Key Takeaways AL's fleet reached 495 owned and 53 managed aircraft, with 241 more on order through 2031. In Q2 2025, AL delivered 12 new aircraft and sold 4, with total aircraft investments hitting $890M. AL received $344M from insurance settlements tied to its former Russian fleet.Air Lease Corporation (AL) provided an update on its aircraft investments, sales and significant financing activities occurring in the second quarter of 2025.As of June 30, 2025, Air Lease’s fleet included 495 owned aircraft an ...

Company Overview - Air Lease Corporation (ALC) operates as an aircraft leasing platform with approximately $55 billion in assets [9, 11, 133] - The company's aircraft utilization rate was 99.7% in Q4 2022 [10, 14] - ALC maintains investment-grade credit ratings from S&P (BBB), Fitch (BBB), and Kroll (A-) [10, 133] - The company has $6.9 billion in total available liquidity [10, 14, 108] - ALC has a diversified customer base, serving 117 airlines in 62 countries [14, 61, 133] Financial Performance - ALC's adjusted pre-tax return on common equity was 11.0% [10, 137] - The company's total assets amounted to $28.4 billion [10, 77, 133] - ALC's unsecured debt represents 99% of its debt portfolio [10, 96, 105] - The company's fixed-rate debt accounts for 91% of its total debt [10, 98, 105] - Adjusted net income before income taxes was $659.9 million in 2022 [135, 137] Portfolio and Order Book - ALC has commitments to purchase 398 aircraft from Boeing and Airbus for delivery through 2029, with an estimated aggregate commitment of $25.5 billion [10, 11] - The company has $31.4 billion in committed minimum future rentals [10, 61] - 90% of ALC's order book through 2024 is placed on long-term leases [10, 14, 70, 71]

在北京东北郊民航博物馆草坪上"蛰伏"近二十年之后，一架由欧洲空中客车公司（下称"空客"）在四十 年前制造并交付的A310客机将迎来新生。 民航华东管理局（现中国东方航空）在1985年6月25日接收的这架注册号为B-2301的客机，不仅是中国 民航首架双发宽体客机，也是空客向中国民航客户交付的首架飞机。这架极具历史意义的飞机交付至今 一半时间服役于中国民航，另一半时间处在"退休赋闲"状态。在"落户"中国整整四十年之后，在空客与 中国民航科普基金会、民航博物馆开启的保护活化利用项目改造下，将成为集航空科普教育、亲子休闲 娱乐、打卡拍照等诸多功能为一体的航空科普教育新地标。 全面合作 从B-2301的"机生"历程，也折射出空客在参与并见证中国民航四十年发展过程中，从最早销售产品，覆 盖到目前从飞机研发设计、制造总装、运营支持，到退役后拆解回收利用的全生命周期。 "1985年，空客带来中国的不仅是一架飞机，还有首个零部件转包生产协议——A300/A310电子舱舱门 生产和组装，由此开启了双方在航空工业领域长达数十年的深度合作。"按照空客相关人士的说法，"此 后，空客陆续与成飞民机、沈飞民机和中航西飞等中国航空工业集团 ...

华夏时报记者王潇雨北京报道 尽管受中美"贸易战"影响而导致包括航空发动机、辅助动力装置等核心系统零部件面临"断供"风险，但 中国商用飞机有限责任公司（下称"中国商飞"）依旧在第55届巴黎国际航空航天展览会（下称"巴黎航 展"）期间展示出想要在全球航空制造业版图占据一席之地的野心。 开放态度 虽然未能如外界猜测那样可能首次携带C系列民机产品真机参加巴黎航展，但中国商飞依然如往届那样 在今年的巴黎航展将旗下民机产品谱系以及未来的产品方向在这个全球最重要的航空展会登台。 据中国商飞方面透露，此次参展向公众展出了C909、C919和C929基本型飞机模型，以及C909和C919衍 生型飞机模型。 已经投入商用目前还未获得欧美适航认证的C909以及C919机型目前已经在中国国内航线以及东南亚部 分国家和地区开启了商业运营。根据中国商飞发布的数据，目前已累计交付20架C919飞机和165架C909 飞机。今年以来，C909飞机新增老挝航空、越南越捷航空两家客户并投入商业运营，至此，包括印尼 翎亚航空在内的三家东南亚航司累计使用C909飞机开通15条航线，通航18座城市。 最早投入市场的C909支线客机载客78-97座，航 ...

