FTAI vs. ITW: FTAI Aviation vs. Illinois Tool Works Stock Comparison

November 11, 2026

How do FTAI Aviation (FTAI) and Illinois Tool Works (ITW) 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

FTAI Aviation (FTAI) and Illinois Tool Works (ITW) both fall under the Capital Goods industry group, but FTAI is classified in Trading Companies & Distributors while ITW is classified in Machinery.

Company profile comparison for FTAI Aviation (FTAI) and Illinois Tool Works (ITW)
Profile Item	FTAI	ITW
Name	FTAI Aviation Ltd.	Illinois Tool Works Inc.
Country/Region	United States	United States
GICS Sector	Industrials	Industrials
GICS Industry Group	Capital Goods	Capital Goods
GICS Industry	Trading Companies & Distributors	Machinery
GICS Sub-Industry	Trading Companies & Distributors	Industrial Machinery & Supplies & Components
Market Capitalization	18.43 billion USD	79.85 billion USD
Currency	USD	USD
Exchange	Nasdaq	NYSE
Listing Date	May 14, 2015	March 13, 1973
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

FTAI

ITW

GSPC

FTAI Aviation (FTAI) vs. Illinois Tool Works (ITW), 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 FTAI Aviation (FTAI) and Illinois Tool Works (ITW). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for FTAI Aviation (FTAI) and Illinois Tool Works (ITW). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for FTAI Aviation (FTAI) and Illinois Tool Works (ITW)
Metric	FTAI	ITW
Total Return (1Y)	20.27%	20.29%
Total Return (3Y, Annualized)	71.86%	10.62%
Total Return (5Y, Annualized)	58.99%	6.67%

Risk Profile

Drawdown History

FTAI

ITW

GSPC

FTAI Aviation (FTAI) vs. Illinois Tool Works (ITW), 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 FTAI Aviation (FTAI) and Illinois Tool Works (ITW). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for FTAI Aviation (FTAI) and Illinois Tool Works (ITW)
Metric	FTAI	ITW
Volatility (1Y, Annualized)	68.23%	22.16%
Beta (5Y)	1.52	0.91
Max Drawdown (5Y)	-52.11%	-28.05%
Avg. Volume (3M)	1.60M	1.27M

Risk-Adjusted Performance

Risk-Return Positioning

FTAI and ITW 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 FTAI Aviation (FTAI) and Illinois Tool Works (ITW)
Metric	FTAI	ITW
Sharpe Ratio (1Y)	0.23	0.72
Sortino Ratio (1Y)	0.38	1.12

Profitability

ROE (TTM)

Both FTAI Aviation (FTAI) at 154.32% and Illinois Tool Works (ITW) at 101.65% turn shareholders’ equity into profit at rates above their industry benchmark ranges for ROE. That is a strong capital-efficiency signal, though leverage and the equity base still matter.

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%

ITW

Capital Goods industry group

101.65%

ITW: 101.65%
Max: 40.55%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
Min: -17.12%

FTAI Aviation (FTAI) vs. Illinois Tool Works (ITW): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

For every dollar of sales, both FTAI Aviation (FTAI) at 15.46% and Illinois Tool Works (ITW) at 19.39% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

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%

ITW

Capital Goods industry group

19.39%

Max: 27.47%
ITW: 19.39%
Q3: 12.10%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

FTAI Aviation (FTAI) vs. Illinois Tool Works (ITW): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Both FTAI Aviation (FTAI) at 22.90% and Illinois Tool Works (ITW) at 28.05% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.

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%

ITW

Capital Goods industry group

28.05%

Max: 36.60%
ITW: 28.05%
Q3: 18.33%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

FTAI Aviation (FTAI) vs. Illinois Tool Works (ITW): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for FTAI Aviation (FTAI) and Illinois Tool Works (ITW)
Metric	FTAI	ITW
ROE (TTM)	154.32%	101.65%
ROA (TTM)	11.05%	17.13%
Net Margin (TTM)	15.46%	19.39%
Operating Margin (TTM)	22.90%	28.05%
Gross Margin (TTM)	30.63%	44.32%

Growth

Revenue Growth

FTAI Aviation (FTAI) at 44.53% delivers above-range revenue growth, while Illinois Tool Works (ITW) at 0.92% falls into the bottom quartile — a wide split in revenue momentum.

FTAI Aviation (FTAI) vs. Illinois Tool Works (ITW): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: Illinois Tool Works (ITW) reports EPS growth of -10.42%, ranked against its industry; FTAI Aviation (FTAI) has no EPS growth figure this period.

