{"filings":[{"id":730916,"accession_number":"0001140361-26-023226","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2026-05-29T10:30:28+00:00","items":["5.07"],"status":"ready","headline":"FTAI Aviation shareholders elect directors, approve say-on-pay and ratify KPMG at 2026 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Class I directors Joseph P. Adams, Jr., Judith A. Hannaway, and Martin Tuchman elected with 80.3M, 71.9M, and 79.3M votes for, respectively.","Non-binding advisory vote on executive compensation approved: 80.86M for, 4.51M against, 41k abstentions.","Ratification of KPMG as independent auditor for FY 2026 passed overwhelmingly: 94.18M for, 102k against, 22k abstentions.","Broker non-votes totaled ~8.89M on director election and say-on-pay; no broker non-votes on auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93907,"accession_number":"0001140361-26-017931","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"FTAI upsizes revolving credit facility to $2.025B, extends maturity to 2031","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Total commitments increased from $400M to $2.025B; maturity extended to April 2031.","Facility oversubscribed; syndication agents: JPMorgan, BNP Paribas, Citibank, MUFG, PNC, RBC.","Improved pricing reduces borrowing cost; SOFR +1.25%-2.00% or Base Rate +0.25%-1.00%.","Proceeds for working capital, general corporate purposes, and permitted acquisitions.","Financial covenants: min interest coverage 3.00x, max debt/EBITDA 4.00x (temporarily 4.50x)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93906,"accession_number":"0001628280-26-028390","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2026-04-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"FTAI Aviation Q1 net income $134M; dividend raised to $0.45 per share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income attributable to shareholders $134.2M, diluted EPS $1.29; Adjusted EBITDA $325.6M.","Aerospace Products revenue $743.8M (+104% YoY), segment Adjusted EBITDA $222.6M (+70%).","Quarterly dividend raised 12.5% to $0.45 per share (payable May 26, record May 13).","Revolving credit facility expanded from $400M to $2.025B, maturity extended to April 2031.","Announced strategic JV with Jereh Group for Mod-1 CFM56 units, targeting 100 in 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":1.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":830697000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105903,"accession_number":"0001140361-26-008165","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2026-03-06T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"FTAI Aviation appoints Nicholas McAleese as CFO and Michael Hazan as CAO; Angela Nam departs","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Angela Nam resigned effective March 6, 2026 to join a public company outside aviation; no disagreement cited.","Nicholas McAleese (SVP FP&A since 2022) named CFO; base salary $525k and $1.2M RSU grant vesting over 3 years.","Michael Hazan (SVP Controller since 2024) named CAO; base salary $425k and $1M RSU grant vesting over 3 years.","Nam will serve in advisory capacity to ensure smooth transition; McAleese and Hazan are internal promotions.","No family relationships or related person transactions disclosed for the new officers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105902,"accession_number":"0001628280-26-011685","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"FTAI Aviation Q4 net income $111.9M, diluted EPS $1.08; raises FY26 guidance, dividend to $0.40","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net income $111.9M, diluted EPS $1.08; adjusted EBITDA $277.2M.","FY2025 Aerospace Products adjusted EBITDA $671.3M, up 76% YoY.","FY2026 adjusted EBITDA guidance raised to $1.525-$1.625B; Aerospace Products $1.05B, Aviation Leasing $575M.","Quarterly dividend increased to $0.40 from $0.35 per ordinary share; payable March 23, record March 13.","FTAI Power first product (Mod-1) expected Q4 2026; 100 units planned for 2027; SCI II fundraising with anchor commitments."],"consensus_eps_estimate":null,"consensus_eps_actual":4.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":2507409000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105901,"accession_number":"0001140361-26-004913","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2026-02-12T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"FTAI appoints David Moreno as President and Stacy Kuperus as principal operating officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["David Moreno appointed President effective February 12, 2026; previously COO since 2021.","Stacy Kuperus appointed principal operating officer; previously Chief Portfolio Officer since 2021.","Moreno had a $2.0M personal investment in the Strategic Capital Initiative during 2025.","Neither new officer has family relationships with directors or executive officers.","Appointments are part of organizational restructuring; no departure reported."