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PRESS-RELEASE ·Filed Sep 28, 2026

FTAI

FTAI Aviation Ltd.
BULLISH
Impact 6/10
Horizonmonths Processed29d 5h ago WireGlobeNewswire
Press release · M&A
Actionable Insight ▲ Bullish

The 10 off-lease aircraft directly feed FTAI's Aerospace Products engine exchange pool, which should boost aftermarket revenue and margins. Monitor future SPV capital raises and lease-up of the 2026 SPV's 17 aircraft for deployment pace.

DirectionBullish
Confidencehigh
Horizonmonths
Latest settled — T+20d
FTAI ▼ -5.69% at T+20d
LONG call ✗ call lost -5.69% · α vs SPY -5.66% · entry $167.10 → $157.59
Next anchor: T+60d in 8w
Entry = T+0 close
Sep 28, 2026
via day close
T+1d
+1.10%
call +1.10% · α +1.28%
$168.93
settled 28d ago
T+5d
-1.44%
call -1.44% · α -2.64%
$164.70
settled 22d ago
T+20d
-5.69%
call -5.69% · α -5.66%
$157.59
settled yesterday
T+60d
Pending
in 8w

Price Chart

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Executive Summary

FTAI Aviation acquired 27 Boeing 737-700 aircraft from WestJet — 17 in a sale-leaseback via its 2026 SPV and 10 off-lease for its Aerospace Products business. This is a large, strategic transaction that expands FTAI's narrowbody aircraft portfolio and CFM56-7B engine supply, supporting both its leasing and aftermarket maintenance operations.

Key Facts

  • Acquired 27 Boeing 737-700 aircraft from WestJet.
  • 17 aircraft acquired by FTAI's 2026 SPV in a sale-leaseback with WestJet.
  • 10 off-lease aircraft acquired for FTAI's Aerospace Products business to supply CFM56-7B engines and modules.
  • Transaction is one of FTAI's largest aircraft acquisitions to date.
  • 2025 SPV raised $2.0 billion in equity commitments and committed ~$6.0 billion total capital across 300+ aircraft.
  • McGuireWoods served as counsel to FTAI; BD&P served as counsel to WestJet.

Financial Impact

Deal value not disclosed; one of FTAI's largest aircraft transactions. 2025 SPV raised $2.0B equity and committed ~$6.0B total capital.

aircraft portfolio sizeengine supplyleasing revenueaftermarket maintenance capacity

Risk Factors

  • Aircraft values and lease rates subject to airline demand and fuel prices.
  • Integration and maintenance costs for off-lease aircraft may exceed expectations.
  • Forward-looking statements subject to risks outlined in FTAI's SEC filings.

Investment Themes

Services

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

DocumentAccession Number
PRESS-RELEASE Data (Synthetic)press-3369685
12 reports for FTAI
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for FTAI — sortable, filterable
TypeNow
Oct 26, 2026
today
SC 13G
NEUTRAL ★ 3/10
$157.61awaiting T+1—$156.55 (−0.67%)
Oct 6, 2026
21d ago
Press Release
NEUTRAL ★ 1/10
$179.44 $174.83▼ −2.57%▼ −2.33%$156.55 (−12.75%)
Sep 28, 2026
29d ago
Press Release
BULLISH ★ 6/10
$167.10 $168.93▲ +1.10%▲ +1.28%$156.55 (−6.31%)
Sep 23, 2026
4w ago
Press Release
NEUTRAL ★ 4/10
$186.01 $174.53▼ −6.17%▼ −6.09%$156.55 (−15.84%)
Sep 15, 2026
5w ago
Press Release
NEUTRAL ★ 3/10
$189.83 $195.07▲ +2.76%▲ +1.63%$156.55 (−17.53%)
Jul 29, 2026
12w ago
Press Release
BEARISH ★ 7/10
$197.50 $206.00▼ −4.30%▼ −3.60%$156.55 (+20.73%)
Jul 7, 2026
16w ago
Press Release
NEUTRAL ★ 3/10
$227.55 $216.10▼ −5.03%▼ −4.72%$156.55 (−31.20%)
Jun 30, 2026
17w ago
Press Release
NEUTRAL ★ 1/10
$270.53 $261.83▼ −3.22%▼ −3.08%$156.55 (−42.13%)
Jun 25, 2026
17w ago
15-12G
NEUTRAL ★ 5/10
$268.40 $260.08▼ −3.10%▼ −2.38%$156.55 (−41.67%)
Apr 1, 2026
29w ago
Press Release
NEUTRAL ★ 3/10
$249.81 $242.69▼ −2.85%▼ −2.93%$156.55 (−37.33%)
Showing 10 of 12

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Report published Sep 28, 2026