FTAI Aviation vs MSC Industrial Direct Co
MSC Industrial Direct Co is the larger business, with $4.01bn of revenue in fiscal 2026 against $2.51bn for FTAI Aviation (1.6 times as much). FTAI Aviation grew faster (44.5% against 6.4%). FTAI Aviation kept more of each dollar of sales as profit: a net margin of 19.0% against 5.6%.
| Latest fiscal year | FTAI AviationFTAI, 2025 | MSC Industrial Direct CoMSM, 2026 |
|---|---|---|
| Revenue | $2.51bn | $4.01bn |
| Revenue growth | 44.5% | 6.4% |
| Net income | $477m | $223m |
| Operating margin | — | 8.0% |
| Net margin | 19.0% | 5.6% |
| Return on equity | — | 15.8% |
| Free cash flow | −$338m | $225m |
| Cash | $300m | $65.0m |
| Total debt | $3.50bn | $477m |
| Debt to equity | — | 33.5% |
| Dividend per share | $1.35 | — |
| Dividend yield | 0.9% | 2.9% |
| Share buybacks | — | $14.0m |
| Employees | 580 | 7,028 |
| Market value | $20.58bn | $6.75bn |
| Price vs our value range | — | Above our value range |
| Moat score | 17 (Weak) | 70 (Strong) |
| Insider trades, 12 months | 5 buys, 5 sales | 9 buys, 1 sales |