Stocks Industrials FTAI
NASDAQ · IndustrialsFTAI Aviation Ltd. (FTAI)
FTAI Aviation Ltd. brought in $3.4B of revenue over the twelve months to September 30, 2026, up 46.0% from a year earlier. Net income was $512.7M, a net margin of 15.0%. In fiscal 2025 capital spending exceeded operating cash flow by $338.5M. At September 30, 2026 it held $385.6M in cash against $3.5B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 2, 2026.
Key facts about FTAI Aviation Ltd.
- Net worth
- FTAI Aviation Ltd. has a market value (market cap) of $20.4B at the latest share price, and shareholders' equity of $433.4M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $2.5B (+44.5% year on year), with net income of $477.5M. Over the 12 months to September 30, 2026: revenue $3.4B, net income $512.7M.
- Cash flow
- In fiscal 2025 operations used $310.7M of cash.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 2, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- FTAI Aviation Ltd.'s next report is expected around January 28, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- FTAI Aviation Ltd. declared dividends of $1.35 per share in fiscal 2025, a yield of 0.68% at the current price.
What FTAI Aviation Ltd. does
FTAI Aviation Ltd. is registered with the SEC under industry code SIC 7350 (Services-Miscellaneous Equipment Rental & Leasing). Its shares trade on NASDAQ under the ticker FTAI.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $2.5B | $477.5M | $4.60 | -$338.5M |
| 2024 | $1.7B | -$32.1M | -$0.32 | -$197.2M |
| 2023 | $1.2B | $212M | $2.11 | $122.8M |
| 2022 | $708.4M | -$220.4M | n/a | -$164.9M |
| 2021 | $335.6M | -$129M | n/a | -$179.4M |
| 2020 | $297.9M | -$105M | n/a | -$201.7M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where FTAI ranks in Industrials
Dividends
FTAI Aviation Ltd. declared $1.35 per share in fiscal 2025. At the current price that is a yield of 0.68%. It paid out $128.2M in cash dividends, 27% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $1.35 | $128.2M | 27% |
| 2024 | $1.20 | $121.6M | n/a |
| 2023 | $1.20 | $119.8M | 57% |
| 2022 | $1.26 | $128.5M | n/a |
| 2021 | $1.32 | $118M | n/a |
| 2020 | $1.32 | $113.6M | n/a |
Latest SEC filings
What FTAI Aviation Ltd. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 9, 2026
- November 2, 2026Other event 8-K
- November 2, 2026Other event 8-K
- November 2, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 47% to $977.7M versus the same quarter last year; diluted EPS $1.43 versus $1.10.
- October 29, 2026
- October 26, 2026Passive stake (5% or more) SCHEDULE 13G
- September 3, 2026Passive stake (5% or more) SCHEDULE 13G
- September 3, 2026Passive stake changed SCHEDULE 13G/A
- August 12, 2026Passive stake changed SCHEDULE 13G/A
- August 6, 2026Passive stake changed SCHEDULE 13G/A
Insider trades
What the people running FTAI Aviation Ltd. did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider bought or sold shares on the open market in the last 90 days. The 5 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| September 15, 2026 | Gidumal Shyam HDirector | Received as pay | 125 | - |
| September 15, 2026 | Goodwin Paul RDirector | Received as payindirect | 171 | - |
| September 15, 2026 | Robinson Ray MDirector | Received as pay | 164 | - |
| September 15, 2026 | Tuchman MartinDirector | Received as pay | 118 | - |
| September 1, 2026 | Yoon BoHeeSecretary, General Counsel | Shares withheld for tax | 398 | $75.7K |
| August 10, 2026 | Robinson Ray MDirector | Gave as a gift | 3,673 | - |
| July 31, 2026 | Moreno DavidPresident | Bought | 2,475 | $498.1K |
| July 1, 2026 | Moreno DavidPresident | Shares withheld for tax | 41,475 | $11.2M |
Who owns FTAI
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Capital International Investors13G, passive | 11.8% | May 14, 2026 |
| Capital World Investors13G, passive | 11.3% | August 12, 2026 |
| Shikiar Asset Management Inc13G, passive | 5.8% | July 22, 2026 |
| Vanguard Capital Management13G, passive | 5.22% | September 3, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 682 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Capital International Investors | 12,382,822 | +551,595 |
| Capital World Investors | 11,412,484 | -234,277 |
| BlackRock, Inc. | 8,557,163 | +432,976 |
| Vanguard Capital Management LLC | 4,633,896 | +38,594 |
| Vanguard Portfolio Management LLC | 4,072,337 | -45,552 |
| Fmr LLC | 3,587,945 | -1,732,000 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,143,073 | -609,462 |
| State Street Corp | 3,083,589 | +75,452 |
| Rubric Capital Management LP | 3,000,000 | +423,814 |
| Westfield Capital Management Co LP | 2,937,228 | +89,001 |
| Capital Research Global Investors | 2,891,051 | +19,764 |
| Wellington Management Group Llp | 2,326,754 | +794,253 |
| Geode Capital Management, LLC | 1,998,027 | -248,224 |
| Goldman Sachs Group Inc | 1,959,422 | +636,930 |
| Value Aligned Research Advisors, LLC | 1,393,259 | +322,367 |
| Norges Bank | 1,280,959 | new |
| Frontier Capital Management Co LLC | 1,183,492 | +121,282 |
| Morgan Stanley | 1,160,212 | +154,521 |
| Jpmorgan Chase & Co | 1,032,428 | -42,678 |
| Charles Schwab Investment Management Inc | 902,149 | +41,023 |
Insiders
13 insiders reported holding 1,089,109 shares in total, about $216.5M at the last price.
| Holder | Shares |
|---|---|
| Tuchman MartinDirector | 404,373210,491 held indirectly |
| Adams Joseph P. Jr.CEO and Chairman, Director | 225,644 |
| Moreno DavidPresident | 203,8444,354 held indirectly |
| Goodwin Paul RDirector | 83,08383,083 held indirectly |
| Kuperus StacyChief Operating Officer | 72,653 |
| Robinson Ray MDirector | 56,716 |
| Levison A AndrewDirector | 11,703 |
| Nam EunChief Financial Officer | 10,592 |
| McAleese NicholasChief Financial Officer | 5,749 |
| Hazan MichaelChief Accounting Officer | 4,779 |
Questions about FTAI
What does FTAI Aviation Ltd. do?
FTAI Aviation Ltd. is a company in the Industrials sector, listed on NASDAQ as FTAI. Its shares trade on NASDAQ under the ticker FTAI.
What is FTAI Aviation Ltd.'s net worth?
FTAI Aviation Ltd. has a market value (market cap) of $20.4B at the latest share price, and shareholders' equity of $433.4M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is FTAI Aviation Ltd. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $512.7M on revenue of $3.4B, a net margin of 15.0%.
How much revenue does FTAI Aviation Ltd. make?
Over the twelve months to September 30, 2026 FTAI Aviation Ltd. reported revenue of $3.4B. That is 46.0% more than a year earlier.
When did FTAI Aviation Ltd. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 2, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the material agreement from November 9, 2026.
When is FTAI Aviation Ltd.'s next earnings report?
FTAI Aviation Ltd.'s next report is expected around January 28, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does FTAI Aviation Ltd. pay a dividend?
Yes. FTAI Aviation Ltd. declared dividends of $1.35 per share in fiscal 2025, a yield of 0.68% at the current price.
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Where the numbers come from
Financial figures are the values FTAI Aviation Ltd. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.