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FTAI

FTAI Aviation Ltd.

NASDAQ: FTAI · INDUSTRIALS · RENTAL & LEASING SERVICES

$213.11
-1.34% today

Updated 2026-04-29

Market cap
$22.16B
P/E ratio
46.96
P/S ratio
8.84x
EPS (TTM)
$4.60
Dividend yield
0.59%
52W range
$86 – $323
Volume
1.7M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

FTAI Aviation Ltd. (FTAI) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$213.11
Consensus
$275.00
+29.04%
2030 Target
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—
DCF
—
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13 analysts:
6 Buy0 Hold0 Sell

Management guidance

FTAI raised 2026 Business Segment Adjusted EBITDA guidance to $1.525B-$1.625B (Feb 2026). Company launched FTAI Power platform targeting 100+ CFM56 engine conversions annually starting 2026, with $4B narrowbody aircraft deployment partnership announced. CEO has emphasized transformation into 'leading global engine maintenance provider' with AI-enabled operations via Palantir partnership.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$1,990.06
—
Base case (2030)
$1,189.18
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Bear case (2030)
$800.88
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Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)
Revenue$1.2B$1.8B$2.5B$3.4B$5.0B$7.2B$10.2B
Revenue growth—47.6%43.2%34.8%47.6%43.3%42.7%
EPS$2.10$2.47$5.00$7.13$12.00$17.50$25.20
P/S ratio———12.0x12.0x12.0x12.0x
Implied price———$388.30$582.46$825.15$1,189.18

Catalysts & risks

Growth catalysts
+ FTAI Power platform: 100+ CFM56 engine conversions to data center power units annually starting 2026
+ $4B narrowbody aircraft deployment with OneIM; exclusive MRE maintenance contract secures recurring revenue
+ Palantir AI partnership for engine maintenance optimization; multi-year materials agreements with CFM International
+ Adjusted EBITDA guidance raised to $1.525B-$1.625B for 2026; second consecutive dividend increase to $0.40/share
+ Aerospace tailwinds: strong demand from airlines for MRO services and engine exchanges; AI data center power demand
Key risks
- Securities class action lawsuit alleging misrepresentation in engine sales reporting (July 2024-Jan 2025 period)
- Muddy Waters Research accusations of U.S. sanctions violations
- High valuation: P/E 52.6x, P/S 10.1x; stock volatility 4.68%
- Execution risk on FTAI Power scale-up and narrowbody aircraft integration
- Cyclical aerospace downturn; supply chain dependencies on CFM engines

Methodology

FTAI Aviation Ltd.'s forward estimates are derived from AI-powered research synthesis combining analyst consensus from 13 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.