Joe Adams

Chairman & Chief Executive Officer, FTAI Aviation Ltd.

Search every verified Joe Adams interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Joe Adams, Chairman and Chief Executive Officer of FTAI Aviation, participated in the company’s second quarter 2026 earnings call on August 4, 2026. During the call, Adams stated that the CFM56 market is supply constrained rather than demand constrained, and noted that the company’s module production is increasingly directed toward third-party customers instead of its own aviation leasing pool. He described this as a deliberate shift in allocation, reflecting strong third-party demand and a focus on an asset-light balance sheet. Adams also highlighted that FTAI Aviation’s joint venture with Dera Group, J&F Power Systems, signed a master supply agreement with a leading US hyperscaler, including an initial purchase order valued at $1.465 billion for 2027 module deliveries. Adams also discussed the company’s capital allocation priorities, stating that growth remains the primary focus, with ongoing evaluation of acquisition opportunities for maintenance capability, repair, and piece part manufacturing. He mentioned that the company increased its dividend for four consecutive quarters by 5 cents per quarter, bringing it to 50 cents per share annually, as a method of returning capital to shareholders.