Recent 8-K filings for FTAI

• July 29, 2026, 4:16 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  FTAI Aviation Q2 net income $117.6M, EPS $1.13; dividend raised to $0.50

  Net income $117.6M ($1.13 diluted EPS); Adjusted EBITDA $291.4M.

• 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.

• 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.

• 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.

• 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.

• 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 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.

• April 11, 2024, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 1.02item 8.01item 9.01 ◈ Material Agreements ×2

  FTAI Aviation issues $700M 7% Senior Notes due 2031 to tender $324.6M of 6.5% 2025 notes

  Issued $700M 7.000% Senior Notes due 2031; net proceeds fund tender offer for 2025 notes and general corporate purposes.

• April 2, 2024, 7:59 PM ET debt materiality 0.60 neutral item 7.01item 8.01item 9.01

  FTAI Aviation announces $650M private offering of senior notes due 2031 and tender offer for 2025 notes

  FTAI LLC commences private offering of $650M aggregate principal amount of senior notes due 2031.

• April 2, 2024, 7:59 PM ET debt materiality 0.60 neutral item 8.01

  FTAI Aviation prices $700M 7% senior notes due 2031, upsized from $650M

  Issuer (Fortress Transportation) priced $700M aggregate principal of 7.000% senior notes due 2031 at 100% of par.

• February 22, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  FTAI Aviation Q4 net income $110M, EPS $1.10; declares $0.30 dividend

  Q4 net income $110M, diluted EPS $1.09; Adjusted EBITDA $162M.

• November 22, 2023, 6:59 PM ET debt materiality 0.65 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings◈ Material Agreements

  FTAI Aviation subsidiary closes $500M 7.875% senior notes offering due 2030

  $500M aggregate principal of 7.875% senior unsecured notes, maturing December 1, 2030.

• November 16, 2023, 6:59 PM ET debt materiality 0.60 neutral item 8.01

  FTAI Aviation subsidiary prices $500M senior notes at 7.875% due 2030

  $500M aggregate principal, 7.875% interest, issue price 99.333% of principal, due 2030.

• October 25, 2023, 7:59 PM ET earnings materiality 0.60 positive item 2.02item 9.01 ◈ Earnings Releases

  FTAI Aviation Q3 net income $33.0M, EPS $0.33; declares $0.30 dividend

  Net income $33.0M, diluted EPS $0.33; Adjusted EBITDA $154.2M.

• April 26, 2023, 7:59 PM ET earnings materiality 0.60 positive item 2.02item 9.01 ◈ Earnings Releases

  FTAI Aviation Q1 net income $22.6M, adj EBITDA $127.7M; declares $0.30 dividend

  Net income attributable to shareholders of $22.6M, diluted EPS from continuing operations $0.22.

• March 15, 2023, 7:59 PM ET debt materiality 0.65 neutral item 3.03item 9.01

  FTAI Aviation closes $65M offering of 2.6M Series D Preferred Shares at 9.5%

  Closed offering of 2,600,000 Series D Preferred Shares at $25/share on March 15, 2023; underwriters have 30-day option for up to 390,000 additional shares.

• March 10, 2023, 6:59 PM ET debt materiality 0.60 neutral item 1.01item 9.01 ◈ Material Agreements

  FTAI Aviation prices $65M offering of 9.5% Series D preferred shares at $25/share

  Offering of 2.6M 9.5% Series D cumulative perpetual preferred shares at $25/share; underwriters have 30-day option for 390,000 additional shares.

• February 24, 2023, 6:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01 ◈ Earnings Releases

  FTAI Aviation Q4 net income $20M, adj EBITDA $123.5M; declares $0.30 dividend

  Net income attributable to shareholders of $20.0M; basic EPS $0.20 for continuing ops.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.60 · Most common event debt

19 positive 2 negative 29 neutral

source · FTAI on sec.gov