New value Guide: A look at A320, 737

Subscription Required Introduction Sept. 5, 2016, © Leeham Co.: The semi-annual update to The Guide, from appraiser Aviation Specialists of Herndon (VA), indicates Airbus and Boeing single-aisle aircraft remain hotly competitive in current market values and future residual… Read More

Worry over Boeing 737 production rate ramp up overblown

Subscription Required Introduction Jan. 27, 2016, © Leeham Co. As Airbus prepares to hike production rates of the A320 family to 60/mo by the end of the decade and Boeing mulls whether to boost 737 rates above the… Read More

Airbus passes Boeing in wide-body passenger aircraft sales

Dec. 8, 2015, © Leeham Co. Airbus surpassed Boeing in wide-body passenger orders through November, data released yesterday by Airbus shows. Airbus released its November YTD order book yesterday. Boeing last week updated its weekly order tallies through… Read More

Pontifications: Assessing the benefit of new airplanes in low oil pricing

Dec. 7, 2015, © Leeham Co.: Oil for West Texas Intermediate Crude closed Friday at $39.97. International Brent closed at $43.05. These figures continue to breathe life into used aircraft and raise questions about new orders. In recent… Read More

A321s in Airbus Mobile FAL

Sept, 13, 2015, (c) Leeham Co., Mobile (AL): The first two A321ceos are on the Final Assembly Line (FAL) at the new Airbus plant here in Mobile (AL). JetBlue is scheduled to take the first delivery in the… Read More

A320 oversold in bridge from ceo to neo

Subscription Required Introduction Airbus A320neo. Source: Airbus Sept. 7, 2015, © Leeham Co. Airbus is oversold in its A320 family positions as it transitions from the ceo to the neo, an analysis shows. The first delivery of the A320neo… Read More

This is a pivotal year for the A380 as Airbus considers neo, PIPs

Introduction March 15, 2015: This is a pivotal year for the future of the Airbus A380. Tim Clark, the president of Emirates Airline, increased the pressure for development of an A380neo when he said he’d buy up to… Read More

PNAA Conference: Aboulafia–“A lot of positivity” (except for A380, 787)

The Wall Street Journal reports that Boeing is considering restarting and re-engining the 757 in response to the Airbus A321LR. Feb. 11, 2015: We’re at the Pacific Northwest Aerospace Alliance conference in Lynnwood (WA) north of Seattle. This… Read More

Customer Quality counts as much as orders, says Boeing

Subscription Required Introduction Jan. 14, 2015: Customer quality counts as much as the raw number of orders, a top Boeing official said yesterday during a bit of counter-programming on the day Airbus held its annual press conference recapping… Read More

Airbus/Boeing duopoly single-aisle is safe well into 2030 decade

Subscription Required Introduction Dec. 28, 2014: Two challenges to the duopoly of Airbus and Boeing in the 150-220 seat single-aisle sector move forward in development in 2015, but neither is in a position to be a threat for… Read More