FTAI vs HON vs HWM Stock Comparison

FTAI Aviation, Honeywell International and Howmet Aerospace Prices as of Oct 28, 2026 Peers: Industry group
FTAI FTAI Aviation Ltd.
$167.14 +0.0% 1M -6.8% 1Y
Market cap
$17.15B
P/E
35.9x
Revenue (TTM)
$3.11B
Div. yield
1.02%
Commercial Aerospace Industrials
2 wins
HWM Howmet Aerospace Inc.
$195.28 -14.5% 1M -2.9% 1Y
Market cap
$78.11B
P/E
41.8x
Revenue (TTM)
$9.12B
Div. yield
0.26%
Commercial Aerospace Industrials
5 wins

Head to Head

12 decided of 12

Howmet Aerospace leads on 5 of the 12 questions below (Howmet Aerospace 5, Honeywell International 5, FTAI Aviation 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionFTAIHONHWMLeader
Larger companyMarket capitalisation $17.15B $69.49B $78.11B HWM
Cheaper on earningsLower P/E, profitable companies only 35.9x 9.9x 41.8x HON
Cheaper on forward earningsLower price / next fiscal year consensus EPS 29.3x 27.5x 37.6x HON
Faster revenue growthRevenue growth, trailing twelve months +45.3% — +18.1% FTAI
More profitableNet margin, trailing twelve months 15.3% — 20.5% HWM
Better return on capitalReturn on invested capital -12.0% — 19.4% HWM
Less leveragedLower net debt / EBITDA -10.3x — 1.4x FTAI
Higher dividend yieldTrailing dividend yield 1.02% 3.58% 0.26% HON
Better 1-year returnPrice return, last 12 months -6.8% +8.5% -2.9% HON
Better 5-year returnAnnualised price return, 5 years +45.0%/yr +1.3%/yr +45.8%/yr HWM
Less volatileAnnualised volatility, 1 year 64.1% 25.3% 35.2% HON
Higher overall scoreMean of the five percentile scores vs peers 44/100 66/100 73/100 HWM

Percentile Scorecard

FTAIHONHWM

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisFTAIHONHWM
Valuation 26 #74 of 100 70 #31 of 100 40 #60 of 100
Growth 54 #45 of 97 23 #75 of 97 91 #10 of 97
Profitability 51 #48 of 96 70 #30 of 96 98 #3 of 96
Financial Health 21 #83 of 105 – 49 #54 of 105
Shareholder Returns 66 #23 of 65 100 #1 of 65 86 #10 of 65
Overall 44 66 73
  • FTAI ranked among 107 companies in Aerospace and Defense
  • HON ranked among 107 companies in Aerospace and Defense
  • HWM ranked among 107 companies in Aerospace and Defense

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodFTAIHONHWMSPY
1 month +0.0%+3.7%-14.5% +0.9%
3 months -15.3%-9.1%-28.4% +5.9%
6 months -21.6%+4.3%-17.4% +8.5%
Year to date -15.1%+12.4%-4.8% +13.3%
1 year -6.8%+8.5%-2.9% +12.4%
3 years +362.1%+31.4%+353.2% +88.1%
3 years, per year +66.6%+9.5%+65.5% +23.5%
5 years +540.1%+6.4%+557.7% +68.2%
5 years, per year +45.0%+1.3%+45.8% +11.0%
10 years +1,296.3%+121.0%— +263.4%
10 years, per year +30.2%+8.3%— +13.8%

