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US domestic ticket revenues continue rising driven by higher fares, but early 2025 showed concerning correlation with stock market performance.

Aircraft lease rates show surprising disconnect from interest rates, driven instead by capital supply and aircraft demand dynamics.

The real estate market at 35,000 feet is changing

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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		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		737-300, 737-400, 737-700, 737-800, Freighter,...