Diverging financial fortunes for Airlines and Lessors

Subscription Required By Vincent Valery Introduction   Air Lease Corporation A321 XLR Rendering Credit: Airbus April 5, 2021, © Leeham News: Most airlines and lessors that publish their financial results publicly have done so for 2020. The COVID-19 pandemic… Read More

Pontifications: AerCap and GECAS to combine — assessing the impact

March 15, 2021, © Leeham News: GE Corp.’s decision to sell its mega-leasing unit, GECAS, to AerCap represents a huge shift in commercial aviation. For decades, GECAS was the largest lessor in the world. One of GE’s best… Read More

Twin-aisle leasing market challenges

Subscription Required By Vincent Valery Introduction   Sep. 7, 2020, © Leeham News: The timeline for a passenger traffic recovery remains uncertain. The IATA does not expect passenger traffic to return to pre-COVID-19 levels until 2024. Leeham Co. predicts… Read More

Restarting credit markets

Subscription Required By Vincent Valery Introduction   April 13, 2020, © Leeham News: Companies across the globe moved quickly to draw down credit facilities or arrange new debt to get through the economic disasters brought on by COVID-19, the… Read More

Pontifications: Catching up on Odds and Ends-Alaska’s Airbus fleet, first E195-E2 delivery, Boeing’s MAX rebranding question

Take our Boeing 737 MAX rebranding poll at the end of this post. Sept. 2, 2019, © Leeham News: It’s time to catch up on Odds and Ends. Alaska Airlines In its second quarter earnings call and 10Q… Read More

Pontifications: Nordic quietly rises to #4 world lessor

Dec. 10, 2018, © Leeham News: In the world of commercial aviation, GECAS, Avolon, AerCap, Air Lease Corp and BOC Aviation are among the most recognizable names of lessors. These companies make headlines with large orders of Airbus… Read More

Pontifications: DAE acquires AWAS, moves up in lessor status

Aug. 21, 2017, © Leeham Co.: Commercial aviation in the Middle East may be having its severe challenges right now, but over the weekend a major step forward took place. Dubai Aerospace Enterprises over the weekend completed its… Read More

Dissecting the 737-10 numbers

Analysis June 19, 2017, © Leeham Co.: Boeing’s launch of the 737 MAX 10 on its face was a surprisingly strong showing here at the Paris Air Show. Kevin McAllister, CEO of Boeing Commercial Airplanes, and Dennis Muilenburg,… Read More

Boeing launches 737 MAX 10 with 240 orders/Update with orders

Update: Early order announcements at the end of this post. June 19, 2017, © Leeham Co.: Boeing made it official today: the 737 MAX 10 was launched at the Paris Air Show with 240 sales. More than 10… Read More

Less desirable aircraft for lessors

Subscription Required Introduction Part 3: Oct. 24, 2016, © Leeham Co.: Lessors select aircraft to add to their portfolios based on several basic criteria: Is it a good airplane? How are the economics? Is there, or will there… Read More