05 Feb 2026
#1 February 2026: North American Aviation Newsletter
Air Lease announced the delivery of one new Boeing 737-8 aircraft to Air Canada, marking the first of five aircraft scheduled to deliver to the airline in 2026 from Air Lease’s orderbook. The aircraft will join Air Canada’s expanding narrowbody fleet as part of its ongoing fleet renewal and fuel-efficiency strategy. The delivery further strengthens the long-standing relationship between Air Lease and Air Canada.
Aviation Capital Group Delivers First Boeing 737 MAX 8 to T’way Air
Aviation Capital Group (ACG) has delivered a Boeing 737 MAX 8 to T’way Air, representing the first delivery under a mandate for seven aircraft scheduled for delivery throughout 2026. The aircraft will support T’way Air’s network expansion across South Korea and the wider Asia-Pacific region. The transaction builds on ACG’s existing relationship with the airline and reflects continued demand for fuel-efficient narrowbody aircraft in high-growth regional markets.
Delta Air Lines Expands Airbus Widebody Fleet with New Order
Delta Air Lines placed a firm order for 31 widebody aircraft, comprising 16 Airbus A330-900s and 15 A350-900s. Once delivered, Delta’s fleet will include 55 A330neo and 79 A350 aircraft, reinforcing its long-haul capacity and fleet modernisation plans. The order underscores Delta’s continued commitment to Airbus widebody platforms as it expands its international footprint and enhances premium long-haul offerings.
Acumen’s Take
On Air Lease and Air Canada
The 737-8 delivery highlights continued narrowbody replacement demand among legacy North American carriers. Lessors with deep orderbooks remain well positioned to support airline fleet renewal amid constrained manufacturer delivery slots.
On ACG’s T’way Air Delivery
ACG’s 737 MAX mandate reflects sustained growth in Asia-Pacific narrowbody demand, particularly among low-cost and hybrid carriers. Fuel efficiency and range flexibility remain key drivers in fleet planning across the region.
On Delta’s Widebody Order
Delta’s additional A330neo and A350 commitments signal long-term confidence in international travel demand. The focus on next-generation widebodies points to a disciplined approach to capacity growth, premium product expansion, and operating cost optimization.
Acumen Aviation © 6 February 2026 All Rights Reserved.
Air Lease announced the delivery of one new Boeing 737-8 aircraft to Air Canada, marking the first of five aircraft scheduled to deliver to the airline in 2026 from Air Lease’s orderbook. The aircraft will join Air Canada’s expanding narrowbody fleet as part of its ongoing fleet renewal and fuel-efficiency strategy. The delivery further strengthens the long-standing relationship between Air Lease and Air Canada.
Aviation Capital Group Delivers First Boeing 737 MAX 8 to T’way Air
Aviation Capital Group (ACG) has delivered a Boeing 737 MAX 8 to T’way Air, representing the first delivery under a mandate for seven aircraft scheduled for delivery throughout 2026. The aircraft will support T’way Air’s network expansion across South Korea and the wider Asia-Pacific region. The transaction builds on ACG’s existing relationship with the airline and reflects continued demand for fuel-efficient narrowbody aircraft in high-growth regional markets.
Delta Air Lines Expands Airbus Widebody Fleet with New Order
Delta Air Lines placed a firm order for 31 widebody aircraft, comprising 16 Airbus A330-900s and 15 A350-900s. Once delivered, Delta’s fleet will include 55 A330neo and 79 A350 aircraft, reinforcing its long-haul capacity and fleet modernisation plans. The order underscores Delta’s continued commitment to Airbus widebody platforms as it expands its international footprint and enhances premium long-haul offerings.
Acumen’s Take
On Air Lease and Air Canada
The 737-8 delivery highlights continued narrowbody replacement demand among legacy North American carriers. Lessors with deep orderbooks remain well positioned to support airline fleet renewal amid constrained manufacturer delivery slots.
On ACG’s T’way Air Delivery
ACG’s 737 MAX mandate reflects sustained growth in Asia-Pacific narrowbody demand, particularly among low-cost and hybrid carriers. Fuel efficiency and range flexibility remain key drivers in fleet planning across the region.
On Delta’s Widebody Order
Delta’s additional A330neo and A350 commitments signal long-term confidence in international travel demand. The focus on next-generation widebodies points to a disciplined approach to capacity growth, premium product expansion, and operating cost optimization.
Acumen Aviation © 6 February 2026 All Rights Reserved.
