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

Pontifications: Final Farnborough forecast

Special Sunday edition of Pontifications. July 15, 2018, © Leeham News: The Farnborough Air Show officially starts tomorrow, when airframers begin their public relations presentations and orders are announced. As this is written on July 13, I’m doing… Read More

Airbus risks losing market share if it doesn’t boost A350 production

Subscription Required Introduction June 11, 2018, © Leeham News: Boeing is increasing the production rate of the 787 next year from 12 to 14/mo. Airbus is reducing the production rate of the A330neo from 10 to 6/mo. Last… Read More

How competitive is A330neo? Part 3.

By Bjorn Fehrm Subscription Required Introduction June 7, 2018, © Leeham News: In Part 1 we compared the base characteristics of Airbus’ A330-900 and Boeing’s 787-9. In Part 2 we compared the fuel consumptions. Now we continue with the… 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

How competitive is A330neo? Part 2.

By Bjorn Fehrm Subscription Required Introduction May 31, 2018, © Leeham News: We continue our analysis why the Airbus A330neo has lost to Boeing’s 787-9 in recent sales campaigns. In the first part of the series, we analyzed… Read More

How competitive is Airbus’ A330neo?

By Bjorn Fehrm Subscription Required Introduction May 24, 2018, © Leeham News: Boeing’s 787-9 has won some important fights against the Airbus A330neo. After Hawaiian Airlines, American Airlines and a possible loss at United, one asks: Is the… Read More

A330neo sales off to slow start: Air Lease Corp

May 16, 2018, © Leeham News: There is “intense” price competition between Airbus and Boeing on the A330neo and 787, says an industry leader. Sales of the A330neo are “off to a slow start,” says Steven Udvar-Hazy, executive… Read More

Wide-body production rates show mix of strength, weakness

Subscription Required Introduction May 14, 2018, © Leeham News: Wide-body production rates by Airbus and Boeing are expected to go up modestly during the next three year, with a jump in 2022—if Boeing 777X production rates head for… Read More

Engine deliveries affects Airbus 1Q2018 results

By Bjorn Fehrm April 27, 2018, ©. Leeham News: Airbus Group presented its 1Q2018 results this morning. It’s heavily influenced by A320neo engine delivery delays. Only 30 A320neos were delivered during Q1 out of a year total of 400…. Read More