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