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Operating Lease Analysis

Operating Lease Analysis. MARKET INSIGHT: OPERATING LESSORS. Aircraft leasing is a global business. The number of airlines up by 240% since 1985 20% CAGR for LCCs and 8.4% in Asia and Middle East support the case for more operating lessors.

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Operating Lease Analysis

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  1. Operating Lease Analysis MARKET INSIGHT: OPERATING LESSORS

  2. Aircraft leasing is a global business

  3. The number of airlines up by 240% since 1985 20% CAGR for LCCs and 8.4% in Asia and Middle East support the case for more operating lessors The number of airlines globally continues to grow

  4. Top 25 airlines by fleet count: % aircraft leased

  5. Top 25 airlines by % aircraft leased, > 50 aircraft in fleet

  6. Number of operating lessors has been steadily growing • Over the past 20 years, the number of Lessors has doubled. • The Industry is led by a handful of large Lessors, with ILFC and GECAS standing apart at the top • The top 5 Lessors have historically controlled ~50% of the leased fleet.

  7. Aircraft leasing has historically been a competitive sector • GECAS and ILFC stand apart. • The next tier of lessors represent a mix of leasing specialists and leasing arms of manufacturers • Only half of the current leaders were among the top 25 in 1999 • Former leading Lessors and a number of new leasing platforms are poised to enter the market: • ● Avolon • ● AerSale • ● Greenstone • ● Jackson Square • ● LCI • ● ICBC Leasing, CDB Leasing, etc

  8. Operating Lessors have played a significant role in the roll-out of all major aircraft types over the past 10 years From 1999 to 2007, the lessor fleet grew at a consistent pace of 9.0% Since 2008. the lessor fleet growth slowed. primarily by retirements and sales of older equipment like B737-Classics Leasing of new or prime equipment continues, with a CAGR of near 17% over the same period Lessor fleets have been growing, across all aircraft types 9.0% CAGR

  9. Lessor fleets have been growing…

  10. And lessor fleet share has increased

  11. For further analysis please contact your account manager or email consultancy@ascendworldwide.com

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