AerCap (AER) CEO still believes Boeing (BA) and Airbus (AIR FP) will get closer to meeting demand by 2030 but supply will remain structurally limited well into 2030s
Newsquawk Staff ·
AerCap (AER) CEO still believes Boeing (BA) and Airbus (AIR FP) will get closer to meeting demand by 2030 but supply will remain structurally limited well into 2030s.
What it means
AerCap's CEO emphasizes that while Boeing and Airbus are expected to make progress in meeting demand by 2030, the structural limitations in supply may persist well into the 2030s. This outlook suggests potential challenges for aircraft availability in the near term, impacting airlines' growth projections and potentially supporting aircraft leasing demand, which could favor AerCap and similar companies in the sector.
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