What is the 13F Pro Quality Score for FTAI?

13F Pro ranks FTAI Aviation Ltd. (FTAI) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View FTAI's current score at https://13fpro.ai/company/FTAI (free sign-up required for the full ranking).

Where does 13F Pro source FTAI data?

All FTAI Aviation Ltd. fundamentals and ownership data come directly from SEC EDGAR. FTAI Aviation Ltd. files with the SEC under CIK 1590364. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is FTAI in?

FTAI Aviation Ltd. (FTAI) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

What drives FTAI's revenue?

Per FTAI Aviation Ltd.'s latest 10-Q filed with the SEC on 2026-07-31, the biggest revenue drivers are: Aerospace Products ($1,618.8M, +89% YoY); Aviation Leasing ($164.9M, -49% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/FTAI.

What are FTAI's largest expenses?

FTAI Aviation Ltd.'s latest 10-Q reports these as the largest expense items: Cost of sales ($1,160.1M, +88% YoY); Operating expenses ($132.6M, +99% YoY); Depreciation and amortization ($99.3M, -14% YoY). Sourced directly from SEC EDGAR filing text for Q2 2026 (six months ended June 30, 2026).

How often is FTAI research updated on 13F Pro?

FTAI's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

FTAI Aviation Ltd.(FTAI)Stock Analysis

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SEC EDGAR: CIK 1590364 FTAI stock profile & AI dashboard →

InternationalScored off the official board: an annual-only filer, so this data lags a domestic quarterly filer.

13F Pro Quality Score

58.7/100

Rank #981 of 2,961 stocksTOP 50%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

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Why FTAI Scores 59/100

exact factor attribution · 2026-09-11

FTAI's composite is driven by revenue growth and capital efficiency, held back by free cash flow and earnings quality. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+8.8 pts

94th pct

Capital efficiency

+3.8 pts

88th pct

Scale

+2.9 pts

69th pct

Profitability

+2.1 pts

64th pct

Institutional flow

+0.9 pts

69th pct

Shareholder dilution

+0.4 pts

59th pct

Earnings growth

-0.5 pts

41th pct

Earnings quality

-4.4 pts

6th pct

Free cash flow

-5.3 pts

15th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

FTAI Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for FTAI Aviation Ltd. (FTAI), a Industrials sector company. 13F Pro's AI-powered ranking engine scores FTAI at 58.7/100 on a 32-signal composite quality model, placing it at rank #981 of 2,961 stocks — the top half of the AI-ranked universe. Based on the latest XBRL financial filings (Q2 2026), FTAI Aviation Ltd. reports quarterly revenue of $953.1M, net income of $125.1M, free cash flow of $-122.6M. Top institutional holders of FTAI by reported 13-F value include Capital International Investors, Capital World Investors, BlackRock, based on the most recent SEC filings. FTAI trades on the Nasdaq exchange and files with the SEC under CIK 1590364. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate FTAI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for FTAI Aviation Ltd. directly from SEC EDGAR. FTAI Aviation Ltd.'s 13F Pro composite quality score has ranged between 31 and 68 since 2023, currently 58.7 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

What's Driving FTAI's Business? Latest 10-Q Breakdown

✓ 34/34 datapoints verified

AI-extracted from FTAI Aviation Ltd.'s 10-Q filed 2026-07-31 — Q2 2026 (six months ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Total revenues grew 51% YoY to $1.78B, driven by $1.21B in aerospace products sales (+77% YoY) and $404M in MRE contract revenue (+138% YoY), but Aviation Leasing segment declined due to sales of seed assets to the 2025 Partnership.

Biggest Revenue Drivers

Aerospace Products$1,618.8M+89% YoY

CFM56-5B, CFM56-7B and V2500 engine and module sales increased $509.4M; MRE Contract revenue to 2025 Partnership increased $233.8M

Aviation Leasing$164.9M-49% YoY

Decrease in aircraft and engine lease income from sale of seed assets to 2025 Partnership; decrease in maintenance and asset sales revenue

Biggest Revenue Drivers

Total revenue: $1,783.8M+51% YoY

Aerospace Products$1,618.8M+89% YoY

CFM56-5B, CFM56-7B and V2500 engine and module sales increased $509.4M; MRE Contract revenue to 2025 Partnership increased $233.8M

Aviation Leasing$164.9M-49% YoY

Decrease in aircraft and engine lease income from sale of seed assets to 2025 Partnership; decrease in maintenance and asset sales revenue

Largest Expense Items

Cost of sales$1,160.1M+88% YoY

Increase from higher CFM56-5B, CFM56-7B and V2500 engine and module sales, and parts inventory sales

Operating expenses$132.6M+99% YoY

Increase in compensation and benefits due to headcount growth, technology development costs and general corporate expenses

Depreciation and amortization$99.3M-14% YoY

Decrease driven by sale of seed assets to 2025 Partnership

Margins: Gross margin pressure evident as cost of sales increased 88% while revenues increased 51%, reflecting the high-volume, lower-margin nature of aerospace products sales to the 2025 Partnership and decline in higher-margin leasing revenues.

