FTAI Aviation Ltd. filings document operating results, material agreements, governance actions and capital-structure matters for an aviation engine maintenance and leasing company. Form 8-K reports include quarterly and annual results, dividend announcements, officer appointments and amendments to the company’s revolving credit facility, including borrowing, letter-of-credit and subsidiary borrower provisions.
Proxy materials describe annual meeting voting matters and board governance. The filing record also identifies common shares and fixed-rate reset cumulative perpetual redeemable preferred shares, along with shareholder voting and other material-event disclosures.
FTAI Aviation Ltd. reported that its subsidiary, FTAI Aviation Investors LLC, priced a private offering of $1.0 billion aggregate principal amount of 7.125% senior notes due 2034. The notes are to be issued at 100% of principal, plus accrued interest, if any, from November 6, 2026. FTAI Aviation Ltd. and each subsidiary of FTAI Aviation Investors LLC that guarantees its revolving credit facility and existing senior notes on the notes’ issuance date will guarantee the notes on a senior unsecured basis.
FTAI Aviation Investors LLC intends to use a portion of the net proceeds to repay in full amounts outstanding under its revolving credit facility, without reducing commitments; redeem $500.0 million aggregate principal of its 5.50% senior notes due 2028; and pay related fees and expenses. The facility borrowings were incurred to fund FTAI Aviation Ltd.’s accelerated share repurchase program. The notes are unregistered and were offered in the United States under Rule 144A and outside the United States under Regulation S.
FTAI Aviation Ltd. (FTAI) announced that its subsidiary, FTAI Aviation Investors LLC, is commencing a private offering of $1.0 billion aggregate principal amount of senior notes due 2034, subject to market and other conditions. The notes will be guaranteed on a senior unsecured basis by FTAI Aviation and subsidiaries that guarantee the specified revolving credit facility and existing senior notes on the notes’ issuance date.
The issuer intends to use a portion of the net proceeds to repay in full all amounts outstanding under the revolving credit facility, redeem a portion of its 5.50% Senior Notes due 2028, and pay related fees and expenses. The facility was incurred to fund FTAI Aviation’s accelerated share repurchase program; repayment would not reduce commitments.
FTAI Aviation Ltd. reported third-quarter 2026 revenue of $977.7 million, compared with $667.1 million in the prior-year quarter, and net income of $150.6 million, compared with $117.7 million. The Aerospace Products segment recorded $910.0 million in revenue, including $780.6 million in aerospace products revenue and $129.4 million in affiliate MRE contract revenue; Aviation Leasing revenue was $67.7 million. For the first nine months, revenue totaled $2.761 billion versus $1.845 billion and net income was $413.6 million versus $385.5 million.
Net cash used in operating activities for the nine months was $333.0 million, compared with $131.7 million a year earlier; investing activities provided $757.7 million. After quarter-end, the board increased the share-repurchase authorization by $500.0 million to $1.0 billion and entered a $500.0 million accelerated share repurchase agreement with Royal Bank of Canada, with completion expected during the fourth quarter of 2026. The board also declared a $0.50-per-share ordinary dividend payable November 23, 2026.
FTAI Aviation Ltd. reported Q3 2026 revenue of $977.657 million, versus $667.064 million in Q3 2025. Net income attributable to shareholders was $149.1 million, versus $114.0 million, and Adjusted EBITDA was $348.3 million, versus $297.4 million. Aerospace Products revenue was $910.0 million. Aviation Leasing Adjusted EBITDA was $104.0 million, versus $134.4 million, while Corporate & Other Adjusted EBITDA was negative $38.1 million, versus negative $17.4 million.
The Board declared quarterly dividends of $0.50 per ordinary share and $0.59375 per Series D preferred share, payable November 23 and December 15, 2026, respectively. On October 27, 2026, it approved a $500.0 million increase to the share repurchase program, bringing total authorization to $1.0 billion. FTAI intends to enter a $500.0 million accelerated share repurchase agreement with Royal Bank of Canada and expects to complete it in Q4 2026; it had repurchased approximately $80.0 million of ordinary shares at a $178.73 per-share weighted-average price.
FTAI reaffirmed 2026 and 2027 Adjusted EBITDA guidance across all business lines. Mod-1 met its testing targets of 25MW peak and 23MW continuous baseload power.
FTAI Aviation Ltd. is the issuer of the Series D Cumulative Perpetual Preferred Shares for which Shikiar Asset Management, Inc. reported beneficial ownership of 151,580 shares, or 5.8% of the class. The reporting person stated it had sole voting and dispositive power over 151,580 shares and zero shared voting or dispositive power. Stuart Shikiar, Co-CEO, signed the statement.
FTAI Aviation Ltd. (symbol: FTAI) is the issuer of record for a Form 4 filing submitted to the SEC. TUCHMAN MARTIN reported acquisition or exercise transactions in this Form 4 filing.
FTAI Aviation Ltd. (FTAI) reported that director Martin Tuchman received a grant of 118 Ordinary Shares on September 15, 2026 as board compensation taken in stock rather than cash under the FTAI Aviation Ltd. 2025 Omnibus Incentive Award Plan. Following this award, he holds 193,882 Ordinary Shares directly, plus additional indirect holdings through a trust of 210,491 Ordinary Shares and 40,000 Series D Preferred Shares. The footnote states that the reference closing price used for the share-based fee was $176.00 per Ordinary Share on September 14, 2026.
FTAI Aviation Ltd. (FTAI) director Ray M. Robinson acquired 164 ordinary shares on September 15, 2026 as a grant in lieu of cash fees for board services. The shares were issued under the FTAI Aviation Ltd. 2025 Omnibus Incentive Award Plan, bringing his directly held stake to 56,716 ordinary shares.
FTAI Aviation Ltd. (FTAI) reported that director Paul R. Goodwin acquired 171 ordinary shares on September 15, 2026 as a grant/award. The shares were issued to a trust indirectly owned by him in lieu of cash board fees under the FTAI Aviation Ltd. 2025 Omnibus Incentive Award Plan. Following this award, he indirectly holds 83,083 ordinary shares. No Rule 10b5-1 trading plan is reported. The compensation value was based on the $176.00 closing share price on September 14, 2026.
FTAI Aviation Ltd. (FTAI) reported that director Shyam H. Gidumal received a grant of 125 ordinary shares on September 15, 2026 as compensation for board services, acquired at no cash cost to him.
The footnote states these shares were issued in lieu of cash fees under the FTAI Aviation Ltd. 2025 Omnibus Incentive Award Plan, based on the applicable closing share price of $176.00 on September 14, 2026. Following this award, he directly holds 2,346 ordinary shares. No Rule 10b5-1 trading plan is reported for this transaction.
FTAI Aviation Ltd. (FTAI) has a major shareholder disclosure from Vanguard Capital Management, which reports beneficial ownership of FTAI common stock. Vanguard Capital Management and certain affiliated entities report beneficial ownership of 5,361,523 shares of common stock, representing 5.22% of the class. They report sole voting power over 766,221 shares and sole dispositive power over 5,361,523 shares, with no shared voting or dispositive power. The submission states it is filed solely to correct the issuer CIK previously reported and that no change in beneficial ownership is being reported.