FTAI Aviation Ltd vs Vertiv Holdings Co — how do they compare? FTAI Aviation Ltd trades at $225.85 (market cap $22.08B), while Vertiv Holdings Co trades at $282.59 (market cap $103.99B). The key difference: Vertiv Holdings Co is far larger — about 4.7× FTAI Aviation Ltd's market cap, and FTAI Aviation Ltd pays the higher dividend (0.93%). Which is the better fit depends on your goals.
| FTAI | VRT | |
|---|---|---|
Market Cap | $22.08B | $103.99B |
Sector | Industrials | Technology |
52-Week High | $310.04 | $376.23 |
52-Week Low | $138.02 | $121.82 |
Enterprise Value | $25.20B | $104.21B |
Dividend Yield | 0.93% | 0.09% |
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.
VRT trades at $272.40, down 1.01% on the day, with a bearish technical signal driven by moving averages and RSI levels near overbought territory. The company reported strong Q2 2026 earnings, beating estimates with EPS of $1.52 versus $1.43 expected, and revenue growth is supported by AI data center demand. Recent news highlights its role in AI infrastructure, though legal investigations pose a sentiment risk.
Outlook remains positive with a consensus price target of $386.58, reflecting 42% upside, driven by robust fundamentals and AI tailwinds. Risks include high valuation multiples, competitive pressures, and ongoing legal scrutiny. Investors should weigh growth potential against elevated P/E and market volatility.
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 →Vertiv is a global leader in critical digital infrastructure, providing essential power, cooling, and IT management solutions for data centers, communication networks, and industrial facilities. As the primary provider of advanced thermal management and liquid cooling systems, Vertiv is a central player in the AI revolution, enabling the extreme density and power requirements of next-generation GPU-driven computing.
Read more on VRT →