Aircraft Intelligence Monthly - December 2025
Aircraft Intelligence Monthly
Executive Summary
Record backlogs: 2025 widebody orders soar despite production lags. Aging 777 fleet operations threatened by PW4000 parts scarcity. Narrowbody engine lease rates eclipse aircraft in unsustainable trend. Slowing conversions stabilizing 737-800 freighter market. Regional aviation market enters era of stability and renewed demand. Slowing middle-class expansion lags capacity growth in Latin America.