FTAI Aviation FTAIBUYAug 22, 2025Stock price when the opinion was issued
As of Jul 10, 2026. Market Open.
He bought it back. Shares are down a lot. The company has changed. It used to be in aircraft leasing and maintenance and has turned into a power generation company. Aircraft engines power data centres. It trades at 17x EBITDA, cheap compared to GEV and others. It's part of the AI trade, so it's volatile.
They had a great quarter. They had done nothing until they picked up a $2.5 billion line of credit. Shares have doubled, but he sees a lot of upside. The aviation cycle will continue.