Company Overview - Air Lease Corporation (ALC) operates as a significant aircraft leasing platform with over $50 billion in assets [9, 119] - The company's fleet has a young average age of 46 years, positioning it favorably within the industry [10] - ALC maintains a high aircraft utilization rate, reporting 999% in 2023 [10] Financial Performance & Structure - ALC possesses substantial liquidity, with $68 billion available as of December 31, 2023 [10] - The company's capital structure targets a debt-to-equity ratio of 25:1 and a high percentage of unsecured debt [91] - ALC's adjusted pre-tax return on common equity was 121% in 2023 [10, 121] Market Trends & Strategy - The company is benefiting from the growing middle class, which is expected to account for 68% of total worldwide spending by 2030 [16] - ALC's order book includes 334 aircraft for delivery through 2028, with an estimated commitment of $217 billion [10, 11] - The company has a diversified customer base, serving 119 airlines across 62 countries [49, 119]

MONTREAL, July 03, 2025 (GLOBE NEWSWIRE) -- Bombardier (TSX: BBD.B) will publish its financial results for the second quarter of 2025 on July 31st, 2025. Financial results for the second quarter of 2025 Éric Martel, President and Chief Executive Officer, Bombardier, and Bart Demosky, Executive Vice President and Chief Financial Officer, Bombardier, will present the financial results for the second quarter of 2025 in a live presentation, followed by a question-and-answer period with analysts. The presenta ...

Core Viewpoint - Scandinavian Airlines (SAS) has signed a significant agreement to acquire 45 Embraer E195-E2 aircraft, marking the largest jet order from a manufacturer since 1996, aimed at fleet renewal and enhancing operational efficiency [1][2][3] Group 1: Acquisition Details - The order includes purchase rights for an additional 10 aircraft, with a total value of approximately US$4 billion excluding purchase rights [2] - Deliveries of the aircraft are set to begin in late 2027 and will continue over a span of four years [2] Group 2: Strategic Importance - The E195-E2 aircraft is expected to improve SAS's operational capabilities, enhance connectivity across Scandinavia and Europe, and allow for more flexible route structures [3][5] - The aircraft's design supports SAS's long-term strategy of increasing efficiency, reducing emissions, and facilitating future growth opportunities [1][4] Group 3: Environmental Commitment - The E195-E2 is designed for sustainable aviation, capable of operating on 100% sustainable aviation fuel (SAF) in the near future, with current blends achieving up to 50% SAF [4][5] - The new aircraft will contribute to lowering SAS's environmental footprint and reinforce its commitment to reducing aviation's climate impact [5] Group 4: Operational Excellence - SAS has been recognized as the world's most punctual airline, reflecting its commitment to operational excellence and reliability [7] - The airline serves over 25 million passengers annually and operates a global network from its hub in Copenhagen [9][10]

Bridgend Asset Management Limited Renamed to Willis Mitsui & Co. Asset Management LimitedCOCONUT CREEK, Fla., June 30, 2025 (GLOBE NEWSWIRE) -- Willis Lease Finance Corporation (NASDAQ: WLFC) (“WLFC” or the “Company”), a leading lessor of commercial aircraft engines and global provider of aviation services, announced today the successful close of its previously reported sale of Bridgend Asset Management Limited (“BAML”), its consultancy and advisory arm, to Willis Mitsui & Co. Engine Support Limited (“WMES” ...

Key Takeaways LMT won a $250M contract to supply F-35 logistics systems, including ODIN and MPE hardware, by August 2027. The deal supports the U.S. Air Force, Navy, Marine Corps, FMS customer and F-35 program partners. Work will be performed in Orlando, FL, and Fort Worth, TX, under the Naval Air Systems Command contract.Lockheed Martin Corporation (LMT) recently clinched a modification contract involving the F-35 Lightning II fighter aircraft program. The award has been provided by the Naval Air Systems ...

Leviate joins Vaunt with 13 aircraft, including 6 HondaJets, reinforcing member demand for premium light jets ATLANTA, GA, June 26, 2025 (GLOBE NEWSWIRE) -- Volato Group, Inc. (the “Company” or “Volato”) (NYSE American: SOAR) today announced that Leviate Air Group has joined its Vaunt platform as an approved third-party operator, adding 13 additional aircraft to the network—including 6 HondaJets. The partnership strengthens Vaunt’s core offering in the light jet category and expands access to one of the mos ...

