FTAI's Strategic Capital Initiative (SCI) has been upsized to $2 billion in total equity capital, targeting the deployment of over $6 billion in capital through the 2025 partnership, up from a previous target of $4 billion. This expanded partnership aims for a total portfolio size of approximately 375 aircraft, with full deployment anticipated by mid-2026.
For Q3 2025, aerospace products generated $180 million in adjusted EBITDA at a 35% margin, marking a 77% year-over-year increase. The company refurbished 207 CFM56 modules in the quarter, a 13% increase from the previous quarter, and is on track to produce 750 modules in 2025.
FTAI announced an increase in its quarterly dividend from $0.30 to $0.35 per share, payable on November 19, 2025, based on a shareholder record date of November 10, 2025.
The company provided full-year 2025 estimates of $1.25 to $1.3 billion in total business segment EBITDA and expects to generate $750 million in adjusted free cash flow for the year. Looking ahead to 2026, FTAI anticipates total business segment EBITDA of $1.525 billion and $1 billion in adjusted free cash flow.
FTAI is expanding its capacity and capabilities through strategic investments, including the acquisition of ATOPS for approximately $15 million to enhance its Miami operations and a 50/50 joint venture with Bauer, Inc. called Prime Engine Accessories to improve component repair capabilities and achieve significant cost savings.

Oct 28, 2025, 12:00 PM

Transcript

FTAI Announces Strong Q3 2025 Results, Upsizes Strategic Capital Initiative, and Raises Dividend

FTAI

Earnings

Guidance Update

New Projects/Investments

FTAI reported Q3 2025 adjusted EBITDA of $297.4 million, a 28% increase compared to Q3 2024, with its aerospace products segment contributing $180.4 million at a 35% margin.
The Strategic Capital Initiative (SCI) Number One was upsized to $2 billion in total equity capital, increasing the total capital deployment target to over $6 billion for approximately 375 aircraft. FTAI will co-invest up to $380 million for a 19% minority equity interest.
The company increased its quarterly dividend from $0.30 to $0.35 per share, payable on November 19, 2025, to shareholders of record on November 10, 2025.
For full-year 2025, FTAI projects total business segment EBITDA between $1.25 billion and $1.3 billion and adjusted free cash flow of $750 million. Looking ahead to 2026, the company anticipates total business segment EBITDA of $1.525 billion and adjusted free cash flow of $1 billion.
FTAI is targeting production of 750 CFM56 modules in 2025 and 1,000 modules in 2026, supported by the acquisition of ATOPS for approximately $15 million and a new joint venture for component repair.

Oct 28, 2025, 12:00 PM

Transcript

FTAI Aviation Upsizes Strategic Capital Initiative, Reports Strong Q3 2025 Results, and Increases Dividend

FTAI

Earnings

Guidance Update

Dividends

FTAI Aviation significantly expanded its Strategic Capital Initiative (SCI) Number One, increasing total equity capital to $2 billion and targeting over $6 billion in capital deployment for approximately 375 aircraft by mid-2026. FTAI's co-investment is now 19%, or approximately $380 million.
The company reported strong financial performance in Q3 2025, with adjusted EBITDA reaching $297.4 million, a 28% increase year-over-year. Aerospace products contributed $180 million in adjusted EBITDA at a 35% margin, up 77% from Q3 2024.
FTAI updated its free cash flow (FCF) guidance, expecting $750 million for full-year 2025 and projecting $1 billion for 2026, a 33% increase.
The company announced an increase in its quarterly dividend from $0.30 to $0.35 per share, payable on November 19th, 2025.
Total business segment EBITDA estimates were raised to $1.25-$1.3 billion for full-year 2025 and $1.525 billion for 2026, up from the original 2026 estimate of $1.4 billion.

Oct 28, 2025, 12:00 PM

Transcript

FTAI announces Q3 2025 results

FTAI

Earnings

Guidance Update

New Projects/Investments

FTAI reported $667 million in revenue and $114 million in net income for Q3 2025.
The company achieved $297 million in Adjusted EBITDA and $268 million in Adjusted Free Cash Flow for Q3 2025.
The Aerospace Products segment demonstrated strong performance with 77% year-over-year growth and $180 million in Adjusted EBITDA for Q3 2025.
FTAI completed fundraising for its inaugural Strategic Capital Initiative (SCI) vehicle, securing $2 billion in equity commitments to deploy over $6 billion of capital.
The company is on track to achieve $750 million in Adjusted Free Cash Flow for 2025 and targets $1.00 billion for 2026.

