Subscription Required
Introduction
July 17, 2017, © Leeham Co.: We’re half way through 2017. Boeing reported orders through July 11, a week ago. Airbus won’t update its July orders until the end of the month.
Through July 11, Boeing reported 116 net wide-body orders: 15 for the 767, 33 for the 777 and 75 for the 787. Net cancellations of -7 for the 747 are included in the net 116 figure.
The 15 767s were not commercial models, however, but 767-2C tankers for the USAF.
Over at Airbus, none of China’s 40 commitments announced July 5 for 40 A350s are in the June summary, and won’t be in the Orders tally until the commitments turn into firm orders. Through June, airbus had net 26 widebody orders: three A330-200s and 29 A350-900. There were cancellations of four A330-800s and two A380s.
If the 40 China A350s were included, this would bring Airbus to 66 widebody orders, still well short of Boeing’s YTD figure.
Summary
- Airbus product gap widens as A330-200/800 stalls.
- Boeing 787 strength comes from 787-9; 787-8 remains minor player.
- Middle of the Market business case still unproved.
Read more
Boeing’s tactical option for MOM sector
Subscription RequiredIntroduction
Aug. 14, 2017, © Leeham Co.: It’s not a done deal yet—the business for the so-called Boeing 797 remains a challenge. But the consensus is that Boeing will launch the program next year, for an entry-into-service around 2025.
Boeing 797 concept. Source: Boeing.
Yet there are airlines that say they don’t want to wait that long for a new airplane.
What are their choices?
Read more
7 Comments
Posted on August 14, 2017 by Scott Hamilton
air force tanker, Airbus, Airlines, American Airlines, Boeing, Bombardier, CFM, Delta Air Lines, GE Aviation, Leasing, Leeham News and Comment, Middle of the Market, MOM, Pratt & Whitney, United Airlines, US Airways
737-10, 737-9, 757, 767-200ER, 767-300ER, 777, 777-300ER, 797, A330-200, A330-800, Airbus, airlines, American Airlines, Boeing, Delta Air Lines, Japan Air Lines, Middle of the Market, MOM, New Midrange Aircraft, NMA, United Airlines
Pontifications: JADC 20-year forecast: VLA, NMA and other data
By Scott Hamilton
July 24, 2017, © Leeham Co.: The Japan Aircraft Development Corp (JADC) just published its 2017-2037 jet and turboprop forecast. JADC forecasts a demand for 33,336 jet airliners and some 2,000 turboprops.
JADC is partly owned by Mitsubishi, which is developing the MRJ70/90 and which is on several Boeing programs.
I like the JADC forecast because it segments the seating categories in more detail than Airbus and Boeing and somewhat differently than Bombardier and Embraer.
I also view JADC as having less of an axe to grind than the Big Four OEMs.
A couple of quick take-aways:
Read more
18 Comments
Posted on July 24, 2017 by Scott Hamilton
Airbus, ATR, Boeing, Bombardier, CSeries, E-Jet, Embraer, Middle of the Market, Mitsubishi, MOM, Paris Air Show, Pontifications, Sukhoi
Air Canada, Airbus, ATR, ATR 42, ATR-72, Boeing, Bombardier, Cebu Pacific, CS100, E190, Embraer, JADC, Japan Aircraft Development Corp., Mitsubishi, MRJ70, MRJ90, New Midrange Aircraft, NMA, SSJ100, Sukhoi
Business case for NMA remains uncertain
Subscription Required
Introduction
July 17, 2017, © Leeham Co.: We’re half way through 2017. Boeing reported orders through July 11, a week ago. Airbus won’t update its July orders until the end of the month.
Through July 11, Boeing reported 116 net wide-body orders: 15 for the 767, 33 for the 777 and 75 for the 787. Net cancellations of -7 for the 747 are included in the net 116 figure.
The 15 767s were not commercial models, however, but 767-2C tankers for the USAF.
