飞机租赁市场机会、成长动力、产业趋势分析及 2025 - 2034 年预测

2024年，全球飞机租赁市场规模达1,871亿美元，预计到2034年将以11.8%的复合年增长率成长，达到5,651亿美元。全球航空公司越来越多地采用租赁模式，将其作为维持流动性和确保营运灵活性的策略方针。这种转变使营运商能够更有效率地实现机队现代化，适应不断变化的需求，并引进新一代飞机，而无需像直接购买飞机那样投入大量资金。租赁使航空公司能够快速应对市场变化和竞争压力，而无需过度扩张财务状况。

全球飞机生产供应受限，包括交付延迟，进一步推动了租赁趋势的发展。由于劳动力短缺、製造瓶颈和材料供应不足，飞机製造商持续面临交付週期延长的问题，这促使航空公司透过租赁安排来填补运力缺口。租赁为维持网路效能和实施可持续的机队更新提供了一种可行的短期至中期解决方案。随着原始设备製造OEM的订单积压持续多年，对租赁飞机（尤其是现代化、省油的机型）的需求持续增长，这进一步强化了租赁作为一种灵活且经济高效的采购方式的作用。

2024年，窄体飞机市场占据43.9%的市场份额，因其快速週转、燃油效率高以及在国内和区域航线上的多功能性而备受青睐。这些飞机尤其有利于高频营运和航线优化，尤其是在发展中航空市场。预计租赁商将透过专注于与廉价航空公司建立合作伙伴关係并提供具有竞争力的租赁条款（尤其是针对窄体机队）来巩固其市场地位。支援快速部署和轻鬆替换的客製化解决方案将继续吸引那些寻求区域扩张或机队更新的航空公司。

到2034年，湿租市场规模将达到2,401亿美元。这种租赁结构涵盖飞机、机组人员、维护和保险，非常适合应对季节性运力高峰、开闢试验航线或在机队停飞期间维持服务。湿租使业者能够立即获得飞机，且长期义务极少，这在市场不稳定或快速復苏的时期尤其重要。

2024年，北美飞机租赁市场占据35.1%的市场份额，并将在2025年至2034年期间以11.4%的复合年增长率成长。凭藉先进的航空基础设施和对数位技术的日益重视，该地区在创新驱动的机队策略方面继续保持领先地位。航空公司正在整合预测分析和资料平台，以提高机队可用性并简化维护週期。良好的监管环境和对航空系统的持续投资也提高了该地区的租赁采用率。

全球飞机租赁市场的主要参与者包括航空租赁公司 (Air Lease Corporation)、中银航空租赁、三井住友航空资本、Avolon 和 AerCap，它们各自都在推动新兴和成熟航空市场的大规模活动和机队扩张。为了获得更稳固的立足点，飞机租赁行业的公司正强调机队多元化，提供窄体和宽体飞机选择，并专注于燃油效率高的机型。他们也顺应环保趋势，引进下一代低排放飞机，以吸引註重永续发展的航空公司。与原始设备製造商 (OEM) 建立策略合作伙伴关係，可以更快地获得现代化机队，而灵活的租赁协议则有助于吸引传统航空公司和低成本营运商。

目录

第一章：方法论

• 市场范围和定义
• 研究设计
  • 研究方法
  • 资料收集方法
• 资料探勘来源
  • 全球的
  • 地区/国家
• 基础估算与计算
  • 基准年计算
  • 市场评估的主要趋势
• 初步研究和验证
  • 主要来源
• 预测模型
• 研究假设和局限性

第二章：执行摘要

第三章：行业洞察

• 产业生态系统分析
  • 供应商格局
  • 利润率分析
  • 成本结构
  • 每个阶段的增值
  • 影响价值链的因素
  • 中断
• 产业衝击力
  • 成长动力
    • 空中交通量上升和机队扩张
    • 低成本航空公司（LCC）的成长
    • OEM交货延迟和生产限制
    • 租赁管辖区的优惠税收和监管框架
    • 获得多样化的融资和售后回租 (SLB) 结构
  • 产业陷阱与挑战
    • 租赁商资本密集度高，回报期长
    • 技术过时所导致的残值风险
  • 市场机会
    • 对永续和节能型车队的需求不断增长
    • 租赁管理中的数位化和高阶分析的应用
    • 直升机和专用飞机租赁的机会
    • 二级租赁和中年飞机市场的成长潜力
• 成长潜力分析
• 监管格局
  • 北美洲
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东和非洲
• 波特的分析
• PESTEL分析
• 科技与创新格局
  • 当前的技术趋势
  • 新兴技术
• 新兴商业模式
• 合规性要求
• 国防预算分析
• 全球国防开支趋势
• 区域国防预算分配
  • 北美洲
  • 欧洲
  • 亚太地区
  • 中东和非洲
  • 拉丁美洲
• 重点国防现代化项目
• 预算预测（2025-2034）
  • 对产业成长的影响
  • 各国国防预算
• 供应链弹性
• 地缘政治分析
• 劳动力分析
• 数位转型
• 合併、收购和策略伙伴关係格局
• 风险评估与管理
• 主要合约授予（2021-2024）

