Core Viewpoint - FTAI Aviation Ltd. is set to present its 2025 Adjusted Free Cash Flow outlook at the Barclays Americas Select Franchise Conference, highlighting key financial metrics and strategic initiatives [1][5]. Financial Performance - The company projects an Adjusted Free Cash Flow of $650 million for 2025, with $350 million expected in the first half and $300 million in the second half [2]. - Adjusted EBITDA is estimated at $1.1 billion for 2025, with $500 million in the first half and $600 million in the second half [2]. - The company anticipates proceeds from aviation leasing asset sales to total $145 million for the year, with $75 million in the first half and $70 million in the second half [2]. Strategic Initiatives - FTAI is completing the sale of its Seed Portfolio to SCI by Q2 2025, which is expected to enhance its cash flow [2]. - The company plans to recycle $300 million of proceeds into attractive leasing assets, aligning with its Strategic Capital Initiative [2][5]. - FTAI is focusing on an asset-light business model, which is expected to improve operational efficiency and cash generation [5]. Operational Insights - The company is targeting an average production of 100 modules per quarter at its Montréal facility in fiscal year 2025 [2]. - FTAI expects to engage in 25 to 35 V2500 engine MRE transactions during the fiscal year [2]. Company Overview - FTAI Aviation Ltd. specializes in owning and maintaining commercial jet engines, particularly CFM56 and V2500 engines, and provides cost savings and flexibility to its customers [3]. - The company also invests in aviation assets and aerospace products that generate strong and stable cash flows, with potential for earnings growth and asset appreciation [3].

Q1 2025 Earnings Supplement FTAI AVIATION Disclaimers Presentation. IN GENERAL. This disclaimer applies to this document and the verbal or written comments of any person presenting it. This document, taken together with any such verbal or written comments, is referred to herein as the "Presentation." The information contained on, or accessible through, any websites included in this Presentation is not incorporated by reference into, and should not be considered a part of, this FORWARD-LOOKING STATEMENTS. Ce ...