Aon PLC vs FTAI Aviation Ltd — how do they compare? Aon PLC trades at $353.5 (market cap $75.61B), while FTAI Aviation Ltd trades at $226.26 (market cap $23.17B). The key difference: Aon PLC is far larger — about 3.3× FTAI Aviation Ltd's market cap, and Aon PLC pays the higher dividend (0.92%). Which is the better fit depends on your goals.
| AON | FTAI | |
|---|---|---|
Market Cap | $75.61B | $23.17B |
Sector | Financials | Industrials |
52-Week High | $381.26 | $310.04 |
52-Week Low | $308.22 | $140.40 |
Enterprise Value | $90.22B | $26.29B |
Dividend Yield | 0.92% | 0.89% |
Signals from Pluang's Aura AI — not financial advice
AON trades at $351.88, down 1.43% over the past day, with a neutral technical signal and support near $350. The company reported Q2 2026 EPS of $3.81, beating estimates, and has shown consistent revenue growth, reaching $17.18B in 2025. Profitability remains strong with a net income margin of 22.27% and ROE of 44.88%, though valuation ratios like P/E of 19.65 and P/S of 4.37 are elevated relative to historical averages.
The outlook is supported by analyst consensus with a $410 price target and 47% buy ratings, but risks include high debt levels and modest organic growth. Recent news highlights institutional buying and strategic appointments, yet some analysts caution on valuation. Earnings momentum and margin expansion provide upside potential if execution continues.
FTAI Aviation trades at $226.66, up 5.42% today, with a neutral technical signal and mixed earnings history. Recent quarters have seen EPS misses against expectations, though revenue grew to $2.51B in 2025. The company maintains strong profitability margins and a 100% buy rating from analysts, with a consensus price target of $341.67. Key developments include a strategic collaboration for Boeing 737-800 freighters and a $1.465B gas turbine order, highlighting growth initiatives in aviation services and power segments.
The outlook for FTAI is positive based on analyst consensus and strategic growth in aviation and power markets, but risks include earnings volatility, high valuation multiples, and execution challenges in new segments. The stock offers potential upside to price targets, supported by institutional interest and dividend increases, yet investors should weigh near-term earnings performance against long-term growth prospects.
Trailing returns across standard periods
Latest headlines on both assets
Aon is a leading global provider of insurance and reinsurance brokerage and human resource solutions. Its operations are tilted toward its brokerage operations. Headquartered in London, Aon has about 50,000 employees and operations in 120 countries around the world.
Read more on AON →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 →