第四章：竞争格局

• 介绍
• 公司市占率分析
  • 按地区
    • 北美洲
    • 欧洲
    • 亚太地区
    • 拉丁美洲
    • 中东和非洲
• 关键参与者的竞争基准
  • 财务绩效比较
    • 收入
    • 利润率
    • 研发
  • 产品组合比较
    • 产品范围广度
    • 科技
    • 创新
  • 地理位置比较
    • 全球足迹分析
    • 服务网路覆盖
    • 各地区市场渗透率
  • 竞争定位矩阵
    • 领导者
    • 挑战者
    • 追踪者
    • 利基市场参与者
  • 战略展望矩阵
• 2021-2024 年关键发展
  • 併购
  • 伙伴关係和合作
  • 技术进步
  • 扩张和投资策略
  • 永续发展倡议
  • 数位转型倡议
• 新兴/新创企业竞争对手格局

第五章：市场估计与预测：按租赁类型，2021 - 2034 年

• 主要趋势
• 湿租赁
• 干租赁
• 潮湿租赁

第六章：市场估计与预测：按飞机类型，2021 - 2034 年

• 主要趋势
• 窄体飞机
• 宽体飞机
• 支线喷射机

第七章：市场估计与预测：依租赁期限，2021 年至 2034 年

• 主要趋势
• 短期（<2年）
• 中期（2-6年）
• 长期（>6年）

第八章：市场估计与预测：依最终用途，2021 - 2034 年

• 主要趋势
• 商业航空公司
• 航空货运业者
• 政府和国防
• 包机业者
• 培训和航空学校
• 其他的

第九章：市场估计与预测：按地区，2021 - 2034 年

• 主要趋势
• 北美洲
  • 我们
  • 加拿大
• 欧洲
  • 德国
  • 英国
  • 法国
  • 义大利
  • 西班牙
  • 荷兰
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 澳洲
  • 韩国
• 拉丁美洲
  • 巴西
  • 墨西哥
  • 阿根廷
• MEA
  • 南非
  • 沙乌地阿拉伯
  • 阿联酋

第十章：公司简介

• 全球关键参与者
  • AerCap
  • Air Lease Corporation
  • SMBC Aviation Capital
• 区域关键参与者
  • 北美洲
    • Aircastle
    • BBAM
    • Jackson Square Aviation
    • Merx Aviation Finance
    • Sky Leasing
  • 欧洲
    • AviaAM Leasing
    • Macquarie AirFinance
    • TrueNoord
    • Zephyrus Aviation Capital
  • 亚太地区
    • BOC Aviation
    • CDB Aviation
    • ALAFCO Aviation Lease and Finance Company
• 利基市场参与者/颠覆者
  • Avolon
  • ACIA Aero Leasing
  • Dubai Aerospace Enterprise
  • Falko

The Global Aircraft Leasing Market was valued at USD 187.1 billion in 2024 and is estimated to grow at a CAGR of 11.8% to reach USD 565.1 billion by 2034. Airlines worldwide are increasingly embracing leasing models as a strategic approach to maintain liquidity while ensuring operational flexibility. This shift allows operators to modernize their fleets more efficiently, adapt to fluctuating demand, and introduce new-generation aircraft without the capital outlay required for direct purchases. Leasing enables carriers to respond swiftly to market changes and competitive pressure without overextending financially.

Global supply constraints in aircraft production, including delayed deliveries, have added momentum to the leasing trend. Aircraft manufacturers continue to face prolonged lead times due to workforce shortages, manufacturing bottlenecks, and material availability, leading airlines to fill capacity gaps through leasing arrangements. Leasing offers a viable short-to-medium-term solution for maintaining network performance and implementing sustainable fleet updates. As OEM backlogs extend years into the future, demand for leased aircraft-particularly modern, fuel-efficient models-continues to grow, reinforcing the role of leasing as a flexible and cost-effective procurement method.

The narrow-body aircraft segment held a 43.9% share in 2024, favored for its quick turnaround, fuel efficiency, and versatility across domestic and regional routes. These aircraft are particularly beneficial for high-frequency operations and route optimization, especially in developing aviation markets. Lessors are expected to strengthen their position by focusing on partnerships with low-cost carriers and offering competitive leasing terms, especially for narrow-body fleets. Tailored solutions that support rapid deployment and easy replacement continue to attract airlines pursuing regional expansion or fleet renewal.

