Latest news with #CFM56
New Straits Times
19-05-2025
- Automotive
- New Straits Times
GE Aerospace eyes further expansion in Malaysia, Asia Pacific
BEIJING: GE Aerospace plans to further expand its operations in Malaysia and across the Asia Pacific region as it strengthens its maintenance, repair, and overhaul (MRO) capabilities to meet rising global aviation demand. GE Aerospace vice president of sales for Asia Pacific, Nakul Gupta, said Malaysia remains a strategic hub for the company, with its Subang facility playing a central role in both regional and global operations. "Established in 1997 as a Centre of Excellence for CFM56 engines, our Malaysia site has evolved into a critical MRO hub supporting over 50 airlines worldwide. "It now serves as the Asia Centre of Excellence for LEAP MRO services and employs over 700 skilled professionals," he told Bernama recently, adding that the provider of jet and turboprop engines is looking to grow its capacity further. The expansion is supported by the company's proprietary FLIGHT DECK operating model and is expected to generate more high-skilled jobs in Malaysia. In 2018, GE Aerospace made a significant US$80 million investment to upgrade the Subang facility, which enabled the introduction of MRO services for the CFM LEAP engine. It is the first such capability for GE Aerospace outside the United States. "As demand continues to rise, we are committed to investing in infrastructure and talent development," he said. He also noted that the company invested US$45 million in the Asia Pacific region last year, reflecting its commitment to strengthening its repair technologies and reducing turnaround times. "This regional investment forms part of GE Aerospace's US$250 million global MRO and component repair investment in 2024, contributing to a broader five-year US$1 billion commitment," he pointed out. He further said that these funds were being used to expand facilities, enhance safety measures and acquire new test cells, tooling as well as equipment across facilities in Singapore, Malaysia, Taiwan and South Korea. Within Southeast Asia, GE Aerospace's footprint includes its Singapore facility which accounts for over 60 per cent of the company's global repair volumes and is a pioneer in using additive manufacturing technology to repair jet engine components. "Additive technology allows us to complete repairs up to 60 per cent faster and with a significantly smaller footprint, enabling quicker aircraft turnaround for our customers," Nakul said. To support increasing demand, he said the company continues to upskill its workforce in emerging aviation technologies such as automation, robotics, and additive manufacturing. On the sustainability front, he said that all GE Aerospace and CFM engines are certified to operate on approved sustainable aviation fuel (SAF) blends, with 10 engine models tested with 100 per cent SAF to date. "GE Aerospace also works closely with fuel producers, regulators and policymakers to accelerate SAF adoption and affordability," he added. GE Aerospace is a global provider of jet and turboprop engines as well as integrated systems for commercial, military, business and general aviation aircraft.
Yahoo
14-05-2025
- Business
- Yahoo
1 Momentum Stock Worth Your Attention and 2 to Turn Down
Great things are happening to the stocks in this article. They're all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase. While momentum can be a leading indicator, it has burned many investors as it doesn't always correlate with long-term success. All that said, here is one stock with the fundamentals to back up its performance and two not so much. One-Month Return: +34.9% Named after the founder's ancestral village in present-day Lithuania, Vishay Intertechnology (NYSE:VSH) manufactures simple chips and electronic components that are building blocks of virtually all types of electronic devices. Why Do We Pass on VSH? Products and services are facing significant end-market challenges during this cycle as sales have declined by 9.1% annually over the last two years Incremental sales over the last five years were much less profitable as its earnings per share fell by 25.4% annually while its revenue grew Free cash flow margin shrank by 15.4 percentage points over the last five years, suggesting the company is consuming more capital to stay competitive Vishay Intertechnology is trading at $15.34 per share, or 7.2x forward EV-to-EBITDA. Read our free research report to see why you should think twice about including VSH in your portfolio, it's free. One-Month Return: +31.8% One of the 'Big Four' airlines in the US, Delta Air Lines (NYSE:DAL) is a major global air carrier that serves both business and leisure travelers through its domestic and international flights. Why Should You Dump DAL? Number of revenue passenger miles has disappointed over the past two years, indicating weak demand for its offerings Projected sales decline of 1.4% for the next 12 months points to a tough demand environment ahead Push for growth has led to negative returns on capital, signaling value destruction At $53.10 per share, Delta trades at 8.6x forward P/E. Check out our free in-depth research report to learn more about why DAL doesn't pass our bar. One-Month Return: +18.6% With a focus on the CFM56 engine that powers Boeing and Airbus's planes, FTAI Aviation (NASDAQ:FTAI) sells, leases, maintains, and repairs aircraft engines. Why Should You Buy FTAI? Market share has increased this cycle as its 44.9% annual revenue growth over the last two years was exceptional Performance over the past two years shows its incremental sales were extremely profitable, as its annual earnings per share growth of 73.8% outpaced its revenue gains Cash burn has become less severe over the last five years, showing the company is making some progress toward financial sustainability FTAI Aviation's stock price of $117.50 implies a valuation ratio of 20.4x forward P/E. Is now the time to initiate a position? Find out in our full research report, it's free. Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 176% over the last five years. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today for free.
