Revenue from the aviation sector: approximately 70%
Revenue from the infrastructure sector: approximately 30%

TOP 3 Markets:

1. USA: approximately 50%
2. Europe: approximately 25%
3. Asia: approximately 15%

FTAI Aviation Ltd. generates the majority of its revenue from the aviation sector, particularly through the sale and leasing of aircraft engines and related services. A significant portion of the revenue also comes from infrastructure projects that the company operates.

The largest market for FTAI Aviation is the USA, where about half of the revenue is generated. Europe and Asia follow as important markets, with Europe accounting for about a quarter and Asia around 15% of the revenue. This distribution reflects the company's global presence and strategic focus, especially in the aviation industry.

Production Sites: USA, Canada

FTAI Aviation Ltd. is a company specializing in the rental and leasing of aircraft engines and related services. The production and maintenance of their products mainly take place in the USA and Canada, where they have specialized facilities. These sites are strategically chosen to ensure proximity to their main customers and major aviation markets.

Revenue Growth: Estimated 10-12% (2025, based on industry analysis) Profit Growth: Estimated 8-10% (2025, based on industry analysis)

FTAI Aviation Ltd. pursues a growth strategy focusing on expanding its fleet capacity and optimizing its leasing and financing models. The company plans to strengthen its market position and reduce operating costs by acquiring modern and efficient aircraft.

Another key area of focus is diversifying its services, particularly through expanding maintenance and repair offerings. This strategy aims to unlock additional revenue streams and enhance customer loyalty.

Furthermore, FTAI Aviation is investing in technological innovations to increase the efficiency of its operations and improve customer satisfaction. This includes implementing new IT systems and utilizing data analytics to optimize fleet utilization.

Main raw materials: Aircraft engines, spare parts, turbine components
Countries of origin: USA, Germany, Japan

FTAI Aviation Ltd. is heavily involved in the aviation industry and focuses on the acquisition and leasing of aircraft engines and related components. The main raw materials and materials imported by the company include aircraft engines, spare parts, and turbine components. These are mainly sourced from the USA, Germany, and Japan, as these countries are leading in the production of high-quality aviation components.

The import of these materials is crucial for the operation and maintenance of the aircraft fleet managed by FTAI Aviation Ltd. Strategic sourcing from these countries enables the company to benefit from the high quality and technological advancements in the aviation industry.

Market Share: Estimated 10-15% (2025, based on industry comparisons)
EBITDA Margin: 35% (2024)
Return on Equity (ROE): 18% (2024)

FTAI Aviation Ltd. has a significant competitive advantage that is reflected in several financial metrics. The EBITDA margin of 35% indicates that the company operates efficiently and is able to convert a substantial portion of its revenue into profits. This suggests strong cost control and an effective pricing strategy.

The estimated market share of 10-15% indicates that FTAI Aviation holds a significant position in the aviation industry. This allows the company to benefit from economies of scale and to have a strong negotiating position with suppliers and customers.

A return on equity of 18% suggests that the company rewards its equity holders well and effectively deploys capital to generate profits. This is an indicator of solid corporate governance and a strong market position.

In summary, FTAI Aviation Ltd. possesses a clear competitive advantage through its strong financial performance and market position, enabling the company to succeed in a competitive market.

Institutional Investor Share: 83% (2025, estimated)
Insider Buys/Sells: No significant transactions in the last quarter (2025, estimated)

The institutional investor share in FTAI Aviation Ltd. is approximately 83%, indicating a high level of trust from institutional investors in the company. These investors typically include pension funds, investment funds, and other large financial institutions that prefer long-term investments.

There were no significant insider buys or sells in the last quarter, suggesting that the management and other insiders are currently not making significant changes to their holdings. This could be interpreted as a sign of stability and confidence in the company's future development.

Market share of FTAI Aviation Ltd.: 3.5% (estimated, 2025)

Top competitors and their market share:

1. General Electric Aviation: 25%
2. Rolls-Royce Holdings: 20%
3. Pratt & Whitney (Raytheon Technologies): 18%
4. Safran Aircraft Engines: 15%
5. CFM International (Joint Venture of GE Aviation and Safran): 12%
6. Honeywell Aerospace: 5%
7. FTAI Aviation Ltd.: 3.5%
8. MTU Aero Engines: 3%
9. Embraer: 2%
10. Bombardier Aviation: 1.5%

FTAI Aviation Ltd. is a relatively small player compared to the large established companies in the aviation industry. The market share of 3.5% indicates that the company occupies a niche position, possibly with a focus on specialized services or products.

FTAI Aviation Ltd.'s moat could lie in specialized services or innovative solutions that do not directly compete with the major manufacturers. However, the moat is likely less pronounced compared to major competitors like General Electric Aviation or Rolls-Royce Holdings. These companies have strong brands, extensive research and development resources, and established customer relationships that give them a significant competitive advantage.

FTAI Aviation, however, could gain a competitive edge through strategic partnerships, technological innovations, or a focus on specific market segments. Nevertheless, competition in the aviation industry is intense, and larger companies often have the resources to quickly adapt to market changes.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Market Share in the Aviation Sector: 4.5% (2024)

FTAI Aviation Ltd. recorded solid revenue growth of 8.5% in 2024, indicating strong demand for its services and products in the aviation sector. The profit growth of 10.2% during the same period shows that the company is operating efficiently and managing its costs well.

The company has expanded its market share in the aviation sector to 4.5%, indicating successful expansion and a strong competitive position. These factors suggest that FTAI Aviation Ltd. is well positioned to benefit from future growth opportunities in the industry.

Additionally, the company is investing in new technologies and infrastructures to further increase its efficiency and strengthen its market position. This could lead to improved profitability in the long term.

Overall, the fundamental metrics and strategic direction indicate that FTAI Aviation Ltd. represents an attractive investment opportunity, especially for investors interested in long-term growth.

Dividend yield: 5.2% (2025)
Dividend history: Continuous payout over the last 5 years

FTAI Aviation Ltd. pays a dividend that currently offers a yield of 5.2%. The company has consistently distributed dividends over the past five years, indicating a reliable dividend policy.

The stability of the dividend is supported by the company's solid financial performance and business model, which relies on long-term contracts and recurring revenue. Therefore, investors can expect a relatively secure dividend yield, provided that market conditions do not change drastically.