Boeing's middle-market aircraft faces unfavorable economic timing

Shifting airline economics and reduced fuel sensitivity create challenging environment for new aircraft development in the 200-250 seat market segment

The future of the 747 and A380

Long live the King and Queen!

The regional jet risk paradox: How high concentration masks hidden stability

Why concentration risk isn't risk when 76% of your fleet never needs remarketing.

Delivery positions expected to remain key driver for sales volumes

Aircraft delivery positions and production backlogs are shaping the commercial aviation landscape, with significant implications for manufacturers and airlines.

Aircraft Intelligence Monthly - November 2025

Widebody production signals ongoing shortage, Wave of 12-year leases expirations arriving by 2030, A330neo tailwinds expected to lift fleet as Trent 7000 problems resolve, LEAP-1A/1B intervals extending, but remain well below CFM56, MD-11 grounding shows need for replacement widebody freighter, Singapore Airlines proves growth not required for profitability

Cost convergence is not the problem for Spirit and Frontier

It's revenue divergence

Airbus catches up on A320 deliveries, but supply chain concerns deepen

Exploring the complex dynamics of Airbus A320 deliveries as multiple supply chain challenges create bottlenecks in production and certification.

A220 and E2 seeing reduced impact to GTF - it's still not great

A320neo continues to dominate the parked rates of GTF-powered aircraft

Supply chain issues reshape Boeing and Airbus production strategies

Contrasting approaches to aircraft production between Boeing and Airbus reveal how supply chain issues are forcing both manufacturers to adapt their strategies.

737-8 fleet demographics and values - October 2025

Where is the U.S. revenue growth coming from?

Breaking down the revenue growth by region

Remaining 767 passenger operating base bifurcated by mission

Distinct operational patterns emerge between US and Japanese 767 fleets, creating unique implications for future cargo conversion opportunities.

The narrowbody shortage won’t last forever

Entering year five of the narrowbody shortage, what happens next?

China short 1,000 aircraft but geopolitics cloud final deal

China needs 1,000 new aircraft amidst complex trade negotiations and market pressures, with implications for both domestic and international aviation.

Mid-sized freighter gap could impact next-gen narrowbody design

The mid-sized freighter market faces a critical transition as aging aircraft fleets and evolving design preferences create uncertainty in future capacity.

Aircraft Intelligence Monthly - October 2025

Supply chain issues reshape Boeing and Airbus production strategies, Airbus catches up on A320 deliveries, but supply chain concerns deepen, Boeing’s middle-market aircraft faces unfavorable economic timing, Delivery positions expected to remain key driver for sales volumes, Shop visit economics drive GE90 values 50% higher in widebody crunch, Long-range narrowbodies complement, not compete with widebodies

Parked GTF awaiting inspections have peaked - long tail to come

A deep dive into the GTF aircraft maintenance situation reveals a complex web of factors affecting groundings and the path forward for the fleet

The gap in Spirit's post-bankruptcy fleet

A little of this; a little of that, but no contaminated powdered metal

Early neo part-outs temporary as engine lease rates exceed aircraft

Unusual market dynamics have led to engine lease rates exceeding aircraft rates for newer narrowbodies, creating surprising trends in aircraft part-outs.

GTF dominates available NEO fleet - potential to triple with Spirit

High demand for A320neo/A321neo aircraft faces unique challenges with GTF engine issues and potential market disruption from Spirit Airlines bankruptcy.

Iceland's Play shutdown not a sign of deeper trouble

The September doldrums return for global airlines.

A321neo fleet demographics and values - September 2025

E2 wins U.S. launch customer, opens space for mid-life 737 operators

High costs and limited availability of used 737NGs create an unexpected opportunity for Embraer's E2 to attract operators seeking fleet alternatives

Shift to premium travel a global phenomenon with few exceptions

Premium travel share grows globally as airlines adjust capacity and demographics shift, with key implications for future fleet configurations and market dynamics.

Embraer is using Airbus's success against itself

How to punch a giant in the face, LATAM-style