New wealth, slow closings
Buyers are still asking for large-cabin jets, but they have stopped closing: sales in the class ran 38% below last year over the three months to October, and supply rose in every segment. With seven weeks to year-end, the 2026 window is closing for anyone not already under contract. Two events matter more for 2027: a divided Congress that leaves aircraft tax rules where they are, and an Anthropic listing that will create new buyers, though not before next year.