FTAI AVIATION LTD.
At today's price, FTAI AVIATION LTD. (FTAI) is priced for today's economics sustained for ~11.9 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• FTAI combines an aircraft engine leasing book with a fast-growing aftermarket business built around the CFM56, the most common jet engine in the world, and module production doubled year over year to 270 units in the first quarter [Source: Q1 2026 results, May 2026]. • The decisive number is module output: the company is targeting 1,050 CFM56 modules for the full year, and hitting that ramp is what the elevated price is paying for. • The biggest risk is the combination of a stretched valuation
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598 institutional managers reported holding FTAI in 13F filings for the quarter ended 2026-03-31. Together they hold about 91% of the company; the top 10 hold 59%. 167 opened new positions that quarter. Held by Capital Group (American Funds), Vanguard Group, BlackRock, among others. On the short side, 6.4M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (7.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
FTAI's share count grew 1.8% over the past five years. It pays a dividend, and has paid one every year in our records (11 and counting); the current rate is $1.35 a share annually. Cash returned over the past three years: $350.81M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at FTAI over the trailing three years: 2024: 1 buy totaling $4.84M; 2025: 9 buys totaling $2.82M. 13 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
FTAI's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-02-28 | -1.7% | +9.1% |
| 2023-04-28 | +4.7% | +11.3% |
| 2023-07-28 | -4.1% | +11.0% |
| 2023-10-27 | +4.5% | +28.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
FTAI's latest 8-K filings: 2026-05-29 (items 5.07); 2026-04-30 (items 1.01, 2.03, 8.01, 9.01); 2026-04-29 (items 2.02, 9.01); 2026-03-06 (items 5.02, 7.01, 9.01); 2026-02-25 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.