 Latest edition November 27th: Solid business in Dubai
November 27th 2025: Solid order business conducted at Dubai Air Show; Avolon leads the leasing activity in Dubai; SMBC Aviation Capital sees strong demand for bond offering; Landing slot-backed financing a milestone for Virgin Atlantic; 2025 Aircraft ABS issuance approaching $10 billion.
Latest edition November 13th: Headwinds and tailwinds
November 13th 2025: Pilarski: The good, the bad and the ugly of the aviation market; Carlyle issuance to maintain ABS momentum; Aviation Capital Group grows portfolio by 12%; Former Standard Chartered executives lead new leasing platform; Air Lease profits surge.
Latest edition October 30th: Quarterly reports show strength of market
October 30th 2025: DAE grows pre-tax profits by 100% Q3 figures show; 'NAC intergration complete'; AerCap ups guidance after another robust quarter; FTAI hits $2 billion fundraising cap for its inaugural fund targetting a $300 billion opportunity; Avation 'resets near-term maturities' with unsecured issuance; Q3 net income up 24% at Avolon.
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Developments
Latest edition October 16th: ABS issuance has a strong start to Q4
October 16th 2025: Q4 aircraft ABS issuance gets off to a quick start; TrueNoord makes landmark first direct OEM order; Study shows the huge costs of reduced aircraft production for airlines; Agreement lets AerCap move on from Spirit's struggles as it reports busy Q3; Avolon raised $2.2 billion in unsecured funding in Q3.
Latest edition October 2nd: ABS issuance fully regains early year momentum
October 2nd 2025: Ashland Place and DAE deals signal uptick in pace of issuances; AviLease is planning debut corporate bond issuance; Record high load factors for August, global air passengers could break 10 billion mark in 2026; Current tech aircraft to remain central well into 2030s; Boeing, Embraer book major orders.
Latest edition September 18th: Insurers can't appeal London judgement in Russia 'stranded assets' case
September 18th 2025: New leasing JV to deepen Saudi investment in aviation; New Enforceability Index shines light on non CTC countries legal practices; PK AirFinance issues its largest aircraft loan ABS; India tax developments and the implications for global aircraft lessors; Insurers can't appeal London judgement in Russia 'stranded assets' case
September 4th edition: The latest move in the quest for scale
September 4th 2025: Sumitomo-led consortium agrees deal for NYSE-listed Air Lease; Take private of Air Lease will reshape the aircraft leasing sector; Insurance settlements boost Russia-exposed aircraft ABS deals; AIP partnership to focus on JOLCO opportunities; Macquarie AirFinance orders 30 MAXs.
August 21st edition: Lessors report record earnings
August 21st 2025: SMBC Aviation Capital closes second Japanese investor fund, managed fleet grows to 110 aircraft; Castlelake launches $1.8 billion aviation lender; Aviation Capital Group reports record earnings on back of Russia settlements; BOC Aviation core profits grow 20% in H1 2025 on the back of rising demand across all key business lines; 'Welcome relief' as global lessor wins appeal in Indian tax case appeal.
August 7th: Sale-Leaseback opportunities to grow
August 7th 2025: AerCap record quarterly performance sees it raise earnings guidance; Air Lease reaches Russia case milestone in strong Q2; Engine and sale leaseback opportunities attract AerCap; Castlelake’s second ABS deal of 2025 keeps market issuance on course for strong year; Revenues jump by a quarter at DAE following NAC acquisition.
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