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Side-by-side financial comparison of FTAI Aviation Ltd. (FTAI) and STEWART INFORMATION SERVICES CORP (STC). Click either name above to swap in a different company.
FTAI Aviation Ltd. is the larger business by last-quarter revenue ($830.7M vs $764.6M, roughly 1.1× STEWART INFORMATION SERVICES CORP). FTAI Aviation Ltd. runs the higher net margin — 16.2% vs 2.2%, a 13.9% gap on every dollar of revenue. On growth, FTAI Aviation Ltd. posted the faster year-over-year revenue change (65.5% vs 27.7%). Over the past eight quarters, FTAI Aviation Ltd.'s revenue compounded faster (36.8% CAGR vs 12.7%).
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.
Stewart Information Services Corporation (SISCO) is a real estate information, title insurance and transaction management company. Wholly owned subsidiaries, Stewart Title Guaranty Co. and Stewart Title Company offer products and services in the United States and abroad through its direct retail operations, independent agencies in the Stewart Trusted Provider network, and other companies. Stewart Title is headquartered in Houston, Texas, and has approximately 6,350 employees.
FTAI vs STC — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $830.7M | $764.6M |
| Net Profit | $134.2M | $17.0M |
| Gross Margin | 36.9% | — |
| Operating Margin | — | — |
| Net Margin | 16.2% | 2.2% |
| Revenue YoY | 65.5% | 27.7% |
| Net Profit YoY | 34.7% | 448.4% |
| EPS (diluted) | $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.
| Q1 26 | $830.7M | $764.6M | ||
| Q4 25 | $662.0M | $790.6M | ||
| Q3 25 | $667.1M | $796.9M | ||
| Q2 25 | $676.2M | $722.2M | ||
| Q1 25 | $502.1M | $612.0M | ||
| Q4 24 | $498.8M | $665.9M | ||
| Q3 24 | $465.8M | $667.9M | ||
| Q2 24 | $443.6M | $602.2M |
| Q1 26 | $134.2M | $17.0M | ||
| Q4 25 | $115.6M | $36.3M | ||
| Q3 25 | $117.7M | $44.3M | ||
| Q2 25 | $165.4M | $31.9M | ||
| Q1 25 | $102.4M | $3.1M | ||
| Q4 24 | $102.4M | $22.7M | ||
| Q3 24 | $86.5M | $30.1M | ||
| Q2 24 | $-219.9M | $17.3M |
| 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% | — |
| Q1 26 | — | — | ||
| Q4 25 | 20.3% | 6.5% | ||
| Q3 25 | 21.6% | 7.7% | ||
| Q2 25 | 30.1% | 6.5% | ||
| Q1 25 | 24.9% | 1.0% | ||
| Q4 24 | 21.7% | 5.3% | ||
| Q3 24 | 20.1% | 6.4% | ||
| Q2 24 | -52.5% | 4.8% |
| Q1 26 | 16.2% | 2.2% | ||
| Q4 25 | 17.5% | 4.6% | ||
| Q3 25 | 17.6% | 5.6% | ||
| Q2 25 | 24.5% | 4.4% | ||
| Q1 25 | 20.4% | 0.5% | ||
| Q4 24 | 20.5% | 3.4% | ||
| Q3 24 | 18.6% | 4.5% | ||
| Q2 24 | -49.6% | 2.9% |
| Q1 26 | $1.29 | — | ||
| Q4 25 | $1.06 | $1.26 | ||
| Q3 25 | $1.10 | $1.55 | ||
| Q2 25 | $1.57 | $1.13 | ||
| Q1 25 | $0.87 | $0.11 | ||
| Q4 24 | $0.87 | $0.81 | ||
| Q3 24 | $0.76 | $1.07 | ||
| Q2 24 | $-2.26 | $0.62 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $412.2M | $317.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $431.7M | — |
| Total Assets | $4.5B | — |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $412.2M | $317.5M | ||
| Q4 25 | $300.5M | $369.7M | ||
| Q3 25 | $509.9M | $233.2M | ||
| Q2 25 | $301.9M | $223.8M | ||
| Q1 25 | $112.1M | $194.2M | ||
| Q4 24 | $115.1M | $257.5M | ||
| Q3 24 | $111.9M | $228.7M | ||
| Q2 24 | $169.5M | $176.7M |
| Q1 26 | — | — | ||
| Q4 25 | $3.4B | — | ||
| Q3 25 | $3.4B | — | ||
| Q2 25 | $3.4B | — | ||
| Q1 25 | $3.6B | — | ||
| Q4 24 | $3.4B | $445.8M | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $3.1B | — |
| Q1 26 | $431.7M | — | ||
| Q4 25 | $334.2M | $1.6B | ||
| Q3 25 | $252.5M | $1.5B | ||
| Q2 25 | $164.9M | $1.4B | ||
| Q1 25 | $28.3M | $1.4B | ||
| Q4 24 | $81.4M | $1.4B | ||
| Q3 24 | $118.5M | $1.4B | ||
| Q2 24 | $69.6M | $1.4B |
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.4B | $3.3B | ||
| Q3 25 | $4.2B | $2.8B | ||
| Q2 25 | $4.1B | $2.8B | ||
| Q1 25 | $4.3B | $2.7B | ||
| Q4 24 | $4.0B | $2.7B | ||
| Q3 24 | $3.7B | $2.7B | ||
| Q2 24 | $3.4B | $2.6B |
| Q1 26 | — | — | ||
| Q4 25 | 10.32× | — | ||
| Q3 25 | 13.65× | — | ||
| Q2 25 | 20.88× | — | ||
| Q1 25 | 128.56× | — | ||
| Q4 24 | 42.28× | 0.32× | ||
| Q3 24 | 27.15× | — | ||
| Q2 24 | 44.24× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FTAI
| Aerospace products revenue | $522.6M | 63% |
| MRE Contract revenue | $221.2M | 27% |
| Lease income | $39.9M | 5% |
| Maintenance revenue | $30.6M | 4% |
| Asset sales revenue | $10.2M | 1% |
| Other revenue (1) | $6.2M | 1% |
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |
