Stock Markets February 22, 2026

DAE Capital Nears Purchase of Macquarie AirFinance, Sources Say

Deal emerges from competitive auction as constrained jet production lifts valuations for lessors

By Marcus Reed
DAE Capital Nears Purchase of Macquarie AirFinance, Sources Say

DAE Capital, a Dubai-based aircraft lessor, is reportedly close to securing control of the Macquarie AirFinance leasing platform, according to two industry sources. The potential acquisition follows a competitive bidding process amid elevated airline demand and constrained output from major plane manufacturers. The two companies named as bidders alongside DAE were Saudi Arabia's AviLease and Qatar's Lesha Bank. Neither party immediately responded to requests for comment.

Key Points

  • DAE Capital is reportedly nearing control of Macquarie AirFinance after a competitive auction that included AviLease and Lesha Bank - sectors affected include aircraft leasing and aviation finance.
  • Constrained production at Boeing and Airbus, alongside strong airline demand, has increased strategic value for lessors and created opportunities for sales at premium multiples - this impacts aircraft manufacturers, lessors, and airline fleet planning.
  • DAE has prior acquisition experience in the sector, having bought Dublin-based AWAS in 2017, reflecting ongoing consolidation trends within aircraft leasing.

DAE Capital is approaching a deal to acquire control of the Macquarie AirFinance aircraft leasing platform, two industry sources told reporters. Attempts to obtain immediate comment from the firms involved went unanswered.

The potential transaction comes after a competitive round of bids. In January, DAE was identified among the final contenders for the Macquarie aircraft leasing assets, with Saudi Arabia's AviLease and Qatar's Lesha Bank also in contention.

Market conditions have supported a sale process that attracted multiple suitors. Demand for commercial aircraft has surged while the leading manufacturers - Boeing and Airbus - have struggled to produce enough jets to satisfy airline orders. That imbalance between airline demand and factory output has created an environment in which owners of leasing platforms can command higher sale prices, according to the industry context provided by the sources.

DAE is not a stranger to consolidation in the leasing sector. In 2017, Dubai Aerospace Enterprise completed the acquisition of Dublin-based AWAS, which at the time ranked among the world's largest aircraft lessors. The earlier transaction underscores DAE's existing activity in the aircraft leasing market and its interest in expanding its asset base.

At present, the situation remains fluid. Sources say the deal is nearing completion, but no formal announcement has been made and the companies named in reports have not issued statements. The outcome of the process will depend on the closing of negotiations and any regulatory or contractual steps required to transfer control of the Macquarie AirFinance platform.


Summary of current facts:

  • DAE Capital is close to buying control of Macquarie AirFinance, according to two industry sources.
  • DAE was among the final bidders in January, alongside AviLease and Lesha Bank.
  • Strong airline demand paired with limited production by Boeing and Airbus has made leasing assets attractive and able to fetch premium multiples.

Risks

  • The deal is not yet finalized and could change - immediate confirmation has not been provided by the companies involved, creating uncertainty for stakeholders in aviation finance and leasing.
  • Competitive bidding dynamics and potential regulatory or contractual hurdles may affect transaction timing and terms - this could influence valuations in the aircraft leasing market.
  • Supply constraints at aircraft manufacturers are a current market factor that supports higher valuations, but the duration and evolution of those constraints remain unspecified in the available information.

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