vs

Side-by-side financial comparison of ANTERO RESOURCES Corp (AR) and FTAI Aviation Ltd. (FTAI). Click either name above to swap in a different company.

ANTERO RESOURCES Corp is the larger business by last-quarter revenue ($1.4B vs $830.7M, roughly 1.6× FTAI Aviation Ltd.). On growth, FTAI Aviation Ltd. posted the faster year-over-year revenue change (65.5% vs -30.5%). Over the past eight quarters, FTAI Aviation Ltd.'s revenue compounded faster (36.8% CAGR vs 17.6%).

Antero Resources Corporation is an American company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in Denver, Colorado. The company's reserves are entirely in the Appalachian Basin and are extracted using hydraulic fracturing.

FTAI Aviation Ltd. is a global aerospace infrastructure and aviation solutions provider focused on owning, leasing, and maintaining commercial aircraft, aircraft engines, and related aviation assets. It serves commercial airlines, cargo operators, and MRO service providers worldwide, offering tailored asset management and aftermarket support solutions to optimize operational efficiency for clients across the global aviation ecosystem.

AR vs FTAI — Head-to-Head

Bigger by revenue
AR
AR
1.6× larger
AR
$1.4B
$830.7M
FTAI
Growing faster (revenue YoY)
FTAI
FTAI
+95.9% gap
FTAI
65.5%
-30.5%
AR
Faster 2-yr revenue CAGR
FTAI
FTAI
Annualised
FTAI
36.8%
17.6%
AR

Income Statement — Q1 FY2026 vs Q1 FY2026

Metric
AR
AR
FTAI
FTAI
Revenue
$1.4B
$830.7M
Net Profit
$134.2M
Gross Margin
36.9%
Operating Margin
20.1%
Net Margin
16.2%
Revenue YoY
-30.5%
65.5%
Net Profit YoY
34.7%
EPS (diluted)
$0.66
$1.29

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
AR
AR
FTAI
FTAI
Q1 26
$1.4B
$830.7M
Q4 25
$1.4B
$662.0M
Q3 25
$1.2B
$667.1M
Q2 25
$1.3B
$676.2M
Q1 25
$1.4B
$502.1M
Q4 24
$1.2B
$498.8M
Q3 24
$1.1B
$465.8M
Q2 24
$978.7M
$443.6M
Net Profit
AR
AR
FTAI
FTAI
Q1 26
$134.2M
Q4 25
$202.9M
$115.6M
Q3 25
$85.6M
$117.7M
Q2 25
$166.6M
$165.4M
Q1 25
$219.5M
$102.4M
Q4 24
$158.8M
$102.4M
Q3 24
$-25.2M
$86.5M
Q2 24
$-74.6M
$-219.9M
Gross Margin
AR
AR
FTAI
FTAI
Q1 26
36.9%
Q4 25
44.3%
Q3 25
45.6%
Q2 25
45.4%
Q1 25
50.5%
Q4 24
48.3%
Q3 24
52.9%
Q2 24
53.6%
Operating Margin
AR
AR
FTAI
FTAI
Q1 26
20.1%
Q4 25
20.5%
20.3%
Q3 25
9.7%
21.6%
Q2 25
15.8%
30.1%
Q1 25
20.1%
24.9%
Q4 24
4.9%
21.7%
Q3 24
-2.4%
20.1%
Q2 24
-8.2%
-52.5%
Net Margin
AR
AR
FTAI
FTAI
Q1 26
16.2%
Q4 25
14.4%
17.5%
Q3 25
7.1%
17.6%
Q2 25
12.8%
24.5%
Q1 25
16.2%
20.4%
Q4 24
13.6%
20.5%
Q3 24
-2.4%
18.6%
Q2 24
-7.6%
-49.6%
EPS (diluted)
AR
AR
FTAI
FTAI
Q1 26
$0.66
$1.29
Q4 25
$0.63
$1.06
Q3 25
$0.24
$1.10
Q2 25
$0.50
$1.57
Q1 25
$0.66
$0.87
Q4 24
$0.48
$0.87
Q3 24
$-0.11
$0.76
Q2 24
$-0.26
$-2.26

