Commercial Aviation Finance Review

presentation | 26-Oct-22

Alton Team: John Mowry

Market: Aircraft Leasing & Financing

At the 2022 Airline Economics New York conference, Alton’s Managing Director John Mowry kicked off the multi-day event with an initial review of the commercial aviation finance industry. Aircraft trading, equity markets, and debt financing dynamics were explored.

Download

Technology & Mobility, Airports, MRO & Aftermarket, Aerospace, Aircraft Leasing & Financing, Airlines

Asia Pacific’s Flight Path: Seizing Opportunities in an Evolving Landscape

The Asia Pacific (APAC) region has long been a cornerstone of the global aviation sector, significantly contributing to aviation growth over the past few decades. While the region’s cautious approach to re-opening and economic slowdown following the pandemic have led to a slower recovery than other parts of the world,...

Article | 19-Feb-24

Technology & Mobility, Airports, MRO & Aftermarket, Aerospace, Aircraft Leasing & Financing, Transaction Advisory, Airlines

2023-2033 Commercial Aircraft and Engine Fleet Forecast

Over the next 10 years, the worldwide commercial aircraft fleet will grow 3.3% annually from 29,000 to 42,000, notwithstanding the ongoing geopolitical and supply chain challenges impacting Original Equipment Manufacturers (OEM) production rates, according to Alton Aviation Consultancy. The global aviation advisory firm's independent 2023-2033 Commercial Aircraft and Engine Fleet...

Article | 16-Jun-23

Technology & Mobility, Airports, MRO & Aftermarket, Aerospace, Aircraft Leasing & Financing, Transaction Advisory, Airlines, Business & General Aviation

Advanced Air Mobility (AAM) Entry-Into-Services: Key Milestones Ahead

Key Milestones Ahead With over $8 billion raised by major AAM Original Equipment Manufacturers (OEMs) and 12,000 orders placed by customers spanning the globe, the AAM industry continues to advance and shape the future of aviation. Despite nil industry revenue recognized to date, significant progress towards commercialization has been made:...

Article | 20-Apr-23

MRO & Aftermarket, Aerospace, Aircraft Leasing & Financing, Transaction Advisory, Airlines

Macroeconomic Assessment and Outlook, Q1 2023

Alton Managing Director John Mowry delivered a macroeconomic assessment and outlook at Aviation Week Network’s Engine Leasing, Trading & Finance Americas conference in Dallas on February 7, 2023. John shared his insights on the economic direction of the Americas, considering key factors driving the engines market including GDP, air...

Presentation | 07-Feb-23

Aircraft Leasing & Financing

Route to recovery: delayed

In a special white paper authored for the Airfinance Journal’s 2022-2023 Annual, Alton Aviation Consultancy looks at the state of commercial aviation and aircraft leasing, and the outlook for the year ahead. The aviation industry has cautiously turned a corner from the Covid-19 pandemic, with traffic rebounding as the world...

Article | 11-Oct-22

Aircraft Leasing & Financing

State of Aircraft and Engine ABS Market

At a recent ISTAT Learning Lab session, Alton Aviation Consultancy managing director John Mowry, alongside Evan Wallach, President & CEO of Global AirFinance Services presented an overview of then-current state of the aircraft and engine asset backed securitization (ABS) market. The session reviewed the impact from the pandemic, Russian seizure...

Presentation | 13-Sep-22

Technology & Mobility, Airports, Aerospace, Aircraft Leasing & Financing

Hydrogen Aircraft and Implications for Aviation Infrastructure

Alton’s white paper turns the spotlight on hydrogen aircraft and the significant implications for aviation infrastructure. In the report, Alton’s experts explore the following questions: What are the impacts of future energy source adoption? How will hydrogen aircraft operations affect infrastructure? What should stakeholders consider in the path to hydrogen...

Article | 25-May-22

MRO & Aftermarket, Aircraft Leasing & Financing

Aviation Industry & Macro-Economic Outlook

At Aviation Week’s Engine Leasing, Trading & Finance Americas (ELTF) conference, Alton Aviation Consultancy Managing Director John Mowry provided an assessment of the aviation industry and macroeconomic environment.

Presentation | 26-Jan-22

Technology & Mobility, Airports, Aerospace, Aircraft Leasing & Financing, Airlines, Business & General Aviation

The Rise of Advanced Air Mobility: Implications on Financing in the Aviation Sector

In the second of a series of Advanced Air Mobility (AAM) white papers, Alton focuses the spotlight on the aircraft finance industry. In commercial aviation, aircraft lessors own approximately 50% of all aircraft; yet we have not heretofore seen a similar level of interest in the AAM space. This white...

