Professional
Added to YB: 2026-03-02
Pitch date: 2025-12-31
FTAI [neutral]
FTAI Aviation Ltd.
+28.44%
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
$27.7B
Pitch Price
$197.70
Price Target
N/A
Dividend
0.59%
EV/EBITDA
31.01
P/E
58.66
EV/Sales
12.31
Sector
Aerospace and Defense
Category
growth
Crossroads Capital Portfolio Holding: FTAI Aviation Ltd.
FTAI (holding update): Leading CFM56 MRO transforming to capital-light model via $2B SCI vehicle (upsized from $1.5B, $6B+ purchasing power w/ debt). Q4: Finnair 36-engine Perpetual Power deal, FAA approval for Stage 1 HPT blade (most complex CFM56 component), Palantir AIP deployment for ops optimization. New 'FTAI Power' venture repurposing CFM56s into 25MW aeroderivative turbines for data centers (100+ units/yr target starting 2026, 1,000+ engine fleet). Vertically integrated platform (Module Factory + proprietary PMA parts) creates 'green time' at lower cost than OEMs, driving high-margin Aerospace Products revenue. Market still values as cyclical lessor despite shift to scalable, high-visibility industrial model with durable competitive moat.
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