Airbus on orders this year: You ain’t seen nothing yet

June 15, 2015, Paris Air Show, c. Leeham Co. Boeing predicts 1:1 book:bill (orders to deliveries) this year. For Airbus, you ain’t seen nothing yet. And it’s not even super-salesman, super-optimist John Leahy doing the talking. Kiran Rao,… Read More

“7M7” MOM means opportunities all around US

The prospect that Boeing may launch the so-called Middle of the Market (MOM) airplane seems to be gaining ground. We’ve reported previously that our Market Intelligence suggests the MOM would be launched in 2017 or 2018 with an… Read More

MOM market depends on price, says Air Lease Corp

June 9, 2015, c. Leeham Co. The Middle of the Market (MOM) airplane seems next up on the development plate. Air Lease Corp (ALC) is a major player in the development of any new airplane,  and president John… Read More

Paris Air Show Preview: Airbus

Subscription Required. Introduction May 3, 2015, c. Leeham Co. The Paris Air Show is June 15-19 for the trade/industrial portion. Beginning this week, Leeham News and Comment will provide our Market Assessment and insight about what to expect…. Read More

Tipping point for supply/demand? We don’t think so

Subscription Required Introduction April 28, 2015, c. Leeham Co. Goldman Sachs over the weekend issued a research note, Is the new aircraft supply/demand equation nearing a tipping point? GS cited the recent United and American airlines actions involving… Read More

Leahy on 737-8ERX and the prospect of an “A322”

March 16, 2015 737-8ERX: John Leahy, chief operating officer-customers at Airbus, not surprisingly doesn’t think much of the concept Boeing is showing airlines, the 737-8ERX. “Boeing is getting more and more desperate,” Leahy claimed in a telephone interview… Read More

Pontifications: Jumping on the MOM bandwagon

March 15, 2015: There was little “real” news coming out of ISTAT this year, which is probably why the topics of the “757 replacement” and the 200-250 seat, 4,500 mile twin-aisle airplane prospect drew so much attention. Sitting… Read More

Boeing showing 737-8ERX concept in response to A321LR

By Scott Hamilton and Bjorn Fehrm March 12, 2015: Boeing is showing some airlines a concept it calls the 737-8ERX, a long range version of the 737-8 MAX, in response to the Airbus A321LR, Leeham News and Comment… Read More

Redefining the 757 replacement: Requirement for the 225/5000 Sector, Part 5.

By Bjorn Fehrm Subscription required Introduction 11 March 2015, c. Leeham Co: After having analyzed the different alternatives which would be available to Boeing for its Middle Of the Market, MOM, studies and having singled out the most competitive… Read More

ISTAT: Randy Tinseth: pax traffic going from 3bn today to 7bn by 2033

Randy Tinseth, VP Marketing of Boeing, presented today to the ISTAT conference. Here is a synopsized summary of his comments.