Added to YB: 2026-10-07
Pitch date: 2026-10-01
FTAI [bullish]
FTAI Aviation Ltd.
-0.28%
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
$169.03
Price Target
294.00 (+74%)
Dividend
1.11%
EV/EBITDA
21.39
P/E
39.17
EV/Sales
6.94
Sector
Aerospace and Defense
Category
growth
FTAI Aviation Deep Dive
FTAI: FTAI Aviation owns the largest private CFM56 engine pool, rebuild shops and a fund that supplies engines, positioning it across constrained aviation, turbine-blade and AI-power markets. Management targets $2.3B of 2027 segment EBITDA versus a ~$21B enterprise value, while the weighted end-2028 target is $294 from $167. The main risks are unproven Mod-1 output, potential DOE restrictions involving China-controlled suppliers that could affect Jereh, and weaker Aerospace margins.
Read full article (23 min)