Aviation & Airlines

 Airlines sit at the end of the aerospace value chain and absorb every delay, cost increase and capacity shortfall upstream. Their fleet, leasing, and maintenance decisions, in turn, shape what the whole industry builds and sells. This hub looks at aviation from the operator's side of the table.

What this area covers

  • Airline economics
    Unit costs, yields and the capital intensity of growth.
  • Fleet & leasing strategy
    Aircraft selection, lessor power and the cost of delivery delays.
  • Engines & availability
    How engine durability and shop capacity drive airline capacity.
  • Airports, traffic & regulation
    Slots, sustainability rules and the operating environment.

Questions leaders are asking

  • How do delivery delays affect an airline's fleet and financing strategy?
  • Who holds pricing power between airlines, lessors and OEMs?
  • What does engine availability mean for capacity plans?

Essential analysis

Related areas

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