Lessor bonds: Spreads stay wide as ratings agencies mull downgrade
An analysis of 236 currently trading lessor bonds show that spreads remain wide versus pre-Covid levels across maturities and ratings.
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