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Dnow vs FTAI Aviation

Dnow and FTAI Aviation are similar in size: $2.82bn and $2.51bn of revenue in their latest fiscal years. FTAI Aviation grew faster (44.5% against 18.8%). FTAI Aviation kept more of each dollar of sales as profit: a net margin of 19.0% against -3.2%.

Latest fiscal yearDnowDNOW, 2025FTAI AviationFTAI, 2025
Revenue $2.82bn $2.51bn
Revenue growth 18.8% 44.5%
Net income −$89.0m $477m
Operating margin -3.3% —
Net margin -3.2% 19.0%
Return on equity -5.3% —
Free cash flow $134m −$338m
Cash $164m $300m
Total debt $411m $3.50bn
Debt to equity 18.4% —
Dividend per share — $1.35
Dividend yield — 0.9%
Share buybacks $37.0m —
Employees 5,300 580
Market value $2.94bn $20.58bn
Price vs our value range Below our value range —
Moat score 24 (Weak) 17 (Weak)
Insider trades, 12 months 0 buys, 7 sales 5 buys, 5 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.