Added to YB: 2026-08-04
Pitch date: 2026-08-04
FTAI [bullish]
FTAI Aviation Ltd.
-6.61%
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
$21.5B
Pitch Price
$224.55
Price Target
N/A
Dividend
0.95%
EV/EBITDA
24.47
P/E
45.77
EV/Sales
7.93
Sector
Aerospace and Defense
Category
growth
President buys the dip at aviation company with a buegeoning power segment
FTAI: Variant view: market can't cleanly value FTAI's mix—more expensive than aerospace/leasing peers (15.2x NTM EV/EBITDA vs 11.5x 5Y median) but far below power peers, so if the new FTAI Power segment scales, the multiple re-rates cheap. Catalyst: first Power order via Jereh JV + 5yr hyperscaler master supply deal ($1.465bn PO for 2027, advance payment at signing). Mgmt guides $450mm 2027 Power EBITDA (called conservative; goal 100+ units, $450-750mm); total 2027 EBITDA est +55%. AI 'power bottleneck' growth trade. Risk: Power is early-stage, execution unproven, and valuation is the contentious swing factor.
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