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

Pontifications: Countdown to Delta’s single-aisle decision

Dec. 11, 2017, © Leeham Co.: Eyes will watch Atlanta (GA) this week, when the Delta Air Lines Board of Directors decides to award a big order for the re-engined Airbus and Boeing single aisle airplanes. The Board… Read More

Assessing Alaska Air Group’s fleet requirements

Subscription Required Introduction Oct. 27, 2017, © Leeham Co.: Alaska Airlines Group (AAG) acquired Virgin America (VA) and with it, Virgin’s exclusive fleet of Airbus A320ceos with orders for A320neos and A321neos. With Alaska Airlines (AS) being an… Read More