What smart money is saying about FTAI Aviation Ltd.
5 funds in our archive have pitched FTAI Aviation Ltd. — most recently Brown Advisory Mid‑Cap Growth in March 2026.
FTAI Aviation Ltd. is a company dedicated to the ownership and acquisition of critical equipment for the aviation and offshore energy industries, thereby supporting the worldwide movement of goods and people. The company operates through two primary divisions. The Aviation Leasing segment is responsible for managing, leasing, and selling aviation assets, which include commercial aircraft and their engines, to customers. By the end of 2023, specifically December 31st, this division's managed portfolio encompassed 363 aviation assets in total, consisting of 96 commercial aircraft and 267 engines. Notably, this count included 8 aircraft and 17 engines located in Russia. The Aerospace Products segment focuses on the entire lifecycle of aircraft engines and their aftermarket components, covering their development, production, maintenance, and sales. FTAI Aviation Ltd. was established in 2011 and maintains its corporate headquarters in New York, New York.
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Position history
Between Q1 2025 and Q2 2026, 2 fund letters reported a position in FTAI Aviation Ltd. — 1 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q1 2026 | 1 | 1 | 0 | 1 |
| Q4 2025 | 0 | 0 | 0 | 2 |
| Q2 2025 | 0 | 0 | 0 | 1 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 2 positions · 2 moves
- ExitedClearBridge Investments SMID Cap Growth StrategyJune 2026
“We exited positions in FTAI Aviation and Rocket Lab in the industrials sector, Colliers International in the real estate sector, Chime Financial in the financials sector, Doximity in the health care sector and IonQ in the IT sector.”
Read the letterFTAI Aviation Ltd. - New positionBrown Advisory Mid‑Cap GrowthMarch 2026
“We like the company’s shift away from capital- intensive aircraft leasing and toward a higher-margin MRE (Maintain, Repair, Exchange) business, which should improve earnings quality and durability over time.”
Read the letterFTAI Aviation Ltd.
Fund coverage · 5 theses
- Brown Advisory Mid‑Cap GrowthMarch 2026
FTAI Aviation is shifting toward higher-margin engine repair and exchange services, supported by strong aftermarket dynamics and additional power-generation upside.
Read the full thesis - Crossroads CapitalDecember 2025
FTAI Aviation Ltd. is reshaping a leading CFM56 MRO platform into a capital-light, high-margin model via proprietary PMA parts, SCI asset management, and new data-center power applications that enhance scalable unit economics.
Read the full thesis - Tourlite CapitalDecember 2025
FTAI Aviation is expanding with FTAI Power to repurpose CFM56 engines and has multiple catalysts that support a path to $3B EBITDA and further share upside.
Read the full thesis - Aristotle Small Mid Cap EquityJune 2025
FTAI Aviation is evolving its business model to leverage partnerships with private equity firms, aiming to grow its less capital-intensive aircraft engine leasing and maintenance services amid increasing global air travel demand.
Read the full thesis - Crossroads CapitalMarch 2025
FTAI Aviation is a high-quality aerospace company leveraging a strategic pivot and implemented initiatives to drive robust, uncorrelated growth amid market volatility.
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