Twin Aisle Deliveries: The Good, the Bad, and the Ugly

Subscription Required By Vincent Valery Introduction   Oct. 19, 2020, © Leeham News: LNA published last week an update on the latest 737 MAX production and delivery plans. This week, we turn our attention to the twin-aisle programs at… 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

Restoring capacity with the A330ceo or A330neo, Part 5

Subscription Required By Vincent Valery Introduction   June 18, 2020, © Leeham News: In the previous articles, we outlined Economic factors that determine whether the older A330ceo or newer A330neo is a better choice for airlines. We summarize those… Read More

Restoring capacity with the A330ceo or A330neo, Part 3

Subscription Required By Vincent Valery Introduction   July 2nd, 2020, © Leeham News: In the previous section, we saw that low lease rates on Airbus A330-200s could hurt demand for the newer and more fuel-efficient A330-800. Sell-lease back transactions… Read More

A tectonic shift towards large narrowbody

Subscription Required By Vincent Valery Introduction A321XLR. Source: Airbus. Dec. 9, 2019, © Leeham News: There are now more firm orders for the Airbus A321neo than all the latest generation widebody programs combined: Airbus A330neo and A350, Boeing… Read More

Stored A330s, 777 Classics offer alternative to new orders

Subscription Required Aug. 12, 2019, © Leeham News: Slow sales of the Airbus A330neo, A350 and 777X this year are the result of a dip in the order cycle, A330ceos and 777-300ERs coming off lease and route fragmentation… Read More

LNC’s Top 10 stories in 2018

Jan. 2, 2019, © Leeham News: Boeing dominated the Top 10 news stories last year, as measured by views. Displacing Airbus at Hawaiian Airlines, which ordered the 787-9 and canceled the A330-800, led the readership. Airbus’ launch of… Read More

A330neo backlog faces challenging skyline

Subscription Required Introduction Nov. 12, 2018, © Leeham News: With the first flight of the Airbus A330-800, it’s time to take a new look at the status of the A330 program. Summary Additional orders have been recorded, but… Read More

Rising fuel prices hit earnings, but there’s a silver lining for OEMs

Subscription Required Introduction July 30, 2018, © Leeham Co.: Fuel prices are spiking and it’s already causing airlines to adjust growth and fleet plans. But rising fuel prices could mean orders for slow-selling aircraft might pick up. Still,… Read More

Airbus sees potential for A330neo sales; Boeing sees opportunity

June 6, 2018, © Leeham News: Airbus remains confident that the sales boon for the slow-selling A330neo is just around the corner, but an analysis of Airbus’ current operator lists shows significant inroads by Boeing for its 787…. Read More