Professional
Added to YB: 2026-07-06
Pitch date: 2026-07-01
FTAI [neutral]
FTAI Aviation Ltd.
-7.9%
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
$25.4B
Pitch Price
$262.25
Price Target
400.00 (+66%)
Dividend
0.73%
EV/EBITDA
27.99
P/E
49.44
EV/Sales
10.06
Sector
Aerospace and Defense
Category
growth
Komodo Capital | 1H 2026 Portfolio Review - FTAI Aviation Ltd.
FTAI (trimmed position): Trimmed above $300 on FTAI Power tailwinds but remains top holding at 29% of portfolio; won't sell below $400. Bull case: half-decade MRO outsourcing growth cycle, share gains from OEMs (Satair/Aviall) & airlines, 2nd Strategic Capital Initiative, elite mgmt. ~low-20% IRR over 3yrs.
Read full article (1 min)