FTAI Aviation Ltd vs VF Corp — how do they compare? FTAI Aviation Ltd trades at $225.49 (market cap $22.08B), while VF Corp trades at $14.79 (market cap $5.86B). The key difference: FTAI Aviation Ltd is far larger — about 3.8× VF Corp's market cap, and VF Corp pays the higher dividend (2.42%). Which is the better fit depends on your goals.
| FTAI | VFC | |
|---|---|---|
Market Cap | $22.08B | $5.86B |
Sector | Industrials | Consumer Cyclical |
52-Week High | $310.04 | $21.55 |
52-Week Low | $140.40 | $12.21 |
Enterprise Value | $25.20B | $10.14B |
Dividend Yield | 0.93% | 2.42% |
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.
VFC trades at $14.99, up 1.63% on the day, with a bearish technical signal and mixed earnings. Recent Q1 2027 results missed EPS estimates, though revenue exceeded expectations. The company faces challenges with Vans brand performance and a CFO transition, but maintains a raised fiscal 2027 sales outlook. Cash flow trends show improvement in 2026, with net cash flow turning positive.
Outlook remains cautious due to weak consumer sentiment and brand-specific headwinds, but deleveraging progress and margin gains offer potential upside. Risks include persistent Vans drag and macro pressures. Analyst consensus is Hold with a $17.44 price target, suggesting modest upside from current levels.
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 →VF designs, produces, and distributes branded apparel and accessories. Its largest apparel categories include action sports, outdoor, and workwear. Its portfolio of about a dozen brands includes Vans, The North Face, Timberland, Supreme, and Dickies. VF markets its products in the Americas, Europe, and Asia-Pacific through wholesale sales to retailers, e-commerce, and branded stores owned by the company and partners. The company has grown through multiple acquisitions and traces its roots to 1899.
Read more on VFC →