FTAI Q2 2026: Revenue +41% on aerospace surge; leasing assets down 47% as fleet shifts to partnership

Filed July 31, 2026 · Period ending June 30, 2026 · Compared to 10-Q Jul 31, 2025 · ~2 min read

Key Changes

• high

  Total revenue rose 40.9% YoY to $953.1M, driven by Aerospace Products revenue up 40.9% to $692.2M on higher CFM56 and V2500 engine sales; Aviation Leasing revenue fell 58% to $78.1M as 60 aircraft shifted to the 2025 Partnership.

  MD&A: Revenue by segment verify on EDGAR →
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  2025 Partnership commitment expanded from 45 to 60 aircraft (aggregate purchase price ~$700M); all 60 aircraft sold as of June 30, 2026. MRE Contract revenue (sales to the partnership) surged 163% YoY to $182.8M.

  Notes: 2025 Partnership expansion verify on EDGAR →
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  Aviation Leasing assets fell 47% YoY to 198 (22 aircraft, 176 engines) from 375, reflecting the sale of Seed Assets to the 2025 Partnership and the strategic shift to an asset-light model.

  MD&A: Aviation Leasing asset count verify on EDGAR →