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…
The headlines are nonstop: high fuel costs are causing airlines all kinds of financial trouble. As we’ve seen among the US airlines that have reported 3Q earnings , revenues are up strongly. But without fuel costs, they’d be gloriously profitable.…
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…
Start here to see the announcement about Dataliner. The new AI-powered platform combines aviation data with Boeing’s aircraft insights to deliver fleet-wide intelligence and effective operational decisions. This AI-powered data intelligence platform helps airlines unlock greater value from their aviation…