FTAI Aviation

FTAI

Market cap $25.8B

FTAI Aviation has transformed into a high-ROE, asset-light aviation services powerhouse, leveraging innovative MRO and asset management strategies. SCI I and II asset management vehicles unlock higher returns, recurring management fees, and accelerate capital-light growth, with SCI AUM potentially reaching $8 billion by 2028. Proprietary MRO innovations—especially PMA parts and the MRE exchange model—drive 40%+ EBITDA margins and rapid EBITDA growth, with aerospace products EBITDA set to surpass $1 billion in 2026.

Here is how FTAI Aviation (FTAI) and Howmet (HWM) have performed compared to their sector so far this year.

The consensus price target hints at a 32.8% upside potential for FTAI Aviation (FTAI). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Lower fuel prices encourage more flight departures, which is good for aerospace aftermarket and servicing companies. FTAI Power benefits from affordable energy prices.

FTAI Aviation Preferred Series C shares offer an 8.2% effective yield but face likely redemption at par value in June 2026. With a probable call, yield-to-call drops to just 1.25%, making current upside unattractive and supporting a sell recommendation. Reset yield would jump to 11.3%, incentivizing FTAI to redeem rather than reset, as seen with prior Series A and B redemptions.

The Investment Committee give you their top stocks to watch for the second half.

NEW YORK, April 01, 2026 (GLOBE NEWSWIRE) -- FTAI Aviation Ltd. (NASDAQ: FTAI; the "Company" or “FTAI”) plans to announce its financial results for the first quarter 2026 after the closing of Nasdaq on Wednesday, April 29, 2026. A copy of the press release and an earnings supplement will be posted to the Investor Relations section of the Company's website, https://www.ftaiaviation.com/.

FTAI Aviation (NASDAQ:FTAI) has delivered a remarkable run over the past year, with shares up nearly 113% over the trailing 12 months and up 15.36% year-to-date heading into April.

FTAI Aviation (FTAI) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Five of the Royce SMid-Cap Total Return Fund portfolio's nine equity sectors made a positive impact on calendar year performance. In the post-Covid era, airlines have seen a significant resurgence in passenger demand, which engine OEMs (original equipment manufacturers) have struggled to meet amid quality issues with new engine families such as the LEAP and GTF. Sapiens has idiosyncratic opportunities to drive growth and profitability through new geographies, expanding the product suite into adjacent areas, and scaling up existing operations.