Pontifications: Context is everything

Aug. 7, 2017, © Leeham Co.: The quote appeared on Twitter, citing the chairman of Air Lease Corp, Steven Udvar-Hazy: “I would simply but strongly encourage the OEMs to carefully review their production rate aspirations closely and realistically.”… Read More

ISTAT Asia 2017: The fight for the lead

By Bjorn Fehrm May 11, 2017, ©. Leeham Co: Airbus and Boeing had their customary presentation match at the second day of the ISTAT (International Society of Transport Aircraft Trading) conference in Hong Kong. Each OEM stuck to a… Read More

Airbus group 1Q 2017 results: no surprises.

By Bjorn Fehrm April 27, 2017, ©. Leeham Co: Airbus Group presented its first quarter results this morning. There were no surprises. Revenue and earnings were a bit lower than expected, but this is because a part of the… Read More

A330 easier to re-lease than 777

This is the second of two Parts looking at the wide-body market April 25, 2017, © Leeham Co.: When lessors face re-leasing wide-body airplanes as lease terms expire, they face a far narrower market than for single-aisle airplanes…. Read More

Pontifications: Five-year slump in wide-body demand seen, says lessor

This is Part 1 of a series looking at wide-body aircraft demand. April 24, 2017, © Leeham Co.: We’re in a five-year slump for wide-body aircraft orders, say veteran executives of a new leasing company. This means airlines… Read More

Pontifications: 787 production rate remains a question

April 10, 2017, © Leeham Co.:  Boeing’s first quarter earnings call is scheduled for April 26, two weeks and two days from today. Officials said on the January earnings call, for year-end 2016, that they will decide this… Read More

Could an NMA be made good enough?

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Major fleet decisions may not be positive for Airbus, Boeing

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NMA “important step” for Boeing, says leading lessor

March 9, 2017, © Leeham Co.: Proceeding with a New Mid-range Airplane (NMA) is “an important step for Boeing,” says the CEO of one of the world’s preeminent leasing companies. On the other hand, Airbus probably is covered… Read More

Long-haul cost differences

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