Ftai Aviation Ltd's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Ftai Aviation Ltd (FTAI) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Ftai Aviation Ltd vs Its Competitors
- TTM: Trailing 12-month revenue of 3,423M vs 113,847M combined for its competitors (2.9% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+14.2% annualized vs trailing 12 months), vs holding steady (+1.4%) for its tracked peer group.
- Growth: Ftai Aviation Ltd generated 46.6% revenue growth year over year in Q3 2026, vs 4.5% for its competitors combined.
- Profitability: Its 15.4% net margin compares with 0.7% for the peer group.
- Scale: Ftai Aviation Ltd ranks #3 of 26 companies by market capitalization in the Rental & Leasing industry, holding 11.0% of industry market cap.
- Peer revenue share: Ftai Aviation Ltd accounted for 3.3% of combined revenue among its tracked peer group, up from 2.4% a year earlier.
- Peer differentiation: Revenue per employee of $3.48M compares with $0.49M for the peer group (7.1x).
- Structure: Ftai Aviation Ltd operates in the following segments: Aerospace Products, Aviation Leasing.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
FTAI Sales vs. its Competitors, Q3 2026
Ftai Aviation Ltd reported revenue growth of 46.56 % year on year in Q3 2026, above its competitors' combined revenue growth of 4.51 %.
With a net margin of 15.40 %, Ftai Aviation Ltd achieved higher profitability than its competitors (0.67 %).
Ftai Aviation Ltd generated 3.28 % of the combined sales of its peer group, up from 2.36 % a year earlier.
Ftai Aviation Ltd vs. its Competitors, Q3 2026
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Ftai Aviation Ltd reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Ftai Aviation Ltd and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Ftai Aviation Ltd | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (2) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (2) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Ftai Aviation Ltd's competitor groups requires a Commercial License.
For context: the Rental & Leasing industry grew revenue 10.4% year over year, combined, vs 46.6% for Ftai Aviation Ltd. Ftai Aviation Ltd's share of combined industry revenue moved from 2.05% to 2.73%, a gain of 0.67 percentage points.
Ftai Aviation Ltd's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Ftai Aviation Ltd | Yes | Yes | Yes | No |
| Competitors combined (5) | ||||
| High-Confidence Competitors (1) | ||||
| Similar-Size Competitors (7) | ||||
| Similar Growth & Profitability (8) | 87.50 % (7 of 8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 12.50 % (1 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
FTAI Stock Performance relative to its Competitors
FTAI Stock Performance relative to High-Confidence Competitors
FTAI Stock Performance relative to Similar-Size Competitors
FTAI Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Aar Corp | 282.9% | Outperformed |
| 2 | Spirit Aerosystems Holdings inc | 282.9% | Outperformed |
| 3 | Textron Inc | 282.9% | Outperformed |
| 4 | Heico Corporation | 282.9% | Outperformed |
| 5 | The Boeing Company | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Ftai Aviation Ltd's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Ftai Aviation Ltd's Comment on Competition and Industry Peers
Publicly Traded Peers of Ftai Aviation Ltd
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Ftai Aviation Ltd |
20,566.75 | 3,423.47 |
 The Boeing Company |
138,349.93 | 94,913.00 |
 Heico Corporation |
47,931.87 | 5,176.76 |
 Textron Inc |
14,980.95 | 15,448.00 |
 Spirit Aerosystems Holdings inc |
4,645.20 | 6,393.60 |
 Aar Corp |
4,329.15 | 3,485.60 |
| SUBTOTAL | 230,803.85 | 128,840.42 |
Sources: Ftai Aviation Ltd's official press releases and company reports; CSIMarket.com's market research; and the company reports and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Ftai Aviation Ltd versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Ftai Aviation Ltd's Competitors Named by the Company
Competitive relationships identified from Ftai Aviation Ltd reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Helix Energy Solutions Group inc | Company report | 85% |
| Aar Corp | Company report | 85% |
| The Boeing Company | Company report | 85% |
| Textron Inc | Company report | 85% |
| Heico Corporation | Company report | 85% |
| Spirit Aerosystems Holdings inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Ftai Aviation Ltd's named competitors require a Commercial License.
Methodology: relationships are extracted from Ftai Aviation Ltd reports (named-competitor disclosures) and corroborating sources. Confidence reflects evidence strength.
