Professional
Added to YB: 2025-10-06
Pitch date: 2025-10-01
FTAI [bullish]
FTAI Aviation Ltd.
+41.51%
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
$31.0B
Pitch Price
$174.42
Price Target
N/A
Dividend
0.53%
EV/EBITDA
34.21
P/E
65.66
EV/Sales
13.61
Sector
Trading Companies and Distributors
Category
turnaround
Crossroads Capital Portfolio Holding: FTAI Aviation Ltd.
FTAI: Added to position on aviation recovery play. Despite 42% Q2 revenue growth estimates, market undervalues cyclical upside + operational leverage. Focus on aging CFM56/V2500 engines positions for capital-light, high-margin recurring revenue model. Substantial disconnect between fundamental value vs market price suggests attractive returns ahead.
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