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FTAI vs. LECO: FTAI Aviation vs. Lincoln Electric Stock Comparison

How do FTAI Aviation (FTAI) and Lincoln Electric (LECO) 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 Lincoln Electric (LECO) both fall under the Capital Goods industry group, but FTAI is classified in Trading Companies & Distributors while LECO is classified in Machinery.

Company profile comparison for FTAI Aviation (FTAI) and Lincoln Electric (LECO)
Profile ItemFTAILECO
NameFTAI Aviation Ltd.Lincoln Electric Holdings, Inc.
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryTrading Companies & DistributorsMachinery
GICS Sub-IndustryTrading Companies & DistributorsIndustrial Machinery & Supplies & Components
Market Capitalization18.43 billion USD14.91 billion USD
CurrencyUSDUSD
ExchangeNasdaqNasdaq
Listing DateMay 14, 2015April 7, 1994
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

FTAI
LECO
GSPC
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FTAI Aviation (FTAI) vs. Lincoln Electric (LECO), 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 Lincoln Electric (LECO). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for FTAI Aviation (FTAI) and Lincoln Electric (LECO)
MetricFTAILECO
Total Return (1Y)20.27%27.30%
Total Return (3Y, Annualized)71.86%17.31%
Total Return (5Y, Annualized)58.99%16.33%

Risk Profile

Drawdown History

FTAI
LECO
GSPC
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FTAI Aviation (FTAI) vs. Lincoln Electric (LECO), 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 Lincoln Electric (LECO). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for FTAI Aviation (FTAI) and Lincoln Electric (LECO)
MetricFTAILECO
Volatility (1Y, Annualized)68.23%31.13%
Beta (5Y)1.521.17
Max Drawdown (5Y)-52.11%-34.29%
Avg. Volume (3M)1.60M409.99K

Risk-Adjusted Performance

Risk-Return Positioning

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FTAI and LECO 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 Lincoln Electric (LECO)
MetricFTAILECO
Sharpe Ratio (1Y)0.230.74
Sortino Ratio (1Y)0.381.11

Profitability

ROE (TTM)

Both companies show strong equity returns, but FTAI Aviation (FTAI) at 154.32% is the standout with ROE above its industry range; Lincoln Electric (LECO) at 38.75% also sits in the top quartile.

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%

LECO

Capital Goods industry group

38.75%

Max
40.55%
LECO
38.75%
Q3
19.29%
Median
12.12%
Q1
4.08%
Min
-17.12%
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FTAI Aviation (FTAI) vs. Lincoln Electric (LECO): 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 Lincoln Electric (LECO) at 12.40% 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%

LECO

Capital Goods industry group

12.40%

Max
27.47%
LECO
12.40%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%
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FTAI Aviation (FTAI) vs. Lincoln Electric (LECO): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

FTAI Aviation (FTAI) at 22.90% operates in the top operating margin quartile, ahead of Lincoln Electric (LECO) at 18.29%, which runs around its industry’s norm.

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%

LECO

Capital Goods industry group

18.29%

Max
36.60%
Q3
18.33%
LECO
18.29%
Median
11.12%
Q1
5.14%
Min
-12.63%
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FTAI Aviation (FTAI) vs. Lincoln Electric (LECO): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for FTAI Aviation (FTAI) and Lincoln Electric (LECO)
MetricFTAILECO
ROE (TTM)154.32%38.75%
ROA (TTM)11.05%13.32%
Net Margin (TTM)15.46%12.40%
Operating Margin (TTM)22.90%18.29%
Gross Margin (TTM)30.63%35.54%

Growth

Revenue Growth

FTAI Aviation (FTAI) at 44.53% clears its industry range for revenue growth, far stronger top-line momentum than Lincoln Electric (LECO) at 5.60%, which is closer to a typical peer reading.

