Industry outlook reports for 2026 continue to point to a stable outlook for the aircraft leasing sector, underpinned by sustained airline demand and ongoing production constraints at major OEMs. With global travel demand remaining resilient, airlines are prioritising capacity retention and fleet continuity, reinforcing the strategic importance of leased aircraft.

At the same time, persistent delivery delays and supply chain bottlenecks are limiting new aircraft availability. This imbalance is maintaining upward pressure on lease rates and supporting asset values, particularly for in-demand narrowbody and mid-life aircraft. Lessors with available inventory are therefore well-positioned to benefit from current market conditions.

For airlines, the environment reinforces a shift towards flexible fleet planning and closer engagement with leasing partners. For lessors and aviation finance teams, the outlook points to continued activity across portfolio management, asset trading, technical oversight, and commercial origination as the market moves into 2025.

Read the full industry outlook via The World of Aviation