FTAI Aviation Watchlist

tz-plus logo FTAI Aviation: Strategic Realignment, from Leasing to Engine Specialist

D. Engelhardt
Reading Time: 3 minutes

FTAI is not just a mere lessor, but controls the entire value chain of the most important engine types through its own "Module Factory" and certified spare parts. This leads to industry-best margins. With the newly established division FTAI Power, the company will tap into a massive secondary market starting in 2026. By converting aircraft engines into mobile 25-megawatt turbines, FTAI addresses the enormous power demand of AI data centers. The investment story of FTAI Aviation (NASDAQ: FTAI) has fundamentally changed in recent years....

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