Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Teamsters, Boeing have a new contract April 29, 2025
- Boeing wants to remarket China’s airplanes. It’s costly and time consuming. April 28, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 19. April 25, 2025
- How good is the C929? Part 2. April 24, 2025
- Boeing First Quarter Results Update: China is 10% of the backlog, with 500 in “Unidentified” April 24, 2025
Heading into the final PAS day, a recap of orders
June 22, 2017, © Leeham Co.: As we head into the final day of the Paris Air Show, Boeing has a commanding lead in announced orders and commitments over Airbus.
But we’re all waiting for the End-of-Show press conference at 11am Paris time for Airbus, where COO-Customers John Leahy has a long history of pulling a rabbit out of his hat, announcing three-digit orders to overcome Boeing’s lead.
Boeing’s a revisionist, Airbus isn’t, says product head
June 21, 2017, © Leeham Co.: Boeing, after years of struggling sales, finally dropped the iconic 747 passenger airplane from its 20-year forecast, revealed publicly yesterday at the Paris Air Show.
Boeing in fact eliminated the entire Very Large Aircraft sector (400 passengers and up) from its forecast, the Current Market Outlook.
The forecast for the 747-8F now is part of a new category, Freighters, which encompasses all sizes. Boeing projects a need for 920 freighters in the next 20 years.
Rival Airbus continues to forecast a need for 1,400 VLAs in its Global Market Forecast.
Developing Boeing’s airplanes
June 21, 2017, © Leeham Co.: “It’s all about continuing the development strategy since thirty years” said Mike Delaney, VP of program development for Boeing. “It’s about continuing the development strategy for 30 years producing super efficient twins that support point-to-point networks.”
Delaney made the remarks at the Paris Air Show about developing the 737 MAX 10 and the NMA (New Medium size Airplane).
Figure 1. Boeing’s airliner lineup over the years. Source: Boeing.
Figure 1 shows the Boeing products over the years, with the 737 MAX 10 and the NMA filling the gap between 180 and 270 two class seats (note the 748i is no longer part of the chart). The MAX 10 is in place and a tentative NMA is showing the way into the next decade. Read more
United opts for 100 MAX 10s
June 20, 2017, © Leeham Co.: Boeing closed out the second day of the Paris Air Show capturing the orders headlines again with a big one: 100 for the 737 MAX 10 from United Airlines.
While the number and the blue-chip customer are welcome for the launch of the program, it came at the expense of converting all of them from other MAXes previously ordered by UAL.
Boeing also announced MAX 10 orders from Chinese lessor CALC (15), Chinese airline OKAY (8) and US lessor Aviation Capital Group (20). These are new orders.
Dissecting the 737-10 numbers
Analysis
June 19, 2017, © Leeham Co.: Boeing’s launch of the 737 MAX 10 on its face was a surprisingly strong showing here at the Paris Air Show.
Kevin McAllister, CEO of Boeing Commercial Airplanes, and Dennis Muilenburg, CEO of The Boeing Co., announced there were 240 orders from more than 10 customers when they confirmed the show’s worst kept secret: that the launch was here.
The 240 orders were more than had been expected—and less than advertised.
Boeing launches 737 MAX 10 with 240 orders/Update with orders
Update: Early order announcements at the end of this post.
June 19, 2017, © Leeham Co.: Boeing made it official today: the 737 MAX 10 was launched at the Paris Air Show with 240 sales.
More than 10 customers–to be identified later–ordered the airplane, said Kevin McAllister, CEO of Boeing Commercial Airplanes.
The MAX 10 challenges the Airbus A321, which has outsold the 737 MAX 9 by a factor of three or four to one, depending on how orders are measured.
Airbus confirms A380plus study
June 18, 2017, © Leeham Co.: Airbus today confirmed what’s been reported for the better part of two weeks: it’s studying aerodynamic and other improvements to the A380 to make it more attractive to airlines.
LNC first detailed the prospect of a new winglet and interior improvements June 12.
Airbus calls the study for an enhanced airplane the A380plus. With the aerodynamic changes, the most notable of which is the 4.7 meter high winglet, plus more seating, Airbus projects a 13% economic improvement.
Commercialized C-130 beats rivals, crew says
June 18, 2017, © Leeham Co.: The commercial offering of the venerable Lockheed Martin C-130J, the LM-100J, is here at the Paris Air Show, along with its rivals, the Embraer KC-390 and Airbus A400M.
The crew with Lockheed Martin waves off the competition.
Neither competitor can match the LM/C-130, they say.
Bjorn’s Corner: Keeping airliners operational. Part 9.
Bjorn Fehrm
June 16, 2017, ©. Leeham Co: This week we finish our analysis how an operator would keep our tentative airline operational. By now we know the maintenance of the fleet is a critical part of running an airline.
If we miss a beat from our approved operator’s maintenance plan, our airworthiness authority can ground us.
We now finish the series with looking at how some cost-heavy parts are kept fit. We then summarize our costs for keeping our Airbus A320s flying.
Figure 1. The first modern maintenance program was formed around the Boeing 747. Source: Wikipedia.
LNC is off to the Paris Air Show
June 15, 2017, © Leeham Co.: Leeham News and Comment is off to the Paris Air Show.
Coverage will begin Sunday, with several events in advance of the show’s official opening Monday. We’ll be there through Thursday, with the end-of-show press conference by Airbus.
We provided a full preview May 22 for our paywall customers.
Here’s an update, in an abbreviated version: