AER vs. FTAI: AerCap vs. FTAI Aviation Stock Comparison

November 11, 2026

How do AerCap (AER) and FTAI Aviation (FTAI) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

AerCap (AER) and FTAI Aviation (FTAI) are both classified in the Trading Companies & Distributors sub-industry within the broader Trading Companies & Distributors industry, placing them in the closest GICS peer bucket.

Company profile comparison for AerCap (AER) and FTAI Aviation (FTAI)
Profile Item	AER	FTAI
Name	AerCap Holdings N.V.	FTAI Aviation Ltd.
Country/Region	Ireland	United States
GICS Sector	Industrials	Industrials
GICS Industry Group	Capital Goods	Capital Goods
GICS Industry	Trading Companies & Distributors	Trading Companies & Distributors
GICS Sub-Industry	Trading Companies & Distributors	Trading Companies & Distributors
Market Capitalization	25.76 billion USD	18.43 billion USD
Currency	USD	USD
Exchange	NYSE	Nasdaq
Listing Date	November 21, 2006	May 14, 2015
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

AER

FTAI

GSPC

AerCap (AER) vs. FTAI Aviation (FTAI), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for AerCap (AER) and FTAI Aviation (FTAI). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for AerCap (AER) and FTAI Aviation (FTAI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for AerCap (AER) and FTAI Aviation (FTAI)
Metric	AER	FTAI
Total Return (1Y)	32.17%	20.27%
Total Return (3Y, Annualized)	39.43%	71.86%
Total Return (5Y, Annualized)	21.06%	58.99%

Risk Profile

Drawdown History

AER

FTAI

GSPC

AerCap (AER) vs. FTAI Aviation (FTAI), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for AerCap (AER) and FTAI Aviation (FTAI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for AerCap (AER) and FTAI Aviation (FTAI)
Metric	AER	FTAI
Volatility (1Y, Annualized)	26.10%	68.23%
Beta (5Y)	0.95	1.52
Max Drawdown (5Y)	-44.81%	-52.11%
Avg. Volume (3M)	1.13M	1.60M

Risk-Adjusted Performance

Risk-Return Positioning

AER and FTAI are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for AerCap (AER) and FTAI Aviation (FTAI)
Metric	AER	FTAI
Sharpe Ratio (1Y)	1.07	0.23
Sortino Ratio (1Y)	1.59	0.38

Profitability

ROE (TTM)

FTAI Aviation (FTAI) at 154.32% clears its industry range for ROE, a sharper capital-efficiency signal than AerCap (AER) at 17.00%, which is closer to a typical peer reading.

AER

Capital Goods industry group

17.00%

Max: 40.55%
Q3: 19.29%
AER: 17.00%
Median: 12.12%
Q1: 4.08%
Min: -17.12%

FTAI

Capital Goods industry group

154.32%

FTAI: 154.32%
Max: 40.55%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
Min: -17.12%

AerCap (AER) vs. FTAI Aviation (FTAI): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

AerCap (AER) at 34.47% keeps the most of each sales dollar — above its industry’s net margin range — and FTAI Aviation (FTAI) at 15.46% also retains a top-quartile share.

AER

Capital Goods industry group

34.47%

AER: 34.47%
Max: 27.47%
Q3: 12.10%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

FTAI

Capital Goods industry group

15.46%

Max: 27.47%
FTAI: 15.46%
Q3: 12.10%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

AerCap (AER) vs. FTAI Aviation (FTAI): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

AerCap (AER) at 62.55% shows unusually strong operating efficiency — above its industry’s operating margin range — and FTAI Aviation (FTAI) at 22.90% also operates in the top quartile.

AER

Capital Goods industry group

62.55%

AER: 62.55%
Max: 36.60%
Q3: 18.33%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

FTAI

Capital Goods industry group

22.90%

Max: 36.60%
FTAI: 22.90%
Q3: 18.33%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

AerCap (AER) vs. FTAI Aviation (FTAI): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for AerCap (AER) and FTAI Aviation (FTAI)
Metric	AER	FTAI
ROE (TTM)	17.00%	154.32%
ROA (TTM)	4.52%	11.05%
Net Margin (TTM)	34.47%	15.46%
Operating Margin (TTM)	62.55%	22.90%
Gross Margin (TTM)	63.02%	30.63%

Growth

Revenue Growth

FTAI Aviation (FTAI) at 44.53% clears its industry range for revenue growth, far stronger top-line momentum than AerCap (AER) at 6.50%, which is closer to a typical peer reading.

AerCap (AER) vs. FTAI Aviation (FTAI): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: AerCap (AER) reports EPS growth of 97.41%, ranked against its industry; FTAI Aviation (FTAI) has no EPS growth figure this period.

AerCap (AER) vs. FTAI Aviation (FTAI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for AerCap (AER) and FTAI Aviation (FTAI)
Metric	AER	FTAI
Revenue Growth (YoY)	6.50%	44.53%
Revenue Growth (3Y CAGR)	6.69%	52.40%
EPS Growth (YoY)	97.41%	--
EPS Growth (3Y CAGR)	--	--

Financial Strength

Current Ratio (MRQ)

AerCap (AER) at 1.45 keeps current ratio within its industry’s typical mid-range, while FTAI Aviation (FTAI) at 3.82 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.