Risk

MeasureFTAIHONHWMSPY
Volatility, 1Y 64.1%25.3%35.2% 12.7%
Downside volatility, 1Y 58.6%24.2%36.5% 12.7%
Beta vs S&P 500, 1Y 2.450.761.10 1.00
Return / volatility, 1Y -0.110.34-0.08 0.98
Max drawdown, 5Y -52.1%-26.7%-36.5% -25.4%
From 52-week high -46.1%-11.9%-33.3% -0.9%
52-week high $310.04$248.79$292.71 $779.14
52-week low $152.80$188.14$185.88 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleFTAIHONHWM
P/E now vs peer median 35.9xmedian 26.4x 9.9xmedian 26.4x 41.8xmedian 26.4x
P/S now vs peer median 5.5xmedian 3.0x 1.7xmedian 3.0x 8.6xmedian 3.0x
EV/EBITDA now vs peer median -66.7xmedian 14.5x —median 14.5x 29.3xmedian 14.5x
P/FCF now vs peer median -19.3xmedian 26.1x 16.6xmedian 26.1x 43.6xmedian 26.1x
P/B now vs peer median 42.5xmedian 2.5x 3.1xmedian 2.5x 13.6xmedian 2.5x
PEG now vs peer median 0.39median 0.90 0.91median 0.90 0.77median 0.90

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsFTAIHONHWM
Revenue $3.11B – $9.12B
Gross profit $1.22B – $3.29B
Operating income -$561.09M – $2.50B
Net income $496.27M $7.07B $1.87B
Free cash flow -$890.12M – $1.79B
R&D – – $37.00M
EPS (diluted) $4.59 $22.13 $4.65
Cash & equivalents $337.20M $5.69B $563.00M
Total debt $3.45B – $4.50B
Shares (diluted) 104.04M 318.60M 402.00M
Enterprise value $15.59B $69.49B $73.71B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricFTAIHONHWM
P/E 35.9x 9.9x 41.8x
P/FCF -19.3x 16.6x 43.6x
P/Operating cash flow -39.0x 35.7x 35.2x
P/S 5.5x 1.7x 8.6x
P/B 42.5x 3.1x 13.6x
P/Tangible book 43.9x 4.0x 16.1x
EV/EBITDA -66.7x – 29.3x
EV/EBIT -36.1x – 32.9x
EV/Revenue 6.5x – 9.0x
EV/FCF -22.8x – 45.8x
EV/Operating cash flow -46.1x 35.7x 36.9x
PEG (3Y EPS CAGR) 0.39 0.91 0.77

Growth

14 metrics
MetricFTAIHONHWM
Revenue growth (1Y) 45.3% – 18.1%
Revenue CAGR (3Y) 42.7% – 13.7%
Gross profit growth (1Y) 16.5% – 30.2%
Gross profit CAGR (3Y) 26.9% – 25.3%
Operating income growth (1Y) -31.6% – 32.6%
Operating income CAGR (3Y) -63.3% – 34.8%
Net income growth (1Y) 8.7% 15.0% 33.9%
Net income CAGR (3Y) 75.4% 9.1% 52.1%
EPS growth (1Y) 13.7% 15.3% 35.4%
EPS CAGR (3Y) 91.0% 10.9% 54.1%
Operating cash flow growth (1Y) -221.9% -74.0% 56.1%
Operating cash flow CAGR (3Y) -87.8% -25.7% 42.2%
Free cash flow growth (1Y) 30.3% – 75.9%
Free cash flow CAGR (3Y) -15.6% – 45.6%

Profitability

14 metrics
MetricFTAIHONHWM
Gross margin 39.2% – 36.0%
EBITDA margin -9.8% – 30.7%
Operating margin -18.0% – 27.4%
Pretax margin 19.2% – 25.0%
Net margin 15.3% – 20.5%
FCF margin -28.6% – 19.6%
Operating cash flow margin -14.1% – 24.4%
Return on equity 118.8% 33.9% 33.3%
Return on assets 11.0% 10.8% 14.2%
Return on invested capital -12.0% – 19.4%
Return on capital employed -13.9% – 23.0%
Asset turnover 0.7x – 0.7x
Cash conversion (OCF / net income) -0.9x 0.3x 1.2x
Stock comp / revenue 0.8% – 1.0%

Financial Health

11 metrics
MetricFTAIHONHWM
Debt / assets 76.9% – 34.0%
Debt / equity 8.5x – 0.8x
Net debt / EBITDA -10.3x – 1.4x
Debt / FCF -3.9x – 2.5x
Liabilities / assets 91.0% – 56.7%
Equity / assets 9.0% 42.7% 43.3%
Interest coverage -2.3x – –
Current ratio 5.3x 1.0x 1.8x
Quick ratio 1.1x – 0.7x
Cash ratio 0.7x – 0.2x
Altman Z-score 3.48 – 8.25

