Professional
Added to YB: 2025-10-06
Pitch date: 2025-10-01
FTAI [bullish]
FTAI Aviation Ltd.
-2.95%
current return
Author Info
No bio for this author
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
$173.69
Price Target
N/A
Dividend
1.11%
EV/EBITDA
21.39
P/E
39.17
EV/Sales
6.94
Sector
Aerospace and Defense
Category
turnaround
Crossroads Capital Portfolio Holding: FTAI Aviation Ltd.
FTAI: Added to position on aviation recovery play. Despite 42% Q2 revenue growth estimates, market undervalues cyclical upside + operational leverage. Focus on aging CFM56/V2500 engines positions for capital-light, high-margin recurring revenue model. Substantial disconnect between fundamental value vs market price suggests attractive returns ahead.
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