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Transaction update: Tariff concerns push countries towards Boeing orders, new debt financing facilities launched

Ishka's Transaction Update is a report series looking at the key trends, recent deal flow, and key announcements within aviation and aircraft leasing. more

18/08/2025

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers , Airline trends & analysis , OEMs, Cargo & Engines

The 20 airlines which make up 60% of the total value of Airbus and Boeing's disclosed order book

Airbus and Boeing aircraft on order by disclosed, non-leasing customers worldwide sit at around $929.7 billion by Ishka current market values as of the midpoint of 2025 more

13/08/2025

in Airline trends & analysis , OEMs, Cargo & Engines

Tariff Tracker: Relief for Embraer as aircraft exempted from new 50% Brazil duties

A new executive order, signed by President Trump, exempts aircraft, aircraft parts and their components from the new 50% tariffs being introduced on most Brazilian goods. more

31/07/2025

in Lessors & Asset managers , Airline trends & analysis , OEMs, Cargo & Engines

Over half of Embraer backlog destined for US customers

A substantial number of Embraer orders are for US customers - and therefore at risk from increased US tariffs on Brazil. more

30/07/2025

in Airline trends & analysis , OEMs, Cargo & Engines

Tariff Tracker: Embraer left exposed as US-EU strike aviation trade deal

Embraer risks being left isolated in the tariff fallout as the United States and European Union agree on a new trade deal framework that will preserve "zero-for-zero" tariffs for Airbus and Boeing. more

30/07/2025

in Lessors & Asset managers , OEMs, Cargo & Engines

Boeing orders form part of new US tariff deals

Recent tariff deals made by the US administration have seemingly been a boost for Boeing. more

28/07/2025

in Lessors & Asset managers , Airline trends & analysis , OEMs, Cargo & Engines

Remarketing Watch Data Sheet: July 2025

The number of aircraft being actively remarketed on sites tracked by Ishka rose in July, though still remains below historic levels. more

25/07/2025

in Aircraft values, Lease Rates & Returns , OEMs, Cargo & Engines

JetZero CEO: ‘Lots of aircraft leasing interest’ for blended wing aircraft

JetZero CEO and co-founder Tom O’Leary tells Ishka SAVi about its blended wing aircraft programme’s funding trajectory, the financial contribution of its prospective customers, and interest by aircraft lessors. more

24/07/2025

in ESG & Regulation , OEMs, Cargo & Engines

Have we reached peak pricing for previous-tech engines?

Engine lessor CEOs speaking at Ishka’s Dublin conference argued that values and lease rates for previous generation engines had reached a natural peak. more

23/07/2025

in Lessors & Asset managers , OEMs, Cargo & Engines

Q2 engine prices and lease rates: V2500 lease rates dip, but 5Bs strengthen

Lease rates for V2500-A5 Select engines have broadly dropped in the second quarter of 2025, according to Ishka research, but prices for previous-generation narrowbody aircraft engines (CFM56-5Bs, CFM56-7Bs, and V2500s) have remained stable compared to the previous quarter. more

22/07/2025

in Lessors & Asset managers , OEMs, Cargo & Engines

OEM backlogs: India and US make up a third of non-leasing orders

Ishka takes a look at the Airbus and Boeing backlog as of 30th June 2025. more

15/07/2025

in Lessors & Asset managers , Airline trends & analysis , OEMs, Cargo & Engines

Lessors Q2 trading update, Rolls seeks UK support for UltraFan, Scandinavian Airlines's Embraer order

Ishka's Transaction Update is a report series looking at essential trends, recent deal flow, and key announcements within aviation and aircraft leasing... more

10/07/2025

in Lessors & Asset managers , Airline trends & analysis , OEMs, Cargo & Engines

Briefing: US tariffs what we know so far

The United States has extended its tariff deadline until August as Ishka examines what has unfolded across the 90-day pause. more

08/07/2025

in Lessors & Asset managers , Airline trends & analysis , OEMs, Cargo & Engines

Lessor order books: Boeing pips Airbus in June on leasing deliveries

Lessors received 17 order book aircraft from Airbus and Boeing in June, accounting for around 14% of total deliveries from the two OEMs. more

06/07/2025

in Lessors & Asset managers , OEMs, Cargo & Engines

Ishka’s OEM delivery expectations lowered, projected Chinese 7B engine demand

Two key takeaways from Ishka’s recent webinar: "Risks, Shifts and Strategic Opportunity". more

25/06/2025

in OEMs, Cargo & Engines

Remarketing Watch Data Sheet: June 2025

The total number of aircraft being actively remarketed on sites analysed by Ishka has remained largely consistent across H1 2025, and is now at 282. more

20/06/2025

in Aircraft values, Lease Rates & Returns , OEMs, Cargo & Engines

Paris: A no show from Boeing, AviLease the only lessor order

A muted Paris Air Show - partly down to the absence of any new order announcements for Boeing aircraft. more

