Aircraft Intelligence Monthly - September 2026
Aircraft Intelligence Monthly
Executive Summary
Escalation brings new challenges to future dynamics Record backlogs elevate new aircraft escalation risk into 2030s. Engine spare parts escalation is extending legacy fleet viability. Aircraft demand shifts creating new challenges and opportunities Higher costs and fares limiting industry growth trajectory through 2035. Lack of widebody feedstock creating new challenges and opportunities. A220 exposed to airBaltic and AirAsia distress AirAsia reportedly delinquent as fixed costs lack sufficient coverage. airBaltic unsecured creditors skew to engine maintenance and emissions.