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    Jason Holcomb

    Research Analyst at Morgan Stanley

    Jason Holcomb is Vice President and Lead Strategy Executive at Morgan Stanley, focusing on investment analysis and strategic advisory within the financial sector. He is known for his coverage of leading companies and delivering valuable insights that drive successful investment decisions, though specific performance metrics and ranked track records are currently unavailable. Holcomb's career includes notable progression at Morgan Stanley, where he has built expertise in analytical strategy and client advisory. His credentials include advanced finance knowledge and professional experience at a major investment bank, complementing his ability to analyze complex market trends and sector developments.

    Jason Holcomb's questions to FTAI Aviation (FTAI) leadership

    Jason Holcomb's questions to FTAI Aviation (FTAI) leadership • Q3 2024

    Question

    Jason Holcomb from Morgan Stanley requested an update on the V2500 engine program, including induction progress, output from shops, and customer demand beyond LATAM. He also asked for the number of CFM56 modules sold in the quarter.

    Answer

    COO David Moreno confirmed the V2500 program is progressing well, with turnaround times on target at 90-120 days and a committed pipeline for engines coming out of the shop. He noted the LATAM program has started and that FTAI has secured two large North American airlines for 20+ engines. CEO Joe Adams declined to provide the specific number of CFM56 modules sold, citing commercial sensitivity.

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