Pontifications: Airbus, Boeing single-aisle production rates solid

Jan. 23, 2017, © Leeham Co.: The global economy is softening and airlines are deferring airplanes, but we don’t see Airbus or Boeing trimming aircraft production for their single-aisle airplanes. Over-sales and rising fuel prices support today’s A320… Read More

Norwegian, others have vision; US airlines don’t

Subscription Required Introduction Dec. 5, 2016, © Leeham Co. Last weeks’ approval by the US Department of Transportation of a license for Norwegian Air Shuttle to operate long-haul, low-cost service to and from the US drew immediate fire… Read More

Resurgence for ERJ-145

Note: Nov. 24 and 25 are Thanksgiving Holidays in the US. Our next post will be Monday. Subscription Required Introduction Nov. 23, 2016, © Leeham Co.: The 50-seat regional jet market is dead. That’s the conventional wisdom. Well,… Read More

Airbus, Boeing deferrals may indicate slowing global economy

Subscription Required Introduction Boeing 737 flightline at Boeing Field: 737s awaiting delivery. Seattle Times photo via Google images. Nov. 17, 2016, © Leeham Co.: The deferral by United Airlines of 65 Boeing 737-700s announced Tuesday caused some observers… Read More

Boeing stock sell-off on United news appears misplaced

Nov. 16, 2016, © Leeham Co.: The market sell off yesterday of Boeing stock appeared on the surface to be a reaction to the news that United Airlines is deferring 61 737-700s and switching these to four larger… Read More

Airline assets and lessor assets: Bombardier and Embraer

Subscription Required Part 2. Part 1 may be found here. Introduction Bombardier invented the regional jet. Despite some sales these days, the CRJ was eclipsed by the Embraer J-Jet. Bombardier photo. Oct. 10, 2016, © Leeham Co.: Regional… Read More

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: “Sully” sullies NTSB

Sept. 12, 2016, © Leeham Co.: Sully, the movie about the miracle of the successful water landing of US Airways 1549 on the Hudson River in New York City, sullies the National Transportation Safety Board. Apparently not content… Read More

Book review: Glory Lost and Found

Sept. 8, 2016: Glory Lost and Found: How Delta Climbed from Despair to Dominance in the Post-9/11 Era is a ponderous title for a ponderous book. But this is not a criticism. Glory Lost is one of the best… Read More

Will United’s new president open door for Airbus?

Aug. 30, 2016, © Leeham Co.: Will Scott Kirby’s move from president of American Airlines to the same position at United Airlines lead to a major shift in fleet acquisition at the Chicago-based carrier? This is an intriguing… Read More