Over at Airbus, none of China’s 40 commitments announced July 5 for 40 A350s are in the June summary, and won’t be in the Orders tally until the commitments turn into firm orders. Through June, airbus had net 26 widebody orders: three A330-200s and 29 A350-900. There were cancellations of four A330-800s and two A380s.
If the 40 China A350s were included, this would bring Airbus to 66 widebody orders, still well short of Boeing’s YTD figure.
Summary
Read more
1 Comment
Posted on July 17, 2017 by Scott Hamilton
air force tanker, Airbus, Airlines, Boeing, China, GE Aviation, Lessors, Middle of the Market, MOM, Paris Air Show, Pratt & Whitney, Premium, Rolls-Royce
757, 767, 787-8, 787-9, 797, 797-6, 797-7, A321LR, A321NEO, A330-200, A330-800, Airbus, Boeing, Middle of the Market, MOM, NMA, Paris Air Show
Developing Boeing’s airplanes
Delaney made the remarks at the Paris Air Show about developing the 737 MAX 10 and the NMA (New Medium size Airplane).
Figure 1. Boeing’s airliner lineup over the years. Source: Boeing.
Figure 1 shows the Boeing products over the years, with the 737 MAX 10 and the NMA filling the gap between 180 and 270 two class seats (note the 748i is no longer part of the chart). The MAX 10 is in place and a tentative NMA is showing the way into the next decade. Read more
31 Comments
Posted on June 20, 2017 by Bjorn Fehrm
Airbus, Boeing, CFM, Future aircraft, Middle of the Market, Paris Air Show
737 MAX, 777X, 787-10, Airbus, Boeing, MAX 10, NMA
Boeing has MOM sector “crisis,” says Leahy
June 5, 2017, © Leeham Co.: Boeing has a “crisis” in the Middle of the Market airplane sector, declared Airbus’ top salesman.
John Leahy, COO Customers, Airbus.
Development of the 737 MAX 10, which is expected to be launched at the Paris Air Show in two weeks, won’t solve it, either.
John Leahy, COO Customers for Airbus, made the remarks today during a small press event at the Annual General Meeting of IATA in Cancun, Mexico.
Read more
89 Comments
Posted on June 5, 2017 by Scott Hamilton
Airbus, Boeing, IATA, Middle of the Market
737-10, 757-300, 767-400, A321, Airbus, Boeing, IATA, John Leahy, MOM, NMA
Interest seen in Boeing’s “797,” says lessor
May 16, 2017, © Leeham Co.: Air Lease Corp., one of the world’s leading lessors, sees
John Plueger, CEO of Air Lease Corp.
a “quite a bit” of interest from its customers in the prospective Boeing Middle of the Market aircraft, says its CEO, John Plueger.
Speaking at the Airfinance Journal conference in New York today, Plueger acknowledged with some push from moderator Mark Streeter of JP Morgan that pricing needs to be in today’s dollars in the $70m-$75m range.
Read more
53 Comments
Posted on May 16, 2017 by Scott Hamilton
Airbus, Boeing, Leasing, Lessors, Middle of the Market, MOM
797, A322, A330-800, Air Lease Corp., Airbus, Boeing, John Plueger, Middle of the Market, MOM
How Airbus can kill the Boeing 797
Artisit concept of the Boeing 797. Rendering via Google images.
May 10, 2017, © Leeham Co.: Airbus can kill the business case for the prospective Boeing 797, the New Midrange Aircraft also known as the Middle of the Market Airplane,
All it has to do is move first, instead of waiting for Boeing to launch the 797, something considered likely next year.
If Airbus launched what is commonly called the A322, a larger, longer-range version of the A321neo, the new version would become a true replacement for the Boeing 757, meet economics of the smaller 797, which has a working title of the 797-6, at a much lower capital cost.
