Competitive AdvantageBOC Aviation’s key strength lies in its lower cost of funding, which currently sits 30-50bps below that of its industry peers.
Earnings VisibilityEarnings visibility improved, with placements secured further out and airlines extending leases by 4-6 years vs 1-2 years previously.
Market ConditionsAircraft shortages bode well for global lessors like BOCA, as the shortage of aircraft has significantly pushed up aircraft values and lease rates.