Aircraft Intelligence Monthly - January 2026
Aircraft Intelligence Monthly
Executive Summary
Engine maintenance values continue to outpace aircraft. 737-800 expected to achieve six-year economic advantage over 737-8. 737NG and A320CEO first shop visit wave yet to arrive. Traffic shifting from traditional economic relationship. 2026 forecast suggests airlines will adjust to overcapacity by 2030. Low-cost overcapacity in US still masking overall market health. Widebody shift benefits both Boeing and Airbus. Delta 787-10 order matches widebody strategy – boosts A350 prospects