Recent 8-K filings for FTAI

• May 29, 2026, 6:30 AM ET other material materiality 0.15 neutral item 5.07

  FTAI Aviation shareholders elect directors, approve say-on-pay and ratify KPMG at 2026 annual meeting

  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.

• April 30, 2026, 7:59 PM ET debt materiality 0.75 positive item 1.01item 2.03item 8.01item 9.01 ◈ Debt Financings◈ Material Agreements

  FTAI upsizes revolving credit facility to $2.025B, extends maturity to 2031

  Total commitments increased from $400M to $2.025B; maturity extended to April 2031.

• April 29, 2026, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  FTAI Aviation Q1 net income $134M; dividend raised to $0.45 per share

  Net income attributable to shareholders $134.2M, diluted EPS $1.29; Adjusted EBITDA $325.6M.

• March 6, 2026, 6:59 PM ET leadership materiality 0.60 neutral item 5.02item 7.01item 9.01

  FTAI Aviation appoints Nicholas McAleese as CFO and Michael Hazan as CAO; Angela Nam departs

  CFO Angela Nam resigned effective March 6, 2026 to join a public company outside aviation; no disagreement cited.

• February 25, 2026, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  FTAI Aviation Q4 net income $111.9M, diluted EPS $1.08; raises FY26 guidance, dividend to $0.40

  Q4 net income $111.9M, diluted EPS $1.08; adjusted EBITDA $277.2M.

• February 12, 2026, 6:59 PM ET leadership materiality 0.30 neutral item 5.02

  FTAI appoints David Moreno as President and Stacy Kuperus as principal operating officer

  David Moreno appointed President effective February 12, 2026; previously COO since 2021.

• January 28, 2026, 6:59 PM ET other materiality 0.60 neutral item 5.02

  FTAI Aviation adopts Strategic Capital Profit Participation Plan for eligible employees

  Plan awards profit participation from partnerships under the Strategic Capital Initiative, tied to fund performance.

• October 27, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  FTAI Q3 net income $114M, EPS $1.11; dividend raised to $0.35; 2026 EBITDA guidance up to $1.525B

  Net Income Attributable to Shareholders $114M, diluted EPS $1.10, up 46% YoY.

• September 5, 2025, 7:59 PM ET M&A materiality 0.70 positive item 2.01item 9.01 ◈ M&A Transactions

  FTAI Aviation completes sale of 39 aircraft for $418.1M to 2025 Partnership

  Aggregate net purchase price of approximately $418.1 million for 39 on-lease 737NG and A320ceo aircraft.

• August 25, 2025, 7:59 PM ET other material materiality 0.10 neutral item 5.07

  FTAI Aviation determines to hold annual advisory vote on executive compensation after shareholder vote

  Shareholders voted at May 29, 2025 Annual Meeting to support annual advisory votes on executive compensation.

• July 30, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  FTAI Aviation Q2 net income $161.7M, EPS $1.58, up 80% QoQ; dividend $0.30

  Net income $161.7M, diluted EPS $1.57, up 80% from Q1 2025; Adj EBITDA $347.8M.

• June 24, 2025, 7:59 PM ET other material materiality 0.50 neutral item 4.01item 9.01 ◈ Auditor Changes ×2

  FTAI Aviation dismisses EY as auditor, hires KPMG for FY2025

  Audit Committee approved KPMG as independent auditor for FY ending Dec 31, 2025, effective June 17, 2025.

• May 30, 2025, 7:59 PM ET other material materiality 0.15 neutral item 5.07

  FTAI Aviation shareholders elect directors, approve 2025 Omnibus Incentive Plan at AGM

  Elected Paul R. Goodwin and Ray M. Robinson as Class III directors with ~70.2M and ~68.8M votes for, respectively.

• May 2, 2025, 7:59 PM ET leadership materiality 0.35 neutral item 5.02 ◈ executive_change

  FTAI Aviation appoints Shyam Gidumal as independent director, board expands to seven

  Shyam Gidumal appointed as independent director, effective May 7, 2025.

• April 30, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  FTAI Aviation Q1 net income $89.9M (EPS $0.88), declares $0.30 dividend

  Net Income Attributable to Shareholders $89.9M; Diluted EPS $0.87.

• April 16, 2025, 7:59 PM ET leadership materiality 0.35 neutral item 5.02item 8.01 ◈ executive_change

  FTAI Aviation appoints principal operating officer, elects two as Section 16 officers

  David Moreno appointed principal operating officer and Section 16 officer; previously COO since Jan 2021.

