消息面上,公司宣布通过J&F Power Systems获得14.65亿美元燃气轮机发电机组订单,初始Mod-1 CFM56航改型机组订单占其目标交付量的重要部分,标志着FTAI Power业务规模化放量取得关键进展。此外,公司Q2财报将于7月29日盘后发布,市场预期每股收益1.52美元,较Q1的1.29美元进一步增长;公司此前与AEI达成波音737-800客改货战略合作,整合发动机运维与机身改装能力。RBC此前将目标价从270美元上调至350美元,维持跑赢大盘评级,机构整体持偏正面看法。
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