Aircraft DeliveriesDeliveries were strong this quarter, a quarterly high for AL: AL delivered 20 aircraft, up from the previous quarter's 13 and significantly higher than last year's 8 deliveries.
Lease RevenueManagement indicated that most renewals would be at higher rates, and those that were restructured during COVID would be significantly higher, driving faster lease revenue.
Lease Yield ImprovementLease margins are expected to improve, estimating a 9.39% lease yield, up from an estimate of 8.96% for the previous year and 8.85% two years ago.