Pontifications: Fare and market share wars

May 25, 2015, c. Leeham Co. Airline stocks took a dive last week when it appeared fare wars and eroding capacity discipline is beginning among US carriers. Southwest Airlines said it will be adding capacity at the rate… Read More

Dissecting the United A319 deal: implications

Subscription required. Introduction May 19, 2015, c. Leeham Co. United Airlines and mega-lessor AerCap announced last week UAL will lease up to 25 Airbus A319s, with deliveries from 2016-2021. The aircraft are currently leased to China Southern Airlines…. Read More

Exclusive: CSeries performance better than guarantees, “favorable” to brochure; range better than advertised

March 3, 2015: c. Leeham Co. Flight test results for the Bombardier CSeries show that the economics of the airplane not only are meeting the economic and performance guarantees, they are “favorable” to the marketing brochures that have… Read More

CS300 first flight

The first flight of the Bombardier CS300, the 149-160 version of the new generation aircraft, came off without a hitch on Feb. 27. The flight lasted five hours. The CS300 is a direct challenge to the Airbus A319ceo/neo… Read More

Tomorrow’s Bombardier earnings call: trying to be upbeat in the midst of a tornado

Subscription Required. Introduction As the market prepares for Bombardier’s 2014 year end earnings call tomorrow, CEO Pierre Beaudoin has his work cut out for him to restore confidence among the airlines and lessors who have ordered the CSeries… Read More

Single-aisle values, lease rates stable; smaller mainline jets struggle

Special to Leeham News and Comment By Gueric Dechavanne Collateral Verifications Feb. 8, 2015: Apart from a few unfortunate events, the industry has been moving along quite nicely so far in 2015. Used single-aisle aircraft values and lease… Read More

CASM Paradigm: Lower Seat Mile Cost or Higher Yield; Evaluating the GOL competition

Subscription Required Introduction As Brazil’s budget airline GOL reportedly evaluates whether to acquire 20 Boeing 737-7s or Embraer E-195 E2s, the principal of the “CASM Paradigm” is a concept worth examining. This head-to-head evaluation of the E-195 E2… Read More

Embraer becomes #3 commercial aircraft company on E-Jet families

Free content. Introduction Embraer is now the #3 commercial airplane manufacturer, after Airbus and Boeing and supplanting Bombardier, capturing 50% of the orders and 60% of the deliveries in recent years. We examined the relevancy of the 100-149… Read More

Assessing the 100-149 Seat Sector

Introduction Oct. 12, 2014, (c) Leeham Co.: The 100-149 seat market sector has long been criticized as irrelevant because of a string of poor-selling aircraft. Boeing officials even labeled this a Bermuda Triangle. The critics fail to recognize,… Read More

Odds and Ends: Boeing discounting; A380 analysis; A320neo LEAP

Boeing discounting: Although Boeing alternately acknowledges it’s under price pressure from Airbus or it’s maintaining pricing on its aircraft, UBS aerospace analyst David Strauss concludes that discounting is increasing on the 737 and 777 but is somewhat better… Read More