Pontifications: A330-300 could be great deal ahead

May 10, 2021, © Leeham News: The COVID-19 pandemic prompted airlines to ground more than 8,000 aircraft at the peak. Among widebodies, no aircraft was hit harder than the Airbus A330ceo. Traffic within China, the US and Asia… Read More

Did Airbus miss opportunities with Alaska, Southwest?

Subscription Required By Scott Hamilton Introduction March 22, 2021, © Leeham News: Airbus lost an order from Alaska Airlines, which means the carrier will essentially revert to an all-Boeing fleet. Alaska Airlines ordered more Boeing 737 MAXes instead… Read More

Pontifications: Aircraft prices, rents plunge

Nov. 9, 2020, © Leeham News: Aircraft prices and lease rates are plunging as the COVID-19 pandemic continues to devastate the airline and manufacturing industries. The Australian newspaper reports that Rex Airlines will pay A$60k/mo for its ex-Virgin… Read More

HOTR: Adjusting Airbus and Boeing orderbooks

By the Leeham News Staff Sept. 15, 2020, © Leeham News: Boeing has removed hundreds of 737 MAX orders from its order book. While some were direct cancellations from customers, most came through ASC 606 adjustments. Airbus does… Read More

Narrowbody Aircraft Retirements

Subscription Required By Vincent Valery Introduction   June 15, 2020, © Leeham News: Last week, LNA analyzed the accelerating widebody fleet streamlining by airlines. We now turn our attention to the narrowbody market. Numerous airlines, including American and Lufthansa,… Read More

Assessing airlines’ narrowbody replacement needs

Subscription Required By Vincent Valery Introduction   Jan. 27, 2020, © Leeham News: The Boeing 737 MAX crisis appears headed for resolution within a few months. Stephen Dickson, the administrator of the Federal Aviation Administration, told American, Southwest and… Read More

Converting customers to the FSA

Subscription Required By Vincent Valery Introduction   Nov. 28, 2019, © Leeham News: As Boeing works its way through the 737 MAX crisis, all consideration whether to launch the New Midmarket Aircraft (NMA) is on hold. But the Boeing… Read More

JetBlue orders 60 A220-300s in surprise timing

July 10, 2018, (c) Leeham News: JetBlue announced an order today for 60 Airbus A220-300s, nee Bombardier CS300s. The airline took options on 60 more. The timing is a surprise–JetBlue previously said it would not be ready to… Read More

Demand supports rate 70/mo for A320, 737

Subscription Required Introduction May 3, 2018, © Leeham Co.: With the supply chain confirming last Thursday that Airbus and Boeing are exploring single-aisle production rates of 70/mo, Airbus confirmed it was doing so during its Friday earnings call…. Read More

GE/CFM in “lockstep” with Boeing on NMA

March 22, 2018, © Leeham News: GE Aviation/CFM International are in “lockstep” with Boeing for development of an engine for the New Midrange Aircraft (NMA, or 797), the CEO of GE Aviation told a JP Morgan Aviation conference… Read More