FTAI vs TDG
FTAI: FTAI Aviation is a specialized aerospace platform that optimizes narrowbody aircraft engine life cycle management through its proprietary repair, exchange, and leasing business models. TDG: TransDigm is an aerospace and defense supplier that designs, manufactures, and sells engineered components and systems for commercial aircraft, regional aircraft, military aircraft, and business jets, generating strong margins through proprietary technology and acquisition-driven consolidation.
Side-by-side fundamentals
| Metric | FTAI | TDG | Edge |
|---|---|---|---|
| Price as of 2026-07-27 close | $214.15 | $1,286.27 | |
| Market cap as of 2026-08-01 | $21.1B | $71.9B | |
| P/E as of 2026-08-01 | 39.38 | 33.89 | TDG lower |
| PEG as of 2026-08-01 | 0.72 | 4.73 | FTAI lower |
| Net margin as of 2026-08-01 | +18.9% | +21.9% | TDG higher |
| Gross margin as of 2026-08-01 | +42.7% | +59.8% | TDG higher |
| Operating margin as of 2026-08-01 | +28.6% | +46.4% | TDG higher |
| ROE as of 2026-08-01 | +181.4% | +37.1% | FTAI higher |
| ROA as of 2026-08-01 | +12.4% | +8.8% | FTAI higher |
| Debt / equity as of 2026-08-01 | 7.99 | 5.41 | TDG lower |
| Revenue growth (YoY) as of 2026-08-01 | +48.5% | +13.3% | FTAI higher |
| Revenue CAGR (3y) SEC XBRL | +52.4% | +17.6% | FTAI higher |
| Dividend yield as of 2026-08-01 | +1.0% | +7.5% | TDG higher |
| Dividend streak (yrs) SEC XBRL | 3 | 0 | FTAI higher |
| Beta as of 2026-08-01 | 1.53 | 0.91 | |
| 1-year return as of 2026-07-27 close | +82.8% | -20.0% | FTAI higher |
Fundamentals: market data, as of 2026-08-01. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-27.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.