FTAI Aviation Ltd. (NASDAQ:FTAI) Overview and Analyst Insights

Core Insights - FTAI Aviation Ltd. focuses on owning and acquiring aviation and offshore energy equipment, operating through two segments: Aviation Leasing and Aerospace Products [1] - The company manages 363 aviation assets, including 96 commercial aircraft and 267 engines, as of the end of 2023 [1] - The consensus price target for FTAI's stock has generally increased over the past year, with a recent average of $190, indicating a positive outlook from analysts [2][5] Segment Analysis - The Aviation Leasing segment is responsible for managing aviation assets, which are leased and sold to customers [1] - The Aerospace Products segment develops, manufactures, repairs, and sells aircraft engines and aftermarket components [1] Financial Performance - FTAI's innovative SCI fund model has significantly increased market share and generated recurring repair revenue with minimal capital investment [4][5] - Recent quarterly results have shown improving gross margins, now above 40%, and the company has raised its guidance [4] - Despite strong fundamentals and positive quarterly results, FTAI's shares are considered undervalued due to concerns from short-sellers [4][5] Analyst Outlook - Analysts, including Andre Madrid from BTIG, have set a price target of $190 for FTAI, indicating confidence in the company's performance [3] - Zacks Earnings ESP suggests that FTAI is a potential outperformer in quarterly earnings [3]