Aviation Finance

Developments

Latest edition July 23rd: Aviation ABS issuance has already surpassed the prior full-year record for 2025.

July 9th: 10 billion annual air passengers by 2045

June 25th: Mid-life aircraft opportunity

June 11th: Airline profits to slide

May 28th: Retirement rates and increased deliveries

May 14th: Spirit complications

Developments

Latest edition July 23rd: Aviation ABS issuance has already surpassed the prior full-year record for 2025. Subscriber Content
July 23rd 2026: In our first issue of 2026 we were one of the first to report that global aviation ABS issuance had, in 2025, returned to the previous peak levels of 2019, following the aviation ABS issuance 'winter' of the Covid years, 2020-2023. Now, we are pleased to report that ABS issuances have pushed ahead again, and that, year to date, already, ABS issuance has in the first half of the year alone pushed ahead of the total for last year

July 9th: 10 billion annual air passengers by 2045 Subscriber Content
July 9th 2026: Airbus: Global passenger numbers to more than double over the next 20 years; DAE teams up with Neuberger on new $6 billion leasing vehicle; Avolon grows near-term deliveries with deal for on-order aircraft from Frontier; AIP Capital in debut ABS issuance; AerCap closes bond issuance, updates on Q2 activity; SMBC Aviation Capital upsizes unsecured revolver.

Developments

June 25th: Mid-life aircraft opportunity Subscriber Content
June 25th 2026: Mid-life aircraft opportunity entices ITOCHU to invest in Sirius; Perseus launches its second aircraft ABS; KKR increases commitment in aircraft leasing with $1.4 billion Altavair deal; Deals of the Year 2026: excellence in aviation finance dealmaking - Avolon, SMBC Aviation Capital, Dubai Aerospace Enterprise, CDB Aviation Capital, AIP and Griffin among the winning deals.

June 11th: Airline profits to slide Subscriber Content
June 11th 2026: SMBC Aviation Capital's profits jumped 20% ahead of Air Lease deal close; Sculptor closes aircraft ABS, strikes up partnership with SMBC AC; Bain Capital launches corporate jet financing and leasing platform; Crestone says Arena acquisition is the 'next step' in growth strategy; Airline industry profits to slide for 2026.

May 28th: Retirement rates and increased deliveries Subscriber Content
May 28th 2026: Aircraft retirement rates may need to double as new aircraft supply grows; Daiwa Securities takes stake in Airborne Capital, aims to expand Japanese investment product offering; FTAI's asset management strategy reaches milestone with debut ABS issuance; Azorra closes major E-Jet portfolio acquisition, acquires A220 orders from DAE; Excessive regulation stifling growth of EU air links.

May 14th: Spirit complications Subscriber Content
May 14th 2026: Sumisho's Swan: 'Scale is the key differentiator'; Spirit closure throws up new complications for lessors; Fallout from Iran conflict clouds leasing sector outlook; BOC Aviation taps market with Renminbi issuance; Novus Aviation Capital launches another aviation fund.

April 30th: Demand for aviation assets solid despite airline industry challenges Subscriber Content
April 30th 2026: DAE: 'business as usual' for leasing division; American Airlines taps back into the EETC market; AerCap posts another record quarter, sees no softening in demand for its assets; Aircraft ABS issuance gets back into full swing despite ongoing conflict and fuel supply concerns; Middle East impact on airlines

April 16th: Sumisho ALC gets off the ground Subscriber Content
April 16th 2026: Sumisho Air Lease Corporation - mega deal closes, reshaping the leasing landscape; DAE teams up with Blackstone in latest deal; Castlelake to test market appetite with mid-life ABS; Lessor activity strong in Q1 despite oil shock for airlines; Novus launches third junior debt fund.

Developments

April 2nd: Jet fuel prices and airline hedging strategies Subscriber Content
April 2nd 2026 Aercap's balance sheet strategy changes, as it shifts to fleet expansion; UK Supreme Court landmark decision re letters of credit; IATA warns on the European Union’s Emissions Trading System (EU ETS) as more EU political leaders express scepticism about it ; Avolon and DAE see credit ratings upgraded by KBRA.

March 19th: Air travel to more than double by 2050 Subscriber Content
March 19th 2026: Africa Development Bank advances Africa-wide aviation financing platform; Crestone adds scale with a 'natural strategic fit' through Arena deal; Merit AirFinance reports 'robust' interest for debut ABS deal; IATA: air travel demand to more than double by 2050; Lesha Bank set to buy Amedeo Air Four Plus.

March 5th: DAE to acquire Macquarie AirFinance Subscriber Content
March 5th 2026: DAE set to become a 1,000+ aircraft lessor; Genesis and Flexpoint Ford agree leasing partnership; EY Ireland's Niamh Tobin: What incoming changes in IFRS 18 means for aviation finance and financial services; Avolon diversifies funding with its first Samurai loan; Banking roundup: BOC Aviation and Aircastle get backing from shareholders with renewed credit facilities.

February 19th: Lessors report record 2025 performance Subscriber Content
February 19th 2026: AerCap ups dividend following record income for 2025; Air Lease reports record revenues ahead of Sumisho deal; New Gulf leasing platform targets over $1 billion for debut fund; How WHT on leases creates ‘adverse economic consequences’ for global aviation; Marathon, Castlelake and World Star in ABS deals; Engines on the blockchain - tokenised investment product launches.

February 5th: Deliveries to reach $120 billion in 2026 Subscriber Content
February 5th 2026: Consolidation, capital and aircraft supply on the radar in Dublin; Deliveries forecast to reach $120 billion for 2026; Sustained momentum of aviation loan ABS market anticipated; LuminArx and AB CarVal establish new credit platforms; AI and leasing: a step-by-step guide for advanced implementation; PK AirFinance brings first loan ABS of 2026 to market.

January 22nd: Two deals open 2026 ABS market Subscriber Content
January 22nd 2026: Aircraft ABS market opens with two debut deals; Consolidation identified as the big theme for leasing in 2026; Q4 activity shows leasing sector finished 2025 with a flourish; Willis scales its asset management capability with new division; Airborne launches open-ended aircraft fund.