Crossroads Capital highlighted FTAI Aviation in its second-quarter 2026 investor letter, describing the company's shift toward a more asset-light business model. The fund noted that FTAI's Aviation Leasing segment guidance was cut from $575 million to $475 million as part of this transition, while the Aerospace Products segment held firm, resulting in a 2026 bridge of roughly $1.525 billion and a new 2027 target of $2.3 billion. FTAI also raised its dividend for a third consecutive quarter and signed a multi-year materials agreement with CFM International. The fund reported an 11.5% net increase for the quarter and a 17.9% compounded net rate since founding.
FTAI Aviation Ltd.Asset-light shift, raised dividend, and increased 2027 target signal improved financial outlook.
Multi-year materials agreement with FTAI Aviation secures long-term demand for CFM's products.
