The A380 investors day jinx

  July 15, 2016, © Leeham Co., Farnborough Air Show: At an event like this, we pick up all sorts of snippets that don’t fit into any given story. So here’s a compilation of our Odds and Ends… Read More

E190-E2’s first flight

May 24, 2016: Embraer’s E190-E2 had its first flight yesterday, several months ahead of the internal schedule (original plan was September) making it the only new airplane program in recent history to be significantly ahead. Boeing’s 737 MAX… Read More

Europe’s airlines: LCC, the winning formula

By Bjorn Fehrm Nov. 18 2015, ©. Leeham Co: Easyjet revealed record numbers yesterday with pretax profits now at 14.6% of a year turnover of £4,686m. The load-factors for their aircraft are at a record 91.5% on a 12… Read More

ISTAT Europe 2015 in Prague: LCCs and Turkish airways take over Europe

By Bjorn Fehrm 06 October 2015, ©. Leeham Co: The global airline industry is on a steady course as a whole, but there are dramatic changes within Europe as low cost carriers, plus Turkish Airlines, redraw the competitive landscape…. Read More

Six year turnover in sale/leasebacks put supply-demand balance at risk

Subscription Required Introduction August 24, 2015, © Leeham Co. When airlines like Indigo of India, Air Asia, Norwegian Air Shuttle (NAS) and Lion Air have outstanding orders for Airbus A320s and Boeing 737s that number in the hundreds,… Read More

Pontifications: Fare and market share wars

May 25, 2015, c. Leeham Co. Airline stocks took a dive last week when it appeared fare wars and eroding capacity discipline is beginning among US carriers. Southwest Airlines said it will be adding capacity at the rate… Read More

Pontifications: Meet the “A320neo MAX 195”

April 6, 2015: There is a saying in America: keeping up with the Joneses. This means that if your neighbor buys something, you have to go buy something similar to “keep up.” In the case of commercial aviation,… Read More

Ryanair becomes launch customer for 737 MAX 200

This has some additional information from our e-newsletter of Sept. 8. Additionally, Airbus has offered some observations about the 737 MAX 200 (as Boeing often does about Airbus products). We’ve initially confined this critique to our e-newsletter; this… Read More

O’Leary clowns around with acceptance of 349th 737-800

In an industry where dull MBAs now dominate and the likes of Herb Kelleher have long since retired, Michael O’Leary is a breath of fresh air. O’Leary, CEO of Ryanair, was in Seattle Tuesday for the delivery of… 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