18/06/2025

in Lessors & Asset managers , OEMs, Cargo & Engines

Briefing: MRO turnaround times are improving...slowly

Engine lessor CEOs say that MRO turnaround times for latest technology narrowbody engines are improving but warn that it could be several years before LEAP or GTF powerplants routinely complete a full performance restoration within 120-days. more

13/06/2025

in Aircraft values, Lease Rates & Returns , OEMs, Cargo & Engines

Ryanair signs $500m engine deal as Alaska Airlines delays Embraer order citing "uncertain economic environment"

Ishka's Transaction Update is a report series looking at essential trends, recent deal flow, and key announcements within aviation and aircraft leasing... more

10/06/2025

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers , OEMs, Cargo & Engines

Boeing hits 38-per-month 737 MAX, Fitch lowers aviation ABS sector outlook

Boeing has hit a 38-per-month production target on the 737 programme, a key milestone in the production ramp-up of its flagship narrowbody. Boeing confirmed to Ishka that it had reached 'rate 38' on the 737 programme in May.  more

06/06/2025

in Capital Markets , OEMs, Cargo & Engines

WLFC’s $596 million ABS WEST VIII prices

Willis Lease Finance Corporation (WLFC)’s $596 million ABS, WEST VIII, has priced. more

05/06/2025

in Capital Markets , OEMs, Cargo & Engines

WLFC markets $596 million ABS WEST VIII

Willis Lease Finance Corporation (WLFC) is in the market with a $596 million ABS, Willis Engine Structured Trust VIII / WEST VIII. more

04/06/2025

in Lessors & Asset managers , Capital Markets , OEMs, Cargo & Engines

Why engine OEMs are looking to impose tariff surcharges

Engine manufacturers GE Aerospace and CFM International, a joint venture between GE Aerospace and Safran, are looking to apply tariff surcharges on parts and engines. more

03/06/2025

in OEMs, Cargo & Engines

Quick Take: Azul files for Chapter 11, aviation groups push for tariff clarity and a US appeals court reinstates tariffs

Azul files for Chapter 11 bankruptcy protection as aviation industry groups urge recommitment to zero-tariff rules. Elsewhere, a US federal appeals court has reinstated President Trump’s tariff plans. more

29/05/2025

in Airline trends & analysis , OEMs, Cargo & Engines

Remarketing Watch Data Sheet: May 2025

The total number of aircraft being actively remarketed on sites analysed by Ishka is around 19% lower than a year ago, at 280. more

22/05/2025

in Aircraft values, Lease Rates & Returns , OEMs, Cargo & Engines

Rolls-Royce engines for Boeing to be 'tariff' free, airlines look to take over Chinese Boeing deliveries

Ishka's Transaction Update is a report series looking at essential trends, recent deal flow, and key announcements within aviation and aircraft leasing... more

08/05/2025

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers , OEMs, Cargo & Engines

Tariff Tracker: Airbus CEO says US carriers will have to pay tariff costs, Parts avoid tariff hikes…for now

Ishka explains how Delta Air Lines is avoiding US tariffs by taking delivery of new aircraft in Tokyo, as Airbus CEO Guillaume Faury confirms that US carriers will have to pay the tariff costs. more

06/05/2025

in OEMs, Cargo & Engines

Q1 engine prices and lease rates: Will CFM56-5B lease rates continue to drop?

The Ishka survey explores spot market pricing for popular narrowbody engine types based on responses by active engine lessors and investors. The latest survey was conducted between January and the start of April 2025. more

02/05/2025

in OEMs, Cargo & Engines

Quick Take: Two new May RFPs, Airbus signs definitive agreement with supplier Spirit

Ishka reveals two new narrowbody RFPs with submission deadlines set for May. Elsewhere, Spirit AeroSystems Holdings has entered into a definitive agreement with Airbus. more

29/04/2025

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers , OEMs, Cargo & Engines

Tariff tracker: Airbus deliveries to US slow in April

Airbus deliveries to US customers have slowed, representing just 12% of the manufacturer’s output so far in April, down from 20% in the first quarter. more

25/04/2025

in OEMs, Cargo & Engines

Tariff tracker: Air India targets 737 MAX aircraft rejected by China

Air India is negotiating with Boeing to acquire ten 737 MAX aircraft initially scheduled for Chinese airlines. more

25/04/2025

in Airline trends & analysis , OEMs, Cargo & Engines

Remarketing Watch Data Sheet: April 2025

The total number of aircraft being actively remarketed on sites analysed by Ishka remains around 22% lower than a year ago, at 282. more

23/04/2025

in Aircraft values, Lease Rates & Returns , OEMs, Cargo & Engines

Q&A: How is Rolls-Royce investing in the aftermarket?

