As values surge and shop visit queues stretch into 2026, engines are commanding investor attention like never before. But behind the headline returns lies a more complex story: rising technical risk, OEM dominance, and a market that’s becoming harder to navigate—and harder to exit.
This session brings together leading voices from across the investment and leasing spectrum to debate the future of engine exposure. Are engines a smart hedge in a constrained market, or a structurally risky play in disguise? What does a “good” engine deal look like in 2025—and who’s really positioned to win?
- How liquid is the engine trading market? What does this for operators?
- How are operators and lessors adapting their asset trading strategies to capture value in a market of surging engine prices
and prolonged shop visit timelines?
- Are engines still delivering superior returns compared to airframes? How are investors pricing in shop visit inflation, turnaround delays, and OEM parts scarcity?
- What’s the outlook for lease rate factors and residual values in the next 3–5 years? How are engines performing in ABS pools and structured finance deals?
- What does a 'smart' engine investment look like today?