Added to YB: 2025-05-05
Pitch date: 2025-05-01
FTAI [bullish]
FTAI Aviation Ltd.
+166.32%
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
$22.9B
Pitch Price
$92.54
Price Target
N/A
Dividend
0.81%
EV/EBITDA
25.52
P/E
N/A
EV/Sales
N/A
Sector
Aerospace and Defense
Category
turnaround
Investing Reflections - April 2025 - FTAI Aviation Ltd.
FTAI (new position): Aviation MRO business growing to 10-12% market share from 5% in CFM56/V2500 engines. Unique module-swap approach saves time/money vs full overhauls. Higher margins than traditional MROs, supported by leasing business. Recent capital deal shifts leasing off balance sheet. 10x NTM EV/EBITDA → high teens IRR; 20%+ IRR with multiple expansion to 20x.
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