Top lessor Air Lease says some aircraft manufacturer delays getting worse
1. Delivery delays from aircraft manufacturers are worsening, impacting leasing operations. 2. Executive chairman of Air Lease Corp doubts reliability of delay estimates.
FAQ
Why Bearish?
Worsening delivery delays can negatively affect operational efficiency and revenue, similar to previous disruptions in the aerospace sector that impacted shares of related companies.
How important is it?
Aircraft delivery timelines significantly affect leasing companies' revenue and operational success.
Why Short Term?
Immediate delays will likely affect quarterly performance, as seen in past earnings misses during supply chain issues.