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FTAI Aviation (FTAI) investor relations material
FTAI Aviation Morgan Stanley’s 13th Annual Laguna Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Business model evolution and strategy
Transitioned from aircraft and engine leasing to a vertically integrated aftermarket engine maintenance provider, focusing on CFM56 and V2500 engines.
Achieved significant market share growth, from 0% four years ago to 9% currently, with a target of 25% in the next three to five years.
Vertically integrated by acquiring MRO facilities in Miami, Montreal, and Rome, enabling control over the entire maintenance chain and capacity for up to 1,800 modules per year.
Adopted a unique approach by servicing only owned engines, not third-party engines, mirroring practices of major airlines.
Focused on continuous expansion, including potential for a fourth facility and increased production rates.
Strategic Capital Initiative (SEI) and asset-light transition
Launched SEI to move towards an asset-light model, leveraging private capital to acquire aircraft and engines off balance sheet.
SEI allows management of partnerships, investment decisions, and ensures all engine maintenance events are committed to in-house MRO, generating management fees and incentive compensation.
Deployed over $2 billion of a $4 billion fund in six months, with ambitions to repeat and scale SEI annually.
Envisions managing up to $20 billion in assets, targeting both lessor and airline markets for sale-leasebacks and exchanges.
Asset-light model aims to make the parent company primarily a factory for engine rebuilding and sales.
PMA parts and cost efficiency
Partnership with Chromalloy targets high-cost hot section parts for CFM56, achieving up to 75% discount to OEM prices and over $2 million in savings per shop visit.
Awaiting imminent FAA approval for a key PMA part, expected to drive significant industry adoption and cost savings.
PMA adoption is facilitated by in-house MRO and SEI, with proven performance and growing acceptance among operators.
Chromalloy has invested heavily in production capacity, consolidating operations in Tampa to support new PMA parts.
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