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105900,"accession_number":"0001140361-26-002691","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2026-01-28T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"FTAI Aviation adopts Strategic Capital Profit Participation Plan for eligible employees","summary_kind":"llm","event_type":"other","confidence":"medium","bullets":["Plan awards profit participation from partnerships under the Strategic Capital Initiative, tied to fund performance.","Awards vest ratably over four years (25% annually) contingent on continued employment.","Accelerated vesting on termination without cause, for good reason, or due to death or disability.","Unvested awards forfeited on other employment termination; change-in-control provisions included.","Plan aims to align employee compensation with shareholder/investor success and retain top talent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122161,"accession_number":"0001590364-25-000038","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2025-10-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"FTAI Q3 net income $114M, EPS $1.11; dividend raised to $0.35; 2026 EBITDA guidance up to $1.525B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net Income Attributable to Shareholders $114M, diluted EPS $1.10, up 46% YoY.","Adjusted EBITDA $297.4M; Aerospace Products segment EBITDA $180.4M (+77% YoY).","Quarterly ordinary dividend increased to $0.35 per share from $0.30, payable Nov 19 to holders of record Nov 10.","Raised 2026 adjusted EBITDA guidance to $1.525B (Aerospace Products ~$1.0B, Aviation Leasing ~$525M).","Strategic Capital Initiative closed with $2B equity commitments, targeting >$6B total; acquired ATOPS MRE and Bauer JV for CFM56 maintenance."],"consensus_eps_estimate":null,"consensus_eps_actual":3.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":1845381000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138890,"accession_number":"0001140361-25-034082","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2025-09-05T23:59:59+00:00","items":["2.01","9.01"],"status":"ready","headline":"FTAI Aviation completes sale of 39 aircraft for $418.1M to 2025 Partnership","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Aggregate net purchase price of approximately $418.1 million for 39 on-lease 737NG and A320ceo aircraft.","FTAI retains a 20% limited partnership interest and serves as Servicer for lessee invoicing, collections, and contract management.","Sale is part of a strategic capital initiative with third-party institutional investors; previously disclosed in December 2024.","Consideration approved by independent directors; FTAI will receive customary market-based compensation for servicing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138888,"accession_number":"0001140361-25-032511","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K/A","filed_at":"2025-08-25T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"FTAI Aviation determines to hold annual advisory vote on executive compensation after shareholder vote","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders voted at May 29, 2025 Annual Meeting to support annual advisory votes on executive compensation.","Board recommended annual frequency; company adopted annual advisory vote on NEO compensation.","Decision follows non-binding shareholder vote and board recommendation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138889,"accession_number":"0001140361-25-027877","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"FTAI Aviation Q2 net income $161.7M, EPS $1.58, up 80% QoQ; dividend $0.30","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $161.7M, diluted EPS $1.57, up 80% from Q1 2025; Adj EBITDA $347.8M.","Aerospace Products Adj EBITDA $164.9M (+26% QoQ); CFM56 module production 184 units (+33% QoQ).","Acquired 100% of Pacific Aerodynamic for CFM56 blade/vane repairs.","Declared $0.30/ordinary share dividend payable Aug 19 to holders of record Aug 12.","Ended quarter with $302M cash, $400M undrawn revolver; SCI Partnership on track for $4B 2025 capital deployment."],"consensus_eps_estimate":null,"consensus_eps_actual":2.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":1178317000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156370,"accession_number":"0001140361-25-023499","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2025-06-24T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"FTAI Aviation dismisses EY as auditor, hires KPMG for FY2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Audit Committee approved KPMG as independent auditor for FY ending Dec 31, 2025, effective June 17, 2025.","EY dismissed as auditor; no disagreements or reportable events in past audits (2023, 2024 and interim 2025).","Dismissal not due to dissatisfaction; competitive review prompted by governance after internalization.","EY had served as FTAI's auditor since 2016."