Fuel prices rising, muted wide-body demand noted by analysts

  June 22, 2016: Our weekly synopsis of select analyst notes point to increasing fuel costs and weak wide-body demand, among other things, as issues to consider. Highlights: A350 deliveries at risk due to Zodiac supplier issues. (Buckingham.)… Read More

Don’t look for defections to Boeing over Airbus delays

Subscription Required Introduction June 20, 2016, © Leeham Co.: Recent suggestions and threats that delays at Airbus for the A320neo and A350 means angry customers will flock to Boeing are naïve and grandstanding under the circumstances existing today…. Read More

Weekly analyst note synopses

Note: LNC begins today a weekly synopsis of select analyst notes we receive in the previous seven days. Highlights: Delta Air Lines guides down on weaker PRASM. Garuda claims it’s now a buyer’s market for new aircraft. Interior… Read More

Slowing economies begin to impact Airbus, Boeing

Subscription Required Introduction LatAm Airbus A350. LatAm may defer some A350s and/or Boeing 787s. Photo: Flickr via Google images. June 13, 2016, © Leeham Co.: Signs are becoming more frequent that airlines are facing slowing economies around the… Read More

UTAS sees increasing electronic architecture in future airplanes

Subscription Required Introduction June 9, 2016, © Leeham Co.: The debate continues whether the next new, clean-sheet airplane will be a Middle of the Market aircraft (MOMA) or replacements for the Airbus A320 and Boeing 737 families. Along… Read More

Wells Fargo sees reasonable, risky production rates

June 7, 2016: Single-aisle production rates of 57/mo at Boeing and 60/mo at Airbus are reasonable when achieved in the near term but more problematic in 2019. Wide-body production rate hikes are risky. This is the conclusion of… Read More

UTC media day 1: UTAS, twice the size of any other aerospace systems company

Note: United Technologies Corp (UTC) is holding its annual Media Days today and tomorrow. We’re providing reporting from the event. This is the first time in our long participation that UTC Aerospace Systems is presenting. UTAS is a… Read More

Airbus stepping up innovation

By Bjorn Fehrm Subscription required Introduction June 6, 2016, ©. Leeham Co: In January last year I had a discussion with Airbus CEO Fabrice Bregier regarding the innovation level at Airbus. The background to the discussion was that… Read More

Dissecting Wide-Body deliveries through 2030

Subscription Required. Introduction May 26, 2016, © Leeham Co.: A softening of trans-Atlantic air traffic, with declining yields and passenger demand, raises anew concerns that there is an oversupply and over-ordering of twin-aisle aircraft. Air Lease Corp. addressed… Read More

ANA CEO opens ISTAT Asia 2016

By Bjorn Fehrm in Tokyo May 18, 2016, ©. Leeham Co: The CEO of All Nippon Airways (ANA) Osamu Shinobe opened the 2016 International Society of Transport Aircraft Trading (ISTAT) conference in Tokyo today, in front of some 700 delegates…. Read More