Assessing the 100-149 Seat Sector

Introduction Oct. 12, 2014, (c) Leeham Co.: The 100-149 seat market sector has long been criticized as irrelevant because of a string of poor-selling aircraft. Boeing officials even labeled this a Bermuda Triangle. The critics fail to recognize,… Read More

New and Derivative Airplanes: Some good, some not: Part 2

Part 2 of two parts. With multiples and multiples of billions of dollars at stake to develop new airplanes, and the billions of dollars of cost overruns at risk, it’s understandable the Airbus and Boeing are shifting to… Read More

New and Derivative airplanes: Some good, some not; Part 1

First of two parts. Earlier this year, Airbus officials said they will concentrate on improving existing airplanes once the A350 enters service. Boeing followed by saying it would not take any “moonshots” and develop new airplanes, at least… Read More

Assessing the 70-90 seat regional jet sector

Introduction Major orders last week for Bombardier and Mitsubishi and the release of the Airbus Global Market Forecast provide an opportunity to look at market segments that don’t get a lot of attention in the shadow of the… Read More

The airline industry is changing and acting like real businesses to return value for shareholders

“Our industry is changing and acting like real businesses to return value for shareholders.” It’s a remarkable statement when you think about it. But this is how Jim Compton, vice chairman of United Airlines, led off at the… Read More

Embraer and Bombardier: the tale of different companies, histories and fortunes

Last month we did a situational analysis of Boeing and Airbus and we promised to do the same for Embraer and Bombardier. Our follow-up article took longer than planned, as we wanted to include the rather significant changes… Read More

Odds and Ends: Air France/KLM trims cargo fleet; ExIm Bank countdown; BBD v EMB; More

Air France-KLM trims cargo fleet: Steve Wilhelm of The Puget Sound Business Journal reports that Air France-KLM group is sharply trimming its cargo fleet, with the company declaring the capacity continues to shift to the belly capacity of… Read More

Airlines, not passengers, at fault for recline wars

A third incident of “recline wars” has been reported, this time on a Delta Air Lines flight in which a dispute broke out between a passenger who reclined his seat and the passenger behind him who didn’t like… Read More

Focus on Bombardier after more executive changes

This report has been updated since it was issued to our E-subscribers last Monday to reflect our new estimate of the return to airborne status for the flight test program. Bombardier two weeks ago made more executive changes… Read More

Odds and Ends: Order bubble, revisited; MRJ lands JAL; MH370

What order bubble, Revisited: We recently asked the question, What order bubble? The orders don’t stop coming. Boeing landed a big fish with a large order from BOC Aviation, bringing net orders to 918–easily on the path to… Read More