Yahoo
13-05-2025
- Business
- Yahoo
FTAI Aviation Ltd. (FTAI): A Bull Case Theory
We came across a bullish thesis on FTAI Aviation Ltd. (FTAI) on Substack by Autumn Capital. In this article, we will summarize the bulls' thesis on FTAI. FTAI Aviation Ltd. (FTAI)'s share was trading at $110.01 as of May 8th. FTAI's trailing and forward P/E were 458.38 and 21.14 respectively according to Yahoo Finance. Engineers examining stress tests of an aircraft engine, working to make sure its ready for flight. FTAI Aviation (FTAI) began as an aircraft and engine leasing business, but it is now undergoing a strategic transformation into a high-margin, capital-efficient maintenance, repair, and overhaul (MRO) company. Its MRO operations primarily focus on CFM56 and V2500 engines, which power a significant portion of Boeing and Airbus narrow-body aircraft and are expected to remain in wide use for decades. Despite only holding approximately 5% share of the fragmented MRO market for these engine types, FTAI is growing rapidly and has a long runway for further expansion. What sets FTAI apart is its unique approach to engine servicing — rather than performing full overhauls, the company repairs or swaps out individual engine modules using a proprietary inventory. This significantly reduces customer downtime and repair costs, enabling FTAI to achieve superior margins compared to traditional MRO providers. The company's legacy leasing business plays a synergistic role in fueling the growth of its MRO segment by supplying used modules and generating consistent demand for swaps, effectively accelerating the MRO flywheel. Earlier this year, the company faced pressure following the release of short-seller reports, which triggered a stock price decline. However, at the same time, FTAI announced a transformative multi-billion-dollar capital transaction, shifting a significant portion of its leasing assets into a new partnership structure. This move not only reduced capital intensity but also unlocked further growth opportunities for the leasing side while freeing FTAI to focus more aggressively on its higher-return MRO operations. The combination of the stock pullback and this capital realignment created a compelling entry point for investors. FTAI now trades at roughly 10x next-twelve-month EV/EBITDA, an attractive multiple given its strong growth outlook. Even without any multiple expansion, organic growth toward a 10–12% MRO market share, bolstered by its capital-light leasing structure, points to a high-teens IRR potential. If the stock re-rates to a 20x multiple—inline with top-tier MRO peers—and as the company rolls out higher-margin PMA parts and scales its operations, the return profile becomes even more compelling. With the possibility of exceeding 10% market share and capturing significant per-unit EBITDA growth, FTAI offers a rare opportunity to earn 20%+ IRRs over the long term, making it one of the most attractively positioned aerospace aftermarket plays in the public markets today. FTAI Aviation Ltd. (FTAI) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 54 hedge fund portfolios held FTAI at the end of the fourth quarter which was 41 in the previous quarter. While we acknowledge the risk and potential of FTAI as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than FTAI but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey.
