FTAI
FTAI Aviation Ltd.$154.37 −3.13 (−1.99%)
Oct 23 4:00 PM ET · prev $157.50
Market cap
$16.2B
Large cap
Consensus
Buy
94% Buy or better · 17 analysts
Median target
🔒 Subscribers only
Next earnings
Oct 29
in 3 days
1 year
−16.6%
from $185.09 · Oct 27
30 days
−7.6%
from $167.10
52-week range
$152.80–310.04
−50% from high · low Nov 17
Avg volume 20D
1.71M
shares / day
Short interest
🔒 Subscribers only
Insider net
−$64.1M
1 buyer · 3 sellers · 12 mo
New fund stakes
3
Q2 2026 13F · 0 exits
Reddit crowd
57°
Neutral · 3 mentions this week
SecBot read MIXED 6 reports · 90 days
Balance 1 bearish · 1 bullish · 4 neutral oldest → newest, height = score
Avg score ·High conf. 4/6 ·Next Earnings date, Oct 29, 2026
Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
No data for this timeframe.
- R Feb 25 FTAI Aviation reported strong Q4 and full-year 2025 results, with ne…
- S Feb 27 1 insider sell $3.0M at $303.35
- S May 1 to May 4 2 days of insider sells: $61.5M by 1 insider, avg $242.01
- S May 27 1 insider sell $64.7K at $253.89
- I Jun 30 3 funds open new positions (13F)
- B Jul 31 1 insider buy $498.1K at $201.27
- E Sep 28 M&A: FTAI Acquires 27 Boeing 737-700 Aircraft from WestJet
- A Oct 16 Macquarie initiates
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider bought $498.1K at an average $201.27. 3 insiders sold $64.6M. Price is 23% below their cost.
- InstitutionsBULLISH
Q2 2026: 54 added (3 new), 30 trimmed or exited. Largest new: Lansforsakringar Fondforvaltning Ab (Publ) $11.6M, Uss Investment Management $11.4M.
- AnalystsBULLISH
16 of 17 rate it Buy or better.
- TrendDOWNTREND
16% below its 50-day average.
- SocialQUIET
Crowd 57° (neutral) this week from 3 mentions: 1 bullish, 0 bearish. No setup call.
Who's buying
13F· Q2 20263
new positions
0
exits
$33.7M
in new stakes
| Fund | Move | Value |
|---|---|---|
| FMR LLC | TRIM | $970.6M |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | $629.5M |
| GOLDMAN SACHS GROUP INC | ADD | $530.1M |
| Value Aligned Research Advisors, LLC | ADD | $376.9M |
| RAYMOND JAMES FINANCIAL INC | ADD | $171.3M |
| Temasek Holdings (Private) Ltd | ADD | $153.6M |
| AMERIPRISE FINANCIAL INC | TRIM | $93.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | $84.8M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
17 analysts 94% rate it Buy or better
Recent actions
| Date | Firm | Rating |
|---|---|---|
| Oct 19, 2026 | Morgan Stanley MAINTAIN | Overweight |
| Oct 16, 2026 | Macquarie INITIATE | Outperform |
| Sep 16, 2026 | Barclays MAINTAIN | Overweight |
| Aug 21, 2026 | Morgan Stanley MAINTAIN | Overweight |
| Aug 4, 2026 | BTIG MAINTAIN | Buy |
| Jul 27, 2026 | RBC Capital MAINTAIN | Outperform |
Congressional trades
FTAI trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
| Date | Member | Type | Amount |
|---|---|---|---|
| May 5, 2026 | Brian Babin R· HOUSE· Fortress Transportation and Infrastructure Investors LLC | SELL | $50,001 - $100,000 |
Insider ledger
Form 4$498.1K
bought · 1 insider
$64.6M
sold · 3 insiders
−23.3%
vs their $201.27 cost
| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 15, 2026 | GIDUMAL SHYAM H Director | AWARD | 125 sh |
| Sep 15, 2026 | ROBINSON RAY M Director | AWARD | 164 sh |
| Sep 15, 2026 | GOODWIN PAUL R Director | AWARD | 171 sh |
| Sep 15, 2026 | TUCHMAN MARTIN Director | AWARD | 118 sh |
| Sep 1, 2026 | Yoon BoHee Secretary, General Counsel | TAX W/H | $75.7K |
| Aug 10, 2026 | ROBINSON RAY M Director | GIFT | 3,673 sh |
| Jul 31, 2026 | Moreno David President | BUY | $498.1K |
| Jul 1, 2026 | Moreno David President | TAX W/H | $11.2M |
Earnings setup
EstimatesOct 29
reports in 3 days
Revision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Reddit mentions per day, 14 days
Crowd this week 57° Neutral 1 bullish · 0 bearish
Mentions, 7 days 3 0 in posts · 3 in comments
Recent comments
For aerospace military defense contractors: LMT, NOC, and LHX
For materials and parts manufacturers: HWM, ATI, MOG.A, LOAR, AIR (maybe)
Maintenance, repair, and overhaul: FTAI, SARO
$SIRI: 4.99%
$HOG: 8.29%
$RCL: 7.96%
$NCLH: 8.61%
$HLT: 5.08%
$CZR: 4.13%
$BP: 4.44%
$SHEL: 3.74%
$HSBC: 4.54%
$BUD: 5.42%
$GSK: 6.03%
$VALE: 6.13%
$CCJ: 6.78%
$FCX: 6.41%
$STM: 11.86%
$TER: 13.05%
$AMKR: 4.59%
$CDNS: 7.71%
$GLW: 9.58%
$FTNT: 12.16%
$GDDY: 9.62%
$ALGN: 10.13%
$BSX: 8.54%
$STLA: 9.85%
$MPT: 12.59%
$ABR: 13.01%
$GLXY: 12.94%
$OWL: 5.58%
$ARES: 7.0%
$FTAI: 12.73%
$DHI: 6.31%
$CNC: 8.05%
$GNRC: 10.46%
$VFC: 10.49%
Check out FTAI. Jet engine refurbishing and leasing now make up nearly 100% of the market cap value based on solid free cash trajectory over the next 5+ years.