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FTAI Aviation (FTAI) vs. Lincoln Electric (LECO): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: Lincoln Electric (LECO) reports EPS growth of 14.36%, ranked against its industry; FTAI Aviation (FTAI) has no EPS growth figure this period.

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FTAI Aviation (FTAI) vs. Lincoln Electric (LECO): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for FTAI Aviation (FTAI) and Lincoln Electric (LECO)
MetricFTAILECO
Revenue Growth (YoY)44.53%5.60%
Revenue Growth (3Y CAGR)52.40%4.02%
EPS Growth (YoY)--14.36%
EPS Growth (3Y CAGR)--5.05%

Financial Strength

Current Ratio (MRQ)

Lincoln Electric (LECO) at 1.91 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.

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

LECO

Capital Goods industry group

1.91

Max
5.22
Q3
2.95
Median
2.08
LECO
1.91
Q1
1.43
Min
0.36
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FTAI Aviation (FTAI) vs. Lincoln Electric (LECO): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Lincoln Electric (LECO) at 0.78 is near its industry mid-range for debt-to-equity ratio, while FTAI Aviation (FTAI) at 8.06 sits above its benchmark range, pointing to a heavier debt load relative to equity.

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

LECO

Capital Goods industry group

0.78

Max
2.33
Q3
1.12
LECO
0.78
Median
0.60
Q1
0.29
Min
0.00
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FTAI Aviation (FTAI) vs. Lincoln Electric (LECO): 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 Lincoln Electric (LECO)
MetricFTAILECO
Current Ratio (MRQ)3.821.91
Debt / Equity (MRQ)8.060.78
Net Debt / EBITDA3.111.00

Dividends

Dividend Yield (TTM)

Both FTAI Aviation (FTAI) at 1.14% and Lincoln Electric (LECO) at 1.16% 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%

LECO

Capital Goods industry group

1.16%

Max
2.66%
LECO
1.16%
Q3
1.14%
Median
0.24%
Q1
0.00%
Min
0.00%
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FTAI Aviation (FTAI) vs. Lincoln Electric (LECO): 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 Lincoln Electric (LECO) at 30.30% 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%

LECO

Capital Goods industry group

30.30%

Max
67.39%
LECO
30.30%
Q3
28.02%
Median
6.86%
Q1
0.00%
Min
0.00%
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FTAI Aviation (FTAI) vs. Lincoln Electric (LECO): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for FTAI Aviation (FTAI) and Lincoln Electric (LECO)
MetricFTAILECO
Dividend Yield (TTM)1.14%1.16%
Dividend Payout Ratio (TTM)34.48%30.30%

Valuation

P/E Ratio (TTM)

Lincoln Electric (LECO) at 26.40 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

LECO

Capital Goods industry group

26.40

Max
59.38
Q3
35.92
LECO
26.40
Median
25.41
Q1
19.47
Min
3.03
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FTAI Aviation (FTAI) vs. Lincoln Electric (LECO): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

Lincoln Electric (LECO) at 3.21 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.

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

LECO

Capital Goods industry group

3.21

Max
7.54
Q3
3.76
LECO
3.21
Median
2.15
Q1
1.03
Min
0.03
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FTAI Aviation (FTAI) vs. Lincoln Electric (LECO): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

Both look rich against book: Lincoln Electric (LECO) at 9.59 sits in the upper P/B ratio quartile, and FTAI Aviation (FTAI) at 42.62 prices even higher, above its industry 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

LECO

Capital Goods industry group

9.59

Max
9.66
LECO
9.59
Q3
5.00
Median
3.12
Q1
1.81
Min
-1.08
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FTAI Aviation (FTAI) vs. Lincoln Electric (LECO): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for FTAI Aviation (FTAI) and Lincoln Electric (LECO)
MetricFTAILECO
P/E Ratio (TTM)36.5726.40
P/S Ratio (TTM)5.383.21
P/B Ratio (MRQ)42.629.59
Free Cash Flow Yield (TTM)-3.18%2.68%