FTAI Aviation ($FTAI) sells off on earnings miss, even as 2026 outlook improves

What happened

$FTAI reported results that missed expectations, which hit a stock priced for strong execution.

Management still pointed to stronger longer-term targets and continued progress tied to its power initiative, keeping the “AI power” narrative in play.

Winners

Aerospace aftermarket and parts suppliers

Airlines are still incentivised to keep aircraft flying, and tight engine capacity keeps demand strong for replacement parts, repairs, and high-margin aftermarket services.

Names: $HEI (Heico), $TDG (TransDigm Group), $RTX (RTX)

Data-center power and electrical infrastructure

The AI/data-center buildout is increasingly constrained by power availability. Any reinforcement of multi-year pow ...