Description
FTAI Aviation: Repurposing CFM56 Engines & Entering Power Markets—A Smart Diversification Play?
FTAI Aviation reported solid performance in 2025, marked by notable progress across its Aerospace Products and Aviation Leasing segments, as well as the launch of a new Power business platform. The company’s strategic capital initiative (SCI) raised $2 billion in equity commitments in 2025 for its inaugural fund focused on acquiring mid-life narrow-body aircraft, with a total expected capital deployment of $6 billion including financing partners. The fund closed 130 aircraft in 2025 and is on track to fully invest by mid-2026, while fundraising for SCI II has commenced supported by an anchor equity commitment. Aerospace Products delivered strong financial results, generating $195 million in adjusted EBITDA in Q4 with a 35% margin, representing a 66% year-over-year increase and a steady improvement through 2025. Full-year adjusted EBITDA for Aerospace Products was $671 million, reflecting 76% growth from 2024 and exceeding earlier targets.
