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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

Q2 2024: Engine prices – reaching their limits, or further to climb?

Aircraft engine buyers surveyed by Ishka have confirmed that prices have increased again for several single-aisle engines since the last quarter, despite the already rapid rise in prices over the previous 18 months. more

25/06/2024

in OEMs, Cargo & Engines

Prosecutors recommend criminal charges against Boeing, Calhoun grilled by senators

Prosecutors in the US have reportedly recommended to the Department of Justice that Boeing face criminal charges. more

24/06/2024

in OEMs, Cargo & Engines

Lessor order books: Nordic Aviation Capital orders A321neos, slashes A220 order

Nordic Aviation Capital became the first lessor to place an order with either Airbus or Boeing so far in 2024, ordering seven Airbus A321neos in May. more

21/06/2024

in Lessors & Asset managers , OEMs, Cargo & Engines

New aircraft deliveries: May 2024

Airbus delivered a total of 53 commercial aircraft in May, bringing its 2024 total so far to 254 – around a 4% increase over the equivalent 2023 period. more

19/06/2024

in OEMs, Cargo & Engines

Remarketing Watch Data Sheet: Availability continues to fall heading into summer

The number of aircraft being remarketed on sites analysed by Ishka continues to fall, dropping by 4% month-on-month, and is now 23% lower than at the beginning of June 2023. more

06/06/2024

in OEMs, Cargo & Engines

MAX production cap to stay in place, FTAI Aviation buys MRO and splits from Fortress

The FAA is unlikely to remove the production expansion cap on the Boeing 737 MAX within the next few months, according to FAA Administrator Michael Whitaker. more

31/05/2024

in Lessors & Asset managers , OEMs, Cargo & Engines

Lessor order books: Will Farnborough Airshow break leasing order drought?

Ishka provides updates on confirmed lessor order books with Airbus and Boeing as of 30th April. more

30/05/2024

in Lessors & Asset managers , OEMs, Cargo & Engines

Cargo Market Update: Reduced freighter feedstock coincides with lease rate stability

Speaking at Ishka’s Trading Summit in Dublin earlier this month, cargo carrier CEOs flagged concerns over the limited availability of older aircraft for freighter feedstock, as passenger airlines look to extend the lives of their current fleets. Mid-size widebodies remain highly in demand among operators despite their age, with the lease rates of certain A330-300P2F vintages outpacing the B747-400F. more

29/05/2024

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

Engine lessor CEOs optimistic on GTF ‘resolution’, but warn supply chain issues likely to persist

Engine lessor CEOs have expressed new optimism about engine manufacturer Pratt & Whitney’s ability to reduce the number of grounded aircraft as it continues engine inspections triggered by concerns of cracked powdered metal components. more

28/05/2024

in OEMs, Cargo & Engines

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