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AerCap orders 150 LEAP engines, reports further jumps in A321neo and 787 lease rates

AerCap has seen increases in lease rates of 20% for Airbus A321neos and 10% on Boeing 787-9s either side of the pandemic, according to CCO Peter Anderson. more

16/05/2024

in Lessors & Asset managers , OEMs, Cargo & Engines

Engine Data Sheet: New-tech fleet status and engine remarketing snapshot - May 2024

Ishka's Engine Data Sheet pulls together trends and figures in the engine leasing space.  more

14/05/2024

in OEMs, Cargo & Engines

Remarketing Watch Data Sheet: May totals remain 20% lower year-on-year

The number of aircraft being remarketed on sites analysed by Ishka saw a modest drop from April to May, declining by around 5% from 361 to 344. more

09/05/2024

in OEMs, Cargo & Engines

OEM Q1 calls: Boeing CEO confirms low MAX output but is 'confident' over ramp-upm, Spirit talks 'don't need' Airbus approval

Boeing 737 MAX production rates are anticipated to remain below 38-per-month for the first half of the year, say Boeing management. more

29/04/2024

in OEMs, Cargo & Engines

Quick Take: SKY Leasing in the market to sell Sky Fund V, OEMs pay out following narrowbody disruption

Aircraft asset manager SKY Leasing is understood to be in the market to sell its leasing portfolio, Sky Fund V. In the OEM sector, Boeing and RTX have begun arranging compensation packages with airlines affected by airworthiness directives and delivery delays. more

19/04/2024

in Lessors & Asset managers , OEMs, Cargo & Engines

Lessor order books: no new leasing orders in March

Lessors received 28 aircraft from the two major OEMs in March. more

18/04/2024

in Lessors & Asset managers , OEMs, Cargo & Engines

OEM Update: Orders get going in March, Boeing’s latest whistleblower

The fallout from Boeing’s 737 MAX issues has seen quarterly average monthly deliveries of the variant dip to their lowest level since Q3 2021. more

17/04/2024

in OEMs, Cargo & Engines

Q1 2024: Engine buyers predict lease rates will continue to rise

Aircraft engine buyers surveyed by Ishka have confirm that some single-aisle engine lease rates nearly doubled between the start of 2023 and 2024, with the majority arguing lease rates for narrowbodies engines will continue to rise for the rest of the year. more

11/04/2024

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

Remarketing Watch Data Sheet: 737 NG freighter listings double in March

Ishka notes multiple Boeing 737 NG freighters appear to have been listed for remarketing in March, with the number available on the sites analysed rising from seven to 18. more

02/04/2024

in OEMs, Cargo & Engines

Japan revives its domestic airliner ambitions

Following the cancellation of Mitsubishi's SpaceJet programme in February 2023, Japan's Ministry of Economy, Trade and Industry has unveiled plans for the development of a next-generation sustainable aircraft in collaboration with the private sector. more

01/04/2024

in OEMs, Cargo & Engines

Major leadership changes at beleaguered Boeing

Boeing is to lose its CEO, David Calhoun, who will be stepping down at the end of the year more

28/03/2024

in OEMs, Cargo & Engines

Lessor order books: 777 Partners MAX orders transfer to new leasing entity

Ishka provides updates on confirmed lessor order books with Airbus and Boeing as of 29th February. more

26/03/2024

in Lessors & Asset managers , OEMs, Cargo & Engines

OEM update: February MAX deliveries suppressed as FAA finds multiple quality control failings

Boeing 737 MAX deliveries remain low so far in 2024 as the FAA maintains increased oversight of the OEM’s production facilities. more

20/03/2024

in OEMs, Cargo & Engines

Remarketing Watch Data Sheet: March 2024

The number of aircraft actively remarketed on sites analysed by Ishka – 358 – is around 4% lower than in February 2024. more

05/03/2024

in OEMs, Cargo & Engines

15-year old aircraft values, Cargo market softens, Tibet Airlines orders 40 COMAC C919s

Welcome to the 119th ‘Extra’ supplement to Ishka’s Transaction Economics platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. more

28/02/2024

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

Lessors share concerns over engine MRO wait times and rising costs

Lessors confided there is still a large degree of uncertainty over MRO waiting times, particularly for new-tech engine assets. Ishka examines recent MRO costs and turnaround times. more

