FTAI · CIK 1590364
What FTAI Aviation Ltd. told the SEC could break it.
2 self-disclosed vulnerabilities, pulled from its own filings — each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far — we surface every cited disclosure we’ve extracted for FTAI. More may follow as additional filings are processed.
In its own words
What could break it.
Customer concentration
- two Aerospace Products customers (13% and 10% of revenue)medium
Two unnamed customers in the Aerospace Products segment each generated 13% and 10% of total revenue in 2025, and one customer represented 23% of net accounts receivable.
“The Company earned 13 % and 10 % of its revenue from two customers in the Aerospace Products segment during the twelve months ended December 31, 2025. No single customer or lessee accounted for greater than 10% of total revenue during the years ended December 31, 2024 and 2023. As of December 31, 2025, there was one customer in the Aerospace Products segment that represented 23 % of total accounts receivable, net.”
SEC filing →As of 2026
Regulatory & policy
- Russia sanctions / stranded aviation assetsmedium
Eight aircraft and seventeen engines (insured value $210.7M) remain stranded in Russia under sanctions; recovery is unlikely and timing of insurance claims uncertain.
“As of December 31, 2025, eight aircraft and seventeen engines were still located in Russia.”
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