FTAI

In the past six months (March 2026 - September 2026), FTAI Aviation Ltd. experienced several stock-impacting events. On September 15, 2026, the company announced a new share repurchase program of up to $500 million, which led to a significant surge in the stock price. In August 2026, FTAI Aviation closed a $2.0 billion warehouse financing facility for its 2026 SPV, with an additional $1.0 billion available, bringing total Strategic Capital warehouse funding to $5.5 billion in under two years, intended to fund on-lease, mid-life Boeing 737NG and Airbus A320ceo aircraft. The company's Q2 2026 earnings per share of $1.13 missed the consensus estimate of $1.32, and management also cut its 2026 Aviation Leasing EBITDA guidance, contributing to stock pullbacks. FTAI Aviation declared cash dividends for the quarter ended December 31, 2025, payable on March 23, 2026, and for the quarter ended June 30, 2026, payable on August 24, 2026. Strategic partnerships were also announced, including one with EgyptAir Maintenance and Engineering on September 13, 2026, to expand engine services, and a collaboration with Palantir Technologies to utilize its Artificial Intelligence Platform (AIP) across global maintenance operations to enhance productivity and reduce manufacturing costs. As of September 23, 2026, FTAI Aviation Ltd. received an average rating of "Moderate Buy" from eleven research firms, with an average twelve-month price target of $315.67.