Group 1 - Airbus shares rose by up to 3.1% following the Paris Air Show, where the company announced $21 billion in orders [1][3] - Boeing scaled down its participation at the air show and did not announce new orders due to a recent crash involving a Boeing 787 Dreamliner [2] - Airbus announced $14.2 billion in firm orders and an additional $6.7 billion under memoranda of understanding (MoUs) [3] Group 2 - Among the firm orders, LOT Polish Airlines made its first-ever order for 40 A220 aircraft, while All Nippon Airways ordered 27 A321 airplanes [4] - Riyadh Air ordered 25 A350 wide-body aircraft, marking it as the first Saudi airline to operate the A350 [4] - VietJet signed an MoU for 100 Airbus A321neo aircraft, indicating strong demand for Airbus products [4] Group 3 - The strength in A350 and A321 orders reflects a positive trend for Airbus, especially as it competes with Boeing [6] - The 40 A220 orders signify a recovery for a model that had seen limited deals in the past year [6] - Overall, the air show was a success for Airbus, positively impacting its stock price [6]

Core Viewpoint - The Paris Air Show has highlighted a stark contrast between Airbus's strong performance and Boeing's subdued presence, primarily due to the recent tragic accident involving a Boeing aircraft in India, which has negatively impacted Boeing's reputation and operations [1][2][3]. Airbus Performance - Airbus secured nearly $10 billion in orders on the first day of the air show, including a significant order from VietJet for 100 A321neo aircraft valued at approximately $13 billion [1]. - Other notable orders included 30 A321 narrow-body aircraft from AviLease, 25 A350-1000 wide-body aircraft from Riyadh Air, and 40 A220 narrow-body aircraft from LOT Polish Airlines, with total confirmed orders nearing $10 billion [1]. Boeing's Challenges - Boeing's participation at the air show was marked by a lack of engagement, with CEO David Calhoun canceling appearances and the company focusing on customer support rather than announcing new orders [2][3]. - The recent Indian crash involving a Boeing 787 has led to a significant decline in Boeing's stock price and has raised concerns about the safety of its aircraft, particularly the 737 MAX, which has faced scrutiny since previous accidents [2][3]. Industry Outlook - The overall atmosphere at the air show was described as heavier than in previous years, influenced by the Indian accident and geopolitical tensions, which may dampen the event's usual vibrancy [4]. - Despite current challenges, the global aviation industry remains optimistic about future demand, with Boeing projecting a 40% increase in global air travel demand by 2030 and a need for 43,600 new aircraft by 2044, driven largely by emerging markets like China and India [4].

Core Viewpoint - Airbus has secured an order for 40 A220 aircraft from Poland, with deliveries expected to commence in mid-2027 [1] Group 1 - The order consists of 40 A220 aircraft [1] - Deliveries are anticipated to start in mid-2027 [1]

Core Insights - The report titled "Enterprise Tech Ecosystem Series: Airbus SE - 2025" provides a comprehensive overview of Airbus's technology activities, including digital transformation strategies, innovation programs, technology initiatives, investments, and acquisitions [1][4]. Company Overview - Airbus SE is a leading global manufacturer of large commercial aircraft, helicopters, drones, military air systems, satellites, and space exploration systems [2]. - The company's operations are divided into three main segments: Airbus, Helicopters, and Defense and Space [2][3]. Airbus Segment Details - The Airbus segment focuses on producing large commercial aircraft such as the A220, A320, A330, and A350, along with offering aircraft-related services [3]. - The Helicopters segment is responsible for manufacturing helicopters and drones, providing related services [3]. - The Defense and Space segment produces satellites and military aircraft, as well as systems for orbital and space exploration [3]. Technology Activities - The report outlines insights into Airbus's digital transformation strategies and innovation programs [6]. - It provides an overview of technology initiatives, including partnerships, product launches, investments, and acquisitions [6]. - Detailed insights on each technology initiative are included, covering technology themes, objectives, and benefits [6]. Financial Insights - The report includes details on estimated ICT budgets and contracts related to Airbus's technology operations [6]. Strategic Focus - Insights into Airbus's tech strategies and innovation initiatives are highlighted, along with various product launches, partnerships, investments, and acquisitions [6]. - The report also discusses the venture arm, Airbus Ventures, and its role in the company's technology initiatives [6].

消息人士：摩洛哥皇家航空也接近达成一项关于大约20架空客A220的交易，这是自2001年以来该公司 首次订购空客飞机。 ...

Company Overview - RTX Corporation is a global aerospace and defense company with approximately $80 billion in sales for 2024, structured into three strategic business units: Raytheon, Pratt & Whitney, and Collins Aerospace [4] - The company employs around 85,000 individuals dedicated to the mission of protecting and connecting the world, indicating a strong commitment to its operational goals [5] Financial Performance - RTX has a substantial backlog of about $217 billion, with approximately $125 million attributed to commercial sales and the remainder to defense [5] - The demand for RTX's products is described as exceptionally strong, highlighting the company's competitive position in the market [5] Market Position - RTX is involved in high-growth platforms within commercial aerospace, including the A320, A220, and 737 MAX, which are critical to its growth strategy [5] - Collins Aerospace holds strong positions in widebody aircraft such as the 787 and A350, which are expected to generate long-term aftermarket revenue [5] - Raytheon, as part of RTX, has franchises globally that are essential for U.S. defense, underscoring the company's strategic importance in the defense sector [6]