FTAI Aviation (FTAI) Investor presentation summary

Facility and operational highlights

• Montreal facility offers over 750,000 sq ft, 900x annual module capacity, and 550+ employees, focusing on CFM56 maintenance with a 25+ year history.

• Four world-class engine maintenance facilities in Montreal, Miami, Rome, and Lisbon support a global customer base of 250+ clients.

• Full ownership of the Montreal facility doubled production and reduced turnaround times, with a 25% increase in module production post-acquisition.

• Training academy and AR-powered learning tools support talent development and production growth.

Business model and strategy

• Focused on two core businesses: Aerospace Products (engine/module sales, exchanges, leasing) and Strategic Capital (asset management, aircraft leasing).

• Asset-light model leverages private fund format and vertical integration for cost and margin advantages.

• Targeting 25% aftermarket engine maintenance market share and 750 engine modules produced in 2025.

• Multi-channel parts sourcing and in-house repair capabilities drive margin targets above 40% by 2026.

Vertical integration and operational efficiency

• Vertically integrated repair covers ~80% of engine content, yielding up to 90% improvement and $550K cost savings per engine.

• Modular assembly line and proprietary inventory pool enable industry-leading repair turnaround times of 45–80 days.

• Strategic M&A expands capacity and capabilities, with recent investments in Europe and the US enhancing shop visit savings.