Core Insights - FTAI Aviation Ltd. has shown consistent growth, with a significant increase in revenue and a successful acquisition of LMCES, leading to raised price targets by analysts [1][4]. Financial Performance - In Q2 2025, FTAI reported an EPS of $1.57, exceeding analyst expectations of $1.37 [2]. - The Aerospace Products Adjusted EBITDA increased by 26% to $164.9 million compared to the previous quarter [2]. Acquisition Details - On September 9, 2025, FTAI finalized the acquisition of Lockheed Martin Commercial Engine Solutions (LMCES), gaining access to a 526,000-square-foot facility for aircraft engine maintenance, repair, and exchange in Québec [3]. Analyst Ratings - Following the positive financial results and acquisition, BTIG raised its price target for FTAI from $190 to $230 while maintaining a Buy rating [4]. - FTAI has demonstrated a remarkable 10-year performance of 1528.05%, indicating strong long-term growth potential [4]. Company Overview - Founded in 2011 and headquartered in New York, FTAI Aviation specializes in leasing commercial aircraft and jet engines, as well as providing maintenance and aftermarket products, particularly focusing on CFM56 and V2500 engines [5].

Group 1: Fund Performance - Parnassus Mid Cap Growth Fund returned 13.29% (net of fees) in Q2 2025, underperforming the Russell Midcap Growth Index which returned 18.20% [1] - Stock selection in the Industrials and Information Technology sectors negatively impacted the fund's performance, while holdings in the Financials sector contributed positively [1] Group 2: StandardAero, Inc. Overview - StandardAero, Inc. (NYSE:SARO) is an aerospace engine aftermarket services provider, with a one-month return of -4.15% and a year-to-date gain of 4.36% as of September 24, 2025, when its stock closed at $25.84 per share and had a market capitalization of $8.643 billion [2] - The fund initiated a position in StandardAero due to its resilient business model, which provides strong recurring revenue from non-discretionary services [3] Group 3: Investment Sentiment - StandardAero, Inc. was held by 48 hedge fund portfolios at the end of Q2 2025, a slight decrease from 50 in the previous quarter [4] - While StandardAero is recognized for its potential, certain AI stocks are considered to offer greater upside potential with less downside risk [4]