Steven Udvar-Hazy, the executive chairman of Air Lease Corp, stated on Monday that delays in deliveries from major aircraft manufacturers are, in some cases, getting worse. He also indicated that estimates of delay time from these manufacturers cannot be trusted.
This assessment highlights ongoing challenges within the aerospace supply chain, which directly impacts aircraft lessors like Air Lease. Persistent delays can affect the timing of new aircraft placements and the company's ability to expand its fleet as planned.
The executive's comments underscore a critical operational headwind for the aviation industry, suggesting that the imbalance between strong travel demand and limited aircraft supply will continue to be a significant factor for the foreseeable future.
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