Applying ASC 606 to the Airbus Order Book

Subscription Required By Vincent Valery Introduction   July 27, 2020, © Leeham News: Since the first quarter of 2018, Boeing applies a new revenue recognition accounting standard, ASC 606, to its aircraft order book. As a result, the OEM… Read More

Restoring capacity with the A330ceo or A330neo, Part 6, Wrapup.

Subscription Required By Bjorn Fehrm Introduction   July 23, 2020, © Leeham News: Over the last four weeks, we analyzed the venerable Airbus A330, to see if the present low fuel and lease prices make the recent A330neo version… Read More

As federal aid comes to end, small suppliers see “blood bath”

Subscription Required By Scott Hamilton Introduction July 20, 2020, © Leeham News: As the Payroll Protection Plan of the US government nears expiration, a blood bath among small suppliers is all but certain unless an extension is approved… Read More

Restoring capacity with the A330ceo or A330neo, Part 5

Subscription Required By Vincent Valery Introduction   June 18, 2020, © Leeham News: In the previous articles, we outlined Economic factors that determine whether the older A330ceo or newer A330neo is a better choice for airlines. We summarize those… Read More

Restoring capacity with the A330ceo or A330neo, Part 4

Subscription Required By Bjorn Fehrm Introduction   July 9, 2020, © Leeham News: Last week, we started the analysis of restoring capacity with the Airbus A330-300 or the A330-900 when reopening international traffic after the COVID-19 lockdown. As we… Read More

Looking ahead for 2020 and 2030 decades: Embraer

Subscription Required Fourth in a series. By Bjorn Fehrm Introduction July 8, 2020, © Leeham News: All airliner OEMs have a disastrous 2020, but for Embraer, the year has been even worse. After spending a year and over… Read More

Restoring capacity with the A330ceo or A330neo, Part 3

Subscription Required By Vincent Valery Introduction   July 2nd, 2020, © Leeham News: In the previous section, we saw that low lease rates on Airbus A330-200s could hurt demand for the newer and more fuel-efficient A330-800. Sell-lease back transactions… Read More

Looking ahead for 2020 and 2030 decades: COMAC

Subscription Required Third in a series. By Bjorn Fehrm Introduction July 1, 2020, © Leeham News: COMAC stands for Commercial Aircraft Corporation of China, Ltd. It was spun off from the equally state-owned military and civil aeronautical giant… Read More

Restoring capacity with the A330ceo or A330neo, Part 2

Subscription Required By Bjorn Fehrm Introduction   June 25, 2020, © Leeham News: Last week, we started looking at the Airbus A330-200 market and whether to hold on to one’s A330-200 or restoring capacity after the COVID-19 shut-down with… Read More

How much of International passenger flights can be paid by belly cargo? Part 2.

By Bjorn Fehrm Subscription Required Introduction June 11, 2020, © Leeham News: As international passenger traffic slowly recovers, how much of the cost of flying passengers on the international routes can be paid by the freight under the… Read More