraft and engine leasing with modular commercial-engine repair and aftermarket products.
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Owns and manages aircraft and engines through Aviation Leasing while Aerospace Products develops, repairs, refurbishes, and sells CFM56 and V2500 engines, modules, and aftermarket parts. A modular maintenance network in North America and Europe links leased assets with engine exchange and repair capacity.
Owns and manages aircraft and engines through Aviation Leasing, while Aerospace Products develops, repairs, refurbishes, and sells commercial-jet engines, modules, and aftermarket components. The platform focuses on the CFM56 and V2500 families.
Links leased assets with an aftermarket network: portfolio engines and modules can feed exchange, repair, and refurbishment work. Modular shop visits through the Module Factory are designed to replace or repair sections rather than require a single full-engine overhaul. Maintenance operations span North America and Europe.
Uses institutional capital through the Strategic Capital Initiative to fund on-lease aircraft, alongside assets held directly. Operations depend on engine availability, long-term airline demand, maintenance execution, exclusive licenses and agreements, and aviation rules and sanctions.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 15, 2026 | Barclays | Reiterate | Rating: —Target: $260 | Target: $310 |
| Aug 21, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $319 | Target: $360 |
| Aug 2, 2026 | Jefferies | Reiterate | Rating: —Target: $400 | Target: $325 |
| Jul 31, 2026 | Deutsche Bank | Target | Target: $160 | Target: $290 |
| May 8, 2026 | Morgan Stanley | Target | Target: $266 | Target: $319 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $337.2M · Total debt $3.45B · Total assets $4.49B · Shareholders' equity $404.0M
- Revenue
- $953.1M
- Operating income
- $249.7M
- Net income
- $125.1M
HistoryDividendAnnual yield
| Institutions | ≈ 95.52% | 98.11M shares | |
|---|---|---|---|
| 725 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.17% | 1.21M shares | |
| 13 holders · as of Sep 17, 2026 | |||
| Strategic holders | 4.71% | 4.84M shares | |
| 1 holder · as of Feb 7, 2018 | |||
| Adds to | 101.40% | ||
102.71M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 101.40%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Capital International InvestorsInstitution | 12.06% | 12.38M | as of Jun 30, 2026 |
Capital World InvestorsInstitution | 11.11% | 11.41M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 8.33% | 8.56M | as of Jun 30, 2026 |
The Vanguard GroupInstitution | 7.43% | 7.63M | filed Feb 9, 2023 |
Arch Capital Holdings Ltd.Strategic | 4.71% | 4.84M | filed Feb 7, 2018 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 31, 2026 | David Moreno | officer: President | +2,475 | $201.27 |
| May 27, 2026 | Judith A. Hannaway | director | −255 | $253.89 |
| May 4, 2026 | Martin Tuchman | director | −110,676 | $241.47 |
| May 1, 2026 | Martin Tuchman | director | −143,584 | $242.44 |
| Feb 27, 2026 | Paul R. Goodwin | director | −10,000 | $303.35 |
- Willis Lease Finance
Closest public peer in engine leasing, services, and asset management
- GE Aerospace
OEM-linked CFM56 overhaul and parts rival across the engine aftermarket
- StandardAero
Independent engine MRO rival with a large CFM56 repair network
- AerCap
Scale rival in aircraft and spare-engine leasing and third-party management
- RTX
V2500 OEM and MRO-network rival in maintenance and aftermarket parts
- HEICO
PMA-parts and component-repair rival in the commercial engine aftermarket
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| FTAI | $188.00 | −0.90% | $19.77B | 41.9 | 21.3 | 6.4 | +40.9% |
| Willis Lease Finance | $54.89 | +0.08% | $1.16B | 24.9 | 9.2 | 1.5 | −0.8% |
| GE Aerospace | $319.77 | +0.15% | $330.99B | 37.7 | 37.9 | 6.5 | +14.6% |
| StandardAero | $22.78 | −0.09% | $7.61B | 23.6 | 13.7 | 1.2 | +4.6% |
| AerCap | $143.82 | −0.32% | $22.55B | 7.0 | 8.5 | 2.7 | +14.9% |
| RTX | $191.00 | +0.01% | $261.92B | 34.2 | 25.9 | 2.8 | +14.5% |
| HEICO | $307.77 | −0.02% | $42.22B | 50.5 | 44.8 | 8.2 | +23.1% |
| Median | 29.5 | 19.8 | 2.8 | +14.6% |