Aviation Global Leaders Report 2024: John Plueger, Chief Executive Officer, Air Lease Corporation

Aircraft leasing companies are enjoying a period of rising asset values and lease rates driven by tight supply but equally would rather the provision of aircraft was more stable and aircraft deliveries were more certain to better serve their airline customers, which are struggling to service passenger travel demand that continues to rise. Airlines are beginning to report earnings expectations for a record fourth quarter 2023, building on a solid year of growth and profitability. However, many are also braced for the challenge to sustain capacity levels in the wake of engine and other issues taking aircraft out of service,