FTAI Aviation targets market share of 25% - Jefferies upgrades to $375 (Buy)!

FTAI Aviation (FTAI) has positioned itself as a so-called MRO specialist (Maintenance, Repair, and Overhaul) to carry out the maintenance and repair of widely used CFM56 and V2500 aircraft engines. The company benefits from the fact that the total costs for relevant engine maintenance are expected to rise to about $25 billion in 2026, exceeding previous forecasts of $22 billion with double-digit growth. The market share is expected to grow to 25% in the long term. The acquisition of "Pacific Aerodynamic" and the joint venture "Prime Engine Accessories"...