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Consolidation Season: Lessors Are Looking at M&A Again

Author: Aircraft Value News
February 9, 2026

By early 2026, the conditions for renewed merger and acquisition (M&A) activity among aircraft lessors are falling into place. After several years of organic growth constrained by OEM delivery delays, scale is once again becoming a strategic advantage.

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Mission / Aircraft Values News was created in 1992 to provide independent and informed advice regarding current and future aircraft values, and the factors that affect them, to the air transport community.AVN's core activity is the provision of expert commentary on current and future market values and lease rates. AVN seeks to interpret and analyze current events, enabling readers to more accurately anticipate future market trends. AVN expertise centers on an appreciation that aircraft are a commodity, subject to vagaries of supply and demand. AVN's subscribers comprise decision makers at financial i aft lessors and airlines.
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