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Aircraft Intelligence Monthly - May 2026

Aircraft Intelligence Monthly - May 2026

Aircraft demand remains largely unchanged amid criss Brief spike in parked aircraft expected to revert to normal Despite fuel spikes, mid-life lease rates expected to remain stable Backlog risk partially mitigated by lower deliveries A320neo production falls behind 737 as Airbus argues with RTX Narrowbody backlog risk elevated for NEO in ULCC shift in growth Operator risk and passenger demand flashing warning signs Operator risk high, but waterfall approach necessary to properly assess US ticket revenues balancing Spirit loss with stock market concern

Lufthansa’s 20,000 cancellation nothing burger

Lufthansa’s 20,000 cancellation nothing burger

Behind the scenes of the 1% schedule adjustment that everyone - except the airline - called a crisis.

Aviation spending shift to defense slowing commercial development

Aviation spending shift to defense slowing commercial development

Aviation industry sees major shift from commercial to defense spending, potentially slowing new aircraft development through 2030.

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Document Date Title Description Research Type Thumbnail Topics

Slowing conversions stabilizing 737-800 freighter market

737-800 freighter oversupply stabilizing as conversions slow and passenger demand soars, with fleet equilibrium expected by 2028.

Feb 10, 2026 Market Insights
Subscription Required
Feb 10, 2026
Slowing conversions stabilizing 737-800 freighter market
737-800 freighter oversupply stabilizing as conversions slow and passenger demand soars, with fleet equilibrium expected by 2028.
Market Insights
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737-300, 737-800, 737-800F, 737-400, Cargo

737 Classic freighter replacements will double 737-800 cargo fleet

Examining the transition of the 737-800 cargo market from pandemic boom to its fundamental role as a 737 Classic replacement amidst changing dynamics.

Jul 28, 2023 Market Insights
Subscription Required
Jul 28, 2023
737 Classic freighter replacements will double 737-800 cargo fleet
Examining the transition of the 737-800 cargo market from pandemic boom to its fundamental role as a 737 Classic replacement amidst changing dynamics.
Market Insights
Thumbnail Image
737-300, 737-400, 737-700, 737-800, Freighter,...
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