Presentation | 01-Dec-21

Technology & Mobility, Airports, MRO & Aftermarket, Aerospace, Aircraft Leasing & Financing, Transaction Advisory, Airlines, Business & General Aviation

The Rise of Advanced Air Mobility

Advanced Air Mobility (AAM) has been a hot topic in the aviation industry. Significant investments have been made as technology, societal trends and ESG goals converge to make AAM a reality. While the aircraft technology may be revolutionary, incorporating AAM into our aviation ecosystem will be more of an evolutionary...

Presentation | 15-Nov-21

Aircraft Leasing & Financing

Low Visibility and Persistent Turbulence: The State of Commercial Aviation and Aircraft Leasing

Low Visibility and Persistent Turbulence. The situation in the commercial aviation industry has continued to evolve with the ever-changing Covid-19 pandemic that has dominated life since early 2020. As of the writing of this report in late August 2021, it has become clear that historical trends have limited applicability...

Article | 01-Oct-21

Aircraft Leasing & Financing

Introduction to Aircraft and Engine Asset-Backed Securitizations (ABS)

At a recent ISTAT Learning Lab session, Alton Aviation Consultancy managing director John Mowry, alongside Evan Wallach, President & CEO of Global AirFinance Services presented an introduction to aircraft and engine asset backed securitizations (ABS). The session was designed for those seeking a foundational understanding of the aircraft and engine...

Presentation | 14-Sep-21

Aircraft Leasing & Financing

COVID-19: Implications for Lessors

NEW YORK - December 14, 2020: Commercial aviation continues to feel the impact of the coronavirus pandemic, with scheduled flights down 46% in the second week of December 2020. At the same time, 38% of the global lessor-owned passenger fleet is currently grounded, and the sharp decline in airline revenues...

Article | 14-Dec-20

Aircraft Leasing & Financing

Flying Unfriendly Skies: Alton Aviation Consultancy Looks at the State of Commercial Aviation and Aircraft Leasing

Flying unfriendly skies. The performance of the commercial aviation industry has historically been tied to the world’s macroeconomic environment. However, 2020, in the grip of a global pandemic, has demonstrated that economic activity alone is but one driver of air traffic demand and that historical trends have limited applicability to...

Article | 05-Oct-20

Airports, MRO & Aftermarket, Aerospace, Aircraft Leasing & Financing, Transaction Advisory, Airlines, Business & General Aviation

COVID-19: Implications for the Commercial Aviation Industry

NEW YORK - June 2, 2020: The ‘New Normal’ for the aviation industry is 18-24 months away and key players must prepare for an extended ‘Covid overhang’ period and a long, turbulent journey to recovery, according to Alton Aviation Consultancy. The global aviation advisory firm today released its independent...

Article | 02-Jun-20

MRO & Aftermarket, Aircraft Leasing & Financing, Transaction Advisory, Airlines

Alton Aviation Consultancy’s Industry Altimeter 2019-2020

Clear skies ahead? In a special white paper authored for the Airfinance Journal’s 2019-2020 Annual, Alton Aviation Consultancy looks at the state of commercial aviation and aircraft leasing, and the outlook for the year ahead. The paper explores air traffic demand trends and drivers, aircraft supply outlook including new technology...

Article | 15-Dec-19

Aircraft Leasing & Financing

Fundamentals of Aircraft Leasing

At the 20th Anniversary Airfinance Journal Asia Pacific Conference & School in Hong Kong, Alton Aviation Consultancy Director Bradley Dailey made a presentation on the Fundamentals of Aircraft Leasing. The comprehensive presentation provided: a background on aircraft leasing, industry drivers, industry fundamentals, a review of the aircraft leasing competitive...

Presentation | 28-Oct-19

MRO & Aftermarket, Aerospace, Aircraft Leasing & Financing, Transaction Advisory

2019 MRO Industry Trends: Asia-Pacific

At the MRO Asia conference held in Singapore, an annual conference hosted by Aviation Week Network, Alton Aviation Consultancy Regional Manager Joshua Ng led a session regarding commercial aviation MRO trends. The presentation included data-driven analysis with regards to global aircraft MRO demand and key drivers of growth, in addition...

Presentation | 24-Sep-19

Aircraft Leasing & Financing

Aircraft Leasing Maintenance Reserves

At Deutsche Bank's 9th Annual Aircraft Finance & Leasing Conference, Alton Aviation Consultancy's Managing Director John Mowry provided ABS debt and equity investors with a presentation on aircraft operating leasing maintenance cash flows. The presentation covered (1) an introduction to aircraft maintenance, (2) aircraft maintenance-related lease provisions, and (3)...

Presentation | 03-Sep-19

Aircraft Leasing & Financing

Untangling the Growing Web of Aircraft Transactions and Values

There are many factors that influence aircraft values, but these factors can be complex. In a special white paper authored for the Airfinance Journal’s 2018-2019 Annual, Alton Aviation Consultancy authored a multi-part paper providing: An overall assessment of the aviation, airline, and aircraft leasing industry; Analysis of observed...

Article | 15-Jan-19