Two aviation risk markets repriced this month, and neither one made headlines the way an OEM delivery miss does. The Insurance Side Aerospace underwriters are tightening. WTW’s 2Q renewal outlook has hull and liability increases running around 10% for clean…
Why is another private equity giant making this bet at all? The answer is the same scarcity story we’ve been tracking all year. The pattern is clear , and the supply chain is in play as well. The Deal KKR…
For much of the post-pandemic recovery, the commercial aviation centered on airlines: booming travel demand, rising fares, and a battle between ultra-low-cost carriers and the legacy giants. The latest results from AerCap Holdings suggest that one of the biggest winners…
UPDATE February 26: DAE announced on February 26 that it has signed a definitive agreement to acquire Macquarie AirFinance for $7.0 billion through a combination of debt and equity. The combined companies will have a pro forma fleet of 1.029…
Avolon’s net income is up 29%. That one sentence is quite eye-popping. Avolon’s full-year 2025 results are great. Generated lease revenue of US$2.8 billion, total revenue of US$3.0 billion, and record operating cashflow of US$2.1 billion in 2025 Total available…
AerCap, the world’s biggest lessor with an owned and managed fleet of 1.557 commercial aircraft, grew its order portfolio last year with 103 aircraft. But none of these were direct orders with Airbus and Boeing. For the time being, AerCap…