Boeing says Airbus widebody strategy “is a mess,” A330neo “dead on arrival”

March 9, 2016, © Leeham Co.: The war of words between Airbus and Boeing at the ISTAT conference Feb. 29-March 1 wasn’t confined to which company sold more single-aisle airplanes. Widebody aircraft were involved, too. A Boeing official… Read More

Airbus on orders this year: You ain’t seen nothing yet

June 15, 2015, Paris Air Show, c. Leeham Co. Boeing predicts 1:1 book:bill (orders to deliveries) this year. For Airbus, you ain’t seen nothing yet. And it’s not even super-salesman, super-optimist John Leahy doing the talking. Kiran Rao,… Read More

“7M7” MOM means opportunities all around US

The prospect that Boeing may launch the so-called Middle of the Market (MOM) airplane seems to be gaining ground. We’ve reported previously that our Market Intelligence suggests the MOM would be launched in 2017 or 2018 with an… Read More

MOM market depends on price, says Air Lease Corp

June 9, 2015, c. Leeham Co. The Middle of the Market (MOM) airplane seems next up on the development plate. Air Lease Corp (ALC) is a major player in the development of any new airplane,  and president John… Read More

Leahy on 737-8ERX and the prospect of an “A322”

March 16, 2015 737-8ERX: John Leahy, chief operating officer-customers at Airbus, not surprisingly doesn’t think much of the concept Boeing is showing airlines, the 737-8ERX. “Boeing is getting more and more desperate,” Leahy claimed in a telephone interview… Read More

Pontifications: Jumping on the MOM bandwagon

March 15, 2015: There was little “real” news coming out of ISTAT this year, which is probably why the topics of the “757 replacement” and the 200-250 seat, 4,500 mile twin-aisle airplane prospect drew so much attention. Sitting… Read More

ISTAT: Lessors look at consolidation, market stability

The closing panel at ISTAT is the popular lessors panel, an unscripted conversation and Q&A among the industry leaders. Lessors typically do not favor higher production rates at Airbus and Boeing.and pay close attention to market instability or… Read More

Interview with Airbus CEO Fabrice Brégier: Airbus and innovation

Subscription required By Bjorn Fehrm Introduction 18 Jan 2015: When visiting Toulouse last week we got the opportunity to talk to Airbus CEO, Fabrice Bregiér, on one of his pet subjects: the need for Airbus to be more innovative…. Read More

Assessment of Lessors in Airbus and Boeing backlogs, narrow- vs wide-body

Subscription Required Introduction Nov. 30, 2014: Airlines now lease about 50% of their aircraft under a variety of mechanisms: operating, finance, leveraged and Islamic leases, just to name a few. There are operating leasing, special purpose and “house”… Read More

Airbus Group beats expections for first quarter results

Airbus Group beat expectations for its first quarter profit. Continuing research and development costs weighed on earnings before one-time charges. Earnings before interest and the charges were actually down slightly vs 2013 but were better than expectations. Group… Read More