Professional
Added to YB: 2025-09-15
Pitch date: 2025-09-11
FTAI [bearish]
FTAI Aviation Ltd.
-0.42%
current return
Author Info
Snowcap Research is an activist investment and advisory firm based in London. We focus on mispriced opportunities in public markets where we seek to drive outsized returns and positive impact via active engagement. Visit their website.
Company Info
FTAI Aviation Ltd. owns, acquires, and sells aviation equipment for the transportation of goods and people worldwide.
Market Cap
$18.7B
Pitch Price
$169.98
Price Target
N/A
Dividend
0.77%
EV/EBITDA
22.86
P/E
41.73
EV/Sales
9.23
Sector
Trading Companies and Distributors
Category
N/A
FTAI Aviation (NASDAQ:FTAI) - Update - Cash Flow Mirage (Short)
FTAI short: H1 2025 $370M 'Adjusted FCF' is a mirage - nearly half from liquidating ~70 engines + one-off insurance payment, not operations. After adjusting for fleet depletion, underlying FCF only $210M. FTAI quietly changed FCF methodology since Feb, masking guidance miss.
Read full article (4 min)