Major fleet decisions may not be positive for Airbus, Boeing

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Airline assets and lessor assets: Bombardier and Embraer

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Book review: Glory Lost and Found

Sept. 8, 2016: Glory Lost and Found: How Delta Climbed from Despair to Dominance in the Post-9/11 Era is a ponderous title for a ponderous book. But this is not a criticism. Glory Lost is one of the best… Read More

Will United’s new president open door for Airbus?

Aug. 30, 2016, © Leeham Co.: Will Scott Kirby’s move from president of American Airlines to the same position at United Airlines lead to a major shift in fleet acquisition at the Chicago-based carrier? This is an intriguing… Read More

Boeing stock sell-off on 777-200ER deal over-blown

Stock sell off on Boeing 777-200ER purchase price overblown. Wells Fargo stock downgrade the next day spurs larger sell-off. Credit Suisse takes a deep dive into Boeing cash flow. Accelerating PDPs, purchase payments continues to support cash flow…. Read More

Pontifications: Boeing view of market conditions today

Sept. 14, 2015, © Leeham Co.: Randy Tinseth, Boeing’s VP Marketing, spoke with Bernstein Research last week on a variety of topics. In a note issued after the conversation, analyst Douglas Harned reported: “Boeing views the 140 orders to… Read More

Odds and Ends: BBD’s Sheridan to Nordic; United and 777s

BBD’s Sheridan: Rod Sheridan, who retired last year after 20 years at Bombardier, has been named vice chairman of Nordic Aviation Capital, the world’s largest lessor of turboprop aircraft. Nordic owns more ATR turboprops and has more on… Read More

Part 1–Boeing 757: An analysis of facts and myths

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Alaska-Delta Battle in Seattle comes at the expense of United, Southwest

National media and trade magazines are paying attention to the increasing battle between Alaska Air Group (Alaska Airlines and Horizon Airlines) and Delta Air Lines (including its regional airline partners) in the Battle in Seattle as the latter… Read More

Airbus, Boeing face pricing pressure

Airbus and Boeing face pricing squeezes that are the result of their continuing price wars and two products that need price cuts to maintain sales. The fierce single-aisle battle between Airbus and Boeing, and to a much lesser… Read More