Ishka catches up with Romain Chambard, VP, Marketing at Rolls-Royce to discuss MRO costs, aftermarket investment and engine updates. more

18/04/2025

in OEMs, Cargo & Engines

Delta outlines tariff impact, Trump pauses higher tariffs for most countries

Delta becomes the first major airline to acknowledge tariff impacts on its fleet plans. Meanwhile, the EU has paused its planned retaliatory tariffs as Trump raises duties on China to 125%, intensifying trade tensions. more

10/04/2025

in Airline trends & analysis , OEMs, Cargo & Engines

Korean Air confirms order for 40 widebodies, BOC Aviation strikes major deals with Boeing and Airbus

Ishka's Transaction Update is a report series looking at essential trends, recent deal flow, and key announcements within aviation and aircraft leasing... more

09/04/2025

in Lessors & Asset managers , Airline trends & analysis , OEMs, Cargo & Engines

The ‘unquantifiable’ cost of tariffs for aviation

US President Donald Trump's latest tariffs are set to have significant global trade implications. Ishka explores how the fallout could affect the aviation sector. more

03/04/2025

in OEMs, Cargo & Engines

Lessors book new aircraft orders and raise debt

BOC Aviation has ordered 70 Airbus A320neo family aircraft, along with 50 Boeing 737-8 aircraft. more

01/04/2025

in Lessors & Asset managers , Capital Markets , OEMs, Cargo & Engines

AerCap CEO spells out tariff cost, more lessors look to part out A320neos

AerCap’s CEO, Aengus Kelly, explained that under a ‘worst-case’ scenario new tariffs could increase the cost of a Boeing 787 by an additional $40 million. more

14/03/2025

in Airline trends & analysis , OEMs, Cargo & Engines

“Financial insanity” – is OEM escalation deterring new lessor aircraft orders?

Uncapped OEM escalation costs are deterring some lessors from placing new aircraft orders, according to leasing executives speaking at last week’s ISTAT conference in Phoenix. more

12/03/2025

in Lessors & Asset managers , OEMs, Cargo & Engines

Lessors team to buy A330 portfolio, JSA orders 50 Airbus narrowbodies

Ishka's Transaction Update is a report series looking at essential trends, recent deal flow, and key announcements within aviation and aircraft leasing... more

11/03/2025

in Lessors & Asset managers , Airline trends & analysis , OEMs, Cargo & Engines

Remarketing Watch Data Sheet: February 2025

The total number of aircraft being actively remarketed on sites analysed by Ishka remains low at 283. more

27/02/2025

in Aircraft values, Lease Rates & Returns , OEMs, Cargo & Engines

Southwest and BBAM close major sale/leaseback for 36 B737-800s, JSA strikes deal with Cebu Pacific

Ishka's Transaction Update is a report series looking at essential trends, recent deal flow, and key announcements within aviation and aircraft leasing... more

17/02/2025

in Lessors & Asset managers , Airline trends & analysis , OEMs, Cargo & Engines

Lessor parts-out two A320neos due to higher GTF lease rates

Ishka hears that a lessor is set to part out two six-year-old A320neos, due to the elevated lease rates available on the Pratt & Whitney PW1000G engines, making these among the first A320neos to be parted out. more

31/01/2025

in Aircraft values, Lease Rates & Returns , OEMs, Cargo & Engines , Other

Carlyle ABS prices, Boeing’s plan to lift FAA MAX production limit

The first aircraft ABS issuance of 2025, Carlyle Aviation Partners’ AASET 2025-1, has priced with yields of 6.017% and 6.667% for the A-1 and B-1 tranches respectively. more

30/01/2025

in Capital Markets , OEMs, Cargo & Engines

DAE and Genesis seal aircraft deals, Boeing's $11.83 billion net loss

Ishka's Transaction Update is a report series looking at essential trends, recent deal flow, and key announcements within aviation and aircraft leasing... more

28/01/2025

in Lessors & Asset managers , Airline trends & analysis , OEMs, Cargo & Engines

Q4 2024 Engine Survey: Prices climb but lease rates stabilise

Narrowbody engine prices continued to see upward pressure across most types in the last three months of 2024, while lease rates continued to stabilise or slightly decline, according to Ishka’s latest engine buyers survey more

24/01/2025

in Aircraft values, Lease Rates & Returns , OEMs, Cargo & Engines , Other

Boeing's troubles see total new aircraft deliveries drop for 2024

Total new aircraft deliveries from Airbus and Boeing in 2024 dropped to below 2022 levels. more

17/01/2025

in OEMs, Cargo & Engines

Remarketing Watch Data Sheet: January 2025

The number of aircraft being remarketed on sites analysed by Ishka is around 20% lower than a year ago in January 2024. more

14/01/2025

in Aircraft values, Lease Rates & Returns , OEMs, Cargo & Engines

Transaction Update: SLBs, acquisitions, and orders kick off the year

Ishka's Transaction Update is a report series looking at essential trends, recent deal flow, and key announcements within aviation and aircraft leasing... more

13/01/2025

in Lessors & Asset managers , Airline trends & analysis , OEMs, Cargo & Engines

AerFin CEO: 2025 could be another ‘pinch point’ for aircraft retirements

Simon Goodson, CEO of USM trader AerFin, talks to Ishka about the parts shortage and its wider market ramifications. more

06/01/2025

in Aircraft values, Lease Rates & Returns , OEMs, Cargo & Engines