Strategic Capital Initiative and MRE Program Propel FTAI Aviation’s Growth: A Buy Recommendation by Josh Sullivan

FTAI Aviation (FTAI – Research Report), the Industrials sector company, was revisited by a Wall Street analyst yesterday. Analyst Josh Sullivan from Benchmark Co. maintained a Buy rating on the stock and has a $300.00 price target.

Josh Sullivan has given his Buy rating due to a combination of factors that highlight FTAI Aviation’s strategic advantages and financial performance. The company’s Strategic Capital Initiative (SCI) has proven to be highly effective, generating significant revenue in the first quarter of 2025. This initiative accounts for a substantial portion of FTAI’s Aerospace Product segment sales, showcasing the company’s ability to leverage its strategic interests.
FTAI’s capacity to prioritize engine work through its Maintenance, Repair, and Exchange (MRE) program is another critical factor. This program allows FTAI to access serviced engines quickly, a significant advantage in the aerospace industry where supply chain constraints are common. By acquiring engines requiring extensive maintenance at lower costs and immediately exchanging them for fully serviced ones, FTAI can offer attractive lease rates. This strategic approach not only enhances FTAI’s market position but also strengthens its relationship with the SCI, indicating potential for accelerated growth.

In another report released yesterday, Barclays also maintained a Buy rating on the stock with a $150.00 price target.