✈️ Diverging Trends Among Top U.S. Management Operators: EJM Grows While Solairus Contracts
Avi-Go data shows that from January 1 to June 15, 2026, business jet movements for NetJets' Executive Jet Management (EJM) rose from 34,798 in the same period last year to 37,544, a year-on-year increase of 7.9%. March alone surged 27.8% year-on-year to a peak of 8,498 movements, becoming the main driver. Over the same period, Solairus Aviation declined from 27,862 to 26,346 movements, down 5.4% year-on-year, with generally mild contractions across each month from January to June. These two top U.S. management operators serving similar client bases show a clear opposite trajectory, reflecting a structural signal of managed fleet share concentrating within the NetJets system and a reshuffling of client and fleet configurations.
Impact: Managed fleet share is tilting toward the larger NetJets system, while mid-sized management operators such as Solairus face ongoing pressure as clients and aircraft sources are diverted away. Clients' preference for operator brand endorsement and fleet stability is reshaping the competitive landscape.
Recommendation: Solairus and similar management operators should review high-value client renewal timelines before Q3 2026, and specifically strengthen fleet scheduling reliability and differentiated services to curb attrition. NetJets-system operators can seize the momentum to accelerate the absorption of overflowing managed fleet demand in the second half of 2026.