other material
confidence high
sentiment positive
materiality 0.75
FTAI Aviation launches strategic capital initiative, sells 46 aircraft for $549M, guides FY2025 Adj. EBITDA $1.1-1.15B
FTAI Aviation Ltd.
- 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.