Read more
163 Comments
Posted on May 10, 2017 by Scott Hamilton
Airbus, Boeing, CFM, GE Aviation, Middle of the Market, MOM, Pratt & Whitney, Rolls-Royce
737-10, 737-9, 767-200, 767-300, 787-8, 797, 7M7, A321NEO, A322, Airbus, Boeing, CFM, GE Aviation, GTF, LEAP, MOM, NMA, Pratt & Whitney, Rolls-Royce, Safran
7M7 is key to Boeing’s future
Subscription Required
Introduction
An enthusiast’s concept of the Boeing 797. Image via Google.
April 24, 2017, © Leeham Co.: Boeing faces growing challenges this year as airplane sales slow, production of the 777 Classic declines, its new Global Services unit prepares to formally launch and a decision whether to authorize a sales offering for the New Midrange Airplane looms.
We’ve spent a lot of time covering slowing sales and declining 777 production. Tomorrow, we’ll have a special report on the ambitious Global Services strategy.
We’ve also spent a lot of time on the Boeing NMA. LNC’s Bjorn Fehrm last week presented number three in a paywall series on the NMA, looking at it from a technical viewpoint. We’ll take a look at it from a strategic point of view today.
Summary
Read more
6 Comments
Posted on April 24, 2017 by Scott Hamilton
Airbus, Airlines, Boeing, Leeham News and Comment, Middle of the Market, MOM, Premium
737-10, 737-9, 747-8, 787, 787-8, 787-9, 7M7, A321LR, A321NEO, A330-200, A330-800, A380, A400M, Airbus, Boeing
Could an NMA be made good enough? Part 5
By Bjorn Fehrm
Subscription Required
Introduction
April 20, 2017, © Leeham Co.: After defining the fuselage and wings, it’s now time for the engines. We go through the sizing criteria for engines for airliners and find the size of engine that is needed for the NMA.
The NMA will need engines which are larger than the single aisle engines for Airbus’ A320neo and Boeing’s 737 MAX. But they will be smaller than the next size up for modern engines, the GEnx-2B for Boeing’s 747-8.
Figure 1. The NMA takes more and more the shape of a 767 replacement (A United 767-200). Source: United
This means the NMA will need new engines, at least 50% larger than the present engines designed for A320neo and 737 MAX.
Summary:
Read more
Leave a Comment
Posted on April 20, 2017 by Bjorn Fehrm
Airbus, Boeing, CFM, GE Aviation, Middle of the Market, MOM, Pratt & Whitney, Premium, Rolls-Royce
737 MAX, A320NEO, Airbus, Boeing, CFM, CFM LEAP-1A, GTF, MOM, NMA, Pratt & Whitney, Rolls-Royce, Ultrafan
Pontifications: Lessor cites cool reception to MAX 10
By Scott Hamilton
April 17, 2017, © Leeham Co.: Buckingham Research Group last week issued back-to-back notes about Boeing. One was a recap of an investors call with Steve Rimmer, CEO of Altavair Airfinance (nee Guggenheim Aviation partners). The other was BRG’s earnings preview, the first off the mark for Boeing’s earnings call on April 26.
I’ll include a summary of BRG’s earnings preview in a subsequent post when other analysts issue their previews.
BRG’s Rimmer note is lengthy and covers industry issues beyond Boeing. Here are a couple of the Boeing-focused points:
Read more
73 Comments
Posted on April 17, 2017 by Scott Hamilton
Airbus, Boeing, CFM, Middle of the Market, Pontifications, Pratt & Whitney
737-10, 797, 7M7, A320NEO, Airbus, Altavair, Boeing, Buckingham Research Group, CFM, GTF, LEAP-1A, Middle of the Market, MOM, NMA, Pratt & Whitney, Steve Rimmer
Email Subscription
Twitter Updates
My TweetsAssociations
Aviation News-Commercial
Commentaries
Companies-Commercial
Companies-Defense
Engines
Resources
YouTube
Archives