M&A: How Japan fell in love with aircraft leasing
Japanese firms have been courting aircraft leasing platforms with increasing fervour in recent years, investing at least $14.4 billion since 2018, according to Ishka calculations.
ALC Q2: Deferral repayments “significantly” outstrip fresh forbearance requests
Repayment of deferred aircraft rents now “significantly exceeds” requests by airlines for new support, while greater caution on the part of lessors has led to a fresh insistence upon security deposits and a hike in lease rate factors (LRFs) on sale-leaseback transactions. more
AerCap Q2 2020: Deferrals slash 12-month cash flow outlook by 26%
The wave of aircraft lease deferrals has cut AerCap’s 12-month cash flow expectation by 26% over the past two quarters from $3.1 billion to $2.3 billion at the end of Q2 2020. more
Boeing cuts output as lessors trim quarter of 737 MAX orders
MAX cancellations have been creeping up at nearly double the monthly 31-aircraft production target. Among those, lessors feature heavily. more