FTAIIndustrials · Aerospace & DefenseThe 10 Wall Street analysts covering FTAI Aviation Ltd. hold a median 12-month price target of $338 — +103.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 33 of 100 as at 12 Oct 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores FTAI Aviation Ltd. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (70): The business earns solid, repeatable profits on what it owns.
Accruals (29): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (11): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on FTAI, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +103.9% from it.
Of the 20 most recent actions, 13 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 16 Sept 2026 | Barclays | Maintains | Overweight | $350 → $310 |
| 21 Aug 2026 | Morgan Stanley | Maintains | Overweight | $319 → $360 |
| 4 Aug 2026 | BTIG | Maintains | Buy | $400 → $350 |
| 27 July 2026 | RBC Capital | Maintains | Outperform | $350 → $300 |
| 22 July 2026 | BTIG | Maintains | Buy | $340 → $400 |
| 15 July 2026 | Citizens | Maintains | Market Outperform | $325 → $375 |
| 24 Mar 2026 | Morgan Stanley | Maintains | Overweight | $266 → $293 |
| 13 Mar 2026 | BTIG | Maintains | Buy | $335 → $340 |
| 27 Feb 2026 | Barclays | Maintains | Overweight | $260 → $350 |
| 29 Jan 2026 | Citizens | Maintains | Market Outperform | $230 → $325 |
| 26 Jan 2026 | RBC Capital | Maintains | Outperform | $270 → $350 |
| 23 Jan 2026 | BTIG | Maintains | Buy | $230 → $335 |
| 15 Jan 2026 | Barclays | Maintains | Overweight | $200 → $260 |
| 6 Jan 2026 | Morgan Stanley | Maintains | Overweight | $220 → $266 |
| 30 Dec 2025 | BTIG | Reiterates | Buy | $230 |
| 19 Nov 2025 | BTIG | Reiterates | Buy | $230 |
| 29 Oct 2025 | RBC Capital | Maintains | Outperform | $185 → $200 |
| 28 Oct 2025 | Barclays | Maintains | Overweight | $195 → $200 |
| 20 Oct 2025 | BTIG | Reiterates | Buy | $230 |
| 16 Oct 2025 | RBC Capital | Reiterates | Outperform | $185 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. FTAI appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 12 Oct 2026, FTAI Aviation Ltd. returned +2.3% against +20.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 22% of US stocks
Cheaper than 23% of US stocks
Cheaper than 2% of US stocks
Cheaper than 15% of US stocks
Higher than 83% of US stocks
Higher than 18% of US stocks
Higher than 32% of US stocks
Higher than 80% of US stocks
Higher than 79% of US stocks
Higher than 98% of US stocks
Higher than 94% of US stocks
Higher than 72% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
FTAI Aviation Ltd. has a market value of $17.0B and an enterprise value of $20.2B.
Revenue in the twelve months to 30 June 2026: $3.1B. The latest quarter grew 40.9% year on year.
Net income over the same four quarters: $496.3M, a 15.9% net margin.
Free cash flow in the twelve months to 30 June 2026: −$891.2M.
FTAI Aviation Ltd. spent $105.5M on share buybacks and $168.7M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 35.1×; forward P/E: 12.3× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.21%, paying out 33% of earnings.
FTAI Aviation Ltd. employs 985 people — $3.2M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own FTAI Aviation Ltd. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
United Airlines expanded its engine exchange program with FTAI Aviation to reduce downtime and improve fleet efficiency. The deal also supports aftermarket growth.
Why it matters — The expanded program highlights FTAI's ongoing partnership with United and its role in engine aftermarket support.
FTAI and United Airlines expanded their multi-year engine exchange program to include CFM56-7B engines, extending the arrangement from V2500 engines. The program replaces traditional shop visits with serviceable engines delivered ahead of scheduled removals.
Why it matters — The expanded program adds another engine type to FTAI’s service arrangement with United Airlines.
FTAI Aviation Ltd. announced the timing of its third quarter 2026 earnings release and conference call. The company also scheduled an investor meeting in New York City for Thursday, December 10, 2026.
Why it matters — FTAI watchers will want to note the scheduled dates for the earnings call and the New York investor meeting to plan around upcoming shareholder communications.
According to MarketBeat, notable companies across the housing, restaurant, and aviation industries have announced significant buyback programs following periods of considerable underperformance. This includes a top U.S. homebuilder whose buyback capacity now exceeds 10% of its market capitalization.
Why it matters — The article indicates that a struggling aviation-industry company is spending heavily on buybacks, which could be relevant context for FTAI watchers tracking capital allocation across the sector.
FTAI has acquired 27 Boeing 737-700 aircraft from WestJet, a transaction that includes a sale-leaseback of 17 aircraft with Strategic Capital's second investment vehicle and the acquisition of 10 off-lease aircraft to support FTAI's Aerospace Products business.
Why it matters — This acquisition expands FTAI's aircraft fleet and supports its Aerospace Products segment, offering watchers insight into the company's ongoing growth and asset strategy.
The 10 Wall Street analysts covering FTAI Aviation Ltd. have a median 12-month price target of $338, with estimates ranging from $275 to $540. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 10 analysts covering FTAI Aviation Ltd., 10 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks FTAI Aviation Ltd. 33 out of 100 across roughly 4,600 US stocks as at 12 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 12 Oct 2026, FTAI Aviation Ltd. ranks 33 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (70 of 100).
No one can know that. What the data says: the median 12-month target from 10 analysts implies +103.9% from the last close, and Ticker Nerd's factor model ranks FTAI Aviation Ltd. 33 out of 100 as at 12 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering FTAI Aviation Ltd. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for FTAI are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $275 to $540 over the next 12 months.
FTAI Aviation Ltd. returned +2.3% over the 12 months to 12 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
FTAI Aviation Ltd. is an aerospace and aviation services company that provides engine maintenance, leasing, and asset management solutions for commercial aviation.
The most recent item we track (Zacks Investment Research, 12 Oct 2026): "UAL Strengthens FTAI Partnership With Expanded Engine Exchange Program". United Airlines expanded its engine exchange program with FTAI Aviation to reduce downtime and improve fleet efficiency. The deal also supports aftermarket growth.
FTAI Aviation Ltd. is an aerospace and aviation services company that provides engine maintenance, leasing, and asset management solutions for commercial aviation. FTAI Aviation focuses on widely used CFM56 and V2500 aircraft engines, supporting airlines, lessors, and maintenance organizations with repair, refurbishment, exchange, and aftermarket component services. Its operations are organized around Aviation Leasing and Aerospace Products, combining ownership and leasing of aircraft and engines with manufacturing and servicing capabilities. The company also develops and supplies parts, modules, and other engine-related products designed to improve maintenance efficiency and extend asset value. Through its global network of facilities and partnerships, FTAI Aviation plays a specialized role in the commercial aviation market by supplying critical engine and leasing services that support fleet reliability and operational continuity.
CEO Mr. Joseph P. Adams Jr. · 985 employees · United States · https://www.ftaiaviation.com
