Premium #227 Post Farnborough Thoughts
Is the industry headed for a recession? We have frequently mentioned our view that it appears to us that an order bubble has formed. Does fleet data provide a different perspective on the market? Views: 19
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Premium #226 – Farnborough 2016 Was Far from Boring – If you Knew Where to Look
We’ve seen some reports that the 2016 Farnborough Airshow was disappointing, with the fewest new aircraft orders in recent years. One commentator even called the show ‘boring.“ We attended, and have a very different opinion. These are exciting times for…
Premium #225 – Has an economic downturn for commercial aircraft arrived?
Orders for both narrow-body and wide-body aircraft have slowed dramatically in 2016 after several years of record orders. Global economic growth is waning, and carriers have begun to push delivery dates back or cancel orders for aircraft that are no…
Premium #224 – Rolls-Royce and the commercial engine market
Rolls-Royce has seen its stock price swing a lot in recent times. The company is a leading aero-engine maker with a reputation for building fine products. In the next chart Rolls-Royce shows up as a key player in what is…
Avascent & AirInsight pre-Farnborough Webinar
Over the course of an hour, the team will share insights into recent market developments, the funding outlook, and technological and operational disruptions to watch in the coming period. Alongside key market trends and analysis, we will share early results…
Premium #223 – The Consolidating Supply Chain
The biggest commercial aerospace industry story revolves around Airbus and Boeing and how they compete vigorously for every order. But that is only the tip of the iceberg. Customers (airlines & lessors) only take an OEM offer seriously when they…