Ftai Aviation Ltd's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Ftai Aviation Ltd | Aerospace Products 93.08 % |
| The Boeing Company | Commercial Airplanes 44.32 % |
| Heico Corporation | Flight Support Group 67.56 % |
| Textron Inc | Textron Aviation 44.79 % |
| Spirit Aerosystems Holdings inc | Commercial 73.80 % |
| Aar Corp | Parts Supply 47.41 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Ftai Aviation Ltd's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Ftai Aviation Ltd | 20,567 | 3,475,601 | 537,221 |
| The Boeing Company | 138,350 | 521,500 | 42,137 |
| Heico Corporation | 47,932 | 466,374 | 82,194 |
| Textron Inc | 14,981 | 454,353 | 28,618 |
| Spirit Aerosystems Holdings inc | 4,645 | 313,873 | -127,550 |
| Aar Corp | 4,329 | 490,930 | 27,239 |
| PEERS TOTAL | 210,237 | 492,662 | 28,085 |
Ftai Aviation Ltd's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Ftai Aviation Ltd | North America 82.01 % |
| Textron Inc | United States 70.17 % |
| Spirit Aerosystems Holdings inc | UNITED STATES 74.85 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Ftai Aviation Ltd's Position in Industry Market Structure
Market-capitalization share and concentration across all 23 companies in Ftai Aviation Ltd's industry classification, broader than the peer set above. Market cap in millions of $.Ftai Aviation Ltd ranks #3 of 23 companies by market capitalization in its industry, holding 11.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 2,068, indicating a moderately concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | United Rentals Inc | 74,315 | 39.78 % |
| 2 | Aercap Holdings n v | 28,695 | 15.36 % |
| 3 | Ftai Aviation Ltd | 20,554 | 11.00 % |
| 4 | U haul Holding Company | 11,574 | 6.20 % |
| 5 | Ryder System Inc | 1,234 | 5.2% |
| 6 | Caris Life Sciences Inc | 1,234 | 5.2% |
| 7 | Herc Holdings Inc | 1,234 | 5.2% |
| 8 | Avis Budget Group Inc | 1,234 | 5.2% |
| 9 | Willscot Holdings Corporation | 1,234 | 5.2% |
| 10 | Equipmentshare com Inc | 1,234 | 5.2% |
Market cap and industry share for the rest of Ftai Aviation Ltd's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-03.
Ftai Aviation Ltd's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 1 | United Rentals Inc | 74,315 | 35.35 % |
| 2 | Aercap Holdings n v | 28,695 | 25.10 % |
| 3 | Ftai Aviation Ltd | 20,554 | 14.26 % |
| 4 | U haul Holding Company | 1,234 | 12.3% |
| 5 | Ryder System Inc | 1,234 | 12.3% |
| 6 | Caris Life Sciences Inc | 1,234 | 12.3% |
| 7 | Herc Holdings Inc | 1,234 | 12.3% |
| 8 | Avis Budget Group Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Ftai Aviation Ltd's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-03. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Ftai Aviation Ltd's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Rental & Leasing industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (45 companies). See the full Rental & Leasing industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 0.39 % | 25.45 % (avg) | -25.1 pp |
| Operating Margin | 0.27 % | industry median | -3.7 pp |
| EBITDA Margin | 0.34 % | 7.53 % (avg) | -7.2 pp |
| Capital Intensity (Capex / Revenue) | 14.47 % | 9.98 % (avg) | +4.5 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Ftai Aviation Ltd's Valuation vs Competitive Position
Valuation multiples vs the Rental & Leasing industry average (45 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Rental & Leasing industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 54.7x | 22.4x | +32.3x |
| EV / EBITDA | 31.1x | 14.7x | +16.4x |
| P/B | 73.6x | 3.4x | +70.2x |
| Return on Equity | 1.40 % | industry aggregate | -5.71 % |
| Return on Invested Capital | 0.22 % | 3.46 % (avg) | -3.24 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Ftai Aviation Ltd's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2017 | 2018 | 2019 | 2020 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 46.35 % | 76.09 % | 103.56 % | -55.18 % | 83.23 % | 35.56 % | 48.17 % | 44.53 % |
| Operating Margin | 57.56 % | -3.74 % | 19.50 % | -31.73 % | 28.09 % | 40.14 % | 38.22 % | 35.65 % |
| Return on Invested Capital | 1.81 % | -0.19 % | 1.78 % | -1.16 % | - | - | 17.98 % | 22.08 % |
| P/E | - | 217.9x | 8.9x | - | 0.0x | 18.9x | - | 36.9x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Ftai Aviation Ltd's Strategic Group Map
Every company in Ftai Aviation Ltd's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Ftai Aviation Ltd is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Ftai Aviation Ltd's trailing-12-month revenue growth of 45.3% and operating margin of 0.3% compares with an average of 22.0% growth and 3.7% margin across its 8 closest peers by combined growth, margin and ROIC -- Ftai Aviation Ltd sits above that peer average on growth and below it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Ftai Aviation Ltd's BCG Growth-Share Matrix
Relative market share (vs Ftai Aviation Ltd's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Ftai Aviation Ltd falls in the Dog quadrant: relative market share of 0.28x vs its largest competitor, in an industry growing revenue 5.0% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: United Rentals Inc alone holds 40% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.
