Aircraft Leasing

Time for fight and flight in the aircraft leasing sector

  • Sectors : Aircraft Leasing
  • Companies : AerCap Holdings | Air lease

Ratings

Ratings and price correct at time of issue

Company Rating Date Previous Rating Date Closing Price
AerCap Holdings OUTPERFORM 27/06/17 N/A N/A 4350c
Air lease OUTPERFORM 01/11/19 N/A N/A 4261c

DAVY VIEW

Aircraft impairments, rent deferrals, travel restrictions and so on. There is no lack of negativity affecting the aircraft leasing space; however, behind the noise, there are lessons for investors: liquidity levels have been bolstered and are now more than ample; financing is attractive, with bond pricing tight; and opportunities for accretive capital deployment are opening. We continue to see deep value in AerCap and Air Lease with catalysts on the horizon.

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Feb 18 2021, 06:30 GMT

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