UBS Securities issued this note today: Boeing is accounting for its 737 NG (Next Generation) program over a large number of aircraft with roughly 2,200 remaining in its block as of Q1, reflecting production into 2016 at planned… Read More
We have some follow-up to our trip last week to the Airbus Innovation Days: A350 Program: Aviation Week has this article about the A350 program, noting that the A350-800 seems to be suffering from from benign neglect. A350… Read More
As Airbus and Boeing battle for orders for the current generation A320 and 737 families and for the re-engined models, comparisons between the four sets of aircraft has been difficult to come by. Furthermore, with Boeing continuing to… Read More
In a new research note issued today, Wells Fargo estimates that Southwest Airlines paid a based price of $34.7m each for the Boeing 737-8 MAX. The investment bank published the following table, followed by the text: Prior to… Read More
Puzzling math remains puzzling: Boeing has said for the better part of two years that the 737-800 is 8% more economical than the Airbus A320 and the advantage translates into leads it claims for the MAX over the… Read More
ExIm Bank: The fight between Delta Air Lines and the ExIm Bank continues. As readers know, Delta is behind the move to block ExIm Bank financings of wide-body airplanes to international customers. We’ve a link to a Wall… Read More
Boeing 777X: The 777-8X, said to be a replacement for the 777-200, is really sized closer to the 777-300 and the 777-9X is a new class of airplane. See this story for details. A330neo: It’s a story that… Read More
Reuters has this interesting story from Airbus and a focus on selling the A320ceo (Current Engine Option) to fill in production slots in 2015-17 (2013-14 slots are sold out) while waiting for the A320neo (New Engine Option) production… Read More
In a surprise, Norwegian Air Shuttle split a large order between Airbus and Boeing for A320 and 737 families. The Airbus order is only for the NEO and 737 order is a mix of MAX and NGs. We… Read More