Core Viewpoint - Garmin has expanded its FAA Data Comm solution to the retrofit aviation market, enabling streamlined communication between pilots and air traffic control, enhancing safety and efficiency in flight operations [1][2]. Group 1: Product Expansion - The FAA Data Comm solution is now available for the GTN 750Xi series navigators, integrating with the GDR 66 VHF data link (VDL) Mode 2 transceiver [1]. - Over 25 makes and models have been added to the FAA Data Comm participation list, allowing more aircraft owners to upgrade their systems [1][2]. - The solution is designed to reduce errors and improve the efficiency of receiving clearances and sending requests on crowded frequencies [1]. Group 2: Operational Benefits - With over 60 airports equipped with Controller Pilot Datalink Communications Departure Clearance (CPDLC-DCL), the system allows automatic loading of departure clearances into avionics, reducing read-back errors and expediting departures [3]. - Enroute FAA Data Comm is available across the U.S. above 16,000 feet MSL, facilitating communication of clearances such as frequency changes and routing [4]. - Pilots can request clearances directly from their avionics, enhancing operational flexibility [4]. Group 3: Enhanced User Experience - The integration of TXi flight displays with the GTN 750Xi navigators allows for streamlined workload management, syncing critical flight data across multiple displays [5]. - Data Comm capabilities can be enhanced through additional subscriptions available via Garmin, providing pilots with more options for communication [6]. Group 4: Company Overview - Garmin is a leading provider of aviation solutions, committed to innovation and enhancing the lives of pilots and aircraft operators globally [7]. - The company has received accolades for its advancements in aviation technology, including the Robert J. Collier Trophy for its Autoland system [7].

Core Insights - Palantir Technologies Inc. has acquired over 4.4 million shares of Surf Air Mobility Inc., establishing a 10%+ ownership stake for just over $2 million, resulting in a 20% increase in Surf Air's stock price shortly after the announcement [1][2][4] Company Developments - Surf Air is focused on reinventing regional air travel through AI software and electric propulsion, developing an AI-enabled platform called SurfOS for charter brokers, operators, and aircraft owners [2][4] - Palantir's Foundry and AIP software will be integrated into Surf Air's operations, indicating a significant partnership beyond mere investment [2][4] Strategic Positioning - This acquisition aligns with Palantir's broader strategy to become a key player in the future aviation infrastructure, positioning itself as a digital nervous system for next-generation aviation [3][4] - Palantir's investment strategy typically involves early-stage entry, leveraging its technology to scale operations and create value, as evidenced by this investment in Surf Air [4][5] Market Context - Despite Surf Air's stock being down 61% year-to-date, the partnership with Palantir could signal a turnaround and potential growth in the electric aviation sector [2][5] - Palantir has previously engaged in partnerships with other aviation companies, such as Archer Aviation and Airbus, indicating a commitment to shaping the future of air travel through technology [8]

Core Insights - Textron Inc.'s business segment, Textron Aviation, has signed a Memorandum of Agreement with Thai Aviation Industries Co. Ltd. to collaborate on a sustainment program for the Royal Thai Air Force, focusing on the Beechcraft T-6TH and AT-6TH aircraft [1][9] - The collaboration aims to provide long-term support and sustainment for RTAF aircraft, ensuring high readiness levels for training and light-assault missions [2] - Following the announcement, Textron's share price increased by 1.16% to $77.50 on June 3, 2025 [2] Textron's Military Aviation Expertise - Textron Aviation Defense has a long history of designing, building, and supporting military aircraft, having delivered over 14,500 aircraft to global forces over more than 80 years [4] - The Beechcraft T-6C Texan II is a next-generation military trainer designed for all levels of instruction, while the AT-6 Wolverine is a multi-mission light-attack aircraft with a versatile arsenal [5][6] Industry Context - Rising military conflicts and technological advancements are driving nations to increase defense spending on proven combat jets [3] - Other aerospace companies benefiting from the expanding military aviation market include Northrop Grumman Corp., Lockheed Martin Corp., and Embraer S.A., each with notable growth projections for 2025 [7][8][10] Stock Performance - Textron's shares have risen by 6.3% over the past month, outperforming the industry growth of 4.8% [11]

Let's talk about another economic side of the story and that is risk that is insurance because insurers everywhere are no doubt trying to figure out how to price in risk that exists and risk that may exist or may not in 3 6 12 months. Contessa Bur covers insurers here for us at CNBC and joins us now with this side of the story. So, Brian Morgan, what I heard from the head of aviation and marine for Lloyd's Market Association told me that ships already are notifying their insurers of their planned transit th ...