UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____ to ____ Commission file number 001-37386 FTAI AVIATION LTD. (Exact name of registrant as specified in its charter) | Cayman Islands | | | 98-1420784 | | --- | --- | --- ...

FTAI Aviation (NasdaqGS:FTAI) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsAlan Andreini - Head of Investor RelationsAndrew Maller - Managing DirectorBrian McKenna - Managing DirectorDavid Eslami - Managing DirectorDavid Moreno - PresidentEun Nam - CFOGiuliano Anderes-Bologna - Managing DirectorJoseph Adams - Chairman and CEOJosh Sullivan - Managing Director and Equity ResearchKristine Liwag - Head of Aerospace and Defense Equity ResearchMyles Walton - Managing DirectorSathish Siv ...

FTAI Aviation (NasdaqGS:FTAI) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsAlan Andreini - Head of Investor RelationsAndrew Maller - Managing DirectorAngela Nam - CFOBrian McKenna - Managing DirectorDavid Eslami - Managing DirectorDavid Moreno - PresidentGiuliano Bologna - Managing DirectorJoe Adams - CEOJosh Sullivan - Managing Director and Equity ResearchKristine Liwag - Head of Aerospace and Defense Equity ResearchMyles Walton - Managing DirectorSathish Sivakumar - Managing Dir ...

FTAI Aviation (NasdaqGS:FTAI) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Speaker11Good day, and thank you for standing by. Welcome to the fourth quarter 2025 FTAI Aviation Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there'll be a question-and-answer session. To ask a question during the session, you'll need to press star 1 1 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw y ...

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FTAI Aviation Ltd. Reports Fourth Quarter and Full Year 2025 Results, Increases Dividend to $0.40 per Ordinary Share NEW YORK, February 25, 2026 (GLOBE NEWSWIRE) – FTAI Aviation Ltd. (NASDAQ: FTAI) (the "Company" or "FTAI") today reported financial results for the fourth quarter and full year 2025. The Company's consolidated comparative financial statements and key performance measures are attached as an exhibit to this press release. Financial Overview | (in thousands, except per share data) | | | | --- | ...

NEW YORK, Feb. 25, 2026 (GLOBE NEWSWIRE) -- FTAI Aviation Ltd. (NASDAQ: FTAI) (the “Company” or “FTAI”) today reported financial results for the fourth quarter and full year 2025. The Company’s consolidated comparative financial statements and key performance measures are attached as an exhibit to this press release. Financial Overview (in thousands, except per share data) Selected Financial Results Q4’25 Net Income Attributable to Shareholders $ 111,852 Basic Earnings per Ordinary Share $ 1.09 ...

Core Insights - The aviation industry is providing an unexpected solution to the power supply challenges faced by AI data centers by repurposing retired Boeing aircraft engines into ground gas turbines for direct power supply [1] Group 1: Market Dynamics - The global gas turbine market is dominated by GE Vernova, Siemens Energy, and Mitsubishi Heavy Industries, which hold approximately 80% market share [2] - FTAI Aviation has identified a market opportunity due to the long lead times for heavy gas turbine orders, with the modification of an aircraft engine into a power turbine taking only 30 to 45 days once the design phase is completed [2] - FTAI's stock has risen by about 42% since entering the power business, with an estimated annual EBITDA contribution of $750 million, representing 52% of previous total annual expectations [2] Group 2: Technical Feasibility - Converting aircraft engines to land-based power generation (Aeroderivatives) is technically feasible, involving changes such as replacing fuel nozzles for natural gas and adjusting the front fan size [3] - The lifespan of aircraft components can be extended significantly in power generation, with FTAI able to utilize parts with only a few years of remaining life for several more years in this new application [3] Group 3: Competitive Landscape - Traditional giants like GE Vernova do not view these smaller units as direct competition, emphasizing the fuel efficiency advantage of heavy gas turbines over a 20-year operational cycle [4] - FTAI and Boom Supersonic are proposing their products in a "Combined Cycle" mode to enhance efficiency, potentially bridging the gap with heavy units [4] - If one-third of the approximately 1,600 commercial engines retired annually were converted for power generation, it could add 13 GW of capacity, equating to a quarter of global annual capacity [4]

Core Insights - FTAI Aviation Ltd. has completed the acquisition of seven off-lease Airbus aircraft from Air France to modernize its narrowbody fleet [1] - The acquisition includes one A318-100, four A319-100, and two A321-200 aircraft [1] Group 1: Strategic Partnership - The partnership with Air France aims to secure additional engine and module feedstock for FTAI's Aerospace Products and Power platforms [2] - The transaction highlights FTAI's ability to create asset value through innovative engine repair capabilities [2] - FTAI is committed to providing flexible and comprehensive fleet management solutions for global airline partners [2] Group 2: Company Overview - FTAI combines advanced turbine technology and asset ownership to serve essential markets globally [3]

Core Insights - MSCI Inc. announced the results of its February Quarterly Index Review, marking a significant event for three companies that are set to be added to the MSCI World Index, which will trigger buying pressure from passive funds [3][4] Group 1: MSCI Index Inclusion - The addition of stocks to major benchmarks like the MSCI World Index creates an "index effect," compelling passive funds to adjust their holdings by selling underperformers and buying new additions [3][4] - The implementation date for these changes is set for February 27, creating a predictable window of liquidity and demand for the newly added stocks [4] Group 2: Company Highlights - AST SpaceMobile has transitioned from a speculative concept to a vital component of global telecommunications, currently trading near $90 per share, reflecting market confidence in its direct-to-device technology [5] - The company's technology allows direct connectivity to standard smartphones, eliminating dead zones and attracting interest from both retail investors and government entities [5] - AST SpaceMobile's recent success includes the deployment of BlueBird 6, which launched on December 23 and confirmed its operational capabilities on February 10 [7] Group 3: Other Companies - Coherent is positioned to benefit from the artificial intelligence boom by providing essential optical hardware for data centers [6] - FTAI Aviation is expanding its engine leasing model to address the global aircraft shortage and is forming strategic partnerships for power generation [6]