Analysts weigh in on Airbus investors day #1

Airbus announced on Day 1 of its two-day Investors Days that it will shift the A350 program to contract accounting for the first few airplanes, reports UBS Ltd. in its research note wrapping up Day 1. “Airbus has… Read More

Odds and Ends: U-Turn Al does it again, delays A350; rate cuts for 747-8, A330; A380 future delivery

A350 delivery delayed: U-Turn Al Baker, the CEO of Qatar Airways, has once again become a pain in the tailpipe to an OEM. The delivery of the first Airbus A350-900, set for Saturday, has been indefinitely postponed. Qatar… Read More

Zhuhai airshow: Airbus gains A320 MOU while regional A330 needs explaining

The Zhuhai airshow has not brought the expected slew of announcements from Western aircraft manufacturers. Boeing announced an order for 80 737 MAX Monday but this was characteristically from a leasing company across the Chinese see, SBMC Capital… Read More

Airbus, Boeing freighter demand forecasts optimistic, says P2F company

Special to Leeham News By Cliff Duke LCF Freighter Conversions I have mapped out below the last five years of OEM forecasts (Boeing World Air Cargo Forecasts and Airbus Global Market Forecast data) on widebody conversions calibrated against… Read More

Airbus poised to overtake Boeing in wide-body sector, bracket Boeing at both ends

The full article requires a Paid Subscription and LogIn. If you are are Paid Subscriber, please Log In with your User Name and ID. If you wish to become a Paid Subscriber, please go to our Sign-Up page…. Read More

Zhuhai Airshow begins Tuesday: order announcements expected

The Zhuhai Air Show begins next Tuesday and a visit by President Obama to Beijing for a regional summit starts on the last day of the show, Nov. 16. Accordingly, we expect at least some orders to be… Read More

Delta’s wide-body fleet plan: could it include used 777-200ERs?

Delta Air Lines is supposed to make a decision on its Request for Proposals for 50 wide-body aircraft before the end of this year, perhaps as early as next month. The competition is hot between the Airbus A330-900,… Read More

ISTAT Europe Conference in Istanbul: Boeing and Airbus slugging it out with some new twists

Airbus and Boeing squared off once again Monday, this time at the ISTAT Europe conference in Istanbul, once again pretty much over the entire product lines. Boeing’s VP Marketing Randy Tinseth began with two focal points, the 737… Read More

Final A330neo analysis; cabin improvements gives the A330neo gains over today’s A330

When we did our analysis of the A330neo after the Farnborough launch we limited our checks to trip fuel efficiency as we did not have enough clarity of the cabin improvements that Airbus announced. After a meeting in… Read More

What order bubble?

Following the Farnborough Air Show last month, media and some aerospace analysts once again began asking the question: is the order bubble done? We retort by saying, “What order bubble?” We have been hearing since 2008 if the… Read More