Pontifications: Looking to year-end

Nov. 30, 2015, © Leeham Co.: One month to go to the end of 2015. What’s left to come? The first Boeing 737 MAX is rolling out of the factory Dec. 8. For reasons that defy obvious explanation,… Read More

We want engine choice, say airlines at IATA

June 9, 2015, c. Leeham Co. Airlines want engine choices, not sole-source on airplanes, airlines said at the International Air Transport Assn. (IATA) Annual General Meeting in Miami Beach (FL). Sole-sourcing cost Boeing a major order for the… Read More

Dissecting the United A319 deal: implications

Subscription required. Introduction May 19, 2015, c. Leeham Co. United Airlines and mega-lessor AerCap announced last week UAL will lease up to 25 Airbus A319s, with deliveries from 2016-2021. The aircraft are currently leased to China Southern Airlines…. Read More

ISTAT: Lessors look at consolidation, market stability

The closing panel at ISTAT is the popular lessors panel, an unscripted conversation and Q&A among the industry leaders. Lessors typically do not favor higher production rates at Airbus and Boeing.and pay close attention to market instability or… Read More

Assessment of Lessors in Airbus and Boeing backlogs, narrow- vs wide-body

Subscription Required Introduction Nov. 30, 2014: Airlines now lease about 50% of their aircraft under a variety of mechanisms: operating, finance, leveraged and Islamic leases, just to name a few. There are operating leasing, special purpose and “house”… Read More

MAX could arrive early, says Southwest; it will be late, says AerCap

This is one of the more odd items we’ve seen in a while. Southwest Airlines, the launch customer for the 737 MAX, believes that entry-into-service could be earlier than the current target of 4Q2017. Boeing would like to… Read More

Lessor worries about Airbus, Boeing production rates

Here is an expanded version of a story we did last week for Flight Global Pro. The refrain that Airbus and Boeing are over-producing the core-A320 and 737 programmes resurfaced with lessor AerCap in an interview with The… Read More