- Latest edition August 6th: ACG aims to become a Top 5 lessor
- July 23rd edition: Aviation ABS issuance has already surpassed the prior full-year record for 2025.
- July 9th: 10 billion annual air passengers by 2045
- June 25th: Mid-life aircraft opportunity
- June 11th: Airline profits to slide
- May 28th: Retirement rates and increased deliveries
Leasing Business Avolon establishes commercial paper programmeHaving recently been rewarded for its strengthening earnings profile, credit fundamentals and increased scale with a credit upgrading from S&P in May, Avolon has moved to establish a $1.5 billion commercial paper programme. The lessor, in its latest quarterly update reported it finished Q2 2026 with total available liquidity of c.$11.8 billion, with the newly established CP programme set to further diversify its funding sources. The latest financing move from Avolon comes as leading lessors, including Avolon, DAE and AerCap report strong results for the first half of the year. Aircraft Lifecycle Strategy ORIX Aviation enters the aftermarket segment with AerFin deal
Aviation ABS Debut deal for Halo as two loan ABS issuances hit the marketHalo AirFinance has launched its first ABS deal with the specialist aviation lending platform in the market with an aviation loan ABS, while Volofin has just made its second aviation loan ABS issuance in what is already a record year for issuance in the aviation ABS markets. |
In this issue In this IssueIn this issue we look at the latest investments in the aircraft leasing space including ITOCHU's move to take a 50% stake in ACG and the ambition to scale the business into a top five lessor. We also see ORIX Aviation signal a change in its strategy through the acquisition of aftermarket specialist AerFin while aviation lending specialist Halo AirFinance brings its first ABS to market. Leasing Business ITOCHU to join Tokyo Century as joint-owner of Aviation Capital Group
Leasing Business DAE completes Macquarie AirFinance acquisition in 'momentous' first half to 2026Dubai Aerospace Enterprise has become the third largest aircraft lessor following the closing of its deal for Macquarie AirFinance with an owned and managed fleet of around 850 aircraft. DAE has been one of the main players in the recent consolidation of the aircraft leasing sector and has grown its scale rapidly thanks to the 2025 acquisition of Nordic Aviation Capital, which brought its owned and managed fleet to around 650 aircraft, and this latest deal for Macquarie AirFinance. Following the closing of the deal DAE also has open orders and other commitments for another 150 aircraft. |
ORIX Aviation is to expand its service offering to include aviation aftermarket services following the announcement of a deal to acquire UK-headquartered aviation aftermarket specialist AerFin. Described as a milestone by the lessor, the deals sees it bring aftermarket expertise in-house allowing it to have greater control over end-of-life options for its owned and managed portfolio and positions it to benefit from strong and growing demand for parts as many operators keep their aircraft in-service for longer due to the years-long tight supply of new aircraft and engines.
The deal sees ITOCHU take a 50% share of the California-based Aviation Capital Group and values the lessor at almost $4 billion. The new joint owners have outlined ambitious plans to scale ACG with a target of becoming a top 5 global aircraft lessor. This is the latest move by ITOCHU Corporation in the aviation finance space, coming on the back of its investment in mid-life aircraft leasing specialist Sirius Aviation in recent months.