Transportation, Mobility & Logistics

Henderson – October 12, 2026 -- YMX Logistics has been named to FreightWaves' 2027 FreightTech 100, an annual list of innovative and influential supply chain companies, as yard technology draws more industry attention.

Yard category grows from one honoree in 2020 to seven in 2027

The Yard, Dock & Warehouse category is now one of the list's fastest-growing segments. Five of its seven honorees are first-time selections this year, reflecting demand for yard management, dock scheduling, gate automation and safety solutions.

Valley View – October 12, 2026 -- Peak Nano and Advanced Conversion, a wholly owned subsidiary of ETI of Clearwater, Florida, have formed a partnership to co-develop DC-link capacitors for 800V+ e-mobility, with initial product releases slated for late 2026.

Engineering teams from both companies are already developing joint products. The partnership is structured for long-term co-development across passenger EVs, commercial vehicles, off-highway platforms, electrified aviation and DC fast-charging infrastructure.

Dallas – October 12, 2026 -- Southwest Airlines Co. (NYSE: LUV) will add a Business Priority product to corporate travel agreements in early 2027 and open new NDC distribution channels, starting with an in-house API direct connect expected by the end of 2026.

Business Priority to enter corporate agreements in early 2027

Business Priority will be an optional inclusion in corporate travel agreements for qualified customers. Travelers at participating companies are to receive preferred reaccommodation, standby and boarding benefits aimed at easing day-of-travel disruption.

Aileen Furlong, Vice President of Sales, said the offering builds on earlier product upgrades. These include assigned and Extra Legroom seating, in-seat power, Starlink WiFi on select aircraft, larger overhead bins and international partnerships.

Dallas – October 12, 2026 -- Southwest Airlines Co. (NYSE: LUV) has appointed two sitting chief executives, Jason Liberty of Royal Caribbean Group and Varun Krishna of Rocket Companies, to its Board of Directors, effective immediately.

The Board said it chose directors with public company leadership experience and expertise in technology, digital innovation, commercial strategy and financial leadership. Southwest is executing its strategic priorities and aims to drive shareholder value.

Dallas – October 12, 2026 -- Southwest Airlines Co. (NYSE: LUV) Chief Financial Officer Tom Doxey will take part in a fireside chat at the Morgan Stanley 14th Annual Laguna Conference on September 16 at 12:20 p.m. PST.

Morgan Stanley will webcast the Doxey session live in audio format

The audio-only webcast will be hosted by Morgan Stanley. Investors who cannot attend live can access a replay afterward.

Southwest will publish the webcast link on its Investor Relations page

The link will be available through the Investor Relations section of the Southwest website, under the "About Southwest" menu. The webcast can be found on the Investor Relations homepage or under "Calendar" in the "News & Events" section.

Doxey holds the title of Executive Vice President and Chief Financial Officer at the NYSE-listed carrier.

Dublin – – October 12, 2026 -- AerCap Holdings N.V. (NYSE: AER) has signed lease agreements with China Southern Air Logistics Co. Ltd. (China Southern Airlines Cargo) for three Boeing 777-300ERSF converted freighters, with the first delivery set for October 2027.

Deliveries run from October 2027 to Q2 2028

The second aircraft is scheduled for delivery in Q1 2028 and the third in Q2 2028. The 777-300ERSF, known as "The Big Twin," is the first passenger-to-freighter conversion program for the Boeing 777-300ER. The aircraft is powered by the GE90 platform.

China Southern targets intercontinental route growth

Li Xiao, Chairman of CSA Logistics, said the aircraft support the carrier's strategy to expand intercontinental routes. He called the introduction of the type "a major milestone in the continued evolution of our fleet."

Dublin – October 12, 2026 -- AerCap Holdings N.V. raised its full-year 2026 adjusted earnings per share guidance to approximately $16.80 after reporting second-quarter net income of $726 million, or $4.59 per share. Adjusted net income reached $811 million, or $5.14 per share. The guidance excludes any additional gains on sale for the rest of the year.

AerCap sells $1.4 billion of assets at a 20% unlevered gain margin

The lessor booked a net gain on sale of $223 million on 38 owned assets sold for $1.4 billion. A year earlier it recorded $57 million of gains on 18 assets sold for $374 million. The second-quarter sales equate to 1.7x book value on an equity basis.

Return on equity was 16% for the quarter, or 18% on an adjusted basis. Operating cash flow totaled $1.5 billion.

Dublin – October 12, 2026 -- AerCap Holdings N.V. (NYSE: AER) has delivered its 100th Boeing 787 from its direct orderbook with Boeing, a 787-9 placed on lease with Grupo Aeroméxico, which marks the airline's 25th Dreamliner.

AerCap's tenth 787 lease to Aeroméxico doubles as a program milestone

The aircraft is the tenth Boeing 787 that AerCap has leased to Aeroméxico. AerCap describes itself as the world's largest owner of 787s, with the largest 787 order book of any lessor at approximately 140 aircraft owned and on order.

Dublin – October 12, 2026 -- AerCap Funding Designated Activity Company, a wholly-owned subsidiary of AerCap Holdings N.V., has priced $1.5 billion of senior notes split evenly between a 2030 and a 2033 maturity.

AerCap Funding splits the $1.5 billion offering into two $750 million tranches

The 5.500% Senior Notes due 2030 and the 5.875% Senior Notes due 2033 each carry a principal amount of $750 million. The 2033 tranche pays a coupon 0.375 percentage points higher than the 2030 tranche in exchange for three additional years of maturity.

AerCap Holdings and certain other subsidiaries will guarantee the notes fully and unconditionally on a senior unsecured basis.

Dublin – October 12, 2026 -- AerCap Holdings N.V. (NYSE: AER) completed 204 asset transactions in the third quarter of 2026 and returned about $783 million to shareholders through a share repurchase of 5.3 million shares at an average price of $147.12.

AerCap signs 85 leases across aircraft, engines and helicopters

The lessor signed 85 lease agreements in the quarter: 16 widebody aircraft, 45 narrowbody aircraft, 13 engines and 11 helicopters. It also signed financing transactions worth approximately $900 million.

AerCap buys 32 aircraft, led by 20 Boeing 737 MAX jets

AerCap completed 34 purchases covering 32 aircraft and 2 helicopters. The aircraft bought for its owned portfolio were 20 Boeing 737 MAX, 8 Airbus A320neo Family, 2 Boeing 787-9s and 2 Embraer E195-E2s.