AGCO Corporation vs FTAI Aviation Ltd — how do they compare? AGCO Corporation trades at $100.88 (market cap $7.10B), while FTAI Aviation Ltd trades at $229.23 (market cap $23.17B). The key difference: FTAI Aviation Ltd is far larger — about 3.3× AGCO Corporation's market cap, and AGCO Corporation pays the higher dividend (1.18%). Which is the better fit depends on your goals.
| AGCO | FTAI | |
|---|---|---|
Market Cap | $7.10B | $23.17B |
Sector | Industrials | Industrials |
52-Week High | $140.49 | $310.04 |
52-Week Low | $100.14 | $140.40 |
Enterprise Value | $9.37B | $26.29B |
Dividend Yield | 1.18% | 0.89% |
Signals from Pluang's Aura AI — not financial advice
AGCO Corporation (NYSE: AGCO) is trading at $100.87, down 1.91% on the day, following disappointing Q2 2026 earnings that missed expectations. The agricultural equipment manufacturer faces bearish technical signals with support at $99 and resistance at $103. Fundamentally, the company maintains reasonable valuation metrics (P/E 14.03, P/S 0.72) despite recent earnings volatility, with 2025 revenue of $10.08 billion and net income of $726.5 million. Recent leadership changes and multiple securities investigations have created investor uncertainty.
The outlook remains cautious as AGCO navigates weaker industry demand and lowered 2026 guidance. While analyst consensus suggests 23.5% upside to the $124.63 price target, near-term headwinds from agricultural market softness and legal scrutiny present significant risks. The stock's current valuation may offer value for patient investors, but execution risks and market sentiment require careful monitoring.
FTAI Aviation trades at $229.92, up 6.94% today, with a neutral technical signal and bearish moving averages. Recent earnings missed expectations for three consecutive quarters, though revenue grew to $2.51B in 2025. The company announced a strategic investor relations transition and a significant $1.465B turbine order, signaling operational momentum. Valuation ratios remain elevated, with a P/E of 49.26 and P/B of 57.36, reflecting high growth expectations.
The outlook is mixed: strong analyst consensus (100% buy ratings, $341.67 target) and institutional accumulation support upside, but earnings misses and declining net margins pose risks. Key opportunities include power segment growth and data center demand, while execution on guidance and profitability trends are critical watchpoints for investors.
Trailing returns across standard periods
Latest headlines on both assets
Agco is a global manufacturer of agricultural equipment. The company has five principal brands: Fendt, Massey Ferguson, Challenger, Valtra, and GSI. Unlike its competitors, Agco's product line extends beyond self-propelled equipment and implements by offering grain handling systems and livestock management solutions. Its products are available through a global dealer network, which includes over 3,200 dealer and distribution locations. Additionally, Agco offers both retail and wholesale financing to customers through its joint venture with Rabobank, a European food and agriculture focused bank.
Read more on AGCO →FTAI Aviation owns and maintains a fleet of commercial aircraft and engines. It focuses on the specialized maintenance of the CFM56 engine, helping airlines reduce costs through efficient asset management.
Read more on FTAI →