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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AirAsia X; the long route to profitability

By Bjorn Fehrm March 1, 2017, ©. Leeham Co: AirAsia X, the long haul sister of Tony Fernandes’ AirAsia, finally turned a profit during 2016. The airline, which started operation in 2007, had a bumpy ride from the start…. Read More

Pontifications: Boeing 777 production rates

Feb. 27, 2017, © Leeham Co.: When Boeing announced it will reduce 777 production to 5/mo, with actual deliveries of the 777 Classic to 3.5/mo beginning in 2018, the aerospace analyst at Goldman Sachs immediately concluded Boeing will… Read More