Boeing’s on the defensive in single aisle market as Airbus enhances A321neo

Subscription required. Introduction Boeing is on the defensive in the single-aisle market. The Airbus A320neo family has about a 57% market share against the Boeing d 737 MAX. As recently as Wednesday’s third quarter earnings call, Boeing CEO… Read More

Assessing the 70-90 seat regional jet sector

Introduction Major orders last week for Bombardier and Mitsubishi and the release of the Airbus Global Market Forecast provide an opportunity to look at market segments that don’t get a lot of attention in the shadow of the… Read More

Odds and Ends: Boeing firms 52/mo for 737; Product strategy; Aircraft demand and production rates

Boeing firms 52/mo for 737: Boeing this morning announced what we reported in June 2013: that it will go to a production rate of 52/mo for the 737 in 2018. This will not be the last rate increase… Read More

Odds and Ends: Bombardier signs Macquarie Airfinance for 40+10 CS300s; 787 fire suppression

Big CSeries order: Bombardier today announced a firm order for 40 CS300s with options for 10 more with lessor Macquarie Airfinance. This brings firm orders to 243 and orders and commitments to 563. This is the order that… Read More

Odds and Ends: wrap-up from ISTAT Europe Conference; Airbus Group joins Aerion to create biz-jet.

The European 2014 ISTAT conference took place in Istanbul Monday and Tuesday. We have reported elsewhere on the presentations by Airbus and Boeing, here follows three interesting tidbits from the rest of the conference. We also comment on… Read More

Airbus critiques the Boeing 737 MAX 200

With the formal launch by Boeing of the 737 MAX 200, the 200-seat high density version of the 737-8 with an order for 100+100 from Ryanair, Airbus was quick to launch its own critique on the airplane. Kiran… Read More

Odds and Ends: Safran benefits from engine after-market; ExIm could back Airbus; Paine Field future

Engine After-market: Safran, which owns 50% of CFM International with GE Aviation owning the other half, is positioned in the “sweet spot” of the engine after-market, according to a recent  report by Bernstein Research. The report further supports… Read More

Final A330neo analysis; cabin improvements gives the A330neo gains over today’s A330

When we did our analysis of the A330neo after the Farnborough launch we limited our checks to trip fuel efficiency as we did not have enough clarity of the cabin improvements that Airbus announced. After a meeting in… Read More

Airlines, not passengers, at fault for recline wars

A third incident of “recline wars” has been reported, this time on a Delta Air Lines flight in which a dispute broke out between a passenger who reclined his seat and the passenger behind him who didn’t like… Read More

Focus on Bombardier after more executive changes

This report has been updated since it was issued to our E-subscribers last Monday to reflect our new estimate of the return to airborne status for the flight test program. Bombardier two weeks ago made more executive changes… Read More