FTAI Aviation Announces Multi-Year Materials Agreement with CFM International to Further Support CFM56 Engines

Rhea-AI Summary

FTAI Aviation (NASDAQ: FTAI) signed a multi-year agreement with CFM International on January 22, 2026 to provide component and repair support for CFM56 engines, the largest commercial engine fleet.

The agreement secures OEM replacement part supply, access to thrust performance upgrades, and component repair capabilities to extend CFM56 service life, strengthen the open MRO ecosystem, and support global narrowbody demand over the next decade.

Positive

• Signed multi-year agreement with CFM International on Jan 22, 2026
• Secures OEM replacement part supply for CFM56 engines
• Adds access to thrust performance upgrades and component repair

Negative

• None.

News Market Reaction

+2.26%

8 alerts

+2.26% News Effect

+3.3% Peak in 1 hr 45 min

+$702M Valuation Impact

$31.78B Market Cap

0.2x Rel. Volume

On the day this news was published, FTAI gained 2.26%, reflecting a moderate positive market reaction. Argus tracked a peak move of +3.3% during that session. Our momentum scanner triggered 8 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $702M to the company's valuation, bringing the market cap to $31.78B at that time.

Data tracked by StockTitan Argus on the day of publication.

Market Reality Check

Price: $288.93 Vol: Volume 2,332,853 is 36% a...

normal vol

$288.93 Last Close

Volume Volume 2,332,853 is 36% above the 20-day average of 1,714,695, indicating elevated interest ahead of this announcement. normal

Technical Price at 287 is trading above the 200-day MA of 149.33 and essentially at the 52-week high of 287.02.

Peers on Argus

FTAI was up 2.41% with several peers also positive (e.g., UHAL +3.16%, URI +2.18...

FTAI was up 2.41% with several peers also positive (e.g., UHAL +3.16%, URI +2.18%, GATX +2.08%), while AL was slightly negative. The scanner did not flag a coordinated sector momentum move, suggesting this agreement headline is more company-specific.

Historical Context

5 past events · Latest: Jan 20 (Neutral)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 20	Earnings call timing	Neutral	+2.4%	Announced Q4 and full-year 2025 earnings release and conference call schedule.
Dec 30	AI platform launch	Positive	+14.4%	Launched FTAI Power to adapt CFM56 engines for AI-driven power demand.
Nov 17	Strategic partnership	Positive	-3.5%	Announced multi-year Palantir partnership to deploy AI platform across maintenance.
Oct 27	Capital vehicle close	Positive	+1.7%	Closed inaugural strategic capital vehicle at $2.0B equity commitments for aircraft.
Oct 27	Earnings & dividend	Positive	+1.7%	Reported Q3 2025 results, raised dividend, and increased 2026 EBITDA guidance.

Pattern Detected

Recent positive strategic and growth announcements have most often coincided with positive price reactions, with one notable divergence on a major partnership.

Recent Company History

Over the last few months, FTAI highlighted several growth drivers. On Oct 27, 2025, it reported strong Q3 2025 results, raised its dividend to $0.35, and increased 2026 Adjusted EBITDA guidance, alongside closing a $2.0B strategic capital vehicle. A November Palantir AI partnership and a December launch of FTAI Power underscored ambition in data-center and AI-related demand. The current multi-year CFM56 materials agreement fits this pattern of scaling engine-related capabilities and long-term service positioning.

Market Pulse Summary

This announcement details a multi-year materials agreement with CFM International to support the lar...

Analysis

This announcement details a multi-year materials agreement with CFM International to support the large installed base of CFM56 engines, reinforcing FTAI’s role in engine maintenance and aftermarket services. It follows recent initiatives in AI-enabled maintenance and power generation using the same engine platform. Investors may track how this agreement influences repair throughput, parts availability, and fleet support over the coming years, and how it integrates with previously announced strategic capital and technology partnerships.

Key Terms

cfm56, mro, oem, aftermarket

4 terms

cfm56 technical

"to provide component and repair support for CFM56 engines, the largest commercial"

CFM56 is a common model of high‑bypass turbofan jet engine used to power many commercial passenger aircraft; think of it as the car engine for a passenger airplane. Investors watch its track record for fuel efficiency, reliability and maintenance costs because those factors shape airlines' operating expenses, aircraft resale value and the revenue outlook for engine overhaul and parts suppliers, so safety notices or major repairs can move related stocks.

mro technical

"strengthen the open maintenance, repair, and overhaul (MRO) ecosystem and help support"

MRO stands for Maintenance, Repair, and Operations, referring to the supplies and services companies provide to keep machinery, buildings, and infrastructure functioning smoothly. These essentials are vital for ongoing business activities, much like routine car maintenance keeps a vehicle running reliably. Investors pay attention to MRO companies because their performance reflects the health of industries that rely heavily on regular upkeep and support services.

oem technical

"Under the agreement, FTAI secures OEM replacement part supply, thrust performance"

OEM stands for Original Equipment Manufacturer, which is a company that produces parts or components used in the final products made by other companies. For investors, understanding OEMs is important because their performance can impact the supply chain and overall success of major industries, especially those relying on specialized parts. Think of OEMs as the suppliers that provide the building blocks for larger products, like the engine parts for a car.

aftermarket technical

"be the most efficient provider of aftermarket CFM56 engine solutions enabling airlines"

Aftermarket is trading that happens outside a stock exchange’s regular business hours, often called after-hours trading. Like a store that stays open later, it lets buyers and sellers react to news and set prices when the main market is closed; because fewer people trade then, prices can move more quickly and trades may be harder to fill, so aftermarket activity can signal how a stock might open the next day and affect short-term investor decisions.

