Added to YB: 2026-10-09
Pitch date: 2026-10-06
FTAI [bullish]
FTAI Aviation Ltd.
-6.98%
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
$175.50
Price Target
745.00 (+346%)
Dividend
1.11%
EV/EBITDA
21.39
P/E
39.17
EV/Sales
6.94
Sector
Aerospace and Defense
Category
growth
FTAI: A Complex Ecosystem
FTAI: FTAI Aviation’s sub-week CFM56 engine swaps offer airlines a faster alternative to months-long repairs, helping revenue rise from $336M in 2021 to over $3B in the last twelve months. Third-party capital can fund additional engines and generate fee income, while Power adds optionality. Despite a current ~27x EV/EBIT, conservative assumptions imply roughly $340 per share in 2031, or 100% upside; key risks are permanently lower-margin heavy work and conflicts with affiliated funds required to use FTAI for MRO.
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