Yahoo
08-05-2025
- Business
- Yahoo
2 Mid-Cap Stocks Worth Your Attention and 1 to Avoid
Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie. Luckily for you, our mission at StockStory is to help you make money and avoid losses by sorting the winners from the losers. That said, here are two mid-cap stocks with long growth runways and one that could be down big. Market Cap: $23.24 billion Established in 1898, International Paper (NYSE:IP) produces containerboard, pulp, paper, and materials used in packaging and printing applications. Why Do We Pass on IP? Customers postponed purchases of its products and services this cycle as its revenue declined by 2.1% annually over the last five years 11.5 percentage point decline in its free cash flow margin over the last five years reflects the company's increased investments to defend its market position Waning returns on capital from an already weak starting point displays the inefficacy of management's past and current investment decisions International Paper is trading at $43.88 per share, or 6.6x forward EV-to-EBITDA. If you're considering IP for your portfolio, see our FREE research report to learn more. Market Cap: $10.84 billion Starting from a single Washington, D.C. location, CAVA (NYSE:CAVA) operates a fast-casual restaurant chain offering customizable Mediterranean-inspired dishes. Why Should CAVA Be on Your Watchlist? Customers are lining up to eat at its restaurants as the company's same-store sales growth averaged 16% over the past two years Incremental sales over the last three years have been highly profitable as its earnings per share increased by 69.2% annually, topping its revenue gains Free cash flow margin grew by 11.2 percentage points over the last year, giving the company more chips to play with At $94 per share, CAVA trades at 157.8x forward P/E. Is now the right time to buy? See for yourself in our in-depth research report, it's free. Market Cap: $11.28 billion With a focus on the CFM56 engine that powers Boeing and Airbus's planes, FTAI Aviation (NASDAQ:FTAI) sells, leases, maintains, and repairs aircraft engines. Why Is FTAI a Top Pick? Annual revenue growth of 44.9% over the past two years was outstanding, reflecting market share gains this cycle Performance over the past two years shows its incremental sales were extremely profitable, as its annual earnings per share growth of 73.8% outpaced its revenue gains Cash burn has become less severe over the last five years, showing the company is making some progress toward financial sustainability FTAI Aviation's stock price of $108.90 implies a valuation ratio of 19.1x forward P/E. Is now a good time to buy? Find out in our full research report, it's free. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 175% over the last five years. Stocks that made our list in 2019 include now familiar names such as Nvidia (+2,183% between December 2019 and December 2024) as well as under-the-radar businesses like United Rentals (+322% five-year return). Find your next big winner with StockStory today for free.
Yahoo
06-05-2025
- Business
- Yahoo
1 Russell 2000 Stock to Own for Decades and 2 to Brush Off
Small-cap stocks in the Russell 2000 (^RUT) can be a goldmine for investors looking beyond the usual large-cap names. But with less stability and fewer resources than their bigger counterparts, these companies face steeper challenges in scaling their businesses. The high-risk, high-reward nature of the Russell 2000 makes stock selection critical, and we're here to guide you toward the right ones. Keeping that in mind, here is one Russell 2000 stock that could deliver strong gains and two that may struggle to keep up. Market Cap: $92.43 million Known for sponsoring extreme athletes, GoPro (NASDAQ:GPRO) is a camera company known for its POV videos and editing software. Why Do We Avoid GPRO? Demand for its offerings was relatively low as its number of cameras sold has underwhelmed Eroding returns on capital from an already low base indicate that management's recent investments are destroying value Depletion of cash reserves could lead to a fundraising event that triggers shareholder dilution GoPro is trading at $0.59 per share, or 3.1x forward P/E. To fully understand why you should be careful with GPRO, check out our full research report (it's free). Market Cap: $3.40 billion With over 20,000 team members across 26 global facilities, Plexus (NASDAQ:PLXS) designs, manufactures, and services complex electronic products for companies in aerospace/defense, healthcare, and industrial sectors. Why Does PLXS Worry Us? Products and services are facing significant end-market challenges during this cycle as sales have declined by 3.6% annually over the last two years Earnings per share lagged its peers over the last two years as they only grew by 1.7% annually Poor free cash flow margin of 2.9% for the last five years limits its freedom to invest in growth initiatives, execute share buybacks, or pay dividends Plexus's stock price of $129.02 implies a valuation ratio of 17.2x forward P/E. Check out our free in-depth research report to learn more about why PLXS doesn't pass our bar. Market Cap: $10.33 billion With a focus on the CFM56 engine that powers Boeing and Airbus's planes, FTAI Aviation (NASDAQ:FTAI) sells, leases, maintains, and repairs aircraft engines. Why Should You Buy FTAI? Impressive 44.9% annual revenue growth over the last two years indicates it's winning market share this cycle Incremental sales over the last two years have been highly profitable as its earnings per share increased by 73.8% annually, topping its revenue gains Cash-burning tendencies have improved over the last five years, showing it could become financially independent one day At $100 per share, FTAI Aviation trades at 17.5x forward P/E. Is now the right time to buy? See for yourself in our comprehensive research report, it's free. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 175% over the last five years. Stocks that made our list in 2019 include now familiar names such as Nvidia (+2,183% between December 2019 and December 2024) as well as under-the-radar businesses like Comfort Systems (+751% five-year return). Find your next big winner with StockStory today for free.
