What smart money is saying about FTAI Aviation Ltd.
9 funds in our archive have pitched FTAI Aviation Ltd. — most recently Granahan Investment Management SMID Cap Select in June 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, 8 fund letters reported a position in FTAI Aviation Ltd. — 2 opened or added to the position, 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 6 | 1 | 2 | 3 |
| Q1 2026 | 2 | 1 | 0 | 2 |
| Q4 2025 | 0 | 0 | 0 | 2 |
| Q2 2025 | 0 | 0 | 0 | 1 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 8 positions · 4 moves
- June 2026
“In addition to the transactions mentioned above, we initiated positions in Arxis, Sterling Infrastructure, and Woodward in the industrials sector, SiTime, Cipher Digital, D-Wave Quantum and DigitalOcean in the IT sector, Liftoff Mobile in the communication services sector and Axsome Therapeutics, Vaxcyte and Kymera Therapeutics in the health care sector. 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.”
FTAI Aviation Ltd. - June 2026
“FTAI Aviation Ltd. (Industrials, Core Growth) — Trimmed FTAI Aviation gained during the quarter but lagged the stronger return of the Russell 2000 Growth Index. The company continued to execute well given strong demand for aviation aftermarket services, engine modules, and related leasing opportunities. We trimmed the stock to manage position size and valuation discipline while maintaining a constructive long-term view on FTAI’s differentiated business model and long-term earnings potential.”
FTAI Aviation Ltd. - June 2026
“We also continued steady adds to FTAI and VersaBank during the quarter’s weak patches.”
FTAI Aviation Ltd. - June 2026
Listed in Granahan Investment Management SMID Select Strategy’s reported holdings.
FTAI Aviation Ltd. - June 2026
“FTAI is a modestly above average position.”
FTAI Aviation Ltd. - June 2026
“FTAI Aviation continues to benefit from one of the strongest commercial aviation environments in decades, supported by persistent aircraft shortages, constrained engine supply, and elevated demand for maintenance and aftermarket services.”
FTAI Aviation Ltd. - New positionBrown Advisory Mid‑Cap GrowthMarch 2026
“FTAI Aviation (FTAI) buys, repairs, and leases jet engines and engine parts, primarily for Airbus and Boeing narrowbody aircraft. 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.”
FTAI Aviation Ltd. - March 2026
“FTAI Aviation contributed 17%, and Nebius (NBIS) contributed 14%; both are names where our original thesis remains intact and the businesses themselves continue to execute.”
FTAI Aviation Ltd.
Fund coverage · 9 theses
FTAI Aviation operates an engine leasing and repair platform, benefiting from aviation supply shortages, strong aftermarket demand, execution, and compounding capital returns.
Read the full thesisFTAI Aviation sells and leases engine modules and is building a differentiated maintenance franchise with attractive growth opportunities.
Read the full thesisFTAI Aviation is an MRO and aerospace platform using a vertically integrated, increasingly capital-light model to compound earnings, expand into power, and benefit from strong aftermarket demand.
Read the full thesis- 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 FTAI Aviation is a leading CFM56 MRO platform using proprietary PMA parts and SCI to build a capital-light compounder, with additional growth optionality from FTAI Power.
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 - 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 - 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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