FTAI Aviation Ltd vs Lockheed Martin Corporation — how do they compare? FTAI Aviation Ltd trades at $225.49 (market cap $22.08B), while Lockheed Martin Corporation trades at $597.01 (market cap $139.20B). The key difference: Lockheed Martin Corporation is far larger — about 6.3× FTAI Aviation Ltd's market cap, and Lockheed Martin Corporation pays the higher dividend (2.29%). Which is the better fit depends on your goals.
| FTAI | LMT | |
|---|---|---|
Market Cap | $22.08B | $139.20B |
Sector | Industrials | Industrials |
52-Week High | $310.04 | $676.70 |
52-Week Low | $140.40 | $431.56 |
Enterprise Value | $25.20B | $155.95B |
Dividend Yield | 0.93% | 2.29% |
Signals from Pluang's Aura AI — not financial advice
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.
Lockheed Martin (LMT) trades at $587.95, up 0.9% with bullish technical signals and strong institutional support. The company reported mixed Q2 2026 earnings with a beat on EPS ($7.94 vs. $7.22 expected) but maintains a record $230B backlog. Valuation metrics show a P/E of 21.68 and ROE of 89.16%, though recent quarters saw earnings misses. Technical indicators suggest bullish momentum with key resistance at $592.
Outlook remains positive driven by defense contract wins and production expansion, but risks include execution on massive backlog and debt levels. Analyst consensus is bullish with $608 price target representing 3.4% upside. The stock offers stability through dividends ($3.45 quarterly) amid geopolitical demand for defense systems.
Trailing returns across standard periods
Latest headlines on both assets
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 →Lockheed Martin is the largest defense contractor globally and has dominated the Western market for high-end fighter aircraft since the F-35 program was awarded in 2001. Lockheed's largest segment is aeronautics, which is dominated by the massive F-35 program. Lockheed's remaining segments are rotary and mission systems, which is mainly the Sikorsky helicopter business.
Read more on LMT →