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Stock impact report

Tourlite Capital Fourth Quarter 2025 Gainers & Detractors [Seeking Alpha]

FTAI Aviation Ltd. (FTAI) 
Last ftai aviation ltd. earnings: 4/30 04:15 pm Check Earnings Report
US:NYSE Investor Relations: ftandi.com
Company Research Source: Seeking Alpha
We believe FTAI Aviation shares could eclipse $300 this year as the company is on a path to achieving EBITDA of $3 billion over the next 2 years. FTAI management believes they can eventually deliver over 100 engines annually at a $25 million sale price with 40% margins. We maintain our view that a “normal” net exposure range of 20-30% remains optimal for our portfolio construction. FTAI Power is expected to begin ramping in the second half of 2026. Donny DBM/iStock via Getty Images The following segment was excerpted from the Tourlite Capital Q4 2025 Investor Letter. During the quarter, our average net beta-adjusted exposure was 20%. Gross exposure ranged between ~175% and ~260%, with an average of 220%. We maintain our view that a “normal” net This article was written by Quick Insights FTAI could surpass $300 per share as it targets $3 billion EBITDA over the next two years, supported by new business lines and margin expansion. FTAI Power could deliver over 100 e Show less Read more
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