The wet lease segment will reach USD 240.1 billion by 2034. This leasing structure includes aircraft, crew, maintenance, and insurance, making it ideal for meeting seasonal capacity spikes, launching trial routes, or maintaining service during fleet downtimes. Wet leases offer operators immediate access to aircraft with minimal long-term obligations, proving especially valuable in unstable or fast-recovering markets.

North America Aircraft Leasing Market held 35.1% share in 2024 and will grow at a CAGR of 11.4% from 2025 to 2034. With its advanced aviation infrastructure and growing emphasis on digital technologies, the region continues to lead in innovation-driven fleet strategies. Airlines are integrating predictive analytics and data platforms to improve fleet availability and streamline maintenance cycles. A well-regulated environment and sustained investments into aviation systems also enhance leasing adoption rates across the region.

Major players in the Global Aircraft Leasing Market include Air Lease Corporation, BOC Aviation, SMBC Aviation Capital, Avolon, and AerCap, each driving substantial activity and fleet expansion across emerging and established airline markets. To gain a stronger foothold, companies in the aircraft leasing industry are emphasizing fleet diversification by offering both narrow- and wide-body aircraft options, with a focus on fuel-efficient models. They are also aligning with environmental trends by incorporating next-generation, lower-emission aircraft to appeal to sustainability-conscious carriers. Strategic partnerships with OEMs allow faster access to modern fleets, while flexible lease agreements help attract both legacy airlines and low-cost operators.

Table of Contents

Chapter 1 Methodology

• 1.1 Market scope and definition
• 1.2 Research design
  • 1.2.1 Research approach
  • 1.2.2 Data collection methods
• 1.3 Data mining sources
  • 1.3.1 Global
  • 1.3.2 Regional/Country
• 1.4 Base estimates and calculations
  • 1.4.1 Base year calculation
  • 1.4.2 Key trends for market estimation
• 1.5 Primary research and validation
  • 1.5.1 Primary sources
• 1.6 Forecast model
• 1.7 Research assumptions and limitations

Chapter 2 Executive Summary

• 2.1 Industry 360⁰ synopsis, 2021 - 2034
• 2.2 Key market trends
  • 2.2.1 Leasing type trends
  • 2.2.2 Aircraft type trends
  • 2.2.3 Lease tenure trends
  • 2.2.4 End use trends
  • 2.2.5 Regional trends
• 2.3 TAM analysis, 2025-2034
• 2.4 CXO perspectives: Strategic imperatives
  • 2.4.1 Executive decision points
  • 2.4.2 Critical success factors
• 2.5 Future outlook and strategic recommendations

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
  • 3.1.1 Supplier landscape
  • 3.1.2 Profit margin analysis
  • 3.1.3 Cost structure
  • 3.1.4 Value addition at each stage
  • 3.1.5 Factor affecting the value chain
  • 3.1.6 Disruptions
• 3.2 Industry impact forces
  • 3.2.1 Growth drivers
    • 3.2.1.1 Rising air traffic and fleet expansion
    • 3.2.1.2 Growth of low-cost carriers (LCCs)
    • 3.2.1.3 OEM delivery delays and production constraints
    • 3.2.1.4 Favorable tax and regulatory frameworks in leasing jurisdictions
    • 3.2.1.5 Access to diverse financing and sale-and-leaseback (SLB) structures
  • 3.2.2 Industry pitfalls and challenges
    • 3.2.2.1 High capital intensity and long payback period for lessors
    • 3.2.2.2 Residual value risk due to technological obsolescence
  • 3.2.3 Market opportunities
    • 3.2.3.1 Growing demand for sustainable and fuel-efficient fleets
    • 3.2.3.2 Digitalization and use of advanced analytics in lease management
    • 3.2.3.3 Opportunities in helicopter and specialized aircraft leasing
    • 3.2.3.4 Potential for growth in secondary leasing and mid-life aircraft markets
• 3.3 Growth potential analysis
• 3.4 Regulatory landscape
  • 3.4.1 North America
  • 3.4.2 Europe
  • 3.4.3 Asia Pacific
  • 3.4.4 Latin America
  • 3.4.5 Middle East & Africa
• 3.5 Porter’s analysis
• 3.6 PESTEL analysis
• 3.7 Technology and Innovation landscape
  • 3.7.1 Current technological trends
  • 3.7.2 Emerging technologies
• 3.8 Emerging business models
• 3.9 Compliance requirements
• 3.10 Defense budget analysis
• 3.11 Global defense spending trends
• 3.12 Regional defense budget allocation
  • 3.12.1 North America
  • 3.12.2 Europe
  • 3.12.3 Asia Pacific
  • 3.12.4 Middle East and Africa
  • 3.12.5 Latin America
• 3.13 Key defense modernization programs
• 3.14 Budget forecast (2025-2034)
  • 3.14.1 Impact on industry growth
  • 3.14.2 Defense budgets by country
• 3.15 Supply chain resilience
• 3.16 Geopolitical analysis
• 3.17 Workforce analysis
• 3.18 Digital transformation
• 3.19 Mergers, acquisitions, and strategic partnerships landscape
• 3.20 Risk assessment and management
• 3.21 Major contract awards (2021-2024)

