Leeham News and Analysis

There's more to real news than a news release.

There's more to real news than a news release.

Assessment of Lessors in Airbus and Boeing backlogs, narrow- vs wide-body

Subscription Required Introduction Nov. 30, 2014: Airlines now lease about 50% of their aircraft under a variety of mechanisms: operating, finance, leveraged and Islamic leases, just to name a few. There are operating leasing, special purpose and “house”… Read More

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 Posted on November 30, 2014 by

 Airbus, ATR, Boeing, Bombardier, Comac, Embraer, Irkut, Mitsubishi, Premium

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Odds and Ends: E-175s for Alaska; AirAsia X and Norwegian Air; Production rates

Nov. 25, 2014: E-175s for Alaska Airlines: SkyWest Airlines of the USA, a provider of contract service to several US carriers, ordered seven Embraer E-175s for planned service for Alaska Airlines. Simultaneously, Alaska announced new service from its… Read More

 9 Comments

 Posted on November 25, 2014 by

 Airbus, Alaska Airlines, Boeing, Bombardier, Delta Air Lines

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A320 v 737: the sales winner is….

It’s one of the bitterest rivalries in the industrialized world: Airbus vs Boeing. Despite being world-class companies, executives at each often snipe at each other’s airplanes, claiming superiority in economics and passenger appeal. Like lawyers arguing a court… Read More

 48 Comments

 Posted on November 17, 2014 by

 Airbus, Boeing, Bombardier, CSeries, Embraer

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Zhuhai airshow: Airbus gains A320 MOU while regional A330 needs explaining

The Zhuhai airshow has not brought the expected slew of announcements from Western aircraft manufacturers. Boeing announced an order for 80 737 MAX Monday but this was characteristically from a leasing company across the Chinese see, SBMC Capital… Read More

 17 Comments

 Posted on November 13, 2014 by

 Airbus, Airlines, Boeing, China, Uncategorized

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Zhuhai Airshow: China’s aircraft industry is gaining speed

The 10th Chinese airshow at Zhuhai opened today. It was a day with fewer announcements than expected from the usual suspects (Airbus, Boeing…) but the Chinese industry did not disappoint. China is now showing more and more of… Read More

 45 Comments

 Posted on November 11, 2014 by

 Airbus, Airlines, Boeing, CFM, China, Comac, GE Aviation

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Boeing 737 MAX 8 as a long and thin aircraft and how it fares in general versus Airbus A320neo.

Subscription required. By Bjorn Fehrm Introduction Over the last weeks we have looked at Boeing’s 757 replacement possibilities on its long and thin network niche, including a ground breaking launch interview for the A321neoLR with Airbus Head of… Read More

 4 Comments

 Posted on November 9, 2014 by

 Airbus, Airlines, Boeing, CFM, GE Aviation, Leeham Co., Leeham News and Comment, Pratt & Whitney, Premium, Rolls-Royce

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Fundamentals of airliner performance, Part 1

By Bjorn Fehrm As part of our premium content we provide a briefer form of our airliner performance analysis than we provide to our consulting clients. As we present this material, we presume a lot of knowledge on… Read More

 10 Comments

 Posted on November 4, 2014 by

 Airbus, Airlines, Boeing, Leeham Co., Leeham News and Comment

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Zhuhai Airshow begins Tuesday: order announcements expected

The Zhuhai Air Show begins next Tuesday and a visit by President Obama to Beijing for a regional summit starts on the last day of the show, Nov. 16. Accordingly, we expect at least some orders to be… Read More

 7 Comments

 Posted on November 4, 2014 by

 Airbus, Boeing, Bombardier, Comac, CSeries, Embraer

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Part 3: Boeing 757 replacement: 757 and Airbus A321neoLR versus clean sheet designs.

Subscription required. By Bjorn Fehrm Part 3 of 3 Introduction In Part 2 of our three-part 757 Replacement analysis, we took a close look at Airbus’ new 97 tonne take-off weight A321neo, revealed in a world exclusive by… Read More

 5 Comments

 Posted on October 28, 2014 by

 Airbus, Airlines, Boeing, CFM, China, Comac, CSeries, Embraer, GE Aviation, Irkut, Leeham Co., Leeham News and Comment, Pratt & Whitney, Premium, Rolls-Royce, Uncategorized

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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

 2 Comments

 Posted on October 26, 2014 by

 Airbus, Boeing, Bombardier, CFM, CSeries, Embraer, Leeham News and Comment, Pratt & Whitney, Premium

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