Professional
Added to YB: 2025-12-13
Pitch date: 2025-12-12
FTAI [neutral]
FTAI Aviation Ltd.
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
$18.7B
Pitch Price
N/A
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
growth
Crossroads Capital Portfolio Holding: FTAI Aviation Ltd.
FTAI (holding update): Vertically integrated aviation platform leveraging Module Factory & SCI to manufacture 'green time' at lower cost than OEMs. Buys used CFM56/V2500 engines at discount, tears down & rebuilds w/ PMA parts, creating serviceable modules swapped in days vs months. Generates mid-20s ROEs monetizing perpetual inventory in supply-constrained aftermarket. Asset-light expansion positions as top aviation compounder.
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