FTAI Aviation Ltd. owns, acquires, and sells aviation equipment for the transportation of goods and people worldwide. It operates in two segments, Aviation Leasing and Aerospace Products. The Aviation Leasing segment owns, leases, manages, and sells aircraft and aircraft engines. As of December 31, 2024, this segment owned and managed 421 aviation assets consisting of 109 commercial aircraft and 312 …
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Competitive advantage assessment
Key strengths
Cost Leadership PositionOperating margin at 88.5th percentile with strong OpEx control demonstrates cost leadership.
ROIC Sustainably Above PeersROIC at 88.0th percentile exceeds peers and WACC, demonstrating superior capital allocation.
Key risks
Revenue Volatility Signals Weak StickinessRevenue volatility is high (stability score 0.20), suggesting weak customer stickiness.
Weak or Negative Cash FlowCash generation is weak (score 0.24), limiting financial flexibility.
The dashed ring is the peer median. Defense scores are percentile ranks
against peers, so 50 is roughly the typical company in this group.
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FTAI Aviation Ltd. - 8.25% Fixe ranks #6 of 28
scored companies in Rental & Leasing Services by moat score — the top 21%.
The widest moat in the group is Global Ship Lease Inc New (GSL)
at 79/100.
Moat scores for companies ranked near FTAIN in Rental & Leasing Services
How FTAIN scores on the Corporate Default defenses
Pricing Power
Score 64
· 20% of the moat score
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 90
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 22
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 68
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 67
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 64
· 15% of the moat score
Scale matters only when it converts into economics.
What is FTAI Aviation Ltd. - 8.25% Fixe's moat score?
FTAI Aviation Ltd. - 8.25% Fixe (FTAIN) scores 63 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #6 of 28 scored companies in Rental & Leasing Services, the top 21%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 27 companies in Rental & Leasing Services. Its strongest defense is Cost Advantage (90/100) and its weakest is Customer Stickiness (22/100).
How does FTAI Aviation Ltd. - 8.25% Fixe compare with other Rental & Leasing Services companies?
FTAI Aviation Ltd. - 8.25% Fixe ranks #6 of 28 scored companies in Rental & Leasing Services by moat score. The widest moat in Rental & Leasing Services is Global Ship Lease Inc New (GSL) at 79/100. The companies ranked closest are FTAI Aviation Ltd. - 8.00% Fixe (FTAIO) at 63 just above it and FTAI Aviation Ltd. (FTAI) at 62 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 27 companies in Rental & Leasing Services. The defenses are then weighted to produce the overall score out of 100.
Why is FTAI Aviation Ltd. - 8.25% Fixe scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for FTAI Aviation Ltd. - 8.25% Fixe?
The Corporate Default template measures 6 defenses, and FTAIN scores: Pricing Power (64), Cost Advantage (90), Customer Stickiness (22), Capital Efficiency (68), Resilience (67), Scale & Market Position (64). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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