Oct 28, 2025, 12:00 PM

Presentation

FTAI Aviation Ltd. Reports Strong Q3 2025 Results and Increases Dividend

FTAI

Earnings

Dividends

Guidance Update

FTAI Aviation Ltd. reported Net Income Attributable to Shareholders of $114.0 million and Diluted Earnings per Ordinary Share of $1.10 for the third quarter of 2025.
The company increased its quarterly cash dividend on ordinary shares to $0.35 per share for Q3 2025, up from $0.30 per share in the previous quarter.
FTAI raised its guidance for 2026 Adjusted EBITDA to $1.525 billion from $1.4 billion, with $1.0 billion expected from Aerospace Products and $525 million from Aviation Leasing.
The Aerospace Products segment generated Adjusted EBITDA of $180.4 million in Q3 2025, an increase of 77% versus Q3 2024.
The company completed fundraising for its inaugural Strategic Capital Initiative partnership, securing $2 billion of equity commitments and targeting to deploy over $6 billion of capital.

Oct 27, 2025, 8:23 PM

8-K

FTAI Aviation Completes Fundraising for Strategic Capital Initiative

FTAI

New Projects/Investments

FTAI Aviation has completed fundraising for its inaugural Strategic Capital Initiative vehicle (FTAI SCI I), securing $2.0 billion in equity commitments, exceeding its original target of $1.5 billion.
This vehicle is positioned as the largest aircraft leasing vehicle dedicated to acquiring mid-life, current generation aircraft, with a total purchasing power of over $6 billion including current and future debt financing.
FTAI SCI I has already invested $1.4 billion to acquire 101 aircraft and has an additional $2.1 billion of aircraft under contract, bringing the total to 190 aircraft closed or under Letter of Intent (LOI).
Full deployment of the capital for FTAI SCI I is expected by the end of the first half of 2026.
CEO Joe Adams stated that FTAI aims to be one of the largest lessors of CFM56 and V2500 aircraft, leveraging its leadership in aftermarket engine maintenance.

Oct 27, 2025, 8:20 PM

Press Release

FTAI Aviation Reports Q3 2025 Results, Increases Dividend, and Raises 2026 Guidance

FTAI

Earnings

Dividends

Guidance Update

FTAI Aviation reported Net Income Attributable to Shareholders of $114,009 thousand and Diluted Earnings per Ordinary Share of $1.10 for the third quarter of 2025.
The company increased its quarterly ordinary share dividend to $0.35 per share for the quarter ended September 30, 2025, payable on November 19, 2025.
FTAI Aviation raised its 2026 Adjusted EBITDA guidance from $1.4 billion to $1.525 billion.
Fundraising for the inaugural Strategic Capital Initiative partnership was completed, securing $2 billion of equity commitments and targeting to deploy over $6 billion of capital.

Oct 27, 2025, 8:15 PM

Press Release

FTAI Aviation Signs Perpetual Power Agreement with Finnair

FTAI

New Projects/Investments

FTAI Aviation Ltd. has signed a multi-year Perpetual Power Agreement with Finnair Plc.
The agreement covers 36 CFM56-5B engines.
This program provides engine exchanges in lieu of shop visits to enhance flexibility, fleet reliability, and maintenance cost predictability for Finnair.
The Perpetual Power Program helps airlines avoid costly engine shop visits, reduce downtime, and manage maintenance costs through guaranteed engine availability.

Oct 13, 2025, 8:17 PM

Press Release

FTAI Aviation Discusses Market Share Growth, Strategic Capital Initiative, and PMA Progress

FTAI

New Projects/Investments

Revenue Acceleration/Inflection

Product Launch

FTAI Aviation is focused on becoming the leader in aftermarket engine power for CFM56 and V2500 engines through vertical integration.
The company has increased its market share in the $22 billion aftermarket spend from 0% to 9%, targeting 25%.
Its Strategic Capital Initiative (SCI) is a $4 billion fund, with $2 billion already deployed, aimed at creating an asset-light model and securing engine maintenance events for FTAI. A second SCI fund is under consideration for next year.
FTAI anticipates substantial savings from its PMA partnership with Kromaloy for CFM56 parts, potentially exceeding $2 million per shop visit across five parts, with a critical part expected to receive approval "very soon".
Current production capacity for modules is 1,800 per year, with an expected 750 modules produced this year and a goal of 1,000 modules for next year across its three facilities.

Sep 12, 2025, 3:30 PM

Transcript

FTAI Aviation Discusses Market Share Growth, Strategic Capital Initiative, and PMA Approvals

FTAI

New Projects/Investments

Revenue Acceleration/Inflection

FTAI Aviation is targeting 25% market share in the $22 billion aftermarket engine power industry for CFM56 and V2500 engines, up from its current 9%.
The company expects to produce 750 modules this year and 1,000 modules next year, with a physical capacity for 1,800 modules per year across its three facilities.
Through its Strategic Capital Initiative (SCI), FTAI aims to acquire 250 aircraft with 500 engines this year, having already acquired 145 by July 31, to grow its asset-light business model and secure engine maintenance events.
A significant Parts Manufacturer Approval (PMA) for a CFM56 hot section part, which could save over $2 million per shop visit across five parts, is anticipated soon, with the final FAA application submitted in May.

Sep 12, 2025, 3:30 PM

Transcript

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