Professional
Added to YB: 2026-05-28
Pitch date: 2026-05-22
FTAI [neutral]
FTAI Aviation Ltd.
+2.75%
current return
Author Info
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Company Info
FTAI Aviation Ltd. owns, acquires, and sells aviation equipment for the transportation of goods and people worldwide.
Market Cap
$26.0B
Pitch Price
$255.75
Price Target
N/A
Dividend
0.71%
EV/EBITDA
28.53
P/E
50.50
EV/Sales
10.25
Sector
Aerospace and Defense
Category
growth
Crossroads Capital Portfolio Holding: FTAI Aviation Ltd.
FTAI (holding update): Leading CFM56 MRO w/ vertically-integrated Module Factory + SCI creating 'green time' via proprietary PMA parts. 2025 Aerospace Products EBITDA $671M (+76% YoY); 2026 guide $1.625B total segment EBITDA. Q1 2026 adj EBITDA $325.6M, module production nearly 2x YoY. Multi-year CFM supply deal secured. SCI II launched. FTAI Power converting CFM56s to gas turbines for data centers—2027 production sold out, 2028 booking. Revolver upsized to $2.025B for sale-leaseback opps. Position de-risked, constructive outlook.
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