Steven Udvar-Házy, famous for creating aircraft leasing, has made important moves at the right time twice. In selling ALC, he may have the timing right again.
Geographic neighbors and long-time allies the United States and Canada have looked this year more like a couple wading through acrimonious divorce proceedings.
The Trump administration has effectively spared Embraer from elevated tariffs imposed on Brazil, softening a major potential headwind for the manufacturer.
Delaying delivery of E175s as a result of potentially increased tariffs on Brazilian goods imported to the U.S will negatively impact efficiency at SkyWest.
The EU and U.S. have agreed to return to zero tariffs on aircraft and components in a move that will come as a relief to a European aerospace industry that had been planning for the worst.
American Airlines is confident it will close the margin gap with its largest rivals over time, seeing no structural impediments hindering its ability to do so.