FTAI Aviation posts strong Q1 with $325.6M EBITDA, growing aerospace market share and strategic leasing shift.

FTAI Aviation reported a strong first quarter with EBITDA of $325.6 million, surpassing analyst expectations of $319 million. The growth was driven primarily by the aerospace segment, where the company increased its market share from 10% to 12%, aiming for 25%. Management is focusing on absolute dollar growth rather than margins. Additionally, Strategic Capital is transitioning to a larger scale and a higher-multiple leasing model. FTAI is viewed as a multi-year growth opportunity despite market volatility and macroeconomic concerns.