Airbus 2015 Numbers
Today Airbus announced their numbers for 2015. Let’s take a look at what they tell us. Airbus had fewer orders in 2015 than in 2014. Its deliveries stayed essentially steady – which has been an item COO John Leahy has…
Tag Boeing
Premium #202 – Economic Analysis: What might a used A380 sell for in a low fuel cost environment?
2018 marks the termination of the first A380 leases (MSN 003 delivered in October 2007), likely causing used aircraft to enter the market. A key question, particularly for a group of German investors who underwrote early A380 leases, is what…
Boeing’s Numbers
Yesterday Boeing released their 2015 O&D numbers. Let’s look at the numbers. First a chart to show the scale of O&D changes between 2014 and 2015. We excluded the BBJ numbers from the chart but have them in the tables…
Premium #201 – An Outlook for 2016
2016 could be a year of significant events for the commercial aviation market. Here are some items we are viewing with special interest. Oil This is a crucial input for the industry. Wild price fluctuations drive airline cash flow projections…
E2 on schedule
Take a look at this Bloomberg story. The key here is: “The first flight of the plane is projected to be in next year’s second half, Embraer said by e-mail, ahead of a planned commercial debut in 2018.” Embraer has…
Re-Pricing C Series
The dearth of new orders for the C Series is a source of concern for anyone following the program. Why, one might ask, is such a technically good aircraft not winning orders? Bombardier’s competitors have been very successful at undermining…