Shareholder Returns

7 metrics
MetricFTAIHONHWM
Dividend yield 1.0% 3.6% 0.3%
Net buyback yield 0.6% – 1.3%
Shareholder yield 1.6% 3.6% 1.5%
Payout ratio (earnings) 31.0% – 10.4%
Payout ratio (FCF) -17.3% – 10.9%
Dividend growth (1Y) 25.1% – 30.0%
Dividend CAGR (3Y) 7.9% – 47.3%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusFTAIHONHWM
Forward P/E 29.3xFY2026 27.5xFY2026 37.6xFY2026
EPS, next fiscal year $5.71FY2026 $7.97FY2026 $5.19FY2026
EPS growth, next FY +24.1%FY2026 -22.2%FY2026 +37.7%FY2026
EPS growth, the year after +113.5% +19.4% +31.2%
Revenue, next fiscal year $4.09BFY2026 $20.59BFY2026 $10.37BFY2026
Revenue growth, next FY +63.0%FY2026 -45.0%FY2026 +25.7%FY2026
Revenue growth, the year after +49.3% +3.9% +15.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersFTAIHONHWM
Held by institutions 96.0% 76.8% 91.0%
Institutions holding 677 2,170 1,600
Change in shares held, QoQ +2.6% -0.9% +0.7%
Institutions buying 394 2,109 907
Institutions selling 200 53 484
Buyers to sellers 1.97 39.79 1.87

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

FTAIHONHWM
FTAI 1.00 0.30 0.47
HON 0.30 1.00 0.33
HWM 0.47 0.33 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, FTAI, HON and HWM?

Howmet Aerospace (HWM) is the largest by market capitalisation: FTAI Aviation (FTAI) $17.15B, Honeywell International (HON) $69.49B, Howmet Aerospace (HWM) $78.11B.

Which stock is cheaper, FTAI, HON and HWM?

Honeywell International (HON) trades on the lowest price-to-earnings ratio (FTAI Aviation (FTAI) 35.9x, Honeywell International (HON) 9.9x, Howmet Aerospace (HWM) 41.8x). On next year's consensus earnings, Honeywell International (HON) is cheapest (FTAI Aviation (FTAI) 29.3x, Honeywell International (HON) 27.5x, Howmet Aerospace (HWM) 37.6x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

FTAI Aviation (FTAI) grew revenue fastest over the trailing twelve months: FTAI Aviation (FTAI) +45.3%, Howmet Aerospace (HWM) +18.1%.

Which company is more profitable?

Howmet Aerospace (HWM) has the highest net margin (FTAI Aviation (FTAI) 15.3%, Howmet Aerospace (HWM) 20.5%). On return on invested capital, Howmet Aerospace (HWM) leads (FTAI Aviation (FTAI) -12.0%, Howmet Aerospace (HWM) 19.4%).

Which stock has performed better?

Over the past year Honeywell International (HON) returned the most: FTAI Aviation (FTAI) -6.8%, Honeywell International (HON) +8.5%, Howmet Aerospace (HWM) -2.9%. Over five years, Howmet Aerospace (HWM) compounded fastest (FTAI Aviation (FTAI) +45.0%/yr, Honeywell International (HON) +1.3%/yr, Howmet Aerospace (HWM) +45.8%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Honeywell International (HON) has the highest dividend yield: FTAI Aviation (FTAI) 1.02%, Honeywell International (HON) 3.58%, Howmet Aerospace (HWM) 0.26%.

Which stock is riskier?

By one-year price volatility, Honeywell International (HON) has been the steadiest (FTAI Aviation (FTAI) 64.1%, Honeywell International (HON) 25.3%, Howmet Aerospace (HWM) 35.2%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, FTAI, HON and HWM?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Howmet Aerospace (HWM) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.