Dec. 11, 2017, © Leeham Co.: Boeing is considering restarting the 767-300ER passenger line as an interim aircraft to the New Midmarket Airplane.
Airbus is pushing the A330-800 or, alternative, new A330-200s are its solution to the upper end of the Middle of the Market sector.
There is another alternative, however: used A330-200s. There is an emerging supply of these as one airline plans a down-sizing and initial 10- to 12-year leases expire in the near future.
Dec. 11, 2017, © Leeham Co.: Eyes will watch Atlanta (GA) this week, when the Delta Air Lines Board of Directors decides to award a big order for the re-engined Airbus and Boeing single aisle airplanes.
The Board meeting is believed to be Thursday. At stake: 100 orders and 100 options for either the Airbus A320neo or Boeing 737 MAX families.
I wrote about this last week. Here’s an update.
By Bjorn Fehrm
December 07, 2017, © Leeham Co.: Embraer is four months from first service introduction of the new generation E-Jet, the E190-E2, with Norway’s Wideroe. Following the smooth E190-E2 program will be the larger E195-E2 in 2019.
Embraer’s E2 update of the E-Jet is more elaborate than the Airbus A320neo and Boeing 737 MAX updates. In addition to new engines, the aircraft’s wings and systems are changed. In addition, the fuselages are stretched on two of the three models for increased passenger capacity.
We analyze the areas of change from the original E-Jets and what these mean for the operations and economics of the aircraft.
By Scott Hamilton
Dec. 6, 2017, © Leeham Co.: The A330-800 entered the final assembly line last week at the Airbus production plant in Toulouse, France, amid doubts in the industry that the airplane will be produced beyond the prototype.
There is only one order for the sub-type, six from Hawaiian Airlines—and Hawaiian is expected to cancel the order. The airline is running a competition between the Airbus A350-900 and the Boeing 787-8/9, according to market intelligence.
Dec. 4, 2017, © Leeham Co.: The Delta Air Lines management decision for an order for 100 Airbus A321neos or Boeing 737 MAXes, plus an equal number of options, is expected this week. A decision by the Board of Directors is expected next week.
Competition between the two companies was heated. Commercial terms were aggressive. Airbus and Boeing each want this deal badly. An Airbus win speaks for itself. For Boeing, a MAX order would give a boost to the MAX 10. A blocking move on Airbus is desired. For Boeing, a win would be especially meaningful.
Relations between Boeing and Delta are notoriously strained. These were exacerbated by Boeing’s complaint with the US government over the Bombardier C Series order, in which Boeing alleged price dumping and illegal subsidies. To no surprise, the Trump-led Department of Commerce found in favor of Boeing on both.
By Bjorn Fehrm
Should an airline buy additional 767-300ERs (if offered) or the overqualified and therefore more expensive 787-8? Or is defecting to the Airbus A330-200/-800 a better option?
By Bjorn Fehrm
November 29, 2017, © Leeham Co.: Airbus, Rolls-Royce and Siemens yesterday announced they will fly a hybrid-electric demonstrator by 2020, E-Fan X (Figure 1).
The aircraft, a BAe 146 four engine regional jet, will have one if its turbofans replaced by a Rolls-Royce/Siemens electric fan propulsor. The demonstrator is part of a technology program exploring the challenges around electric flight.
John Leahy will retire in January and stay for a short transition to help his successor, Eric Schulz, who was named EVP, Chief of Sales, Marketing and Contracts. Leahy is Chief Operating Officer-Customers. During his three-decade long tenure at Airbus, the company moved from a single-digit market share to surpassing Boeing for more than a decade in sales. Leahy spoke with LNC about his retirement.
Nov. 28, 2017, © Leeham Co.: John Leahy was a salesman at Piper Aircraft, a small general aviation aircraft producer when he received a call from a headhunter to join Airbus North America as its top salesman.
Leahy was head of marketing at Piper. With a pilot’s license, he would take various Piper aircraft to conventions or air shows and on sales calls for demonstration.
“It was great fun,” he said. “It was really an enjoyable job.” Leahy said Piper was consolidating everything in Vero Beach (FL) and he wasn’t sure he wanted to move there. He wanted a more direct sales role and accepted a position with Piper in Geneva, Switzerland, as Director of the Eastern Hemisphere. “I felt that was pretty cool.”
Before moving, the headhunter called.
By Bjorn Fehrm
November 28, 2017, ©. Leeham Co: Eric Schulz, President of the Civil Aerospace division at Rolls-Royce, has been appointed as the successor of John Leahy, COO-Customers, at Airbus.
Schulz will join Airbus as EVP, Head of Sales, Marketing & Contracts for the Commercial Aircraft business end of January 2018.
Leahy, also called Mr. Airbus by his customers, is retiring after having sold 16,000 aircraft over 33 years at Airbus. Leahy will stay on until early spring 2018 to help the transition to Schulz.
Schulz has been heading Civil Aerospace at Rolls-Royce since January 2016. He joined Rolls Royce in February 2010 as Chief Operating Officer of Gas Turbine Services and ran the Civil Large engines business from 2013.
I met Schulz at the Airbus A330neo first flight a month ago, where he headed the Rolls-Royce group. He is a very approachable and I got a good impression after only 10 minutes of discussion, while waiting for the A330neo to taxi in after its first flight.
Schulz is of French origin but speaks perfect English after 10 years in the US. He worked as president for EADS’ and Northrop Grumman’s EADS Aeroframe company (who successfully sold the Airbus A330 for the US Air Force tanker program, which was overturned on appeal by Boeing) and then president of Goodrich Actuation Systems until joining Rolls-Royce in 2010.
Schulz is now going full circle, as his first job after Masters Degrees at the Ecole d’Ingenieurs of Geneva and ESTA Engineering and Technology School (Paris), was at Airbus (then Aerospatiale).
Nov. 27, 2017, © Leeham Co.: Officials from Airbus and Boeing each said this year that wide-body orders, languishing for the past couple of years, should pick up by the turn of the decade as the in-service fleet reaches 20-25 years old.
But Boeing has had an exemplary year through Nov. 21, the most recent update of its Orders and Deliveries website. The company reported 160 net orders for the 767, 777 and 787, with 88 for the latter. Commitments for 40 more at the Dubai Air Show are not included, as these have not yet been firmed up.
Airbus hasn’t done nearly as well: just 56 net orders for the A330 and A350 families through October, its most recently reported data.
Have Boeing’s results indicated a sooner-than-expected uptick in orders?