26/02/2024

in OEMs, Cargo & Engines

ALAFCO sells more aircraft to Macquarie, Rolls-Royce beats profit projections, stored aircraft levels persist

Kuwaiti Lessor ALAFCO is to sell an additional 23 aircraft from its portfolio to Macquarie AirFinance. more

23/02/2024

in Lessors & Asset managers , OEMs, Cargo & Engines

OEM Update: Airbus sets 2024 delivery goals after dry January

Airbus will target around 800 commercial aircraft deliveries in 2024. more

21/02/2024

in OEMs, Cargo & Engines

Engine Data Sheet: New-tech fleet status and engine remarketing snapshot - Feb 2024

Ishka's Engine Data Sheet pulls together trends and figures in the engine leasing space.  more

14/02/2024

in OEMs, Cargo & Engines

10-year-old aircraft values, Airbus delivers 30 aircraft in January, Aircastle settles with two Russian airlines

Welcome to the 118th ‘Extra’ supplement to Ishka’s Transaction Economics platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. more

12/02/2024

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

Boeing forgoes 2024 forecast as criticism continues, further challenges in China

Boeing gave no 2024 production or financial forecasts last week, in its first earnings call since the FAA imposed restrictions on the Boeing 737 MAX production ramp-up following the mid-flight plug door blowout of an Alaska Airlines MAX 9 in early January. more

09/02/2024

in OEMs, Cargo & Engines

Dublin Takeaways: Traders share their optimism, Boeing’s woes, and could the aircraft ABS market return this year?

Ishka looks at some of the key talking points from aircraft investors on the aviation finance market last week in Dublin. more

02/02/2024

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

5 year-old aircraft values, Akasa Air orders 150 B737 MAXs, Cargojet cancels B777 freighter expansion

Welcome to the 117th ‘Extra’ supplement to Ishka’s Transaction Economics platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. more

31/01/2024

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

Aircastle targets over $1bn in aircraft acquisitions for 2024, SMBC partners with CDPQ

Aircastle is planning to acquire in excess of $1 billion in aircraft assets during 2024, traders tell Ishka. According to Ishka’s aircraft buyer’s database, Aircastle will be targeting a combination of both new and mid-life narrowbodies. more

30/01/2024

in Lessors & Asset managers , OEMs, Cargo & Engines

‘This won’t be back to business as usual for Boeing’ – FAA halts MAX production expansion over quality control

The Federal Aviation Administration (FAA) has informed Boeing it will not grant any expansion in production of the 737 MAX while it responds to the recent Alaska Airlines plug door blowout. more

25/01/2024

in OEMs, Cargo & Engines

Lessor order books: Avolon moves to head of the pack with 140-strong December narrowbody orders

Ishka provides updates on confirmed lessor order books with Airbus and Boeing as of 31st December. more

22/01/2024

in Lessors & Asset managers , OEMs, Cargo & Engines

OEM Update: Airbus again outpaces Boeing in delivery ramp-ups as both hit 2023 targets

Airbus and Boeing each eclipsed their previous year delivery totals in 2023, reaching their delivery targets with a familiar backloaded December push. more

17/01/2024

in OEMs, Cargo & Engines

New-build aircraft values, Genesis acquires six B737-800s, Year-end order frenzy

Welcome to the 116th ‘Extra’ supplement to Ishka’s Transaction Economics platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. more

16/01/2024

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

Quick Take: FAA grounds 737 MAX 9s after Alaska Airlines flight depressurisation, Spirit completes SLB deals

An Alaska Airlines Boeing 737 MAX 9 made headlines this weekend after a door plug blew out from the fuselage early on in its Friday flight from Portland, Oregon. more

08/01/2024

in OEMs, Cargo & Engines

Remarketing Watch Data Sheet: Availability still low heading into New Year

Total aircraft availability remains lower than historic levels heading into the new year, with 364 aircraft being actively remarketed on sites analysed by Ishka. more

04/01/2024

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

15 year old aircraft values, FTAI acquires CFM56-5B and -7B engine module maintenance firm

Welcome to the 115th ‘Extra’ supplement to Ishka’s Transaction Economics platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. more

19/12/2023

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

OEM Update: Avolon orders 140 Airbus and Boeing narrowbodies, 737 deliveries bounce back