• February 26, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  FTAI Aviation Q4 diluted EPS $0.84; raises 2026 EBITDA target to $1.4B, announces JV expansion

  Q4 net income $86.7M (diluted $0.84); full-year net income $346M (+92% YoY), adjusted EBITDA up 138%.

• February 20, 2025, 6:59 PM ET other material materiality 0.75 positive item 8.01item 9.01

  FTAI Aviation audit committee finds Jan 2025 short seller allegations without merit

  Audit Committee completed independent review with legal and forensic accounting advisors.

• January 21, 2025, 6:59 PM ET other material materiality 0.85 negative item 7.01item 8.01item 9.01

  FTAI Aviation addresses Muddy Waters short report; 10-K may be delayed; guides 2025 EBITDA $1.1-1.15B

  Audit Committee launched review following Muddy Waters report; company 'strongly disagrees' but 10-K filing may be delayed.

• December 30, 2024, 6:59 PM ET other material materiality 0.75 positive item 1.01item 7.01item 9.01

  FTAI Aviation launches strategic capital initiative, sells 46 aircraft for $549M, guides FY2025 Adj. EBITDA $1.1-1.15B

  Sells 46 on-lease 737NG/A320ceo aircraft to new partnership for ~$549M by Q2 2025.

• October 30, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  FTAI Aviation Q3 net income $78.1M, Adj. EBITDA $232M, declares $0.30 dividend

  Net income attributable to shareholders $78.1M; basic and diluted EPS $0.76.

• October 9, 2024, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 9.01

  FTAI Aviation subsidiary issues $500M 5.875% Senior Notes due 2033; to redeem 9.75% 2027 notes

  Issuer: Fortress Transportation and Infrastructure Investors LLC; Notes: $500M, 5.875% due April 15, 2033.

• September 30, 2024, 7:59 PM ET debt materiality 0.60 neutral item 8.01

  FTAI Aviation subsidiary offers $400M senior notes due 2033 to refinance existing debt

  Issuer (Fortress Transportation) launching $400M senior notes due 2033 in private offering.

• September 30, 2024, 7:59 PM ET debt materiality 0.65 positive item 8.01

  FTAI Aviation subsidiary prices $500M 5.875% senior notes due 2033, upsize from $400M

  FTAI LLC priced $500M (upsized from $400M) of 5.875% senior notes due 2033 at 99.50% of par.

• July 24, 2024, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  FTAI Aviation Q2 net loss $228.2M, adjusted EBITDA $213.9M; declares $0.30 dividend

  Net loss attributable to shareholders $228.2M; diluted loss per share $2.26.

• June 17, 2024, 7:59 PM ET debt materiality 0.70 neutral item 1.01item 8.01item 9.01

  FTAI issues $800M 7% senior notes due 2032; extends tender offer for 9.75% notes

  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.

• June 3, 2024, 7:59 PM ET debt materiality 0.70 neutral item 8.01item 9.01

  FTAI Aviation subsidiary launches $600M senior notes due 2032 and $100M tender offer for 9.750% notes due 2027

  Issuer (Fortress Transportation and Infrastructure Investors LLC) offers $600M senior notes due 2032; fully guaranteed by FTAI Aviation.

• June 3, 2024, 7:59 PM ET debt materiality 0.65 neutral item 8.01item 9.01

  FTAI Aviation prices $800M 7% senior notes due 2032; ups tender offer to $300M for 9.75% notes

  Privately offered $800M of 7.000% senior notes due 2032, up from previously announced $600M.

• May 31, 2024, 7:59 PM ET other materiality 0.05 neutral item 5.07

  FTAI Aviation annual meeting elects director and ratifies EY as auditor

  Elected A. Andrew Levison as Class II director with 65.4M votes for, 15.5M withheld, 11.1M broker non-votes.

• May 30, 2024, 7:59 PM ET other material materiality 0.60 neutral item 1.01item 9.01

  Selling shareholders sell 2.09M FTAI shares at $80.42 in secondary offering

  FIG LLC and an employee sold 2,090,561 ordinary shares at $80.42 per share.

• May 28, 2024, 7:59 PM ET other material materiality 0.80 positive item 1.01item 5.02item 1.02item 3.02item 8.01item 9.01

  FTAI Aviation internalizes management, pays FIG LLC $150M + 1.87M shares; targets $30M annual savings

  $150M cash + 1,866,949 shares to FIG LLC to terminate management agreement, effective May 28, 2024.

• April 25, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  FTAI Aviation Q1 2024 net income $31.3M, EPS $0.31; Aerospace Products EBITDA up 157% YoY

  Net income attributable to shareholders $31.3M; diluted EPS $0.31 vs basic $0.31.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.70 · Most common event other_material

14 positive 2 negative 16 neutral

source · FTAI on sec.gov