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

Boeing-Embraer venture in response to Airbus-Bombardier? Don’t count on it

Subscription Required Introduction Oct. 23, 2017, © Leeham Co.: With the tie-up announced last Monday between Airbus and Bombardier for the CSeries, speculation immediately turned to whether Boeing and Embraer will join forces in some fashion in response…. 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

Pontifications: Context is everything

Aug. 7, 2017, © Leeham Co.: The quote appeared on Twitter, citing the chairman of Air Lease Corp, Steven Udvar-Hazy: “I would simply but strongly encourage the OEMs to carefully review their production rate aspirations closely and realistically.”… Read More

Interest seen in Boeing’s “797,” says lessor

May 16, 2017, © Leeham Co.: Air Lease Corp., one of the world’s leading lessors, sees a “quite a bit” of interest from its customers in the prospective Boeing Middle of the Market aircraft, says its CEO, John… Read More

Pontifications: Boeing MAX 10, “797” NMA dominated ISTAT headlines

March 13, 2017, © Leeham Co.: The soft launch of the Boeing 737-10 and the prospective Boeing “797” Middle of the Market aircraft easily were the headline news items to come out of the annual ISTAT conference in… Read More

NMA “important step” for Boeing, says leading lessor

March 9, 2017, © Leeham Co.: Proceeding with a New Mid-range Airplane (NMA) is “an important step for Boeing,” says the CEO of one of the world’s preeminent leasing companies. On the other hand, Airbus probably is covered… Read More

If Boeing builds MAX 10, will customers come?

Subscription Required Introduction March 7, 2017, © Leeham Co.: If Boeing builds the 737-10, which appears increasingly likely, will customers come? This is always the multi-billion-dollar question for any aircraft and engine manufacturer. For Boeing, launching the 737-10… Read More

Air Lease sounds caution note for Airbus, Boeing

Aug. 10, 2016, © Leeham Co.: Executives of one of the world’s most influential leasing companies said Friday they doubt Boeing will increase production of the 787 from 12 to 14/mo. Air Lease Corp. made the predictions on… Read More

Dissecting Wide-Body deliveries through 2030

Subscription Required. Introduction May 26, 2016, © Leeham Co.: A softening of trans-Atlantic air traffic, with declining yields and passenger demand, raises anew concerns that there is an oversupply and over-ordering of twin-aisle aircraft. Air Lease Corp. addressed… Read More