Watch Items from the Filing

Two aerospace products customers represent 23% and 21% of six-month segment revenue; customer concentration risk in a single segment.
Aviation Leasing segment revenue declined 49% YoY to $164.9M due to strategic sale of seed assets to 2025 Partnership, reducing on-balance-sheet leasing portfolio.
Strategic Capital Initiative 2025 Partnership completed $2.0B fundraise; company acts as Servicer receiving market-based fees and 19% minority investment with profit elimination on internal sales.
Net cash used in operating activities was $(265.3)M for six months ended June 30, 2026, primarily due to inventory buildup of $453.1M for aerospace products manufacturing and sales.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$953.1M

Net Income

Q2 2026

$125.1M

Free Cash Flow

Q2 2026

$-122.6M

ROIC

Q2 2026

15.6%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+44.5% YoY

$2.51BFY 2025

FY22 $708.4MFY23 $1.17BFY24 $1.73BFY25 $2.51B

Net Income

—FY 2025

FY22 —FY23 —FY24 —FY25 —

EPS (Diluted)

+1537.5% YoY

$4.60FY 2025

FY22 —FY23 $2.11FY24 $-0.32FY25 $4.60

Total Assets

+8.3% YoY

$4.37BFY 2025

FY22 $2.43BFY23 $2.96BFY24 $4.04BFY25 $4.37B

Total Debt

+0.2% YoY

$3.45BFY 2025

FY22 $2.18BFY23 $2.52BFY24 $3.44BFY25 $3.45B

Op. Cash Flow

-65.3% YoY

$-310.7MFY 2025

FY22 $-20.7MFY23 $129.0MFY24 $-188.0MFY25 $-310.7M

Free Cash Flow

-71.7% YoY

$-338.5MFY 2025

FY22 $-164.9MFY23 $122.8MFY24 $-197.2MFY25 $-338.5M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$2.51B +44.5%	$1.73B +48.2%	$1.17B +65.3%	$708.4M +111.1%	$335.6M +12.6%	$297.9M
Net Income	—	—	—	—	—	$-105.0M
EPS (Diluted)	$4.60 +1537.5%	$-0.32 -115.2%	$2.11	—	—	—
Total Assets	$4.37B +8.3%	$4.04B +36.2%	$2.96B +22.0%	$2.43B +15.9%	$2.10B -38.1%	$3.39B
Total Debt	$3.45B +0.2%	$3.44B +36.7%	$2.52B +15.7%	$2.18B -16.4%	$2.60B +34.8%	$1.93B
Operating Cash Flow	$-310.7M -65.3%	$-188.0M -245.7%	$129.0M +724.4%	$-20.7M +6.3%	$-22.0M -134.9%	$63.1M
Free Cash Flow	$-338.5M -71.7%	$-197.2M -260.5%	$122.8M +174.5%	$-164.9M +8.1%	$-179.4M +11.1%	$-201.7M

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Available Research

13F Pro tracks comprehensive data for FTAI Aviation Ltd. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of FTAI

Capital International Investors
$3.3B12,382,822 sh
Capital World Investors
$3.1B11,412,484 sh
BlackRock, Inc.
$2.3B8,557,163 sh
VANGUARD CAPITAL MANAGEMENT LLC
$1.3B4,633,896 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.1B4,072,337 sh
FMR LLC
$970.6M3,587,945 sh
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt
$850.3M3,143,073 sh
STATE STREET CORP
$834.2M3,083,589 sh
Rubric Capital Management LP
$811.6M3,000,000 sh
WESTFIELD CAPITAL MANAGEMENT CO LP
$794.6M2,937,228 sh

Fund	Value	Shares
Capital International Investors	$3.3B	12,382,822
Capital World Investors	$3.1B	11,412,484
BlackRock, Inc.	$2.3B	8,557,163
VANGUARD CAPITAL MANAGEMENT LLC	$1.3B	4,633,896
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.1B	4,072,337
FMR LLC	$970.6M	3,587,945
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt	$850.3M	3,143,073
STATE STREET CORP	$834.2M	3,083,589
Rubric Capital Management LP	$811.6M	3,000,000
WESTFIELD CAPITAL MANAGEMENT CO LP	$794.6M	2,937,228

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Is FTAI a good stock to buy?

13F Pro's AI-powered analysis of FTAI Aviation Ltd. (FTAI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for FTAI are available on the FTAI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. FTAI is classified as a large company.

Which hedge funds own FTAI?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling FTAI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of FTAI Aviation Ltd.'s investment landscape.