Key Takeaways TAT Technologies faced MRO softness in early 2025 from supply-chain issues and order timing.MRO intake began recovering in July 2025, helped by new contract wins across aircraft platforms.TATT shares gained 110.4% in a year and trade at a discount on forward Price/Sales versus peers.Increasing investments from global airlines in the maintenance, repair, and overhaul (“MRO”) of their ageing fleet to meet the rapidly rising air passenger traffic have been fueling growth for TAT Technologies Ltd. ...

Core Insights - Willis Lease Finance Corporation (WLFC) announced a commitment from Jet2.com for two base maintenance lines at its subsidiary Willis Aviation Services Limited (WASL) for the upcoming season [1][2] - The expansion follows the successful completion of a single maintenance line for Jet2 earlier this year, showcasing WASL's strong performance [2] - The new maintenance lines will be conducted at WASL's state-of-the-art facility at Teesside International Airport, enhancing capacity in the UK MRO sector [3] Company Overview - WLFC is a leading lessor of commercial aircraft engines and provides aviation services globally, including leasing large and regional spare commercial aircraft engines and auxiliary power units [5] - The company integrates its leasing activities with engine and aircraft trading, asset management services, and various end-of-life solutions for engines and aviation materials [5] - WLFC's service offerings include Part 145 engine maintenance, aircraft line and base maintenance, and ground handling services [5] Industry Context - The demand for aircraft maintenance services remains high across the UK and Europe, prompting WASL's expansion to meet the needs of airlines and lessors globally [3] - The new facility is expected to create a significant number of highly skilled jobs, contributing to local economic growth and talent development in the aerospace industry [3][4]

Core Viewpoint - FTAI Aviation Ltd. has acquired a 50% stake in IAG Engine Center Europe, enhancing its global maintenance capacity by approximately 40% through the establishment of QuickTurn Europe at Rome Fiumicino Airport [1][2][3] Group 1: Joint Venture Details - The joint venture with IAG Engine Center will optimize operations, providing expanded maintenance, repair, and exchange services to FTAI's global customer base [2] - QuickTurn Europe will increase FTAI's module maintenance capacity by 450 modules (150 engines) per year, representing a 33% increase to the current capacity of 1,350 modules (450 engines) [7] - The facility is expected to quickly ramp up production, with piece-part repair capabilities anticipated to be operational in the second half of 2025 [7] Group 2: Strategic Importance - The partnership strengthens the position of Rome Fiumicino Airport as a key player in the global aviation ecosystem, benefiting from its central location and connectivity [3] - The joint venture is expected to create hundreds of new skilled jobs, positively impacting the local economy of Fiumicino, Rome, and the Lazio region [3] - QuickTurn Europe will integrate with FTAI's existing maintenance capabilities in Montréal and Miami, addressing strong demand from the global customer base [3] Group 3: Company Background - FTAI Aviation Ltd. focuses on owning and maintaining commercial jet engines, particularly CFM56 and V2500 engines, and provides cost savings and flexibility to its customers [4] - The company also owns and leases jet aircraft, facilitating the acquisition of engines at attractive prices, and invests in aviation assets that generate strong cash flows [4] - IAG Engine Center Europe specializes in the maintenance, repair, and overhaul of CFM56-5B and CFM56-7B engines, featuring extensive piece-part repair capabilities and a state-of-the-art test cell [5]