Leeham News and Analysis

There's more to real news than a news release.

There's more to real news than a news release.

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

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 Posted on August 7, 2017 by

 Airbus, Airlines, American Airlines, Boeing, Lessors, Paris Air Show, Premium

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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

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 Posted on July 31, 2017 by

 Bombardier, CSeries, Delta Air Lines, E-Jet, Embraer, Pratt & Whitney, Premium

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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

 14 Comments

 Posted on January 17, 2017 by

 Airbus, Airlines, Boeing

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Less desirable aircraft for lessors

Subscription Required Introduction Part 3: Oct. 24, 2016, © Leeham Co.: Lessors select aircraft to add to their portfolios based on several basic criteria: Is it a good airplane? How are the economics? Is there, or will there… Read More

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 Posted on October 24, 2016 by

 Airbus, Boeing, Bombardier, Comac, CSeries, E-Jet, Embraer, Irkut, Lessors, Mitsubishi, Premium, Sukhoi

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Pontifications: Assessing the benefit of new airplanes in low oil pricing

Dec. 7, 2015, © Leeham Co.: Oil for West Texas Intermediate Crude closed Friday at $39.97. International Brent closed at $43.05. These figures continue to breathe life into used aircraft and raise questions about new orders. In recent… Read More

 18 Comments

 Posted on December 7, 2015 by

 Airbus, Airlines, Boeing, Pontifications

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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

 56 Comments

 Posted on November 30, 2015 by

 Airbus, Airlines, Boeing, Bombardier, Embraer, United Airlines

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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

 22 Comments

 Posted on June 9, 2015 by

 Airbus, Airlines, Boeing, Emirates Airlines, Engine Alliance, GE Aviation, Rolls-Royce

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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

 1 Comment

 Posted on May 19, 2015 by

 Airbus, Airlines, Boeing, Bombardier, Embraer, Premium

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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

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 Posted on March 10, 2015 by

 ISTAT

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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

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 Posted on November 30, 2014 by

 Airbus, ATR, Boeing, Bombardier, Comac, Embraer, Irkut, Mitsubishi, Premium

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