Ishka insights: indispensable aviation data, analysis and opinion
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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

Spirit - GA Telesis A320 sale approved, Spirit's Chap 11 plan gets court approval, Pegasus Airlines' bumper 737-10 order

The court overseeing Spirit Airlines’ Chapter 11 bankruptcy has approved the sale of the remaining 18 aircraft of the 23-strong A320 family transaction with GA Telesis. more

19/12/2024

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

Air India discloses Airbus orders, Boeing resumes 737 MAX production

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

17/12/2024

in Airline trends & analysis , OEMs, Cargo & Engines

Remarketing Watch Data Sheet: November 2024

The number of aircraft being actively remarketed on sites tracked by Ishka continues to dwindle, and now sits at 307. more

26/11/2024

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

Lessor order books – leasing deliveries constrained in October and September.

Lessors received 16 aircraft from their order books with Airbus and Boeing in October. more

21/11/2024

in Lessors & Asset managers , OEMs, Cargo & Engines

New aircraft deliveries – October and September 2024: Boeing strike hits delivery numbers, Airbus sets backloaded 2024 challenge

The impact of Boeing’s recently resolved workers’ strike seems to have materially impacted the manufacturer’s delivery numbers in October, with just nine 737 MAX deliveries during the month. more

15/11/2024

in OEMs, Cargo & Engines

Remarketing Watch Data Sheet: October 2024

The number of aircraft being actively remarketed on sites tracked by Ishka has dropped slightly to 316 in October – down from 333 in September. more

29/10/2024

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

Boeing workers reject offer - strike continues

Striking Boeing workers have voted to reject the company’s latest offer. more

24/10/2024

in OEMs, Cargo & Engines

ABS C-notes and retirement bow-wave debate - takeaways from Ishka New York

Two key panel session takeaways from Ishka Aviation Investival: North America, which took place in New York on Tuesday 15th October 2024. more

22/10/2024

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

Aircraft storage: overall levels continue to fall, but hundreds of neos still inactive

Aircraft storage levels appear to have fallen to their lowest since the pandemic, despite continued high levels of A320neo storage. more

04/10/2024

in OEMs, Cargo & Engines

‘All hell will break loose by 2030’: aircraft part-out firms debate retirement spike

GA Telesis’s CEO, Abdol Moabery, warned that hundreds of aircraft could be heading to the part-out market by 2028 and 2030 as aircraft OEMs are forecasted to significantly increase their delivery output. more

01/10/2024

in OEMs, Cargo & Engines

Cargo Market Update: Boeing 747-8F lease rates increase alongside continued cargo market growth

IATA has recorded eight consecutive months of double-digit growth across the cargo market, stabilising lease rates for widebody freighters amid consistent demand for metal. more

30/09/2024

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

Remarketing Watch Data Sheet: September 2024

The number of aircraft being actively remarketed on sites tracked by Ishka stays around the 330 mark for the fourth month in a row. more

24/09/2024

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

Alaska – Hawaiian merger goes through, Boeing unveils “best and final” strike offer

Ishka provides updates on the recent merger between Alaska Airlines and Hawaiian Airlines and the latest offer from Boeing to striking workers.  more

24/09/2024

in Airline trends & analysis , OEMs, Cargo & Engines

Quick take: Boeing pulls out of ISTAT EMEA

Aircraft manufacturer Boeing has pulled out of the ISTATA EMEA conference, a trade gathering for aircraft investors and financiers, after the OEM announced it was banning non-essential travel last week in the wake of ongoing strikes to help preserve cash. more

20/09/2024

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

Lessor order books: CDB Aviation orders 130 Airbus and Boeing narrowbodies

Lessor CDB Aviation has announced two large orders for narrowbody aircraft with Airbus and Boeing in a move set to more than triple its total confirmed order book with the two OEMs. more

19/09/2024

in Lessors & Asset managers , OEMs, Cargo & Engines

New aircraft deliveries August 2024: Boeing slows supplier orders as strike mediation begins

The ongoing strike by Boeing workers “will jeopardise our recovery,” CFO Brian West told a Morgan Stanley conference on Friday. more

17/09/2024

in OEMs, Cargo & Engines

Engine Buyers List August 24: Which engines are lessors targeting?

In a new report series, Ishka summarises a list of some of the most active commercial engine buyers in the secondary market. more

28/08/2024

in Lessors & Asset managers , OEMs, Cargo & Engines

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

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

26/08/2024

in OEMs, Cargo & Engines

Lessor order books: ACG and Macquarie Boeing orders hit the books, 33 leasing deliveries in July

Lessors received 33 aircraft from their Airbus and Boeing orderbooks in July, around 28% of total deliveries from the two OEMs. more

21/08/2024

in Lessors & Asset managers , OEMs, Cargo & Engines

New aircraft deliveries: July 2024

Boeing made a more promising start to Q3, delivering 43 aircraft in July and equalling its monthly year-on-year deliveries for the first month this year. more

16/08/2024

in OEMs, Cargo & Engines

Remarketing Watch Data Sheet: August 2024

The number of aircraft being actively remarketed on sites analysed by Ishka remains in a plateau in August. more

15/08/2024

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

ALC Q2 2024: Boeing strike could slow deliveries, over-ordered airlines will ‘need lessor help’

OEM delays saw Air Lease Corporation (ALC)’s second quarter aircraft deliveries come in at around $600 million below expectations, CEO John Plueger told the lessor’s earnings call on 1st August. more

07/08/2024

in Lessors & Asset managers , OEMs, Cargo & Engines

New Aircraft Deliveries: June 2024 - the lead up to Farnborough

Ishka provides updates on Airbus and Boeing delivery volumes and new aircraft orders. more

16/07/2024

in OEMs, Cargo & Engines

Remarketing Watch Data Sheet July 2024

The number of aircraft being remarketed on sites analysed by Ishka has remained largely consistent month-on-month, increasing by one from 331 to 332 aircraft. more

11/07/2024

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

S7 and Aeroflot pursue lessor settlements, Boeing to plead guilty in DOJ deal

Russian airlines are reportedly nearing new settlements with lessors over trapped aircraft, while Boeing is to plead guilty to criminal charges as part of a plea deal with the US DOJ. more

09/07/2024

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

Boeing buys back Spirit, Airbus downgrades 2024 delivery guidance

Boeing has finalised a deal to re-acquire key supplier Spirit AeroSystems. more

02/07/2024

in OEMs, Cargo & Engines