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156369,"accession_number":"0001140361-25-020864","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2025-05-30T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"FTAI Aviation shareholders elect directors, approve 2025 Omnibus Incentive Plan at AGM","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Elected Paul R. Goodwin and Ray M. Robinson as Class III directors with ~70.2M and ~68.8M votes for, respectively.","Approved on advisory basis executive compensation (75.4M for, 8.3M against) and a one-year frequency for future say-on-pay votes (81.5M for one year).","Adopted the FTAI Aviation Ltd. 2025 Omnibus Incentive Plan with ~82.4M votes for, ~1.3M against.","Ratified Ernst & Young LLP as independent auditor for FY2025 with ~92.2M votes for, ~0.9M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.15,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156368,"accession_number":"0001140361-25-016983","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2025-05-02T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"FTAI Aviation appoints Shyam Gidumal as independent director, board expands to seven","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Shyam Gidumal appointed as independent director, effective May 7, 2025.","Gidumal will serve as Class II director with term ending at 2027 annual meeting.","He joins the Audit Committee of the Board.","Annual compensation: $75,000 base, $12,500 audit fee, $145,000 RSU grant.","Company will enter into standard indemnification agreement with Gidumal."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156367,"accession_number":"0001140361-25-016712","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2025-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"FTAI Aviation Q1 net income $89.9M (EPS $0.88), declares $0.30 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net Income Attributable to Shareholders $89.9M; Diluted EPS $0.87.","Adjusted EBITDA $268.6M; Aerospace Products Adj. EBITDA $131M (36% margin).","Declared $0.30/ordinary share dividend payable May 23 to record May 16.","Preferred dividends: Series C $0.51563, Series D $0.59375 per share.","Module Factory now has over 100 customers; 98 aircraft under LOI for Strategic Capital Initiative."],"consensus_eps_estimate":null,"consensus_eps_actual":0.87,"consensus_revenue_estimate":null,"consensus_revenue_actual":502080000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156366,"accession_number":"0001140361-25-014188","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2025-04-16T23:59:59+00:00","items":["5.02","8.01"],"status":"ready","headline":"FTAI Aviation appoints principal operating officer, elects two as Section 16 officers","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["David Moreno appointed principal operating officer and Section 16 officer; previously COO since Jan 2021.","Stacy Kuperus (Chief Portfolio Officer) and BoHee Yoon (General Counsel/Secretary) elected as Section 16 officers.","All three have long tenure at Fortress Investment Group and hold aviation-related roles.","No family relationships or related-party transactions disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174806,"accession_number":"0001140361-25-006099","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2025-02-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"FTAI Aviation Q4 diluted EPS $0.84; raises 2026 EBITDA target to $1.4B, announces JV expansion","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net income $86.7M (diluted $0.84); full-year net income $346M (+92% YoY), adjusted EBITDA up 138%.","Dividend of $0.30/share declared, payable March 24, 2025; record March 14, 2025.","Acquires 50% of IAG Engine Center Europe (Rome) to form QuickTurn Europe JV; adds 450 CFM56 modules/year capacity.","2025 adjusted EBITDA guidance $1.1-1.15B; 2026 guidance raised from $1.25B to ~$1.4B.","2025 target adjusted free cash flow ~$650M, reflecting growth investments and SCI launch."],"consensus_eps_estimate":1.2856,"consensus_eps_actual":-0.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":1734901000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174805,"accession_number":"0001140361-25-005179","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2025-02-20T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"FTAI Aviation audit committee finds Jan 2025 short seller allegations without merit","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Audit Committee completed independent review with legal and forensic accounting advisors.","Determined that short seller report assertions are unsupported and without merit.","Company expects to file its Form 10-K for 2024 on time.","Q4 and full-year 2024 earnings to be announced Feb 26, 2025 after market close.","Conference call scheduled for Feb 27, 2025 at 8:00 AM ET."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174804,"accession_number":"0001140361-25-001452","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2025-01-21T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"FTAI Aviation addresses Muddy Waters short report; 10-K may be delayed; guides 2025 EBITDA $1.1-1.15B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Audit Committee launched review following Muddy Waters report; company 'strongly disagrees' but 10-K filing may be delayed.","CEO remarks: 2025 Adjusted EBITDA guidance of $1.1-1.15B, with Aviation Leasing ~$500M and Aerospace Products $600-650M.","Strategic capital initiative targeting $3B+ annual deployment; first partnership acquiring 46 aircraft from FTAI for $549M.","PMA: two of five parts approved; third certification very close; expects margins to improve.","Depreciation policy unchanged since 2015; residual values ~50% of cost; Return on Gross Assets ~10% for nine months ended Sep 30, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191754,"accession_number":"0001140361-24-050598","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2024-12-30T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"FTAI