Bizjet Backlogs Shaky as Used Inventory, Slots Climb
Two separate analyst reports issued this week by UBS Investment Research and Brian Foley and Associates note that business jet order backlogs are at increa

Two separate analyst reports issued this week by UBS Investment Research and Brian Foley and Associates note that business jet order backlogs are at increased risk due to rising pre-owned inventory and recession. According to UBS, pre-owned bizjet inventory now stands at 16 percent of the in-service fleet, climbing 2 percent last month alone and 65 percent above prior-year levels. “The increase continues to be led by young aircraft [less than 10 years in age] available for sale,” it said, adding that inventories are perilously close to the 17-percent peak of late 2002. UBS also reports that new aircraft delivery positions up for sale continued to increase and are five times higher year-over-year. “We believe the recent surge in delivery slot listings reflects a combination of reduced customer demand and difficult financing conditions,” UBS analyst David Strauss said. According to Brian Foley and Associates, “Current order books sport a cadre of unproven, start-up fleet purchasers launching unproven businesses into a deep worldwide recession. These types of entities have literally placed hundreds of business jet orders. In our view a sizeable number of these entities will disappear or indefinitely defer orders, greatly complicating the lives of OEMs with exposure to this segment in the form of unsold product.”