Chapter 4 Competitive Landscape, 2024

• 4.1 Introduction
• 4.2 Company market share analysis
  • 4.2.1 By region
    • 4.2.1.1 North America
    • 4.2.1.2 Europe
    • 4.2.1.3 Asia Pacific
    • 4.2.1.4 Latin America
    • 4.2.1.5 Middle East & Africa
• 4.3 Competitive benchmarking of key players
  • 4.3.1 Financial performance comparison
    • 4.3.1.1 Revenue
    • 4.3.1.2 Profit margin
    • 4.3.1.3 R&D
  • 4.3.2 Product portfolio comparison
    • 4.3.2.1 Product range breadth
    • 4.3.2.2 Technology
    • 4.3.2.3 Innovation
  • 4.3.3 Geographic presence comparison
    • 4.3.3.1 Global footprint analysis
    • 4.3.3.2 Service network coverage
    • 4.3.3.3 Market penetration by region
  • 4.3.4 Competitive positioning matrix
    • 4.3.4.1 Leaders
    • 4.3.4.2 Challengers
    • 4.3.4.3 Followers
    • 4.3.4.4 Niche players
  • 4.3.5 Strategic outlook matrix
• 4.4 Key developments, 2021-2024
  • 4.4.1 Mergers and acquisitions
  • 4.4.2 Partnerships and collaborations
  • 4.4.3 Technological advancements
  • 4.4.4 Expansion and investment strategies
  • 4.4.5 Sustainability initiatives
  • 4.4.6 Digital transformation initiatives
• 4.5 Emerging/ startup competitors landscape

Chapter 5 Market Estimates and Forecast, By Leasing Type, 2021 - 2034 (USD Billion)

• 5.1 Key trends
• 5.2 Wet lease
• 5.3 Dry lease
• 5.4 Damp lease

Chapter 6 Market Estimates and Forecast, By Aircraft Type, 2021 - 2034 (USD Billion)

• 6.1 Key trends
• 6.2 Narrow-body
• 6.3 Wide-body
• 6.4 Regional jets

Chapter 7 Market Estimates and Forecast, By Lease Tenure, 2021 - 2034 (USD Billion)

• 7.1 Key trends
• 7.2 Short-term (<2 years)
• 7.3 Medium-term (2-6 years)
• 7.4 Long-term (>6 years)

Chapter 8 Market Estimates and Forecast, By End Use, 2021 - 2034 (USD Billion)

• 8.1 Key trends
• 8.2 Commercial airlines
• 8.3 Air cargo operators
• 8.4 Government & defense
• 8.5 Charter operators
• 8.6 Training & aviation schools
• 8.7 Others

Chapter 9 Market Estimates & Forecast, By Region, 2021 - 2034 (USD Billion)

• 9.1 Key trends
• 9.2 North America
  • 9.2.1 U.S.
  • 9.2.2 Canada
• 9.3 Europe
  • 9.3.1 Germany
  • 9.3.2 UK
  • 9.3.3 France
  • 9.3.4 Italy
  • 9.3.5 Spain
  • 9.3.6 Netherlands
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Japan
  • 9.4.4 Australia
  • 9.4.5 South Korea
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
  • 9.5.3 Argentina
• 9.6 MEA
  • 9.6.1 South Africa
  • 9.6.2 Saudi Arabia
  • 9.6.3 UAE

Chapter 10 Company Profiles

• 10.1 Global Key Players
  • 10.1.1 AerCap
  • 10.1.2 Air Lease Corporation
  • 10.1.3 SMBC Aviation Capital
• 10.2 Regional Key Players
  • 10.2.1 North America
    • 10.2.1.1 Aircastle
    • 10.2.1.2 BBAM
    • 10.2.1.3 Jackson Square Aviation
    • 10.2.1.4 Merx Aviation Finance
    • 10.2.1.5 Sky Leasing
  • 10.2.2 Europe
    • 10.2.2.1 AviaAM Leasing
    • 10.2.2.2 Macquarie AirFinance
    • 10.2.2.3 TrueNoord
    • 10.2.2.4 Zephyrus Aviation Capital
  • 10.2.3 APAC
    • 10.2.3.1 BOC Aviation
    • 10.2.3.2 CDB Aviation
    • 10.2.3.3 ALAFCO Aviation Lease and Finance Company
• 10.3 Niche Players / Disruptors
  • 10.3.1 Avolon
  • 10.3.2 ACIA Aero Leasing
  • 10.3.3 Dubai Aerospace Enterprise
  • 10.3.4 Falko