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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