Ftai Aviation Ltd's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Moderate | Industry HHI of 2,068 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 14.47 % vs industry average 9.98 % (see Profitability & Cost Structure above) |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments. Supplier power and buyer power are not assessed here -- see Ftai Aviation Ltd's dedicated Suppliers and Customers pages for concentration data; threat of substitutes has no systematic data source in this system and is not estimated.
Ftai Aviation Ltd's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Ftai Aviation Ltd falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Ftai Aviation Ltd's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+14.2% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Return on equity 5.7 points below the industry aggregate.
- Low relative market share vs the industry leader (0.28x).
Opportunities
No rule matched.
Threats
- Industry dominated by United Rentals Inc , holding 39.78 % of industry market cap.
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Ftai Aviation Ltd's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Ftai Aviation Ltd | 0.67 | 4.75 | 8.61 |
| The Boeing Company | 0.08 | 1.16 | 8.36 |
| Heico Corporation | 0.25 | 2.82 | 0.88 |
| Textron Inc | 0.72 | 2.82 | 0.34 |
| Spirit Aerosystems Holdings inc | 0.08 | 0.85 | - |
| Aar Corp | 0.16 | 2.77 | 0.58 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Ftai Aviation Ltd's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Ftai Aviation Ltd | Q3 2026 | +46.6 % | +27.9 % |
| The Boeing Company | Q3 2026 | +3.9 % | - |
| Heico Corporation | Q2 2026 | +23.1 % | +33.5 % |
| Textron Inc | Q3 2026 | +4.1 % | +15.4 % |
| Spirit Aerosystems Holdings inc | Q3 2025 | +7.8 % | - |
| Aar Corp | Q3 2026 | +24.3 % | +16.6 % |
| PEERS TOTAL | +6.3 % | - |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Ftai Aviation Ltd's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Ftai Aviation Ltd | Q3 2026 | +71.9 % | +111.0 % |
| The Boeing Company | Q3 2026 | -14.1 % | +16.6 % |
| Heico Corporation | Q2 2026 | +20.5 % | +77.1 % |
| Textron Inc | Q3 2026 | +253.2 % | +34.2 % |
| Spirit Aerosystems Holdings inc | Q3 2025 | +28.5 % | -8.6 % |
| Aar Corp | Q3 2026 | +22.6 % | +35.6 % |
Ftai Aviation Ltd's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Ftai Aviation Ltd | 11.63% | 13.19% | 132.03% |
| The Boeing Company | 4.58% | 12.92% | 127.18% |
| Heico Corporation | 9.99% | 9.14% | 19.58% |
| Textron Inc | 5.35% | 6.00% | 12.14% |
| Spirit Aerosystems Holdings inc | - | - | - |
| Aar Corp | 5.97% | 7.55% | 12.28% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Ftai Aviation Ltd's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Ftai Aviation Ltd | 40.07 | 6.01 |
| The Boeing Company | 18.12 | 1.46 |
| Heico Corporation | 56.36 | 9.26 |
| Textron Inc | 15.70 | 0.97 |
| Spirit Aerosystems Holdings inc | 2.72 | 0.73 |
| Aar Corp | 22.01 | 1.24 |
| PEERS AVERAGE | 30.06 | 1.79 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.