FTAI Aviation (FTAI)

• Market cap: $11.4B
• 1 day: -1.51%
• 5 days: -2.35%
• 1 month: -7.79%
• 3 months: 12.19%
• 6 months: -32.56%
• Year to date: -23.17%
• 1 year: 15.06%
• 5 years: 870.95%
• 10 years: 622.06%
• Sector: Industrials
• Industry: Rental & Leasing Services

About: FTAI Aviation Ltd is a aerospace company .It owns and maintains commercial jet engines with a focus on CFM56 engines. FTAI owns and leases jet aircraft which often facilitates the acquisition of engines at attractive prices. It invests in aviation assets and aerospace products that generate stable cash flows with the potential for earnings growth and asset appreciation.

Employees: 580

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

37% more call options, than puts

Call options by funds: $513M | Put options by funds: $375M

10% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 139

2.86% more ownership

Funds ownership: 91.61% [Q4 2024] → 94.47% (+2.86%) [Q1 2025]

9% less funds holding

Funds holding: 449 [Q4 2024] → 410 (-39) [Q1 2025]

21% less capital invested

Capital invested by funds: $13.6B [Q4 2024] → $10.8B (-$2.86B) [Q1 2025]

25% less funds holding in top 10

Funds holding in top 10: 28 [Q4 2024] → 21 (-7) [Q1 2025]

26% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 114

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $123 11% upside
• Avg. target: $146 31% upside
• High target: $180 62% upside

4 analyst ratings

• positive: 4 100%
• neutral: 0 0%
• negative: 0 0%

JMP Securities David Scharf	62% upside $180	Market Outperform Maintained	8 May 2025
RBC Capital Ken Herbert	17% upside $130	Outperform Maintained	2 May 2025
Stifel Frank Galanti	11% upside $123	Buy Upgraded	2 May 2025
Barclays Brandon Oglenski	35% upside $150	Overweight Maintained	1 May 2025