FT
FTAI
FTAI What FTAI Aviation promised, and what happened
Guidance
What management said, and what became of it
21 of 21 judged targets kept · 20 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| New maintenance facility east of Rome | another maintenance facility east of Rome by the Q1 2027 call | Mar 2026 | This quarter, we advanced 2 exciting developments, one in Egypt and one in Indonesia that bring us closer to our customers, add module production and diversify our footprint. | Achieved |
| Adjusted free cash flow | $1 billion | Sep 2025 | we are updating total adjusted free cash flow for 2026 from $915 million to $878 million | Revised Down |
| Adjusted free cash flow before new growth initiatives | $1.2 billion | Dec 2025 | For the full year, we are maintaining our target of approximately $1.2 billion of adjusted free cash flow before new growth initiatives. | On Track |
The full ledger
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The rest of the ledger
Pro opens all 41 tracked commitments for FTAI Aviation
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.