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FTAI Aviation Ltd. files its annual report describing a specialized aviation engine and leasing business built around CFM56 and V2500 engines for 737NG and A320ceo aircraft. As of December 31, 2025, the company reported total consolidated assets of $4.4 billion and total equity of $334.2 million.
FTAI manages 290 aviation assets, including 47 aircraft and 243 engines, with 77% utilization in Q4 2025. It is shifting toward an asset-light model through a Strategic Capital Initiative, highlighted by the 2025 Partnership with $2.0 billion of equity commitments and an agreement to acquire 45 on-lease narrowbody aircraft for an estimated $549 million.
The report also details a 2024 internalization of management, including a $150.0 million cash payment and share issuance to the former external manager, after which FTAI no longer pays management fees. The company notes $3.4 billion of indebtedness outstanding and extensive risk factors tied to macroeconomic conditions, aviation cycles, regulatory change, geopolitical exposure (including assets in Russia), customer concentration and its leveraged, partnership-based growth strategy.
FTAI Aviation reported strong fourth-quarter and full-year 2025 results, highlighted by higher earnings and rising cash flow. For Q4 2025, net income attributable to shareholders was $111.9 million, or $1.09 basic and $1.08 diluted earnings per share, with Adjusted EBITDA of $277.2 million.
For full-year 2025, net income attributable to shareholders reached $477.5 million with diluted earnings per share of $4.60, and Adjusted EBITDA rose to $1.19 billion, up from $862.1 million in 2024. Aerospace Products Adjusted EBITDA was $671.3 million, an increase of 76% versus 2024 and 320% versus 2023.
The board raised the quarterly dividend on ordinary shares to $0.40, the second consecutive quarterly increase, with additional preferred dividends of $0.52 on Series C and $0.59 on Series D. FTAI also increased 2026 Business Segment Adjusted EBITDA guidance to a range of $1.525 billion to $1.625 billion, reflecting expected growth in Aerospace Products and Aviation Leasing.
FTAI Aviation Ltd. reports leadership changes, appointing David Moreno as President and Stacy Kuperus as principal operating officer, effective February 12, 2026. Both remain officers for Section 16 purposes under U.S. securities law.
Moreno, 36, was Chief Operating Officer since 2021, overseeing growth initiatives, strategic acquisitions and partnerships, after earlier aviation-focused roles at Fortress Investment Group. Kuperus, 40, was Chief Portfolio Officer since 2021, responsible for business operations and deal execution across owned asset portfolios, following prior operational roles at Fortress supporting FTAI’s portfolio growth.
The company states there are no appointment-related arrangements or family relationships involving Moreno or Kuperus and current directors or executives. FTAI also notes that during 2025, Moreno made a $2.0 million personal gross contribution to the company’s Strategic Capital Initiative, in which directors and executives may invest without management or incentive fees.
FMR LLC and Abigail P. Johnson report beneficial ownership of 5,390,921.15 shares of FTAI Aviation Ltd common stock, representing 5.3% of the class as of December 31, 2025. FMR has sole voting power over 4,759,306.02 shares and sole dispositive power over all reported shares.
The filing states the shares were acquired and are held in the ordinary course of business, not to change or influence control of FTAI Aviation. One or more other persons may receive dividends or sale proceeds, but no other person holds more than 5% of the outstanding common stock.
FTAI Aviation Ltd. adopted a new carried interest-based incentive program called the FTAI Aviation Strategic Capital Profit Participation Plan (PPP). Under this plan, eligible employees, including executive officers, can earn awards tied to profit participation distributions from investments made through the Company’s previously announced Strategic Capital Initiative and its related partnerships.
PPP awards represent the right to receive a portion of “profit participation” paid to the Strategic Capital Initiative’s servicer on a partnership-by-partnership basis. Because award value depends solely on the performance of FTAI’s growing asset management business, the Company aims to foster an ownership mindset, reward long-term value creation, and align employee compensation with fund performance and, in turn, shareholder and investor outcomes.
The PPP includes a structured, multi-year vesting and payout framework designed to attract and retain key talent in a competitive market. FTAI expects to identify participants and grant PPP awards in respect of FTAI Aircraft Leasing (2025) GP, L.P., the servicer of certain 2025 aircraft leasing partnerships, beginning in 2026.
FTAI Aviation Ltd. received a Schedule 13G filing showing that Shikiar Asset Management Inc., a New York-based investment adviser, beneficially owns 159,800 Series D Cumulative Perpetual Preferred Shares as of 12/31/2025. This holding represents 6.2% of that preferred share class.
Shikiar reports sole voting and sole dispositive power over all 159,800 shares, with no shared authority. The firm certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of FTAI Aviation.