Added to YB: 2026-08-04
Pitch date: 2026-08-02
FTAI [neutral]
FTAI Aviation Ltd.
+6.58%
current return
Author Info
No bio for this author
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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
$21.2B
Pitch Price
$211.25
Price Target
400.00 (+78%)
Dividend
0.97%
EV/EBITDA
24.10
P/E
44.97
EV/Sales
7.81
Sector
Aerospace and Defense
Category
growth
Show full summary:
FTAI Earnings: Power Story Still Intact
FTAI (earnings): Power segment thesis intact post-Q2. Author reiterates $400 PT, diverging from Kairos on 2027 Power valuation. Mgmt's conservative $450M FY27 EBITDA guide is de-risked floor (~60 Mod-1 units); $750M high end = full 100-unit case (~$7.5M EBITDA/turbine). Expects guidance raises as more contracts signed.
Read full article (2 min)