Diverging financial fortunes for Airlines and Lessors

Subscription Required By Vincent Valery Introduction   Air Lease Corporation A321 XLR Rendering Credit: Airbus April 5, 2021, © Leeham News: Most airlines and lessors that publish their financial results publicly have done so for 2020. The COVID-19 pandemic… Read More

Pontifications: AerCap and GECAS to combine — assessing the impact

March 15, 2021, © Leeham News: GE Corp.’s decision to sell its mega-leasing unit, GECAS, to AerCap represents a huge shift in commercial aviation. For decades, GECAS was the largest lessor in the world. One of GE’s best… Read More

Pontifications: Boeing focuses on design, production vs airplane development–for now

By Scott Hamilton May 11, 2020, © Leeham News: Boeing killed development of its alphabet soup of airplane concepts for now. “For now” is a relative term. When Boeing will be ready to show concepts to customers as… Read More

Europe to Boeing: Not so fast on your WTO move; tariffs still likely

By Scott Hamilton Feb. 24, 2020, © Leeham News: Not so fast, Europe says about Boeing’s claim it is curing illegal tax breaks from Washington State. The World Trade Organization has to agree to Boeing’s interpretation. This will… Read More

Leasing industry sees a role in airline sustainability work

By Bjorn Fehrm January 22, 2020, ©. Leeham News, Dublin: The yearly Air Finance Journal conference finished its second day with a Q&A with the top executives of the Leasing industry. The Leasing companies buy 40% of all… Read More

Pontifications: Nordic quietly rises to #4 world lessor

Dec. 10, 2018, © Leeham News: In the world of commercial aviation, GECAS, Avolon, AerCap, Air Lease Corp and BOC Aviation are among the most recognizable names of lessors. These companies make headlines with large orders of Airbus… Read More

History undermines Boeing claim of C Series impact: analysis

Analysis Dec. 22, 2017, © Leeham Co.: Boeing blames a subsidized, price-dumped Bombardier C Series for the poor sales of the smallest member of the 737 family, the -700 and the 7 MAX, but history doesn’t support the… Read More

Key lessors see strong wide-body market despite worries

Subscription Required Introduction Aug. 7, 2017, © Leeham Co.: Amid talk that Middle Eastern airlines, which are the largest group of users for wide-body aircraft, may defer Airbus and Boeing airplanes, there are conflicting signs that the bleak… Read More

Mid-Year production/delivery update: Bombardier, Embraer

Subscription Required Introduction July 31, 2017, © Leeham Co.: It’s time for our mid-year update of the Big Four airframe manufacturers and their production/delivery outlooks. Our update is through June 30. Although Boeing provides weekly order updates, Airbus,… Read More

The aircraft market will double in 20 years

By Bjorn Fehrm January 17, 2017, ©. Leeham Co: The market for passenger aircraft will double over the next 20 years, says Angus Kelly, the CEO of the world’s largest aircraft lessor, AERCAP. He forecast this growth, which is in… Read More