FTAI also is entering the power systems for data centers space using their position with CFM56 engines.
They have a large order - and this starts to roll into #s in a few months.
Stock is down 50% since February to a now $16 billion in market cap and is doing $900mm and growing free cash flows from the core business.
Reg
Short side
FINRA· Oct 15, 2026🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 26, 2026 SEC
Oct 6, 2026 SEC 🔒 Fresh report (last 24h), subscribers only
FTAI Aviation Ltd. announced it will report its Q3 2026 results on October 29, 2026.
PRESS-RELEASE — Impact 1/10
Oct 6, 2026 Earnings
Sep 28, 2026 Press FTAI Aviation Ltd. Announces Timing of Third Quarter 2026 Earnings and Conference Call
Company Also Schedules Investor Meeting in New York City on Thursday, December 10, 2026 Company Also
FTAI Aviation acquired 27 Boeing 737-700 aircraft from WestJet — 17 in a sale-leaseback via its 2026 SPV and 10…
Impact 6/10
FTAI Aviation Ltd. announced a strategic collaboration with PT Garuda Maintenance Facility Aero Asia Tbk (GMF) to…
Impact 4/10
Sep 15, 2026 Insider
GIDUMAL SHYAM H was granted 125 shares
Director
Sep 15, 2026 Insider
ROBINSON RAY M was granted 164 shares
Director
Sep 15, 2026 Insider
GOODWIN PAUL R was granted 171 shares
Director
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Recent
Oct 6, 2026
Earnings
FTAI Aviation Ltd. Announces Timing of Third Quarter 2026 Earnings and Conference Call
Company Also Schedules Investor Meeting in New York City on Thursday, December 10, 2026 Company Also Schedules Investor Meeting in New York City on…
Sep 28, 2026
M&A
FTAI Acquires 27 Boeing 737-700 Aircraft from WestJet
Transaction Includes Sale-Leaseback of 17 Aircraft with Strategic Capital’s Second Investment Vehicle and Acquisition of 10 Off-Lease Aircraft to…
Sep 23, 2026
Contract
GMF and FTAI Strengthen Collaboration in Engine Maintenance Business Across Asia-Pacific
SINGAPORE and NEW YORK, Sept. 23, 2026 (GLOBE NEWSWIRE) -- PT Garuda Maintenance Facility Aero Asia Tbk (GMF), part of Garuda Indonesia Group, and…
Sep 15, 2026
Buyback
FTAI Aviation Announces $500 Million Share Repurchase Program
NEW YORK, Sept. 15, 2026 (GLOBE NEWSWIRE) -- FTAI Aviation Ltd. (NASDAQ: FTAI; “FTAI” or the “Company”) announced today that the board of directors…
Jul 29, 2026
Earnings
FTAI Aviation Ltd. Reports Second Quarter 2026 Results, Increases Dividend to $0.50 per Ordinary Share
NEW YORK, July 29, 2026 (GLOBE NEWSWIRE) -- FTAI Aviation Ltd. (NASDAQ: FTAI) (the “Company” or “FTAI”) today reported financial results for the…
SecBot reports
6 filings · 6 press releases · 1 bullish · 1 bearish · 4 neutral- NEUTRAL SC 13GOct 26, 2026
Shikiar Asset Management Inc. filed a new Schedule 13G disclosing a 5.8% passive stake in FTAI Aviation Ltd., consisting of 151,580 Series D Cumulative Perpetual Preferred Shares as of September 30, 2026. This is a new filing by Shikiar, not an amendment, and certifies passive intent with no plan…
🔒 Fresh report (last 24h), subscribers only
- NEUTRAL PRESS-RELEASEOct 6, 2026
FTAI Aviation Ltd. announced it will report its Q3 2026 results on October 29, 2026.
- BULLISH PRESS RELEASESep 28, 2026
FTAI Aviation acquired 27 Boeing 737-700 aircraft from WestJet — 17 in a sale-leaseback via its…
The 10 off-lease aircraft directly feed FTAI's Aerospace Products engine exchange pool, which should boost aftermarket revenue and margins. Monitor future SPV capital raises and lease-up of the 2026…
- NEUTRAL PRESS RELEASESep 23, 2026
FTAI Aviation Ltd. announced a strategic collaboration with PT Garuda Maintenance Facility Aero…
Monitor for future disclosures of engine volume commitments or financial terms that could quantify revenue impact. The partnership strengthens FTAI's Asia-Pacific service network but lacks hard…
All FTAI filing & press-release reports (12)
- SC 13G reportOct 26, 2026
- PRESS-RELEASE reportOct 6, 2026
- PRESS-RELEASE reportSep 28, 2026
- PRESS-RELEASE reportSep 23, 2026
- PRESS-RELEASE reportSep 15, 2026
- PRESS-RELEASE reportJul 29, 2026
- PRESS-RELEASE reportJul 7, 2026
- PRESS-RELEASE reportJun 30, 2026
- 15-12G reportJun 25, 2026
- PRESS-RELEASE reportApr 1, 2026
- PRESS-RELEASE reportMar 6, 2026
- 8-K reportFeb 25, 2026