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.
How filings like this one have moved
In the 30 days to Oct 2, 2026, 36.4% of the 1070 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.57%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
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.