FTAI

FTAI Aviation Ltd.

NASDAQ: FTAI · INDUSTRIALS · AEROSPACE & DEFENSE

$280.36

-6.41% today

Updated 2026-06-05

Market cap

$24.82B

P/E ratio

48.30

P/S ratio

8.75x

EPS (TTM)

$5.01

Dividend yield

0.62%

52W range

$108 – $322

Volume

1.3M

Market cap

$24.82B

P/E ratio

48.30

P/S ratio

8.75x

EPS (TTM)

$5.01

Dividend yield

0.62%

52W range

$108 – $322

Volume

1.3M

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

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

FTAI · FTAI Aviation Ltd. · Price target summary

Current

$280.36

Consensus

$275.00

-1.91%

2030 Target

—

DCF

—

Current price

$280.36

Analyst consensus

$275.00

-1.91%

2030 Target

—

Intrinsic (DCF)

—

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

FTAI · FTAI Aviation Ltd. · Revenue & price projection · 2023–2030E

Actual revenue Projected revenue Base case Bull to bear range

Bear case (2030)

$800.88

—

Base case (2030)

$1,189.18

—

Bull case (2030)

$1,990.06

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WallStSmart.com

Financial forecast — research-backed

Metric	2025	2026 (E)	2027 (E)	2028 (E)	2029 (E)
Revenue	$2.5B	$3.4B	$5.0B	$7.2B	$10.2B
Revenue growth	43.2%	34.8%	47.6%	43.3%	42.7%
EPS	$5.07	$7.13	$12.00	$17.50	$25.20
P/S ratio	—	12.0x	12.0x	12.0x	12.0x
Implied price	—	$388.30	$582.46	$825.15	$1,189.18

FTAI · FTAI Aviation Ltd. · 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.