Palantir Technologies and FTAI Aviation Ltd. announced a multi‑year strategic partnership that will embed Palantir’s Artificial Intelligence Platform across FTAI’s global maintenance footprint, aiming to transform productivity and reduce manufacturing costs through improved maintenance scheduling, inventory optimization, and automated workflows.
The partnership will enhance FTAI’s core MRE model, which relies on vertical integration and “green time optimization” to deliver cost‑effective engine rebuilds. By applying advanced analytics to maintenance data, FTAI can better predict module life, optimize repair schedules, and reduce downtime for airlines, thereby lowering unit costs and improving margins across the Aerospace Products segment.
FTAI’s chief operating officer, David Moreno, said the collaboration supports the company’s 25% market‑share target and higher unit economics. Faster production turnaround and improved inventory management will enable FTAI to ramp up module output and expand its customer base, reinforcing its competitive moat and potentially increasing shareholder value.
FTAI reported Q3 2025 revenue of $667.1 million, up 52% year‑over‑year, and Adjusted EBITDA of $297.4 million, up 28% year‑over‑year. The growth was driven by strong demand for CFM56 and V2500 engine rebuilds, as OEM delivery delays and extended aircraft lifespans increased aftermarket service needs. The partnership is expected to further improve margins by reducing downtime and optimizing inventory, building on the company’s solid financial performance. Fitch upgraded FTAI’s long‑term issuer default rating to BB+ from BB‑, citing the company’s robust earnings and successful transition to a corporate profile.
Analysts have maintained strong buy ratings, with price targets ranging from $162.81 to $223.71. The partnership aligns with FTAI’s strategic growth initiatives and is viewed favorably by investors, reflecting confidence in the company’s operational improvements.
David Moreno emphasized that integrating AI will play a critical role in achieving the 25% market‑share goal, citing early results from the AIP. Ted Mabrey, Palantir’s Global Head of Commercial, highlighted FTAI as an ideal partner for AI integration in MRO operations.
The partnership represents a significant step in FTAI’s digital transformation, reinforcing its position as a leading engine MRE provider and supporting its long‑term growth strategy.
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