Aviation launches strategic capital initiative, sells 46 aircraft for $549M, guides FY2025 Adj. EBITDA $1.1-1.15B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Sells 46 on-lease 737NG/A320ceo aircraft to new partnership for ~$549M by Q2 2025.","Strategic capital initiative with institutional investors to deploy $3B+ annually; FTAI remains asset-light.","Initial FY2025 Adj. EBITDA guidance: $1.1-1.15B ($500M Aviation Leasing, $600-650M Aerospace Products).","Assumes 100 modules/quarter at Montreal facility, 25-35 V2500 engine MRE transactions in FY2025.","All partnership engines powered exclusively by FTAI's MRE service under long-term agreements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191753,"accession_number":"0001140361-24-044632","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"FTAI Aviation Q3 net income $78.1M, Adj. EBITDA $232M, declares $0.30 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income attributable to shareholders $78.1M; basic and diluted EPS $0.76.","Adjusted EBITDA $232.0M for Q3 2024.","Aerospace Products segment contributed over $100M Adjusted EBITDA.","Cash dividend of $0.30 per ordinary share declared, payable Nov 25, record Nov 14."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":1236082000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191752,"accession_number":"0001140361-24-043204","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2024-10-09T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"FTAI Aviation subsidiary issues $500M 5.875% Senior Notes due 2033; to redeem 9.75% 2027 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issuer: Fortress Transportation and Infrastructure Investors LLC; Notes: $500M, 5.875% due April 15, 2033.","Proceeds to redeem $130.5M outstanding 9.750% Senior Notes due 2027 at 102.438% plus accrued interest.","Remaining net proceeds used to repay revolver, pay fees, and for general corporate purposes.","Notes fully and unconditionally guaranteed by FTAI Aviation Ltd.; rank equally with existing senior unsecured debt.","Make-whole redemption option up to Oct 15, 2027; after that, declining redemption prices, and 101% change-of-control put."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208228,"accession_number":"0001140361-24-042360","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2024-09-30T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"FTAI Aviation subsidiary prices $500M 5.875% senior notes due 2033, upsize from $400M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["FTAI LLC priced $500M (upsized from $400M) of 5.875% senior notes due 2033 at 99.50% of par.","FTAI Aviation fully and unconditionally guarantees the new notes on a senior unsecured basis.","Net proceeds to redeem all outstanding 9.750% Senior Notes due 2027 (approx. $400M) and repay revolver.","Refinancing reduces annual interest cost from 9.75% to 5.875% on the replaced debt.","Remaining proceeds for general corporate purposes; offering closed to QIBs and offshore buyers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208227,"accession_number":"0001140361-24-042263","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2024-09-30T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"FTAI Aviation subsidiary offers $400M senior notes due 2033 to refinance existing debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issuer (Fortress Transportation) launching $400M senior notes due 2033 in private offering.","Proceeds to redeem all outstanding 9.750% Senior Notes due 2027.","Proceeds also to repay revolving credit facility in full without reducing commitments.","Remaining net proceeds for general corporate purposes and additional debt repayments.","Notes guaranteed on senior unsecured basis by FTAI Aviation Ltd."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208226,"accession_number":"0001140361-24-033916","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2024-07-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"FTAI Aviation Q2 net loss $228.2M, adjusted EBITDA $213.9M; declares $0.30 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss attributable to shareholders $228.2M; diluted loss per share $2.26.","Adjusted EBITDA $213.9M; Aerospace Products segment record adjusted EBITDA $91.2M.","Declared ordinary dividend $0.30/share payable Aug 20, record Aug 12.","Year to date inducted 20 V2500 engines; expects additional 30 by year-end.","Module Factory surpasses 50 active customers worldwide."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.96,"consensus_revenue_estimate":null,"consensus_revenue_actual":770288000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225825,"accession_number":"0001140361-24-030343","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2024-06-17T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"FTAI issues $800M 7% senior notes due 2032; extends tender offer for 9.75% notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $800M of 7.000% Senior Notes due 2032; net proceeds to repay revolver, fund internalization fee, and repurchase up to $300M of 9.750% notes due 2027.","Tender offer for 9.750% notes extended: early tender deadline now June 18, 2024; expiration extended to July 5, 2024.","As of original deadline, $258.468M aggregate principal of 9.750% notes had been tendered.","Notes are senior unsecured, guaranteed by FTAI Aviation; callable at make-whole until June 2027, then declining premiums."