FTAI Aviation Stock vs Competition: Who Wins?
FTAI Aviation stock has soared over the past year, but how does its performance truly compare against its large-cap tech peers? An analysis reveals remarkable revenue growth and strong operating profitability. However, a high P/E ratio and a notably negative free cash flow margin raise concerns about its valuation and the quality of earnings amidst its rapid expansion by 12/30/2025.
- FTAI’s 31.1% operating margin, from its integrated MRO model, surpasses most peers, yet trails AAPL’s 31.9% driven by high-margin services.
- FTAI’s 51.4% LTM revenue growth, outpacing tech peers, signals strong demand in engine leasing due to supply constraints and asset-light airline strategies.
- FTAI’s 57.8% gain and 41.6 PE reflect investor confidence in its growth and strategic moves in a tight aviation market, outperforming peers.
Here’s how FTAI Aviation stacks up across size, valuation, and profitability versus key peers.
| FTAI | HPQ | HPE | IBM | CSCO | AAPL | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 20.3 | 21.5 | 32.1 | 282.1 | 306.2 | 4,069.7 |
| Revenue ($ Bil) | 2.3 | 55.3 | 34.3 | 65.4 | 57.7 | 408.6 |
| PE Ratio | 41.6 | 8.5 | 562.9 | 35.7 | 29.6 | 41.0 |
| LTM Revenue Growth | 51.4% | 3.2% | 13.8% | 4.5% | 8.9% | 6.0% |
| LTM Operating Margin | 31.1% | 6.6% | 4.8% | 17.7% | 22.5% | 31.9% |
| LTM FCF Margin | -51.7% | 5.1% | 1.8% | 18.1% | 22.1% | 23.5% |
| 12M Market Return | 57.8% | -26.7% | 15.5% | 40.7% | 34.2% | 8.8% |
For more details on FTAI Aviation, read Buy or Sell FTAI Stock. Below we compare FTAI’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| FTAI | 51.4% | – | 48.2% | 65.3% | 111.1% |
| HPQ | 3.2% | 3.2% | -0.3% | -14.6% | |
| HPE | 13.8% | 13.8% | 3.4% | 2.2% | |
| IBM | 4.5% | – | 1.4% | 2.2% | 5.5% |
| CSCO | 8.9% | 5.3% | -5.6% | 10.6% | |
| AAPL | 6.0% | – | 2.0% | -2.8% | 7.8% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| FTAI | 31.1% | – | 14.5% | 30.5% | 22.2% |
| HPQ | 6.6% | 6.6% | 7.8% | 7.9% | |
| HPE | 4.8% | 4.8% | 8.3% | 8.4% | |
| IBM | 17.7% | – | 16.1% | 15.9% | 13.5% |
| CSCO | 22.5% | 22.1% | 24.1% | 27.3% | |
| AAPL | 31.9% | – | 31.5% | 29.8% | 30.3% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| FTAI | 41.6 | – | 1684.6 | 19.0 | -8.8 |
| HPQ | 8.5 | 12.2 | 10.6 | 8.2 | |
| HPE | 562.9 | 495.9 | 8.6 | 10.2 | |
| IBM | 35.7 | – | 33.6 | 19.9 | 77.5 |
| CSCO | 29.6 | 23.1 | 19.8 | 15.5 | |
| AAPL | 41.0 | – | 41.0 | 31.3 | 21.1 |
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