AER

Capital Goods industry group

1.45

Max: 5.22
Q3: 2.95
Median: 2.08
AER: 1.45
Q1: 1.43
Min: 0.36

FTAI

Capital Goods industry group

3.82

Max: 5.22
FTAI: 3.82
Q3: 2.95
Median: 2.08
Q1: 1.43
Min: 0.36

AerCap (AER) vs. FTAI Aviation (FTAI): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Both balance sheets lean debt-heavy versus peers, but FTAI is more stretched: AerCap (AER) at 2.33 sits in the higher-leverage quartile and FTAI Aviation (FTAI) at 8.06 is above its industry benchmark range.

AER

Capital Goods industry group

2.33

AER: 2.33
Max: 2.33
Q3: 1.12
Median: 0.60
Q1: 0.29
Min: 0.00

FTAI

Capital Goods industry group

8.06

FTAI: 8.06
Max: 2.33
Q3: 1.12
Median: 0.60
Q1: 0.29
Min: 0.00

AerCap (AER) vs. FTAI Aviation (FTAI): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for AerCap (AER) and FTAI Aviation (FTAI)
Metric	AER	FTAI
Current Ratio (MRQ)	1.45	3.82
Debt / Equity (MRQ)	2.33	8.06
Net Debt / EBITDA	7.77	3.11

Dividends

Dividend Yield (TTM)

FTAI Aviation (FTAI) at 1.14% delivers top-quartile income for its industry, while AerCap (AER) at 0.96% pays a more typical yield — both are credible income propositions, FTAI the richer one.

AER

Capital Goods industry group

0.96%

Max: 2.66%
Q3: 1.14%
AER: 0.96%
Median: 0.24%
Q1: 0.00%
Min: 0.00%

FTAI

Capital Goods industry group

1.14%

Max: 2.66%
FTAI: 1.14%
Q3: 1.14%
Median: 0.24%
Q1: 0.00%
Min: 0.00%

AerCap (AER) vs. FTAI Aviation (FTAI): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

AerCap (AER) at 7.52% pays out a band-typical share of earnings, while FTAI Aviation (FTAI) at 34.48% distributes more than its industry norm — less retained, thinner cover.

AER

Capital Goods industry group

7.52%

Max: 67.39%
Q3: 28.02%
AER: 7.52%
Median: 6.86%
Q1: 0.00%
Min: 0.00%

FTAI

Capital Goods industry group

34.48%

Max: 67.39%
FTAI: 34.48%
Q3: 28.02%
Median: 6.86%
Q1: 0.00%
Min: 0.00%

AerCap (AER) vs. FTAI Aviation (FTAI): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for AerCap (AER) and FTAI Aviation (FTAI)
Metric	AER	FTAI
Dividend Yield (TTM)	0.96%	1.14%
Dividend Payout Ratio (TTM)	7.52%	34.48%

Valuation

P/E Ratio (TTM)

AerCap (AER) at 8.67 sits in the cheaper P/E ratio quartile, while FTAI Aviation (FTAI) at 36.57 sits in the richer quartile — a clear split in what investors pay for each dollar of trailing earnings.

AER

Capital Goods industry group

8.67

Max: 59.38
Q3: 35.92
Median: 25.41
Q1: 19.47
AER: 8.67
Min: 3.03

FTAI

Capital Goods industry group

36.57

Max: 59.38
FTAI: 36.57
Q3: 35.92
Median: 25.41
Q1: 19.47
Min: 3.03

AerCap (AER) vs. FTAI Aviation (FTAI): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

AerCap (AER) at 2.84 is priced about in line with its industry on P/S ratio, while FTAI Aviation (FTAI) at 5.38 sits in the pricier quartile — FTAI costs more per dollar of sales.

AER

Capital Goods industry group

2.84

Max: 7.54
Q3: 3.76
AER: 2.84
Median: 2.15
Q1: 1.03
Min: 0.03

FTAI

Capital Goods industry group

5.38

Max: 7.54
FTAI: 5.38
Q3: 3.76
Median: 2.15
Q1: 1.03
Min: 0.03

AerCap (AER) vs. FTAI Aviation (FTAI): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

AerCap (AER) at 1.36 sits in the lower P/B ratio quartile relative to book while FTAI Aviation (FTAI) at 42.62 prices above its industry range — a wide valuation gap against assets.

AER

Capital Goods industry group

1.36

Max: 9.66
Q3: 5.00
Median: 3.12
Q1: 1.81
AER: 1.36
Min: -1.08

FTAI

Capital Goods industry group

42.62

FTAI: 42.62
Max: 9.66
Q3: 5.00
Median: 3.12
Q1: 1.81
Min: -1.08

AerCap (AER) vs. FTAI Aviation (FTAI): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for AerCap (AER) and FTAI Aviation (FTAI)
Metric	AER	FTAI
P/E Ratio (TTM)	8.67	36.57
P/S Ratio (TTM)	2.84	5.38
P/B Ratio (MRQ)	1.36	42.62
Free Cash Flow Yield (TTM)	-6.60%	-3.18%