New York, Jan 22, 2026, 21:14 EST — Market closed.
- Shares of FTAI Aviation rose 2.3% Thursday following the announcement of a new multi-year contract for CFM56 engine support.
- The company said the deal secures OEM parts supply and repair services for the world’s largest commercial engine fleet.
- Traders are bracing for the financial fallout as quarterly results loom, expected in late February.
Shares of FTAI Aviation Ltd. climbed 2.3% on Thursday, ending the day at $293.49. The gain followed the announcement of a multi-year materials agreement with CFM International supporting the widely used CFM56 jet engine.
Airlines are leaning heavily on maintenance as they wait for new aircraft, pushing engine shops to operate at full capacity. This surge is boosting attention—and investment—in the parts and repairs sector tied to active fleets.
GE Aerospace, which co-owns CFM, said Thursday that “aircraft supply constraints” are fueling strong demand for its high-margin parts and services. The company noted that more than 70% of its commercial engine revenue comes from parts and services. Reuters
FTAI has secured a new agreement granting 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 described it as laying “the foundation for a stronger and more resilient CFM56 aftermarket.” GlobeNewswire
Aftermarket simply refers to the service and parts segment that kicks in after the initial engine sale—typically offering higher margins and prices shaped by lead times. MRO, short for maintenance, repair and overhaul, covers the workshop tasks that ensure engines stay operational.
CFM56 engines, used on older Airbus A320 family models and Boeing 737 jets, remain common in operation, especially as airlines stretch aircraft lifespans. How long these planes stay grounded often hinges on delays in parts supply.
Shares of FTAI swung widely Thursday, climbing as high as $308 before sliding down to $286.12. The stock began the day at $298.02 and ended up roughly halfway between those extremes.
As Friday’s session approaches, investors will be watching for follow-through buying and clues on whether the deal impacts parts availability, repair turnaround, or pricing. The company hasn’t shared financial specifics, leaving traders to weigh the strategic angles instead of hard figures.
FTAI said it owns and maintains CFM56 and V2500 aircraft engines and also manages on-lease aircraft and engines with institutional partners. The company plans to release its fourth-quarter and full-year 2025 results after Nasdaq closes on Feb. 25. A conference call will follow on Feb. 26 at 8:00 a.m. Eastern.
One risk: if airlines accelerate retiring older, CFM56-powered jets as deliveries ramp up, demand might drop faster than expected. Also, if parts shortages persist longer than forecast, shop work could still hit bottlenecks despite new deals.
Markets are closed today. Attention now shifts to the earnings report due Feb. 25 and the follow-up call on Feb. 26. Investors will focus on volumes, margins, and how quickly the CFM deal begins to influence results.
