Hannah Moran-Ellis

Speaker

Legal Director

Bird & Bird

United Kingdom

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Main Stage

Is Consolidation the Best Strategy for Lessors in 2026?

CEO,

Arena Aviation Capital

Managing Director - Transportation,

Evercore

Moderator

Legal Director,

Bird & Bird

With maintenance costs surging and engine availability constrained, how are operational pressures affecting lessor profitability? How are lessors and investors mitigating these risks?

Is there an investment case for mid-sized lessors, or does the funding advantage of larger platforms make scale essential for competitive returns?

Is the bargaining power of OEMs and engine manufacturers impacting consolidation, and could scale now determine access to aircraft and engines in a constrained supply environment?