FTAI Aviation expanded asset base without higher capital, says Barclays

Barclays says FTAI Aviation’s (FTAI) announcement of partnerships with outside investors should expand the company’s asset base without an increase in capital requirements, creating a larger base of aerospace products business. FTAI also provided 2025 guidance modestly ahead of Street expectations, the analyst tells investors in a research note. Given the likely benefit to Aerospace Products revenue as a result of the company’s “Strategic Initiative,” Barclays sees the potential for management to increase the top-end of its 2026 guidance next year. The firm keeps an Overweight rating on the shares with a $180 price target