FTAI Aviation Announces $1.0 Billion Senior Notes Offering Due 2034

Summary of Event

On November 2, 2026, FTAI Aviation Ltd. filed a Current Report on Form 8-K under Item 8.01 (Other Events) announcing that its subsidiary, FTAI Aviation Investors LLC, is commencing a private offering of $1.0 billion aggregate principal amount of senior notes due 2034 (the "Notes"), subject to market conditions.

Key Terms & Structure

• Issuer: FTAI Aviation Investors LLC
• Parent Guarantor: FTAI Aviation Ltd. (senior unsecured basis)
• Subsidiary Guarantors: Subsidiaries that guarantee the Revolving Credit Facility and existing senior notes
• Offering Type: Rule 144A (QIBs) and Regulation S private placement
• Maturity: 2034

Intended Use of Proceeds

The Issuer plans to allocate net proceeds from the offering to:

1. Repay in full all amounts outstanding under its Fourth Amended and Restated Credit Agreement (Revolving Credit Facility), which had been utilized to finance FTAI Aviation's accelerated share repurchase (ASR) program, without reducing revolving credit commitments.
2. Redeem a portion of the Issuer's outstanding 5.50% Senior Notes due 2028.
3. Pay fees and expenses related to the transactions.

Market & Capital Structure Impact

• Debt Maturity Extension: Refinances shorter-term obligations (credit facility debt and 2028 maturities) into 2034 paper, extending the weighted average debt maturity profile.
• Liquidity Restoration: Reopening availability under the revolving credit facility restores operational liquidity while preserving commitment capacity after the completion/funding of share repurchases.