From Data to Intelligence, Communicated through a Visual Approach

Contrarian Aviation Research and Analysis

We combine data analytics with industry experience and nuance to produce aircraft market forecasts, airline network trends, leasing outlooks, OEM positioning, and demand forecasting.

LATEST ANALYSES

Our market insights and research are backed by comprehensive data analysis and visualizations. Whether you are an individual looking for objective analyses of commercial aviation, or an organization looking for an edge in immediate and in-depth research, our subscription options have been designed to accommodate.


We find edge in commercial aviation

Edge is the difference between what others expect to happen, and what data suggests will happen.

DATA-DRIVEN

Everything we do at Visual Approach starts with data. We combine our cultivated data with over 20 years of industry experience to find insights that matter.

Aging narrowbody demographics
Berlin-Tegel-2022-temperatures

CONTRARIAN BY DESIGN

Much of our work involves meeting with airlines, lessors, manufacturers, and aircraft lessors to understand what is expected. Our analysis is conducted exclusive of these expectations. Much of the time the two align. When they diverge, we identify it as data-driven edge.

VISUAL CONCLUSIONS

We don’t just make contrarian conclusions; we show them. Harnessing data from over 100 sources, including macro-economic, airline schedules, fares, traffic, and fleet, we take a Visual Approach when delivering our conclusions.

Aircraft-utilization-bubble-chart

Our track record:

We have a long track record of identifying new trends despite industry expectations. Below are examples of published reports where we have identified edge for our clients:

June 2020

“Pilot furloughs likely to limit airline recovery”

October 2020

“2021 traffic recovery will outpace expectations”

November 2020

“Embraer E3 not expected to find market for launch”

May 2021

“Amazon’s continued 737-800 growth is in question”

July 2021

“A shortage of narrowbodies is imminent”

October 2021

“A severe pilot shortage is imminent in the U.S.”

November 2021

“2022 expected to bring packed flights and high fares”

August 2022

“Narrowbody freighter market expected to cool”

November 2022

“Global recovery has room despite economic headwinds”

January 2023

“There are very strong indications that demand for seats exceeds supply.”

June 2023

“2030 to bring a second narrowbody shortage focused on mid-life”

August 2023

“First signs of stress in U.S. coming by way of domestic RASM erosion”


MARKET INSIGHTS

CONTRARIAN ANALYSIS

Our market insights arrive weekly or more often, available to read directly through the site.

  • Airline strategy review
  • Network/fleet mix
  • OEM strategy
  • Airline/aircraft deal analysis

View an example market analysis

Market Insight subscription options start at $60 / month.

VISUAL APPROACH RESEARCH

LEADING WITH EDGE

Visual Approach Research Reports

Our research is prepared in PDF format, packed with data, charts, and market edge. The Visual Approach Research edge is at the divergence of data-driven analysis and industry sentiment.

  • Key areas of market edge in aircraft trading
  • Top risks over the coming year
  • Fleet demographics
  • Aircraft value and lease rate trends

View a free research report

Visual Approach Research subscription options start at $1,495 / year.

Online Research

Gain access to all research, accessible through the website

Team Downloads

Gain access to all research, with pdf downloads to share internally

Access our insights and research

Our market insights and research are backed by comprehensive data analysis and visualizations. Whether you are an individual looking for objective analyses of commercial aviation, or an organization looking for an edge in immediate and in-depth research, our subscription options have been designed to accommodate.