Is FTAI Aviation (FTAI) a Top Compounder in the Aviation Space?

2 months ago 20

Soumya Eswaran

Tue, December 23, 2025 astatine 7:30 AM CST 3 min read

Crossroads Capital LLC, an concern absorption company, released its third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The Crossroads Capital Investment Partners, LP, appreciated 6.4% nett of each fees and expenses successful the 3rd 4th of 2025, making the YTD instrumentality 34.1% nett done Q3 2025. The money has compounded astatine 21.4% gross and 17.3% nett ground since inception. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Crossroads Capital highlighted stocks specified arsenic FTAI Aviation Ltd. (NASDAQ:FTAI). FTAI Aviation Ltd. (NASDAQ:FTAI) owns and acquires aviation instrumentality for the proscription of goods and people. The one-month instrumentality of FTAI Aviation Ltd. (NASDAQ:FTAI) was 4.12%, and its shares gained 31.98% of their worth implicit the past 52 weeks. On December 22, 2025, FTAI Aviation Ltd. (NASDAQ:FTAI) banal closed astatine $170.75 per share, with a marketplace capitalization of $17.514 billion.

Crossroads Capital stated the pursuing regarding FTAI Aviation Ltd. (NASDAQ:FTAI) successful its 3rd 4th 2025 capitalist letter:

"As a reminder, FTAI Aviation Ltd. (NASDAQ:FTAI) captures the astir charismatic economics successful aftermarket aviation not by acting arsenic a passive lessor but by operating arsenic a vertically integrated concern level via its Module Factory and Strategic Capital Initiative (SCI). The company’s absorption connected the aging planetary fleet of CFM56 and V2500 engines leaves it uniquely positioned to capitalize connected a marketplace that remains drastically abbreviated refurbished engines. Indeed, arsenic the largest earthy purchaser of utilized engines from some craft lessors and airlines, FTAI tin leverage its important standard to walk outgo savings backmost to customers, creating an inherent flywheel that we judge should lone get stronger with time.