Aircraft Intelligence Monthly

September 2026

The September 2026 AIM is ready. Below are the key contrarian takeaways from this month’s analysis.

  1. Escalation brings new challenges to future dynamics

    • Record backlogs elevate new aircraft escalation risk into 2030s.
    • Engine spare parts escalation is extending legacy fleet viability.

  2. Aircraft demand shifts creating new challenges and opportunities

    • Higher costs and fares limiting industry growth trajectory through 2035.
    • Lack of widebody feedstock creating new challenges and opportunities.

  3. A220 exposed to airBaltic and AirAsia distress

    • AirAsia reportedly delinquent as fixed costs lack sufficient coverage.
    • airBaltic unsecured creditors skew to engine maintenance and emissions.

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September Webinar - September 22 - 11a EDT

Join us for our monthly webinar discussing the trends in the report. This webinar is included in your Visual Approach Research subscription and attendees will remain anonymous. If you cannot make the webinar, a recording of the session will soon be posted with the document in the Research Library.

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