FTAI航空有限公司—2026年季度报告

FORM 10-Q Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuantto Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrantwas required to submit such files). YesNo Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reportingcompany, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reportingcompany,” and “emerging growth company” in Rule 12b-2 of the Exchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes☐NoThere were 102,582,972 ordinary shares outstanding at April29, 2026. FORWARD-LOOKING STATEMENTS AND RISK FACTORS SUMMARY This report contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are not statements of historical fact but instead are based on our present beliefs and assumptions and oninformation currently available to us. You can identify these forward-looking statements by the use of forward-looking words such as“outlook,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “could,” “seeks,” “approximately,” “predicts,” “intends,”“plans,” “estimates,” “anticipates,” “target,” “projects,” “contemplates” or the negative version of those words or other comparable words. Such forward-looking statements are subject to various risks and uncertainties and assumptions relating to our operations, financialresults, financial condition, business, prospects, growth strategy and liquidity. Accordingly, there are or will be important factors thatcould cause our actual results to differ materially from those indicated in these statements. The following is a summary of the principalrisk factors that make investing in our securities risky and may materially adversely affect our business, financial condition, results of •reductions in cash flows received from our assets, as well as contractual limitations on the use of our aviation assets to •our ability to take advantage of acquisition opportunities at favorable prices; •our ability to realize the anticipated benefits of our strategic initiatives; •a lack of liquidity surrounding our assets, which could impede our ability to vary our portfolio in an appropriate manner; •customer or lessee defaults on their obligations; •concentration of a particular type of asset or in a particular sector; •competition within the aviation industry; •the competitive market for acquisition opportunities; •risks related to operating through joint ventures, partnerships, consortium arrangements or other collaborations with thirdparties; •our ability to successfully integrate acquired businesses; •obsolescence of our assets or our ability to sell, re-lease or re-charter our assets; •exposure to uninsurable losses and force majeure events; •the impact of trade disputes, including the imposition of new or increased tariffs, sanctions or other restrictions, and thelegislative/regulatory environment and exposure to increased economic regulation; •exposure to the oil and gas industry’s volatile oil and gas prices; •difficulties in obtaining effective legal redress in jurisdictions in which we operate with less developed legal systems; •our ability to maintain our exemption from registration under the Investment Company Act of 1940, as amended (the“Investment Company Act”) and the Investment Advisers Act of 1940, as amended (the “Investment Advisers Act”) and thefact that maintaining such exemption imposes limits on our operations; •our ability to successfully utilize leverage in connection with our investments; •foreign currency risk and risk management activities; •effectiveness of our internal control over financial reporting; •actions taken by national, state, or provincial governments, including nationalization, or the imposition of new taxes, couldmaterially impact the financial performance or value of our assets; •our ability to attract and retain highly skilled management and other personnel;•volatility in the market price of our shares;•the inability to pay dividends to our shareholders in the future;•impacts from our past and future acquisitions, and our ability