Aircraft lessor AerCap orders 100 Airbus A320neo jets

AerCap has agreed to buy 100 Airbus A320neo-family jets, a sizable order that underpins continued fleet renewal and leasing demand. The deal is positive for AerCap's fleet growth and for Airbus's orderbook and production visibility, and is likely to be modestly positive for the respective stocks and leasing/aircraft manufacturing supply chains.

Analysis

AerCap has agreed to buy 100 Airbus A320neo-family jets, a sizable order that underpins continued fleet renewal and leasing demand. The deal is positive for AerCap's fleet growth and for Airbus's orderbook and production visibility, and is likely to be modestly positive for the respective stocks and leasing/aircraft manufacturing supply chains.