Added to YB: 2025-10-17
Pitch date: 2025-10-15
FTAI [bullish]
FTAI Aviation Ltd.
+35.88%
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
$23.7B
Pitch Price
$176.50
Price Target
346.00 (+55%)
Dividend
0.78%
EV/EBITDA
26.24
P/E
45.96
EV/Sales
9.43
Sector
Aerospace and Defense
Category
growth
Show full summary:
Why I bought FTAI Aviation
FTAI: Engine maintenance/repair for CFM56 & V2500 engines. 70% 3yr revenue CAGR, targeting $2.5B 2025 rev (+44% growth). 35% EBITDA margins vs 15% typical MRO. PMA parts at cost save $2M/shop visit. SCI fund deploys $4B off-balance sheet. 16x EV/EBITDA, $346 price target (+97% upside). Risks: leverage, partnerships.
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