Ishka insights: indispensable aviation data, analysis and opinion
Show:

Remarketing Watch - November 2025

Remarketing availability remained broadly flat moving into November, with 267 aircraft being listed on sites tracked by Ishka, down from 270 last month. more

24/11/2025

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

Transactions Update: Aircastle offers 36 aircraft portfolio, Dubai Air Show round up, OEMs mull stretched widebodies

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

21/11/2025

in OEMs, Cargo & Engines , Other

How rising engine LLP prices are increasing MRO costs

Lessors state that revised LLP escalation rates have increased expected maintenance costs for several common narrowbody engine types. Ishka presents a quick review of current MRO costs. more

20/11/2025

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

Airbus’ subsidiary Satair to acquire parts firm Unical

Satair, an Airbus company, has agreed to buy aircraft parts firm Unical Aviation Inc. (Unical) and its tear-down and aircraft storage subsidiary ecube. more

10/11/2025

in OEMs, Cargo & Engines , Other

AerCap Q3: the double-edged sword of Spirit’s Chapter 11

AerCap adds ex-Spirit Airbus orders to its own book - but also has to contend with rejected aircraft. more

31/10/2025

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

Remarketing Watch: October 2025

There are 270 aircraft being actively remarketed on sites tracked by Ishka in October 2025, a 15% drop compared to October 2024. more

28/10/2025

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

FTAI closes upsized $6bn mid-life aircraft fund

FTAI Aviation Ltd (FTAI) has raised $2 billion in equity commitments for its latest fund – which is now estimated to be the largest aircraft leasing vehicle dedicated to acquiring mid-life, current generation aircraft. more

28/10/2025

in Lessors & Asset managers , OEMs, Cargo & Engines

Transaction Update: Embraer backlog swells with airline and lessor E2 orders

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

27/10/2025

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

Q3 engine prices and lease rates: CFM56-5B lease rates weaken, but lease rates for V2500 prices inch up

Prices for previous-tech narrowbody engines remained broadly stable in Q3 2025 compared with the previous quarter, according to Ishka research. more

24/10/2025

in OEMs, Cargo & Engines

Briefing: Lessors mull parting out rejected Spirit A320neos

Ishka understands that several lessors are debating whether to overhaul or part out several GTF-powered A320neos set to be rejected by Spirit Airlines as part of its ongoing Chapter 11 bankruptcy. more

21/10/2025

in Lessors & Asset managers , ESG & Regulation , OEMs, Cargo & Engines

TrueNoord makes debut Embraer order, WOLF looks to raise $500mn

Regional aircraft lessor TrueNoord has made its debut direct aircraft order with a firm agreement with Embraer for 20 E195-E2s. New lessor WOLF launches a $500mn equity raise. more

16/10/2025

in Lessors & Asset managers , OEMs, Cargo & Engines

Pratt ups PW1100 maintenance guidance for lessors

Engine manufacturer Pratt & Whitney has increased its maintenance guidance for lessors for the PW1100G-JM - the powerplant behind the A320neo - by more than 30% in October, as well as shortening the advised time on-wing.  more

13/10/2025

in Lessors & Asset managers , OEMs, Cargo & Engines

Transaction update: Embraer secures double E195-E2 order, GA Telesis acquires 16-aircraft portfolio

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

22/09/2025

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

A brief guide to commercial aircraft engine returns

In response to a reader's request, Ishka is providing a quick snapshot of expected unlevered returns for commercial aircraft engines, based on surveyed engine lessors and traders. more

18/09/2025

in Investor Briefings , OEMs, Cargo & Engines

Investor guide: A briefing on Pratt & Whitney GTF (PW1000G) Engine updates

Ishka provides a status update on the Pratt & Whitney GTF engine, including Pratt’s attempts to expand its MRO network, improve time-on-wing, and updates to the engine’s revised hot-section. more

16/09/2025

in Investor Briefings , OEMs, Cargo & Engines

Remarketing Watch Data Sheet: September 2025

There are 288 aircraft being actively remarketed on sites tracked by Ishka as of 4th September. more

04/09/2025

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

Titan begins buying widebodies for second freighter fund

Titan Aviation Leasing (Titan) is understood to already be in the process of buying widebodies for its second freighter fund Titan Aircraft Investments II (TAI 2) whose successful closure was announced this week. more

04/09/2025

in OEMs, Cargo & Engines

Q&A: Hanwha Aviation expands with LEAP engines and MRO

Hanwha Aviation has been active since its inception 14 months ago, acquiring roughly 40 narrowbody engines, including LEAP and GTF, and launching Hanwha AeroTechnix – an FAA, EASA, and UK CAA engine MRO based in Miami. Ishka catches up with Hanwha Aviation’s Chief Investment Officer, Ben Pughe-Morgan, to find out what the next 12 months might look like. more

25/08/2025

in Lessors & Asset managers , OEMs, Cargo & Engines

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