CSX Corporation vs FTAI Aviation Ltd — how do they compare? CSX Corporation trades at $50.03 (market cap $92.88B), while FTAI Aviation Ltd trades at $225.49 (market cap $22.08B). The key difference: CSX Corporation is far larger — about 4.2× FTAI Aviation Ltd's market cap, and CSX Corporation pays the higher dividend (1.12%). Which is the better fit depends on your goals.
| CSX | FTAI | |
|---|---|---|
Market Cap | $92.88B | $22.08B |
Sector | Industrials | Industrials |
52-Week High | $53.21 | $310.04 |
52-Week Low | $32.05 | $140.40 |
Enterprise Value | $110.85B | $25.20B |
Dividend Yield | 1.12% | 0.93% |
Signals from Pluang's Aura AI — not financial advice
CSX trades at $50.27, down 0.85% on the day, with a neutral technical signal and bullish moving averages. Recent Q2 2026 earnings beat estimates with EPS of $0.54 versus $0.518 expected, driven by 10% revenue growth and 17% operating income increase. The company raised 2026 guidance to mid-to-high-single-digit revenue growth and margin expansion. Analyst consensus is bullish with 59% buy ratings and a $52.57 price target, implying 4.6% upside from current levels.
Outlook remains positive due to strong volume growth and operational efficiency, but risks include fuel cost pressures and economic sensitivity. The stock offers value through consistent dividends and earnings momentum, though valuation multiples appear elevated with P/E at 29.23. Investors should monitor execution against raised guidance and industry headwinds.
FTAI Aviation trades at $216.24, down 2.26% for the day, with a bearish technical signal and recent earnings misses. The company reported strong revenue growth to $2.51B in 2025 but faces margin compression, with net income margin declining to 15.94% in 2026. Recent news highlights strategic collaborations and a major power systems order, while analyst consensus remains unanimously bullish with a $341.67 price target.
The outlook is mixed: robust analyst support and growth initiatives in power and MRO segments offer upside, but high valuations (P/E 46.94), earnings misses, and negative operating cash flows pose risks. Investors should weigh long-term growth potential against near-term execution challenges and market volatility.
Trailing returns across standard periods
Operating in the Eastern United States, Class I railroad CSX generated revenue near $12.5 billion in 2021. On its more than 21,000 miles of track, CSX hauls shipments of coal (13% of consolidated revenue), chemicals (22%), intermodal containers (16%), automotive cargo (9%), and a diverse mix of other bulk and industrial merchandise.
Read more on CSX →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 →