How Investors May Respond To FTAI Aviation (FTAI) As FAA Weighs Approval Of Third PMA Part

• In recent commentary, Jim Cramer and Tourlite Capital Management expressed confidence in FTAI Aviation, highlighting upcoming catalysts such as an investor day at its Montreal facility, anticipated FAA approval for a third PMA part, and the potential launch of a second Strategic Capital Initiative vehicle.
• These views come alongside very large two-year average annual revenue growth and strong earnings expansion for FTAI’s engine-focused business, which together have reinforced investor interest despite broader aviation sector headwinds.
• We’ll now examine how the anticipated FAA approval for FTAI’s third PMA part could reshape the company’s existing investment narrative.

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FTAI Aviation Investment Narrative Recap

To own FTAI Aviation, you need to believe in a long runway for mid‑life engine demand and the company’s ability to keep scaling its engine services model. The recent optimism from Jim Cramer and Tourlite does not materially change the near term focus on securing FAA approval for the third PMA part, nor does it reduce key risks around concentrated exposure to legacy engine platforms and operational execution.

Among recent developments, the anticipated FAA approval for FTAI’s third PMA part stands out as most relevant. PMA approvals are central to the company’s effort to deepen its engine aftermarket presence and support its engine focused revenue and earnings growth. How quickly this new part is adopted by customers will influence whether current expectations around margins and returns on invested capital continue to hold.

Yet even with these potential positives, investors should be aware that FTAI’s dependence on legacy engine platforms means any faster shift toward newer propulsion technologies could...

Read the full narrative on FTAI Aviation (it's free!)

FTAI Aviation's narrative projects $3.7 billion revenue and $1.1 billion earnings by 2028. This requires 19.8% yearly revenue growth and a roughly $700 million earnings increase from $416.5 million today.

Uncover how FTAI Aviation's forecasts yield a $227.10 fair value, a 35% upside to its current price.

Exploring Other Perspectives

Four members of the Simply Wall St Community currently estimate FTAI’s fair value between US$16.83 and US$227.63, underscoring how far apart individual views can be. Set against this wide spread, the company’s reliance on legacy engine platforms and timely PMA approvals gives you clear focal points to test your own expectations and compare them with these differing perspectives.

Explore 4 other fair value estimates on FTAI Aviation - why the stock might be worth as much as 35% more than the current price!

Build Your Own FTAI Aviation Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your FTAI Aviation research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free FTAI Aviation research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate FTAI Aviation's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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