FTAI Aviation (FTAI) vs. Illinois Tool Works (ITW): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for FTAI Aviation (FTAI) and Illinois Tool Works (ITW)
Metric	FTAI	ITW
Revenue Growth (YoY)	44.53%	0.92%
Revenue Growth (3Y CAGR)	52.40%	0.23%
EPS Growth (YoY)	--	-10.42%
EPS Growth (3Y CAGR)	--	2.40%

Financial Strength

Current Ratio (MRQ)

FTAI Aviation (FTAI) at 3.82 carries current ratio above its industry’s typical mid-range, while Illinois Tool Works (ITW) at 1.29 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

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

ITW

Capital Goods industry group

1.29

Max: 5.22
Q3: 2.95
Median: 2.08
Q1: 1.43
ITW: 1.29
Min: 0.36

FTAI Aviation (FTAI) vs. Illinois Tool Works (ITW): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Debt sits unusually high against shareholders’ equity for both FTAI Aviation (FTAI) at 8.06 and Illinois Tool Works (ITW) at 2.98 — each debt-to-equity ratio is above its industry benchmark range.

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

ITW

Capital Goods industry group

2.98

ITW: 2.98
Max: 2.33
Q3: 1.12
Median: 0.60
Q1: 0.29
Min: 0.00

FTAI Aviation (FTAI) vs. Illinois Tool Works (ITW): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for FTAI Aviation (FTAI) and Illinois Tool Works (ITW)
Metric	FTAI	ITW
Current Ratio (MRQ)	3.82	1.29
Debt / Equity (MRQ)	8.06	2.98
Net Debt / EBITDA	3.11	1.76

Dividends

Dividend Yield (TTM)

Both FTAI Aviation (FTAI) at 1.14% and Illinois Tool Works (ITW) at 2.29% offer top-quartile dividend income relative to share price within their industries.

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%

ITW

Capital Goods industry group

2.29%

Max: 2.66%
ITW: 2.29%
Q3: 1.14%
Median: 0.24%
Q1: 0.00%
Min: 0.00%

FTAI Aviation (FTAI) vs. Illinois Tool Works (ITW): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Both FTAI Aviation (FTAI) at 34.48% and Illinois Tool Works (ITW) at 58.43% pay out an above-typical share of earnings for their industries, leaving thinner cover if profits dip.

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%

ITW

Capital Goods industry group

58.43%

Max: 67.39%
ITW: 58.43%
Q3: 28.02%
Median: 6.86%
Q1: 0.00%
Min: 0.00%

FTAI Aviation (FTAI) vs. Illinois Tool Works (ITW): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for FTAI Aviation (FTAI) and Illinois Tool Works (ITW)
Metric	FTAI	ITW
Dividend Yield (TTM)	1.14%	2.29%
Dividend Payout Ratio (TTM)	34.48%	58.43%

Valuation

P/E Ratio (TTM)

Illinois Tool Works (ITW) at 25.06 is near its industry’s usual P/E ratio, while FTAI Aviation (FTAI) at 36.57 sits in the richer quartile — FTAI needs stronger growth or earnings quality to justify the premium.

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

ITW

Capital Goods industry group

25.06

Max: 59.38
Q3: 35.92
Median: 25.41
ITW: 25.06
Q1: 19.47
Min: 3.03

FTAI Aviation (FTAI) vs. Illinois Tool Works (ITW): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

Both FTAI Aviation (FTAI) at 5.38 and Illinois Tool Works (ITW) at 4.80 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.

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

ITW

Capital Goods industry group

4.80

Max: 7.54
ITW: 4.80
Q3: 3.76
Median: 2.15
Q1: 1.03
Min: 0.03

FTAI Aviation (FTAI) vs. Illinois Tool Works (ITW): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

Measured against book value, both FTAI Aviation (FTAI) at 42.62 and Illinois Tool Works (ITW) at 25.42 look expensive — each P/B ratio sits above its industry’s benchmark range.

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

ITW

Capital Goods industry group

25.42

ITW: 25.42
Max: 9.66
Q3: 5.00
Median: 3.12
Q1: 1.81
Min: -1.08

FTAI Aviation (FTAI) vs. Illinois Tool Works (ITW): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for FTAI Aviation (FTAI) and Illinois Tool Works (ITW)
Metric	FTAI	ITW
P/E Ratio (TTM)	36.57	25.06
P/S Ratio (TTM)	5.38	4.80
P/B Ratio (MRQ)	42.62	25.42
Free Cash Flow Yield (TTM)	-3.18%	2.89%