Professional
Added to YB: 2025-06-13
Pitch date: 2025-05-08
FTAI [neutral]
FTAI Aviation Ltd.
+118.56%
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
$25.4B
Pitch Price
$110.51
Price Target
N/A
Dividend
0.73%
EV/EBITDA
27.99
P/E
49.44
EV/Sales
10.06
Sector
Aerospace and Defense
Category
turnaround
Crossroads Capital Investment Portfolio Holding: FTAI Aviation Ltd.
FTAI (holding update): Ex-Fortress infra pivot to pure-play aerospace, creating network effects with largest CFM56 engine module pool. $4B SCI capital to acquire aircraft/modules, est. $250M EBITDA. FAA approval for 3rd PMA part coming. Market sees cyclical lessor; reality is stable MRO platform with capital-light growth, unaffected by tariffs.
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