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
AR
AR
FTAI
FTAI
Cash + ST InvestmentsLiquidity on hand
$412.2M
Total DebtLower is stronger
$1.4B
Stockholders' EquityBook value
$7.6B
$431.7M
Total Assets
$13.2B
$4.5B
Debt / EquityLower = less leverage
0.19×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
AR
AR
FTAI
FTAI
Q1 26
$412.2M
Q4 25
$300.5M
Q3 25
$509.9M
Q2 25
$301.9M
Q1 25
$112.1M
Q4 24
$115.1M
Q3 24
$111.9M
Q2 24
$169.5M
Total Debt
AR
AR
FTAI
FTAI
Q1 26
$1.4B
Q4 25
$3.4B
Q3 25
$3.4B
Q2 25
$3.4B
Q1 25
$3.6B
Q4 24
$3.4B
Q3 24
$3.2B
Q2 24
$3.1B
Stockholders' Equity
AR
AR
FTAI
FTAI
Q1 26
$7.6B
$431.7M
Q4 25
$7.6B
$334.2M
Q3 25
$7.3B
$252.5M
Q2 25
$7.3B
$164.9M
Q1 25
$7.2B
$28.3M
Q4 24
$7.0B
$81.4M
Q3 24
$7.0B
$118.5M
Q2 24
$7.0B
$69.6M
Total Assets
AR
AR
FTAI
FTAI
Q1 26
$13.2B
$4.5B
Q4 25
$13.2B
$4.4B
Q3 25
$12.9B
$4.2B
Q2 25
$12.8B
$4.1B
Q1 25
$13.0B
$4.3B
Q4 24
$13.0B
$4.0B
Q3 24
$13.2B
$3.7B
Q2 24
$13.4B
$3.4B
Debt / Equity
AR
AR
FTAI
FTAI
Q1 26
0.19×
Q4 25
10.32×
Q3 25
13.65×
Q2 25
20.88×
Q1 25
128.56×
Q4 24
42.28×
Q3 24
27.15×
Q2 24
44.24×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
AR
AR
FTAI
FTAI
Operating Cash FlowLast quarter
$457.7M
Free Cash FlowOCF − Capex
FCF MarginFCF / Revenue
Capex IntensityCapex / Revenue
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
AR
AR
FTAI
FTAI
Q1 26
$457.7M
Q4 25
$370.7M
$-179.1M
Q3 25
$310.1M
$4.6M
Q2 25
$492.4M
$-110.3M
Q1 25
$457.7M
$-26.0M
Q4 24
$278.0M
$-41.8M
Q3 24
$166.2M
$41.5M
Q2 24
$143.5M
$-187.3M
Free Cash Flow
AR
AR
FTAI
FTAI
Q1 26
Q4 25
$-189.3M
Q3 25
$-1.8M
Q2 25
$-117.2M
Q1 25
$-30.1M
Q4 24
$-48.1M
Q3 24
$41.0M
Q2 24
$-188.4M
FCF Margin
AR
AR
FTAI
FTAI
Q1 26
Q4 25
-28.6%
Q3 25
-0.3%
Q2 25
-17.3%
Q1 25
-6.0%
Q4 24
-9.6%
Q3 24
8.8%
Q2 24
-42.5%
Capex Intensity
AR
AR
FTAI
FTAI
Q1 26
Q4 25
1.5%
Q3 25
1.0%
Q2 25
1.0%
Q1 25
0.8%
Q4 24
1.3%
Q3 24
0.1%
Q2 24
0.3%
Cash Conversion
AR
AR
FTAI
FTAI
Q1 26
Q4 25
1.83×
-1.55×
Q3 25
3.62×
0.04×
Q2 25
2.96×
-0.67×
Q1 25
2.09×
-0.25×
Q4 24
1.75×
-0.41×
Q3 24
0.48×
Q2 24

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

AR
AR

Natural gas sales$780.0M58%
Natural gas liquids sales$561.4M42%
Oil sales$50.3M4%
Other revenue and income$818.0K0%

FTAI
FTAI

Aerospace products revenue$522.6M63%
MRE Contract revenue$221.2M27%
Lease income$39.9M5%
Maintenance revenue$30.6M4%
Asset sales revenue$10.2M1%
Other revenue (1)$6.2M1%

Related Comparisons