Shyam H. Gidumal

October 17, 2026

FTAI Expands Engine Exchange Program with United Airlines. FTAI has broadened its engine exchange program with United Airlines, following a multi‑year engine maintenance agreement signed by UAL. The partnership gives FTAI access to a larger fleet of engines for maintenance and exchange, potentially increasing its service revenue. United Airlines has posted a strong 173% three‑year return, which may support demand for FTAI’s services. The deal is part of FTAI’s strategy to grow its aviation maintenance business.

October 4, 2026

RenaissanceRe Q2 2026 Earnings Call Highlights Discounted Valuation. During the Q2 2026 earnings call, RenaissanceRe reiterated its diversified reinsurance strategy and maintained a cautious outlook. Analysts noted the stock trades at a discount to peers, with a 142% run and a P/E of 5.2, suggesting potential undervaluation. The company’s dividend yield of 0.69% and analyst target of $346.40 contrast with its current price near the 52‑week low of $231.17. RSI sits at 45.5 and the support level at $292.90 adds context to its valuation debate.