Added to YB: 2026-01-23
Pitch date: 2026-01-21
FTAI [neutral]
FTAI Aviation Ltd.
-2.88%
current return
Author Info
Company Info
FTAI Aviation Ltd. owns, acquires, and sells aviation equipment for the transportation of goods and people worldwide.
Market Cap
$29.3B
Pitch Price
$297.55
Price Target
456.00 (+58%)
Dividend
0.49%
EV/EBITDA
34.10
P/E
65.52
EV/Sales
13.77
Sector
Trading Companies and Distributors
Category
growth
FTAI Power
FTAI (update): FTAI announces FTAI Power which converts CFM56 engines to 25MW gas turbines for AI/datacenter demand. Leverages existing 1000+ engine inventory & MRO infrastructure. Analysts project $750M-$1B annual EBITDA at 100 units/yr. Author estimates 35-40 units 2026, 100+ by 2028. Base case $456 target (63% upside, 18% IRR) at 18x EBITDA.
Read full article (3 min)