Here’s the updated model. Remember the double-headed arrow to optimize viewing. Very few orders this month. But still includes a nice one for five A359s from Lufthansa. YTD, A321neo orders are at 1.2x A320neo. A220, A320neo, and A321neo account for…
With the highly useful T2 dataset updated through year-end 2020, we now can share pictures of how fleet changes impacted US airlines. The biggest impact we see is the rise of the A321 and the shrink in the 757. Notice…
The US DoT published its latest T-100 August update. This allows us to update our Middle of the Market model. Typically these models are subscriber-only. But we decided to share this one because it demonstrates two important data points: (1)…
We saw this story early yesterday and it was good reading. But when we got to this part: “For many airlines, the A321LR is a ‘Goldilocks’ aircraft that is neither too big nor too small for many destinations, especially point-to-point”…
Air Lease Corporation (ALC) is on-track for its target of reaching $20bln of assets this year, having grown its portfolio of owned and managed airliners in 2018 by 18.3% to $15.7bln. Continued strong demand for new aircraft gives ALC confidence…
Beaten by Boeing this time: that sums up 2018 for Airbus, who released its commercial results on January 9 – one day after Boeing. The European OEM delivered a record 800 airliners, up from 718 in 2017 but lower than…