Professional
Added to YB: 2025-12-13
Pitch date: 2025-12-12
FTAI [neutral]
FTAI Aviation Ltd.
-4.22%
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
$175.98
Price Target
N/A
Dividend
1.11%
EV/EBITDA
21.39
P/E
39.17
EV/Sales
6.94
Sector
Aerospace and Defense
Category
growth
Crossroads Capital Portfolio Holding: FTAI Aviation Ltd.
FTAI (holding update): Vertically integrated aviation platform leveraging Module Factory & SCI to manufacture 'green time' at lower cost than OEMs. Buys used CFM56/V2500 engines at discount, tears down & rebuilds w/ PMA parts, creating serviceable modules swapped in days vs months. Generates mid-20s ROEs monetizing perpetual inventory in supply-constrained aftermarket. Asset-light expansion positions as top aviation compounder.
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