Business mix
- It operates in two segments, Aviation Leasing and Aerospace Products. The Aviation Leasing segment owns, leases, manages, and sells aircraft and aircraft engines.
- As of December 31, 2025, this segment owned and managed 290 aviation assets consisting of 47 commercial aircraft and 243 engines, including eight aircraft and seventeen engines in Russia.
- The Aerospace Products segment develops, manufactures, repairs/refurbishes, and sells aircraft engines and aftermarket components for the commercial aircraft engines.
- It also engages in the offshore energy business, which consists of vessels and equipment that support offshore oil and gas activities and production.
Current key questions
- Can orders, backlog, aftermarket demand, and end-market capital spending support growth in aerospace & defense?
- How do pricing, input costs, supply chain execution, and utilization affect margins?
- Does capital allocation strengthen the company's competitive position across cycles?
