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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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Threats to COMAC supply will impact future C909 and C919 deliveries

US-China trade tensions affect engine supplies for Chinese commercial aircraft, forcing COMAC to evaluate alternatives amid growing demand for narrowbodies.

Jul 28, 2025 Market Insights
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Jul 28, 2025
Threats to COMAC supply will impact future C909 and C919 deliveries
US-China trade tensions affect engine supplies for Chinese commercial aircraft, forcing COMAC to evaluate alternatives amid growing demand for narrowbodies.
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