Op cost update among US airlines

Op cost update among US airlines

Commercial airlines’ success depends on many factors, and probably the core factor is seat production cost.  The airline with the lowest cost of production in a commodity market wins.  For years it was believed this was Southwest Airlines in the US. What do the...
2021 US airline snapshot

2021 US airline snapshot

The US DoT updated their DB1B through yearend 2021 and we have updated our models. Subscribers, please take a look in the library.  Meanwhile, we decided to create a snapshot of 2021 to get an idea of how the industry emerged from the depths of the 2019 pandemic hit....
NEO vs MAX – an update

NEO vs MAX – an update

We have previously demonstrated that the economic differences between the CFM LEAP and Pratt &Whitney GTF are very close. For an airline or lessor to select between the two (on the Airbus) has to be tough and probably drives both engine OEMs to make very sharp...