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Aviation Finance Leaders Survey 2026

Navigating Turbulence

Ireland's aviation finance leaders chart the course ahead

Ireland's aviation leasing sector is navigating unprecedented geopolitical complexity, supply chain pressure, and a fast-shifting technology landscape - while remaining fundamentally resilient. Our inaugural Aviation Finance CFO Survey 2026, conducted in partnership with Ishka Airfinance, captures how Ireland's leasing leaders are responding.

"The sector has a proven playbook for dealing with uncertainty. What’s notable about the current Middle East conflict is that it’s simultaneously a fuel cost story, an airline credit story and an asset value story."


David McCaffrey,
Aviation Finance Leader

Six themes shaping the sector

Ireland's aviation finance community's outlook for 2026 and beyond, distilled into six headline findings.

91% of respondents identify geopolitical uncertainty as a moderate or major challenge. The Middle East conflict has moved to front-of-mind, with fuel costs, airline credit risk and market volatility cited as direct concerns.

82% rate supply chain disruption as a major challenge - the highest-rated operational concern in the survey. OEM delivery backlogs are reshaping asset values and creating an unprecedented maintenance cost environment.

77% expect moderate consolidation over the next three to five years. Adjacent investments in engine leasing (73%) and MRO (55%) are the areas most likely to attract capital outside core aircraft leasing.

82% name enhanced MI and real-time data as their top investment priority. 64% see GenAI's biggest opportunity in automating financial and technical modelling - yet few have moved meaningfully beyond exploration.

50% are monitoring SAF but have no active plans. Supply chains are immature and economics are challenging. Meaningful progress will require a coordinated public and private investment strategy.

78% flag increasing tax complexity driving higher costs. Leaders are not primarily worried about Ireland's competitiveness deteriorating - they are concerned about the operational burden of a complex global tax function.

Four decisions that matter now

Based on the research, we believe Ireland's aviation finance leaders face four consequential decisions over the next three to five years.

Model the impact of sustained high oil prices, airline distress and airspace restrictions on your portfolio revenue and credit exposures - before the crisis deepens.

What most organisations lack is not ambition - it is a specific, funded programme with clear use cases and measurable outcomes. The technology is available now.

Assess critical skill gaps in digital finance and data analytics. ESG credentials will directly influence access to capital and competitive positioning within five to seven years.

Organisations with well-resourced, forward-looking tax capabilities will navigate the environment more efficiently and structure transactions more competitively.

Read detailed findings, data and Deloitte's perspective on the decisions that matter now