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225824,"accession_number":"0001140361-24-028549","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2024-06-03T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"FTAI Aviation prices $800M 7% senior notes due 2032; ups tender offer to $300M for 9.75% notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Privately offered $800M of 7.000% senior notes due 2032, up from previously announced $600M.","Proceeds to repay revolver, fund management internalization termination fee, and tender offer for 9.75% notes.","Tender offer increased to up to $300M aggregate principal amount of 9.750% Senior Notes due 2027 (from $100M).","Notes issued at 100% of principal; fully and unconditionally guaranteed by FTAI Aviation.","Tender offer expires July 2, 2024; early tender payment of $30 per $1,000 principal."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225823,"accession_number":"0001140361-24-028455","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2024-06-03T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"FTAI Aviation subsidiary launches $600M senior notes due 2032 and $100M tender offer for 9.750% notes due 2027","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issuer (Fortress Transportation and Infrastructure Investors LLC) offers $600M senior notes due 2032; fully guaranteed by FTAI Aviation.","Net proceeds to repay revolving credit facility, fund management internalization termination fee, fund tender offer, fees, and general corporate purposes.","Tender offer to purchase up to $100M of outstanding 9.750% Senior Notes due 2027 at $1029 per $1,000 (including $30 early tender payment).","Tender offer expires July 2, 2024; early tender deadline June 14, 2024 with $30 early tender payment.","New notes offered privately under Rule 144A and Regulation S; not registered under Securities Act."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225822,"accession_number":"0001140361-24-028356","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2024-05-31T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"FTAI Aviation annual meeting elects director and ratifies EY as auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected A. Andrew Levison as Class II director with 65.4M votes for, 15.5M withheld, 11.1M broker non-votes.","Ratified Ernst & Young as independent auditor for FY2024: 91.6M for, 0.4M against, 25,238 abstentions.","Meeting held May 29, 2024; no other shareholder proposals were voted on."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225821,"accession_number":"0001140361-24-028133","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2024-05-30T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Selling shareholders sell 2.09M FTAI shares at $80.42 in secondary offering","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["FIG LLC and an employee sold 2,090,561 ordinary shares at $80.42 per share.","Offering closed on May 30, 2024; company did not sell any shares.","Citigroup Global Markets Inc. acted as sole underwriter.","Underwriting agreement includes customary indemnification and contribution provisions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225820,"accession_number":"0001140361-24-027545","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2024-05-28T23:59:59+00:00","items":["1.01","5.02","1.02","3.02","8.01","9.01"],"status":"ready","headline":"FTAI Aviation internalizes management, pays FIG LLC $150M + 1.87M shares; targets $30M annual savings","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["$150M cash + 1,866,949 shares to FIG LLC to terminate management agreement, effective May 28, 2024.","Estimated $30M initial annualized cost savings from internalization; company now internally managed.","CEO Joe Adams ($975K salary) and CFO Angela Nam ($525K) stay; new 3-year employment letters with RSU grants.","Director Kenneth Nicholson resigned, not due to any disagreement.","Transition services from FIG LLC provided until Oct 31, 2024; financial statement support until May 31, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225819,"accession_number":"0001140361-24-022044","cik":1590364,"company_name":"FTAI Aviation Ltd.","ticker":"FTAI","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"FTAI Aviation Q1 2024 net income $31.3M, EPS $0.31; Aerospace Products EBITDA up 157% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income attributable to shareholders $31.3M; diluted EPS $0.31 vs basic $0.31.","Adjusted EBITDA $164.1M; Aerospace Products Adj. EBITDA $70M (+28.7% QoQ, +156.7% YoY).","Entered Perpetual Power Program with LATAM Airlines covering over 60 engines.","Board declared Q1 dividend $0.30 per ordinary share, payable May 21 to record May 10.","Preferred dividends declared: Series A $0.51563, Series B $0.50, Series C $0.51563, Series D $0.59375 per share."],"consensus_eps_estimate":null,"consensus_eps_actual":0.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":326694000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":25679594734.578835,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}