FTAI Aviation Ltd vs Old Dominion Freight Line Inc — how do they compare? FTAI Aviation Ltd trades at $200.29 (market cap $21.93B), while Old Dominion Freight Line Inc trades at $234.9 (market cap $46.84B). The key difference: Old Dominion Freight Line Inc is far larger — about 2.1× FTAI Aviation Ltd's market cap, and FTAI Aviation Ltd pays the higher dividend (0.7%). Which is the better fit depends on your goals.
| FTAI | ODFL | |
|---|---|---|
Market Cap | $21.93B | $46.84B |
Sector | Industrials | Industrials |
52-Week High | $310.04 | $248.73 |
52-Week Low | $109.92 | $126.29 |
Enterprise Value | $24.97B | $46.59B |
Dividend Yield | 0.7% | 0.52% |
Signals from Pluang's Aura AI — not financial advice
FTAI Aviation Ltd. (FTAI) trades at $199.72, down 3.15% on the day, with technical indicators signaling a bearish trend. The company reported strong revenue growth to $2.51B in 2025 and a net income margin near 19%, but has missed earnings expectations for three consecutive quarters. Recent strategic moves include a collaboration for Boeing 737-800 freighters and a major credit facility expansion to over $2 billion, highlighting its focus on aerospace services and the emerging data center power segment.
The outlook is mixed. Strong analyst consensus (18 Buy ratings) and robust profitability metrics like a 226.91% ROE support a bullish long-term view, driven by aerospace growth and data center innovation. However, near-term risks include consistent earnings misses, a high P/E ratio of 42.59, and negative operating cash flow, which could pressure the stock if execution falters or macro conditions worsen.
Old Dominion Freight Line (ODFL) trades at $236.31, up 3.37% on the day, with a bullish technical signal from moving averages and a strong fundamental profile highlighted by an 18.46% net income margin and consistent earnings beats. The company maintains a debt-light balance sheet and recently declared a $0.29 per share dividend, with Q2 2026 earnings anticipated on July 29, 2026.
The outlook is supported by operational strength and improving freight demand, though elevated valuation multiples present a risk. Analyst sentiment is mixed with a consensus price target slightly below the current price, suggesting potential for consolidation near-term pending Q2 results.
Trailing returns across standard periods
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 →Old Dominion Freight Line is the fourth-largest less-than-truckload carrier in the United States, with more than 240 service centers and 9,200-plus tractors. OD is by far one of the most disciplined and efficient providers in the trucking industry, and its profitability and capital returns stand head and shoulders above its peers. Strategic initiatives revolve around increasing network density through market share gains and maintaining industry-leading service via consistent infrastructure investment.
Read more on ODFL →