Lessor Survey: Chinese control grows, Big Two stagnate, business looks peaky — September 2019

Operating lessors are on target to control over 50% of the global jet fleet by the early 2020s, but there are clouds on the horizon.

Financially, the aircraft leasing business continues to do well, certainly much better than the airline industry. Our sample of six leading lessors, see below, which produce more or less comparable financial statements, shows an average net margin of 26% for 2018, marginally down on the previous year.