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Compare FTAI Aviation Ltd (FTAI) vs Lam Research Corporation (LRCX) Price & Performance

FTAI Aviation LtdTrade
Lam Research CorporationTrade

Price performance (Past 24H)

Key statistics

FTAI Aviation Ltd vs Lam Research Corporation — how do they compare? FTAI Aviation Ltd trades at $226.26 (market cap $23.17B), while Lam Research Corporation trades at $326.32 (market cap $389.67B). The key difference: Lam Research Corporation is far larger — about 16.8× FTAI Aviation Ltd's market cap, and FTAI Aviation Ltd pays the higher dividend (0.89%). Which is the better fit depends on your goals.

FTAILRCX
Market Cap
$23.17B$389.67B
Sector
IndustrialsTechnology
52-Week High
$310.04$433.33
52-Week Low
$140.40$97.03
Enterprise Value
$26.29B$387.83B
Dividend Yield
0.89%0.33%

Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

FTAI Aviation Ltd

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.

Lam Research Corporation

Lam Research (LRCX) trades at $326.02, up 6.4% in 24 hours, with a bullish technical signal and strong earnings beats. The stock shows robust fundamentals with a 29.06% net income margin and 65.07% ROE in 2025, supported by positive analyst sentiment and expansion into panel-level packaging. Recent news highlights AI-driven semiconductor demand as a key growth catalyst.

Outlook remains positive given consensus price target of $397.18 and 78% buy ratings, though high P/E of 54.06 and competitive pressures from new entrants like SpaceX's Terrafab pose risks. Revenue growth to $23.2B in 2026 suggests sustained momentum, but investors should monitor execution amid industry volatility.

Returns comparison

Trailing returns across standard periods

Top news

Latest headlines on both assets

About FTAI Aviation Ltd

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

About Lam Research Corporation

Lam Research manufactures equipment used to fabricate semiconductors. The firm is focused on the etching, deposition, and clean markets, which are key steps in the semiconductor manufacturing process, especially for 3D NAND flash storage, advanced DRAM, and leading-edge logic/foundry chipmakers. Lam's flagship Kiyo, Vector, and Sabre products are sold in all major geographies to key customers such as Samsung Electronics, Micron, Intel, and Taiwan Semiconductor Manufacturing.

Read more on LRCX