Stephen Weiss, Founder, Short Hills Capital PartnersFTAI Aviation FTAIBUYSep 23, 2026

It's a good stock, but has been wavering on the data centre spending debate.

He bought it back. Shares are down a lot. The company has changed. It used to be in aircraft leasing and maintenance and has turned into a power generation company. Aircraft engines power data centres. It trades at 17x EBITDA, cheap compared to GEV and others. It's part of the AI trade, so it's volatile.

Up 43% in 2025. Believes in aerospace. Are turning their engines in to gas turbines, which will raise performance. Balance sheet is in good shape. Flies under the radar, so there's potential for more buying power.

Lower interest rates will drive lending to aircraft companies.

Is not doing as well as the companies in travel. (FTAI deals in aviation equipment.)

They had a great quarter. They had done nothing until they picked up a $2.5 billion line of credit. Shares have doubled, but he sees a lot of upside. The aviation cycle will continue.