AI-generated analysis. Not financial advice.

NEW YORK, Jan. 22, 2026 (GLOBE NEWSWIRE) -- FTAI Aviation Ltd. (NASDAQ: FTAI) today announced it has signed a multi-year agreement with CFM International, Inc. (“CFM”), a joint venture between GE Aerospace and Safran Aircraft Engines, to provide component and repair support for CFM56 engines, the largest commercial aircraft engine population in the world.

The new agreement solidifies CFM and FTAI’s shared priority of extending the life of CFM56 engines through optimized repair and maintenance offerings, which will further strengthen the open maintenance, repair, and overhaul (MRO) ecosystem and help support the strong global demand for current generation narrowbody aircraft. Under the agreement, FTAI secures OEM replacement part supply, thrust performance upgrades and component repair, which is expected to further FTAI’s ability to provide the global fleet with cost-effective engine maintenance solutions.

“FTAI’s mission is to be the most efficient provider of aftermarket CFM56 engine solutions enabling airlines to focus on flight operations while lowering costs and improving fleet reliability,” said Joe Adams, Chairman and CEO. “CFM56-powered aircraft continue to see strong utilization and this agreement strengthens our ability to support the long-term maintenance needs of the global fleet, which we expect to remain robust through the next decade.”

“We are excited for our expanded collaboration with CFM,” said David Moreno, Chief Operating Officer. “This agreement sets the foundation for a stronger and more resilient CFM56 aftermarket by enabling access to new parts and repair solutions, which will help us further facilitate the acceleration of engine production volumes.”

About FTAI
FTAI combines advanced turbine technology and asset ownership to power the world’s most essential markets. Additional information is available at https://www.ftaiaviation.com.

Cautionary Note Regarding Forward-Looking Statements
Certain statements in this press release may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including, but not limited to, the new agreement further strengthening the open MRO ecosystem and helping support global demand for current generation narrowbody aircraft, furthering FTAI’s ability to provide cost-effective engine maintenance solutions, FTAI’s ability to support the long-term maintenance needs of the global fleet, and whether there will be a stronger and more resilient CFM56 aftermarket which help FTAI further facilitate the acceleration of engine production volumes. These statements are based on management’s current expectations and beliefs and are subject to a number of trends and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements, many of which are beyond the Company’s control. The Company can give no assurance that its expectations will be attained, and such differences may be material. Accordingly, you should not place undue reliance on any forward-looking statements contained in this press release. For a discussion of some of the risks and important factors that could affect such forward-looking statements, see the sections entitled “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” in the Company’s most recent Annual Report on Form 10-K and Quarterly Reports on Form 10-Q, which are available on the Company’s website (www.ftaiaviation.com). In addition, new risks and uncertainties emerge from time to time, and it is not possible for the Company to predict or assess the impact of every factor that may cause its actual results to differ from those contained in any forward-looking statements. Such forward-looking statements speak only as of the date of this press release. The Company expressly disclaims any obligation to release publicly any updates or revisions to any forward-looking statements contained herein to reflect any change in the Company’s expectations with regard thereto or change in events, conditions, or circumstances on which any statement is based. This release shall not constitute an offer to sell or the solicitation of an offer to buy any securities. Nothing on the Company’s website is included or incorporated by reference herein.

For further information, please contact:

Alan Andreini
Investor Relations
FTAI Aviation Ltd.
(646) 734-9414
aandreini@ftaiaviation.com

Media:

Tim Lynch / Kelly Sullivan
Joele Frank, Wilkinson Brimmer Katcher
(212) 355-4449

FAQ

What did FTAI announce on January 22, 2026 regarding CFM56 engines?

FTAI announced a multi-year agreement with CFM International to provide component and repair support for CFM56 engines.

How does the FTAI–CFM agreement affect FTAI's parts supply (NASDAQ: FTAI)?

The agreement secures OEM replacement part supply, improving FTAI's access to parts for CFM56 maintenance.

Does the FTAI deal include performance upgrades for CFM56 engines?

Yes; the agreement includes access to thrust performance upgrades and component repair solutions.

Why is the FTAI and CFM deal important for narrowbody aircraft operators?

It aims to extend CFM56 engine life and strengthen the open MRO ecosystem, supporting cost-effective maintenance for narrowbody fleets.

Will the FTAI agreement materially change FTAI's revenue guidance for 2026?

The announcement does not disclose financial terms or guidance changes.

How long is the FTAI agreement with CFM and when does it start?

FTAI described the arrangement as a multi-year agreement announced on January 22, 2026; no specific term start or end dates were disclosed.