AerCap

Predictability is supported by multi-year leases, global diversification and a long average remaining lease term of roughly 7.1 years. Lease revenue is primarily fixed, with minimal floating-rate exposure, and the portfolio skews to newer-technology assets favored by airlines.

Still, airline credit risk, fuel costs, geopolitics, and regulatory change can drive variability, and aircraft trading gains are inherently lumpy. On balance, the long-duration lease book and diversified cash flows provide reasonable visibility, but not at the level of entrenched transaction networks or subscription businesses.