Airbus lifted the embargo on John Leahy’s presentation, allowing immediate publication. There is no aircraft order bubble, says John Leahy, COO-Customers of Airbus. Emerging markets and passenger traffic doubling every 15 years, bolstered by GDP growth, means orders… Read More
Airbus A330-800 and -900neo, first analysis
Airbus cleared the air about the A330neo, which we concluded was a must last December, and made the 2014 Farnborough Airshow go off to an exciting start. A lot has been speculated about the A330neo, and in the… Read More
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Posted on July 14, 2014 by Bjorn Fehrm
Airbus, Airlines, Boeing, EADS, Farnborough Air Show, Leeham News and Comment, Rolls-Royce, Uncategorized
777X, 787, A330, A330neo, A350, Airbus, Boeing, Rolls-Royce
Airbus, Boeing plan for production gap of A330, 777 with near-term availability claims
On the eve of the Farnborough Air Show, the aviation industry is watching to see whether Airbus will launch the A330neo program. Officials recently tried to tamp down expectations that a program launch will occur at the FAS,… Read More
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Posted on July 13, 2014 by Scott Hamilton
Airbus, Boeing
777, 777X, 787, A330, A330neo, A350, Airbus, Boeing, Randy Tinseth
Boeing sees 4% increase in aircraft demand in next 20 years
Boeing forecasts a demand for 36,770 new airplanes during the next 20 years, an increase of 4.2%, in its Current Market Outlook. The value of this demand, which covers the entire commercial aviation line from regional jets and… Read More
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Posted on July 10, 2014 by Scott Hamilton
Airbus, Boeing
747-8, 787-10, 787-8, 787-9, A330, A350, A380, Airbus, Boeing, Boeing 20-year forecast, Randy Tinseth, Very Large Aircraft
Airbus Innovation Days, Part 4: A330neo announcement at Farnborough not a sure bet; CEO questions market forecast
Bregier sees hundreds, not 1,100-1,200, market potential for A330neo–perhaps not enough to justify program. A330neo needs to match operating cost of 787-8, officials say. New engines will up maintenance costs. Airbus officials say they are still evaluating whether… Read More
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Posted on June 12, 2014 by Scott Hamilton
Airbus
787, A330ceo, A330neo, A350, Airbus, Boeing, Fabrice Bregier, John Leahy, Kiran Rao
Analyzing the Emirates order cancellations
The cancelled order for 70 Airbus A350s before the company’s annual Innovation Days was a surprise and an embarrassment that took the edge off what was intended to be a two day promotion of Airbus programs. The cancellation… Read More
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Posted on June 11, 2014 by Scott Hamilton
Airbus, Boeing, Bombardier, CSeries, Rolls-Royce
777-8, 777-9, 787, A350, A350-1000, A350-900, Airbus, Airbus Innovation Days, Boeing, CSeries, Emirates Airlines, John Leahy, Rolls-Royce
Airbus Innovation Days, Part 2: No order bubble and a lot more
Airbus lifted the embargo on John Leahy’s presentation, allowing immediate publication. There is no aircraft order bubble, says John Leahy, COO-Customers of Airbus. Emerging markets and passenger traffic doubling every 15 years, bolstered by GDP growth, means orders… Read More
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15 Comments
Posted on June 11, 2014 by Scott Hamilton
Airbus, Boeing, GE Aviation, Rolls-Royce
737 MAX, 787-10, 787-9, A320NEO, A330neo, A350, A350-1000, A380, Airbus, aircraft order bubble, Boeing, GE Aviation, John Leahy, Rolls-Royce
Counting options, Letters of Intent
Should manufacturers be counting options and letters of intent toward program certainty? We’ve always thought this was pretty cheeky, but in reality there is a reasonable foundation and history for doing so. Years ago Boeing regularly ridiculed Airbus… Read More
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Posted on June 9, 2014 by Scott Hamilton
air force tanker, Airbus, Boeing, Bombardier, CSeries
737 MAX, 777 Classic, 777X, A320NEO, A330 Classic, A330-200, A330-200F, A330-300, A330neo, A350, air force tanker, Airbus, Boeing, Bombardier, CSeries, KC-45, KC-46A, Odyssey Airlines, Porter Airlines, Republic Airways Holdings
Odds and Ends: Airbus’ Enders; A320neo; Ex-Im Bank; Delta vs Alaska
Airbus’ Enders: Airbus Group CEO Tom Enders muses about what he will do when his current term ends in two years. He might seek another three year term as CEO or he could move on. In the Byzantine… Read More
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Posted on May 28, 2014 by Scott Hamilton
Airbus, Alaska Airlines, Boeing
A320NEO, A350, Airbus, Airbus Group, Alaska Airlines, Boeing, Delta Air Lines, Ex-Im Bank, Tom Enders
Airbus Group beats expections for first quarter results
Airbus Group beat expectations for its first quarter profit. Continuing research and development costs weighed on earnings before one-time charges. Earnings before interest and the charges were actually down slightly vs 2013 but were better than expectations. Group… Read More
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Posted on May 13, 2014 by Scott Hamilton
Airbus, American Airlines, Boeing, US Airways
1Q2014 results, 747-400, 757, 767-300ER, 777-300ER, A330neo, A350, Aeroturbopower, Air Astana, Air Lease Corp., Airbus, American Airines, American Airlines, Boeing, Philippine Airines, Southwest Airlines, US Airways
Odds and Ends: Yields vs growth; 757RS continued; 787 wind tests; airport vs environment
Yields vs growth: AirAsiaX, the long-haul, low cost unit of AirAsia Group, faces that perpetual problem: yields vs growth. Reuters has this story about the conundrum of sacrificing profits now for a long-term growth strategy. It’s always a… Read More
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Posted on April 29, 2014 by Scott Hamilton
Airbus, Boeing
757 replacement, 757RS, 787-9, A330, A350, AirAsiaX, Airbus, Boeing, Stratocruiser, Westchester County
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