ACC Aviation's leasing team says ACMI, charter and leasing markets remain resilient into late 2025 despite supply-chain pressures, aircraft delivery delays and rising costs. Their analysis finds operators sustaining growth and reinvention, leaving the global aviation industry cautiously optimistic entering the final months of 2025.
Discovered |
Briefing
Strong ACMI and charter demand sustains wet-lease utilisation and supports lessor pricing while OEM delivery shortfalls put a hard constraint on available aircraft and fleet growth (OEM delivery shortfalls persist, widebody supply remains acute).
The supply-chain, delivery delays and rising cost pressures ACC highlights mirror recent carrier decisions to defer or re-time aircraft receipts, affecting network capacity and capital plans (airline delivery deferrals and re-timing).
ACC's cautiously optimistic late-2025 outlook complements broader sector indicators showing a demand rebound and stronger traffic, which underpin near-term revenue for carriers, lessors and suppliers (Q3 2025 earnings beat, business aviation October surge).
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