Filing Flows › Comparisons › FTAI vs WSC
FTAI Aviation vs WillScot Holdings: FTAI and WSC compared
FTAI Aviation is the larger company: $978M of revenue in its latest quarter (Q3 2026) against $601M for WillScot Holdings (Q3 2026). FTAI Aviation is growing faster (+47% against +6% a year earlier). FTAI Aviation is more profitable, with an operating margin of 22.4% against 21.0%.
Where the money goes: FTAI and WSC
FTAI Aviation (FTAI) · Q3 2026
FTAI Aviation, Q3 2026: revenue $978M (+47% year over year), operating margin 22.4%, net earnings $149M, operating cash flow −$67.7M. The chart follows the revenue to costs, profit and cash.
WillScot Holdings (WSC) · Q3 2026
WillScot Holdings, Q3 2026: revenue $601M (+6% year over year), operating margin 21.0%, net earnings $51.6M, operating cash flow $198M. The chart follows the revenue to costs, profit and cash.
| FTAI Aviation (FTAI) | WillScot Holdings (WSC) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $978M | $601M |
| Revenue growth, Y/Y | +47% | +6% |
| Gross margin | — | 50.7% |
| Operating margin | 22.4% | 21.0% |
| Net earnings | $149M | $51.6M |
| Net margin | 15.2% | 8.6% |
| Operating cash flow | −$67.7M | $198M |
| Free cash flow | — | $193M |
| Market value | $18.8B | $3.4B |
| P/E | 36.7× | — |
| Analysts’ mean target | $343.18 | $25.00 |
Where the revenue comes from
FTAI Aviation
- Aerospace products revenue: $781M (80%)
- MRE Contract revenue: $129M (13%)
- Maintenance revenue: $27.3M (3%)
- Lease income: $25.3M (3%)
WillScot Holdings
- Leasing and Services: $573M (95%)
- Rental units: $14.4M (2%)
- New units: $14.4M (2%)
Questions
Which is bigger, FTAI Aviation or WillScot Holdings?
FTAI Aviation is the larger company: $978M of revenue in its latest quarter (Q3 2026) against $601M for WillScot Holdings (Q3 2026).
Is FTAI Aviation or WillScot Holdings growing faster?
FTAI Aviation is growing faster (+47% against +6% a year earlier).
Which is more profitable, FTAI Aviation or WillScot Holdings?
FTAI Aviation is more profitable, with an operating margin of 22.4% against 21.0%.
More: FTAI Aviation earnings · how FTAI Aviation makes money · WillScot Holdings earnings · how WillScot Holdings makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 2, 2026; 10-Q filed Nov 5, 2026). Fiscal quarters can end on different dates. Not investment advice.