Added to YB: 2026-09-01
Pitch date: 2026-08-30
FTAI [bullish]
FTAI Aviation Ltd.
-0.99%
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
$20.0B
Pitch Price
$192.00
Price Target
719.00 (+278%)
Dividend
1.00%
EV/EBITDA
22.97
P/E
42.56
EV/Sales
7.45
Sector
Aerospace and Defense
Category
growth
FTAI Aviation - Deep Dive
FTAI (watchlist): FTAI Aviation has evolved from an aircraft lessor into an integrated engine ecosystem: Aerospace Products is gaining share, third-party-funded Strategic Capital feeds it engine demand and inventory, and Power repurposes aging CFM56 technology through a joint venture. At roughly 10x management’s $2.3B 2027 segment EBITDA target, the base case reaches $719 per share by 2030, but Power remains unproven, legacy fleets will decline and debt exceeds $3B.
Read full article (16 min)