FTAI Aviation: A Multiyear Compounder

FTAI Aviation has transformed into a high-ROE, asset-light aviation services powerhouse, leveraging innovative MRO and asset management strategies. SCI I and II asset management vehicles unlock higher returns, recurring management fees, and accelerate capital-light growth, with SCI AUM potentially reaching $8 billion by 2028. Proprietary MRO innovations—especially PMA parts and the MRE exchange model—drive 40%+ EBITDA margins and rapid EBITDA growth, with aerospace products EBITDA set to surpass $1 billion in 2026.