Engine Sales Power 78% Revenue Jump at FTAI Aviation; Strategic Capital Initiative Grows
FTAI sits 60% above its 52-week low of $128.32 on elevated volume (2.1× avg).
Summary
FTAI Aviation's Q2 2026 results featured a 78% surge in Aerospace Products revenue to $875M and a 51% rise in Adjusted EBITDA to $291.4M. The Strategic Capital Initiative was expanded and the credit facility upsized to $2.025B.
Key Events · Earnings and Guidance · FTAI
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Aerospace Products Revenue Surges 78%
Driven by a $262.6 million increase in CFM56-5B, CFM56-7B and V2500 engine and module sales, Aerospace Products revenue reached $875 million in Q2 2026, up from $490 million a year ago.
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Adjusted EBITDA Up 51%
Adjusted EBITDA rose to $291.4 million from $347.8 million in Q2 2025, with the Aerospace Products segment contributing $249.7 million, a 51% year-over-year increase.
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Strategic Capital Initiative Expanded
On June 29, 2026, the agreement with the 2025 Partnership was amended to add 15 more on-lease 737NG and A320ceo aircraft, bringing the total committed aircraft to 60.
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Revolving Credit Facility Upsized to $2.025B
The revolving credit facility was amended and restated on April 24, 2026, increasing the aggregate principal amount to $2.025 billion and extending the maturity to April 24, 2031.
Analysis · FTAI · Trade & Services
A standout second quarter saw Aerospace Products revenue climb 78% to $875 million, fueled by surging CFM56 engine and module sales, while Adjusted EBITDA advanced 51% to $291.4 million. The Strategic Capital Initiative expanded with 15 additional aircraft added to the 2025 Partnership, and the revolving credit facility was upsized to $2.025 billion. These results underscore robust execution in the engine aftermarket and growing asset-light fee streams, even as Aviation Leasing revenue continued to decline amid the shift to the partnership model.
At the time of this filing, FTAI was trading at $205.00 on NASDAQ in the Trade & Services sector, with a market capitalization of approximately $21.1B. The 52-week trading range was $128.32 to $323.51. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.