16 Jul 2026

#3 July 2026: North American Aviation Newsletter

Apollo Reaches Agreement In Principle On Possible £5.7 Billion Acquisition Of easyJet

Apollo Global Management has reached an agreement in principle with easyJet’s board on the key financial terms of a possible cash acquisition valuing the airline at approximately £5.7 billion. The proposed offer of £7.15 per share remains subject to final terms, regulatory approvals and definitive documentation.

FTAI Aviation And AEI Partner On Lower-Cost Boeing 737-800 Freighter Solution

FTAI Aviation and Aeronautical Engineers have entered into a strategic collaboration to expand the availability of Boeing 737-800 freighters. The partnership combines AEI’s passenger-to-freighter conversion capability with FTAI’s CFM56 engine support and maintenance services to improve freighter operating economics.

SETNA iO Acquires First A320neo For U.S. Teardown Programme

SETNA iO has acquired its first Airbus A320neo for teardown in the United States, with the aircraft to be dismantled at AerSale’s facility in Goodyear, Arizona. Recovered components will enter SETNA’s global repair and distribution network to support airlines, lessors and MRO providers.

Acumen’s Take

On Apollo And easyJet

Apollo’s proposed acquisition of easyJet highlights continued investor interest in airline platforms with established brands, scale and network relevance. For the sector, such transactions underline how capital providers are assessing long-term value in passenger airline assets despite cyclical market exposure.

On FTAI Aviation And AEI

The FTAI and AEI collaboration reflects the importance of aligning conversion capability with engine economics in the narrowbody freighter market. Lower-cost 737-800 freighter solutions can support cargo operators seeking capacity growth while managing maintenance and operating cost pressures.

On SETNA iO’s A320neo Teardown

SETNA iO’s A320neo teardown programme points to rising aftermarket demand for next-generation narrowbody components. As A320neo fleets mature, access to serviceable material and repaired parts will become increasingly important for operators, lessors and MRO supply chains.

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