... exceed forecasts (e.g., EPS closer to $1.6–1.7, revenue >$550 million), it will confirm FTAI's effective capitalization on market conditions. It is important to hear from management about plans to expand the fleet of leased engines and long-term contracts with carriers. Potential reaction: FTAI shares have already risen significantly this year, so a truly strong report and positive guidance are needed for continued rally. If results meet expectations (but do not outperform), the reaction may ...

... manufacturing in the Fifth Federal Reserve District (Virginia, the Carolinas, etc.) and often sets the tone for assessing the situation in the US manufacturing sector. Previous months showed negative index readings (around –9 points in June), indicating a contraction in activity. The consensus forecast for July anticipated a slight rise in the index, but still within negative territory (closer to –5). The actual value came out at –7 points, matching analysts' expectations. This indicates a continued ...