Boeing 737 MAX delivery numbers improved in November, in an apparent indication that the manufacturer has made progress on its aft-bulkhead issue more

14/12/2023

in OEMs, Cargo & Engines

10-year-old aircraft values, COMAC elaborates on new C919 variants

Welcome to the 114th ‘Extra’ supplement to Ishka’s Transaction Economics platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. This report examines how aircraft types are faring through current events; which types are in favour; which are ‘on watch’; and which are most exposed or impacted by the evolving aircraft environment. more

07/12/2023

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

Lessor order books: SMBC moves into third place in Boeing order tally, Avolon strengthens widebody position

Ishka provides updates on confirmed lessor order books with Airbus and Boeing as of 31st August. more

21/09/2023

in Lessors & Asset managers , OEMs, Cargo & Engines

RTX: hundreds of additional GTF inspections to ground A320neos

Around 600 to 700 incremental shop visits will be required for Pratt & Whitney (P&W) PW1100G A320neo engines over the next three years. more

14/09/2023

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

Quick Take: Air India and IndiGo set up captive leasing arms, DAE buys CALC’s MAX orders

IndiGo and Air India set up captive lessors in the International Financial Services Centre (IFSC) in Gujarat International Finance Tec-City, better known as GIFT City. DAE buys buys CALC’s MAX orders. more

11/09/2023

in Lessors & Asset managers , OEMs, Cargo & Engines

15-year-old aircraft values, DAE takes CALC's MAX orders, 767 and A321 cargo interest grows

This is the 107th in a series of supplements to Ishka’s ‘Transaction Economics’ service which delivers ‘the Ishka View’ on events that have a bearing on aircraft values, lease rates, and the market dynamics that matter, under today’s market environment. more

30/08/2023

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

Remarketing Watch Data Sheet: Total number of passenger aircraft being remarketed drops in August

This Data Sheet provides a snapshot of aircraft currently being remarketed on three of the main remarketing sites. more

24/08/2023

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

OEM update: No ‘direct’ GTF impact on Airbus deliveries, Boeing makes a dent in Chinese MAX inventory

Both Airbus and Boeing had a stronger start to Q3 2023 in terms of narrowbody deliveries than in Q2 2023. more

22/08/2023

in OEMs, Cargo & Engines

Engine Data Sheet: New-technology fleet status and engine remarketing snapshot

Ishka's Engine Data Sheet pulls together trends and figures in the engine leasing space. more

18/08/2023

in OEMs, Cargo & Engines

Lessor CEOs warn GTF inspections will tighten market, but downplay US slow-down fears

Ishka reviews some of the key market concerns raised by AerCap, Aircastle, Air Lease Corporation (ALC), and FTAI Aviation in their recent earnings calls, where CEOs remained bullish on long term market growth despite predicted macroeconomic drag factors along the way. more

16/08/2023

in Lessors & Asset managers , OEMs, Cargo & Engines

Cargo softening prompts Western Global Airlines to file for Chap 11

US cargo carrier Western Global Airlines (Western Global) filed for Chapter 11 bankruptcy last week – a casualty of the softening cargo market, and the impact of the sudden 2022 Chinese Covid lockdown on export volumes. more

15/08/2023

in OEMs, Cargo & Engines , Aviation Banks and Lenders

Remarketing Watch Data Sheet: Boeing 737s making up nearly half of available freighters

436 aircraft being remarketed on sites analysed by Ishka - 370 passenger aircraft and 66 freighters. more

25/07/2023

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

Narrowbody deliveries up in June, Paris orders enter backlogs

Both of the major OEMs upped their delivery outputs in June. more

19/07/2023

in OEMs, Cargo & Engines

Paris was a quiet week for cargo deals

The Paris Air Show was a quiet one for cargo activity, with no new production freighter orders announced last week. more

28/06/2023

in OEMs, Cargo & Engines

Paris Air Show summary: Indian carriers make up over 85% of all orders

Ishka's summary of the 2023 Paris Air Show, where huge orders from Indian carriers were confirmed. more

22/06/2023

in Airline trends & analysis , OEMs, Cargo & Engines

OEM Update: Rumoured giant aircraft orders touted to swell Airbus and Boeing backlogs

Ishka provides an update on Airbus and Boeing orders and deliveries ahead of the Paris Air Show more

15/06/2023

in OEMs, Cargo & Engines