HOTR: Values, rents leveling off for 5-year old aircraft

By the Leeham News staff Aug. 25, 2020, © Leeham News: Lease rates and aircraft values on narrowbody, mainline jets appear to be leveling off, except for the Boeing 737-700. Ishka, the UK-based appraisal company, revised its tracking… Read More

Sunset of the Quads, Part 3

Subscription Required By Vincent Valery Introduction   Aug. 20, 2020, © Leeham News: Last week, we compared the economics of the 747-400 and the A380 on the Los Angeles to Sydney route. We now turn our attention to Airbus’… Read More

COVID production rates “firm” up

By Scott Hamilton July 30, 2020 © Leeham News: Airbus and Boeing refined their COVID production schedules this week slightly downward in some cases. Airbus largely held to its previously announced production schedule. It dropped the A350 rate… Read More

Applying ASC 606 to the Airbus Order Book

Subscription Required By Vincent Valery Introduction   July 27, 2020, © Leeham News: Since the first quarter of 2018, Boeing applies a new revenue recognition accounting standard, ASC 606, to its aircraft order book. As a result, the OEM… Read More

Pontifications: Recertification flights for Boeing 737 MAX appear close

June 29, 2020, © Leeham News: Boeing may be set to begin recertification flights of the 737 MAX as early as today, The Seattle Times reported last week. Testing will take three days, if all goes well. But… Read More

Pontifications: Aircraft values, lease rates plummet

May 25, 2020, © Leeham News: Aircraft lease rates continue to plummet as the virus crisis infects the airline industry. In an update of its periodic look at rates, the UK advisory firm ISHKA last week looked at… Read More

Engine OEMs forecast big hit to aftermarket revenue

Subscription Required Now open to all readers. By Scott Hamilton May 5, 2020, © Leeham News: The COVID crisis will damage the aerospace aftermarket in ways that are only beginning to be understood. As key companies report 1Q… Read More

Airbus 1Q2020, preparing for “the gravest crisis in our industry’s history”

April 29, 2020, © Leeham News: Airbus presented its results for the first quarter of 2020 today. In the accompanying news conference, Airbus CEO Guillaume Faury said, “we are facing the gravest crisis in our industry’s history,” and… Read More

Can a passenger airliner run as a freighter with today’s tariffs? Part 4.

By Bjorn Fehrm Subscription Required Introduction April 23, 2020, © Leeham News: We spent the last weeks checking if passenger airliners used as belly freighters make economic sense. With the present air freight prices, it does. The high… Read More

Supply chain focus: Hexcel’s first 2020 quarter

By Bjorn Fehrm April 22, 2020, ©. Leeham News: With the COVID-19 meltdown of airline traffic and aircraft deliveries, we place a special focus on the airliner industry supply chain in the next months. Hexcel Corporation reported its… Read More