Professional
Added to YB: 2026-08-18
Pitch date: 2026-08-15
FTAI [neutral]
FTAI Aviation Ltd.
-23.4%
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
$220.06
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): Leading independent CFM56 MRO franchise transitioning to capital-light. Q1 adj EBITDA $325.6M, Aerospace Products rev doubled, 270 modules refurbished (+96% YoY). 2026 EBITDA guide ~$1.525B, new 2027 target $2.3B. CFM partnership de-risks OEM threat. SCI I nearly deployed ($6B), SCI II launched. FTAI Power Mod-1: $1.465B order from cloud provider through 2027, milestone payments capped at 10% downside. Rising dividend (3rd straight quarter), widening optionality.
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