New York, Jan 22, 2026, 21:14 EST — Market closed.
- Shares of FTAI Aviation climbed 2.3% Thursday after the company announced a new multi-year contract for CFM56 engine support.
- The company said the deal locks in OEM parts supply and repair services for the largest commercial engine fleet worldwide.
- Traders are now eyeing the financial fallout, with quarterly results set to drop in late February.
Shares of FTAI Aviation Ltd. rose 2.3% on Thursday, closing at $293.49. The jump came after the company unveiled a multi-year materials deal with CFM International to back the popular CFM56 jet engine.
Airlines are relying more heavily on maintenance while waiting for new planes, and engine shops are running at full tilt. This is driving greater focus—and spending—on the parts and repairs business linked to active fleets.
GE Aerospace, a co-owner of CFM, reported on Thursday that strong demand for high-margin parts and services is being driven by “aircraft supply constraints.” The company also highlighted that over 70% of its commercial engine revenue stems from parts and services. (Reuters)
FTAI announced a new agreement giving it access to OEM replacement parts, thrust performance upgrades, and component repair support for CFM56 engines. CEO Joe Adams said the deal “strengthens our ability to support the long-term maintenance needs of the global fleet.” COO David Moreno added it “sets the foundation for a stronger and more resilient CFM56 aftermarket.” (GlobeNewswire)
Put simply, aftermarket covers the service and parts business that picks up after the initial engine sale—often with higher margins and pricing influenced by lead times. MRO, which stands for maintenance, repair and overhaul, refers to the workshop activities that keep engines running in service.
CFM56 engines, found on older Airbus A320 family models and Boeing 737 jets, are still widely in service, particularly as airlines push the limits on aircraft lifespan. Delays in parts supply can determine how long these planes stay grounded.
FTAI’s shares swung sharply on Thursday, hitting an intraday peak of $308 and dropping as low as $286.12. The stock opened at $298.02 but ultimately settled close to the middle of that range.
Investors heading into Friday’s session will be looking for follow-through buying and any hints that the agreement affects parts availability, repair turnaround times, or pricing. The company hasn’t revealed financial details, so traders are left to focus on the strategic implications rather than immediate numbers.
FTAI said it owns and maintains CFM56 and V2500 aircraft engines, while also managing on-lease aircraft and engines alongside institutional partners. The company will release its fourth-quarter and full-year 2025 results after Nasdaq closes on Feb. 25. A conference call is scheduled for Feb. 26 at 8:00 a.m. Eastern. (GlobeNewswire)
There is a downside risk: if airlines speed up retiring older, CFM56-powered jets as deliveries pick up, the demand tail could shrink quicker than anticipated. Plus, if parts supply remains constrained longer than expected, shop work could still face bottlenecks despite new agreements.
Markets are closed today, so all eyes turn to the earnings report on Feb. 25 and the follow-up call on Feb. 26. Investors will be digging for details on volumes, margins, and how fast the CFM deal starts impacting the numbers.
