Boeing positioned to narrow market share gap

Subscription Required Now open to all readers. Introduction Sept. 22, 2016, © Leeham Co.: Early this year Boeing officials began a new message in pushing back against market data that show Airbus captured about 60% of the single… Read More

Pontifications: Boeing’s 8,000 employee reduction isn’t nearly enough

April 4, 2016, © Leeham Co.: Boeing’s plans to reduce head count at Boeing Commercial Airplanes by 8,000 jobs this year dominated the news last week. Comparing employment figures with Airbus Commercial shows this reduction isn’t nearly enough. BCA… 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

Asian airline market: overheated, balanced or just some spot troubles?

The Zhuhai Air Show, underway this week, comes against the backdrop of rising concerns–and large orders announced in recent weeks–of an over-ordered Asian market. We’ve expressed concern about the large number of orders at Lion Air and AirAsia… Read More

757 replacement not in the cards any time soon

The unexpected attention earlier this month on the prospect of a Boeing 757 replacement, possibly in the form of a 777X-style concept of composite wings and wingbox, new engines and some system upgrades, brings into focus the Boeing… Read More

Odds and Ends: Lufthansa on Airbus plan; Lion Air; Boeing statement on IAM deal; CSeries test flights

Lufthansa on Airbus’ 18-inch seat plan: Nein! Runway Girl Network (Mary Kirby’s new venture) reports that Lufthansa’s fleet planner doesn’t think much of the Airbus campaign to make coach seat width an 18-inch standard for the industry. Lion… Read More

Odds and Ends: Looking toward the South; Lion Air updates CSeries interest; 787 fuel advantage

Looking toward the South: As a follow-up to our previous post, Implications of the IAM-Boeing talks on 777X, here is a commentary from The Wall Street Journal about the migration of US industry to the South, were unions… Read More

Lion Air’s massive orders continue to raise doubts

The news that Asia’s Lion Air might be planning an order for the Bombardier CS300 energized the media and those that follow the OEM. If Lion Air follows through, this would be a major defection from Airbus and… Read More

Odds and Ends: Boeing’s next twin-aisle strategy; Lion Air/Airbus: you read it here first

Boeing’s next twin-aisle strategy: Aspire Aviation has this long article looking at when Boeing will launch the 787-10 and 777X. Our thoughts on the topic: We are hearing EIS for the 787-10, as Aspire reports, will be 2018… Read More

It’s official: Lion Air revealed as a MAX customer; ACG announces MAX and NG

Update, 1:45pm: Aviation Capital Group announced a commitment for 35 MAXes and a firm order for 20 737-800NGs. ACG becomes the first lessor to commit to the MAX. ACG announced a firm order for 30 Neos at the… Read More