Airbus 2015 Numbers
Today Airbus announced their numbers for 2015. Let’s take a look at what they tell us. Airbus had fewer orders in 2015 than in 2014. Its deliveries stayed essentially steady – which has been an item COO John Leahy has…
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Premium #202 – Economic Analysis: What might a used A380 sell for in a low fuel cost environment?
2018 marks the termination of the first A380 leases (MSN 003 delivered in October 2007), likely causing used aircraft to enter the market. A key question, particularly for a group of German investors who underwrote early A380 leases, is what…
The Airbus FAL in Mobile
Airbus is quietly doing its thing in Mobile. Here is a view of the FAL in Mobile. Views: 20
Boeing’s Numbers
Yesterday Boeing released their 2015 O&D numbers. Let’s look at the numbers. First a chart to show the scale of O&D changes between 2014 and 2015. We excluded the BBJ numbers from the chart but have them in the tables…
UTC’s payment to Canada
United Technologies issued an 8-K today disclosing it is taking an ~$870m pretax charge in 4Q15. This is because it negotiated the end of a royalty payment agreement between Pratt & Whitney Canada and the Canadian and Québec Governments. P&WC…
Premium #201 – An Outlook for 2016
2016 could be a year of significant events for the commercial aviation market. Here are some items we are viewing with special interest. Oil This is a crucial input for the industry. Wild price fluctuations drive airline cash flow projections…