Added to YB: 2025-02-28
Pitch date: 2025-02-26
FTAI [bullish]
FTAI Aviation Ltd.
+81.3%
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
$22.9B
Pitch Price
$135.94
Price Target
144.00 (-42%)
Dividend
0.81%
EV/EBITDA
25.52
P/E
N/A
EV/Sales
N/A
Sector
Aerospace and Defense
Category
turnaround
Show full summary:
$FTAI long pitch from MCH idea dinner
FTAI: Bullish despite short report. $1B deployed in strategic capital initiative YTD 2025, aiming for $3-5B/yr. Could add $400M Products EBITDA by 2026 with PMA approval. Trades at 12-14x implied Products multiple vs peers 16-18x. Potential 6x multiple re-rate. Risk/reward: -10% to +80% upside.
Read full article (2 min)