Professional
Added to YB: 2024-09-23
Pitch date: 2024-09-23
FTAI [bullish]
FTAI Aviation Ltd.
+31.88%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
FTAI Aviation Ltd. owns, acquires, and sells aviation equipment for the transportation of goods and people worldwide.
Market Cap
$18.4B
Pitch Price
$127.81
Price Target
200.00 (+19%)
Dividend
1.11%
EV/EBITDA
21.39
P/E
39.17
EV/Sales
6.94
Sector
Aerospace and Defense
Category
growth
Show full summary:
FTAI Aviation ($FTAI)
FTAI: Aerospace co. focused on CFM56/V2500 engines. Strong Q2, raised 2026 EBITDA target 25% to $1.25B. High demand driving lease rates up 20-40%. Lockheed deal to boost EBITDA from 2025. 35%+ EBIT margins, ROICs >20%. $200/share potential by FY'26E. Risks: high expectations.