Airbus Group 1Q 2016 results: Slow start to the year, guidance maintained.

By Bjorn Fehrm 28 April 2016, ©. Leeham Co: Airbus Group has had a slow start to 2016. Deliveries of A320neo, A350 and A400M are slowed by problems with engine and cabin suppliers. Only 127 aircraft were delivered out… Read More

Pontifications: Why the 787-8 is no longer favored by Boeing

March 21, 2016, © Leeham Co: My Pontifications for the last two weeks examined how the Airbus and Boeing messaging continues to do battle for the product line ups. Boeing continues to denigrate the Airbus widebody line and… Read More

Pontifications: There are numbers, and there are numbers

March 7, 2016, © Leeham Co.: The public relations battle between Airbus and Boeing was on full display at the annual conference last week of the International Society of Transport Aircraft Trading (ISTAT) in Phoenix (AZ). As usual,… Read More

ISTAT Day 1: Leahy’s biggest fear: producing enough planes to meet demand

Feb. 29, 2016, (c) Leeham Co: Aircraft lessors financed 48% of the Airbus deliveries in 2015, with direct sales and sale-leasebacks, says John Leahy, chief operating officer customers for Airbus. We’re at the 2016 ISTAT AGM in Phoenix and… Read More

ISTAT Day 1: Used 777 values depend on engines, leases

Feb. 29, 2016 (c) Leeham Co.: The Boeing 777-200ER is not worth $7.7m or even $10m, but $37m to $47m, according to four appraisers who appeared today at the ISTAT AGM. We’re at the 2016 ISTAT AGM in… Read More

A380 order welcome, but may not add to Airbus backlog

Subscription Required Introduction The news of orders by Iran Air and ANA for 12 and three A380s respectively is good news for Airbus, but these probably don’t do much to boost the backlog in practical terms. These orders… Read More

Exclusive Interview: Airbus COO Tom Williams about changing times for Airbus.

By Bjorn Fehrm Subscription required Introduction 13 January 2016, ©. Leeham Co: Airbus COO Tom Williams has a goal of reducing development expenses by 50% and streamlining the production to “best in class.” Williams is in charge of… Read More

Emirates’ mid-range choice

By Bjorn Fehrm Nov. 10 2015, ©. Leeham Co: The Dubai Air Show is on its second day and there are no mega orders. The one that should have been, the mid-range requirement for Emirates Airline, has been postponed,… Read More

Airbus and Boeing swing it out at ISTAT Europe 2015

By Bjorn Fehrm 07 October 2015, ©. Leeham Co: This year’s ISTAT Europe conference had been characterized by a “Steady as you go” ambiance until the traditional match between Airbus and Boeing on “Large aircraft segment” panel got… Read More

Airbus’ and Boeing’s Payload/Range for VLAs

Bloomberg reported this week that Airbus is now offering the A350-900LR to Singapore Airlines to reopen ultra-long haul US direct routes. We predicted July 14 that Airbus would offer the LR. We offered some high-level analysis about how Airbus… Read More