FTAI Aviation is one of the most mispriced names in the power trade after falling nearly 50% from its high. It owns the largest pool of 737 engines on earth; airlines cannot get new engines, so old ones fly longer, and with fuel up 70% airlines are dumping jets, letting FTAI buy engines cheap. It is converting those engines into data-center turbines for 2027 delivery, while GE and Siemens quote 2029, with a $1.465B order in hand. Three sold-out markets, one engine, under 10x next year's EBITDA. … Show more

FTAI Aviation is becoming one of the most undervalued and compelling power plays in AI infrastructure, growing earnings far faster than GE Vernova at a much lower multiple. Per sell-side estimates, FTAI trades at 22x NTM EPS with EPS growing 50-55% this year and 75-80% next, a 46% CAGR through 2028, versus GE Vernova's 28% CAGR at 58x. It just announced another roughly $1.5B order through partner J&F Power Systems, and found support at the 50% retracement after a 40% drop from February highs. … Show more

FTAI Aviation is in the macro penalty box for now, after the way GE traded, so it is not worth owning yet. It would be a buy if the war is resolved for good. The power business is an appealing angle, but it probably needs time to really get going. x.com 

FTAI Aviation's power business gives retired aircraft engines a second life supplying AI data centers, built on capabilities it already has. FTAI Power converts CFM56 engines into 25 MW gas turbines and targets on-site turbine swaps in under 48 hours, drawing on its exchange model and fleet of over 1,000 engines. Its joint venture with Jereh Group won a $1.465 billion initial order from a leading cloud provider, delivered through November 2027; that order belongs to the JV, not all to FTAI. … Show more

FTAI Aviation's power segment is the underrated part of the thesis, since the market still prices FTAI mostly on its aviation aftermarket business. FTAI Power's deliveries, scheduled in batches through November 2027, give it a multi-year revenue tail tied to a single hyperscaler. x.com 

GE Aerospace earns most of its money servicing a huge installed engine base, and record air traffic keeps that base turning. Engines sell at up to 70% off, while shop visits bring up to 70% of lifetime revenue; services were about 70% of 2025's $42B revenue, with a $210B backlog. At 43x earnings versus a 37x five-year average it is not cheap, a premium backed by the end of the conglomerate discount, margins and visibility. A correction would come only with a normal general market pullback. x.com  … Show more

RTX pairs solid fundamentals with near-term share pressure, backed by sustained defense demand, a cash-rich aftermarket and a fading GTF engine problem. Geopolitical tension drives demand for air defense, radars and munitions as procurement shifts to long-term replenishment. Delayed Boeing and Airbus deliveries keep older fleets flying, lifting high-margin repair work at Collins and Pratt & Whitney. GTF remediation is on track, with aircraft on ground down about 15% and repair output up 23%. … Show more