United Airlines CEO Scott Kirby spoke on an aviation podcast last week. He suggested that Airbus and Boeing had an agreement not to develop a new aircraft to replace the Boeing 757. The duopoly offers the Airbus A321neo and the…
Boeing’s MAX 10 certification was a long, drawn-out saga. No need to rehash that here. The key issue: Boeing has its aircraft certified, and now it’s time to deliver. As we reviewed our MOM models, something caught our attention. Fuel…
Airbus is holding its 2026 delivery guidance and left the heavy lifting to 4Q26. To get there, it needs 281 deliveries based on our tracking. Also, about €3.0bn of EBIT Adjusted, and about €5.8bn of free cash flow in the…
France faces a meaningful risk of a sovereign-debt and political crisis. As of October 22, 2026, the warning signs are more serious than an ordinary period of weak growth. France’s debt stress leaves Airbus demand intact but puts its Toulouse…
On October 13 and 14, Airbus held a media briefing in Toulouse. As always, here are the event recordings. Per our decade-plus-long understanding with Airbus, we don’t record the Q&A. We recorded the Day 1 videos from an awkward spot…
We had an opportunity to chat with Crawford Hamilton, Head of Freighter Marketing at Airbus. It seems Airbus has got this model right from the start. And the market has reacted positively. Its competitor is still some way off, giving…