AerCap CEO sees sale-leaseback discussions intensifying in new year
AER•AerCap CEO expects discussions with customers about potential sale-leasebacks to intensify in the new year. He also said airlines may seek liquidity measures if jet fuel remains elevated and expects sales of Chinese assets to slow into 2027 and 2028.
1. Sale-leaseback outlook
AerCap CEO said discussions with customers about potential sale-leaseback transactions may become more intense in the new year. If jet fuel remains elevated, he expects airlines to seek proactive measures to strengthen liquidity.
2. Other industry comments
The CEO expects sales of Chinese assets to slow into 2027 and 2028 as AerCap's exposure has reduced materially. He said reduced flying of less fuel-efficient aircraft would have no huge impact for AerCap if fuel prices remain elevated, and said the Boeing 737 MAX 10's ability to compete with Airbus depends on whether it can enter large-scale service in the next four to five years.
