FTAI Aviation (FTAI)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from FTAI's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from FTAI Aviation's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $336M | $708M | $1.2B | $1.7B | $2.5B |
| Net income | -$129M | -$220M | $212M | -$32M | $477M |
| Free cash flow | -$179M | -$165M | $123M | -$197M | -$338M |
| EPS (diluted) | — | — | $2.11 | -$0.32 | $4.60 |
| Operating margin | -24.9% | 11.8% | 29.0% | 13.7% | 29.6% |
Where the revenue comes from
Revenue by segments, fiscal 2025.
Superinvestors who own FTAI
From each investor's latest 13F filing (what a 13F shows). 6 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Hersh Cohen ClearBridge Investments |
Trimmed | $18M | 0.02% | Q2 2026 |
| Stanley Druckenmiller Duquesne Family Office |
New position | $5M | 0.10% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | $3M | 0.00% | Q2 2026 |
| Jean-Marie Eveillard First Eagle Investment Management |
Added | $1M | 0.00% | Q2 2026 |
| Jay Petschek Corsair Capital Management |
New position | $811,590 | 0.10% | Q2 2026 |
| Mario Gabelli GAMCO Investors |
Held | $473,428 | 0.00% | Q2 2026 |
Insider buying
Open-market purchases by FTAI Aviation's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Nov 13, 2025 | David Moreno |
2,283 | $153.50 | $350,440 |
| Nov 13, 2025 | David Moreno |
4,354 | $153.89 | $670,037 |
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In the full deep dive
Questions
Are FTAI Aviation insiders buying the stock?
2 open-market insider purchases of FTAI in the last 12 months, from SEC Form 4 filings.
Which superinvestors own FTAI Aviation?
6 of the superinvestors Investingly tracks hold FTAI in their latest 13F, including Hersh Cohen, Stanley Druckenmiller, Cliff Asness.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.