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Delays, New Designs, Demand Shifts: The Value Impact

Author: Aircraft Value Intelligence
May 4, 2026

The commercial aircraft market has entered second-quarter 2026 with a familiar imbalance. Demand for lift remains robust across most regions, yet the flow of new deliveries is constrained by a web of supplier fragility, certification bottlenecks, and uneven labor recovery.

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Mission / Aircraft Value Intelligence 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. AVI's core activity is the provision of expert commentary on current and future market values and lease rates. AVI seeks to interpret and analyze current events, enabling readers to more accurately anticipate future market trends. AVI expertise centers on an appreciation that aircraft are a commodity, subject to vagaries of supply and demand. AVI's subscribers comprise decision makers at financial institutions, aircraft lessors and airlines.
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