Added to YB: 2026-01-23
Pitch date: 2026-01-21
FTAI [neutral]
FTAI Aviation Ltd.
-28.69%
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
$22.3B
Pitch Price
$295.76
Price Target
456.00 (+116%)
Dividend
0.92%
EV/EBITDA
25.23
P/E
47.40
EV/Sales
8.18
Sector
Aerospace and Defense
Category
growth
Show full summary:
FTAI Power
FTAI (update): FTAI announces FTAI Power which converts CFM56 engines to 25MW gas turbines for AI/datacenter demand. Leverages existing 1000+ engine inventory & MRO infrastructure. Analysts project $750M-$1B annual EBITDA at 100 units/yr. Author estimates 35-40 units 2026, 100+ by 2028. Base case $456 target (63% upside, 18% IRR) at 18x EBITDA.
Read full article (3 min)