CASM Paradigm: Lower Seat Mile Cost or Higher Yield; Evaluating the GOL competition

Subscription Required Introduction As Brazil’s budget airline GOL reportedly evaluates whether to acquire 20 Boeing 737-7s or Embraer E-195 E2s, the principal of the “CASM Paradigm” is a concept worth examining. This head-to-head evaluation of the E-195 E2… Read More

Odds and Ends: MTU on A380; lessons learned; Alaska Air v Delta; GOL looking for airplanes; Boeing downgrade and upgrade

MTU on A380: The German company MTU, which is a key supplier on a variety of Airbus and Boeing engines, questions the potential market for an A380neo, according to this article from Reuters. Our Market Intelligence indicates Airbus… Read More

Part 2: Boeing 757: Airbus A321neoLR as a replacement on long and thin routes

Subscription required. By Bjorn Fehrm Part 2 of 3 Introduction In Part 2 of our three-part 757 Replacement analysis, we take a close look at Airbus’ new 97 tonnes take off weight A321neo, revealed by Leeham News and… Read More

Boeing’s on the defensive in single aisle market as Airbus enhances A321neo

Subscription required. Introduction Boeing is on the defensive in the single-aisle market. The Airbus A320neo family has about a 57% market share against the Boeing d 737 MAX. As recently as Wednesday’s third quarter earnings call, Boeing CEO… Read More

Exclusive: Airbus launches “A321neoLR” long range to replace 757-200W

Airbus has started marketing a long-range, higher gross weight version of the A321neo that it says will have 100nm more range than the Boeing 757-200W used on long range, trans-Atlantic routes, Leeham News and Comment has confirmed. We… Read More

E-Jet, the project that shaped Embraer

By Bjorn Fehrm Introduction In a recent visit to Embraer in Brazil we got a thorough brief on the background and decision making around the E-Jet and E-Jet E2 programs. We have written about these programs before but… Read More

A380neo becoming a reality

Subscription required Introduction We last looked at the Airbus A380 economics in February, when the airframer was promoting the giant airplane as a 525 seater. Since then, Airbus recast the airplane as a 555 seater. This changes the… Read More

Assessing the VLA market

Free content. Introduction The business model for the Airbus A380 and its future has long been subjects of sharp debate. Airbus launched the giant airplane in 2000, with a maximum capacity of 850 passengers and a typical airline… Read More

Airbus, Boeing production gaps for the A330, 777

Airbus last week announced it will reduce production on the A330ceo from 10 per month to nine per month, beginning in 4Q2015. We predicted in 1Q2014 that the rate would have to come down, due to the sharp… Read More

Indigo order raises questions of demand in India, elsewhere

Free content. Introduction The Indigo order announced this week for 250 Airbus A320neos raises once again questions of whether Indian airlines in particular and the greater Asian region in general are over-ordering airplanes. We’ve written in the past… Read More