New York, Jan 22, 2026, 13:15 (EST) — Regular session
- FTAI shares climbed roughly 1% by midday, following an initial surge that sent the stock to a new intraday peak.
- The company secured a multi-year materials deal with CFM International to support CFM56 engines.
- Investors are focusing on FTAI’s earnings report due Feb. 25, followed by the conference call on Feb. 26.
Shares of FTAI Aviation Ltd climbed Thursday following the announcement of a multi-year materials deal with CFM International for the CFM56 engine fleet. The stock traded 1.0% higher at $289.84 in early afternoon, after hitting a high of $308—a 7.3% jump—and falling back to $286.12.
The move comes amid intense focus on jet-engine servicing, as airlines ramp up demands for parts and quicker repairs amid delays in new aircraft arrivals. GE Aerospace CEO Larry Culp told Reuters Thursday, “we invest heavily in technology,” as the sector faces engine shortages and slow turnaround times. (Reuters)
FTAI has another key date lined up. The company plans to release its fourth-quarter and full-year 2025 results after the Nasdaq closes on Feb. 25, followed by a conference call at 8:00 a.m. Eastern on Feb. 26. (Globenewswire)
FTAI announced that its deal with CFM locks in supply for original equipment replacement parts, thrust performance upgrades, and component repair services for CFM56 engines. “CFM56-powered aircraft continue to see strong utilization,” said Chairman and CEO Joe Adams. COO David Moreno described the agreement as “the foundation for a stronger and more resilient CFM56 aftermarket.” (Globenewswire)
FTAI holds and services CFM56 and V2500 engines, offering a product dubbed Maintenance, Repair and Exchange, or MRE. Simply put, it seeks to minimize downtime by rapidly swapping out engines or parts instead of waiting for a complete overhaul.
For traders, the key issue is if the “materials agreement” actually speeds up throughput. Getting OEM parts faster might boost work wins and cut delays, but it also risks piling up inventory and locking more cash in the pipeline.
The announcement didn’t include financial details. Investors are keen to hear about projected volume, pricing, and margins — and whether management presents the deal as a driver of demand or simply a solution to supply issues.
FTAI’s initial surge hinted at some jitters. Shares that have surged sharply often face swift profit-taking on any headline, even if the news is positive.
The Feb. 25 report drops after the bell. Then, on Feb. 26, investors get their first real shot at digging into what the CFM deal actually changes, how fast parts make it into shop visits, and what that means for 2026 forecasts.
