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FTAI

FTAI Aviation Ltd.

Industrials · $18.0B market cap

Verdict

Share price

$167.03

close of Oct 3, 2026

Fair value

$75.88

Sticker Price

Payback Price

$30.35

buy price

Overpriced

FTAI is Overpriced: at $167.03 it trades 120% above its fair value of $75.88. Its buy price (Payback Price) is $30.35, 82% below today's price. Business quality is solid: 3 of 5 key numbers clear the 10% bar.

How we valued it

Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.

Business quality

3 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth23.3% a year✓
Equity per share growth-16.2% a year✗
Sales growth34.8% a year✓
Free cash flow growth—?
Return on invested capital12.6%✓

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Superinvestors

2 of the investors we track hold FTAI. In Q2 2026, 1 added and 1 trimmed. Who we track

First Eagle Investment Management

First Eagle Investment Management · as of Q2 2026

$1.3M

4,686 shares

Polen Capital Management

Polen Capital Management · as of Q2 2026

$380K

1,404 shares

Moves in Q2 2026

Added: First Eagle Investment Management

Trimmed: Polen Capital Management

Insider activity

Since Jun 15, 2026: 1 open-market purchase worth $498K and 7 other filings (stock awards, tax withholding and similar). Why purchases matter

Purchases

Moreno David

President · 2026-07-31

Bought

$498K

Other filings

Yoon BoHee

Secretary, General Counsel · 2026-09-01

Tax withholding

$76K

ROBINSON RAY M

director · 2026-08-10

G-Gift

3,673 shares

Moreno David

President · 2026-07-01

Tax withholding

$11.2M

Kuperus Stacy

Chief Operating Officer · 2026-07-01

Tax withholding

$4.9M

GOODWIN PAUL R

director · 2026-06-15

Award

124 shares

Show all 7 other filings

ROBINSON RAY M

director · 2026-06-15

Award

119 shares

TUCHMAN MARTIN

director · 2026-06-15

Award

86 shares

About FTAI Aviation Ltd.

FTAI Aviation Ltd. is a company dedicated to the ownership and acquisition of critical equipment for the aviation and offshore energy industries, thereby supporting the worldwide movement of goods and people. The company operates through two primary divisions. The Aviation Leasing segment is responsible for managing, leasing, and selling aviation assets, which include commercial aircraft and their engines, to…

Aerospace & Defense

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works