Core Insights - FTAI Aviation has experienced subdued stock returns of 8% year-to-date in 2025, but business progress remains positive with compelling valuations [1] - A multi-year partnership with Palantir will enable FTAI to leverage AI for cost savings and disruption of the MRO model, supporting growth [2] - FTAI operates in a $22 billion addressable market for aftermarket power for CFM56 and V2500 engines, with a 32% stock increase over the last six months [3] Financial Developments - FTAI completed its inaugural Strategic Capital Vehicle fundraising with $2 billion in equity commitments, providing $6 billion in financial flexibility [4] - The company has invested $1.4 billion in acquiring 101 aircraft, with an additional $2.1 billion under contract or letter of intent, expecting full deployment of 190 aircraft by mid-2026 [5] - FTAI anticipates aviation leasing adjusted EBITDA of $525 million in FY 2026, with healthy credit metrics supported by recurring income from aircraft leasing [6] Market Performance - The maintenance solutions segment of FTAI showed robust growth in Q3 2025, indicating sustained healthy growth potential in the aerospace products market [7]
This ‘Strong Buy’ Jet Engine Stock Is Partnering Up with Palantir. Should You Buy Shares Here?