Paris Air Show 2019 - Day 2

The 2nd day of the Paris Air Show provided Boeing with a shot in the arm as far as the 737 Max is concerned but Airbus still outpaced Boeing in the orders race but also signed on more form customers whereas Boeing announcements were all letters of intent (LoI).  Boeing certainly needed to get a vote of confidence for the 737 Max and they got it from IAG when they signed an LoI for 200 737 MAX 8 and 737 MAX 10s.  The exact number s for each variant will be subject to the final firm order agreement.

The 787-10 also got a major shot in the arm today as Korean Air will be ordering 10 direct from Boeing and also will lease another 10 from Air Lease Corp. and take 10 more 787-9s as well.  Separately, Boeing got an LoI for 5 787-9s each from Air Lease and an unidentified customer.

Airbus was also busy signing up Cebu Pacific for the A30/A321 and the A330-900NEO, getting additional orders or the A321XLR from IAG (Aer Lingus and Iberia) and Saudia who will increase their total A320 orders to 100. 

Airbus

Aer Lingus - 6 x A321XLR - Firm; 6 x A321XLR - Options
ALC - 50 x A220-300 - LoI
ALC - 27 x A321XLR - LoI
ALC - 23 x A321NEO - LoI
Cebu Pacific - 5 x A320NEO - LoI
Cebu Pacific - 10 x A321XLR - LoI
Cebu Pacific - 10 x A321NEO - Options
Cebu Pacific - 16 x A330-900NEO - LoI
Delta Air Lines - 5 X A220-100 - Firm
Iberia - 8 x A321XLR - Firm; 7 x A321XLR - Options
Saudia - 15 X A320NEO - Firm; 35 x A320NEO - Options
Saudia - 15 X A321XLR - Firm
Virgin Atlantic - 8 x A330-900NEO - Firm; 6 x A330-900NEO Options

ATR

NAC - 20 x ATR 42-600 - Firm; 20 x ATR 42-600 - Options; 20 x ATR 42-600 - Option LoI
NAC - 15 x ATR 72-600 - Firm; 15 x ATR 72-600 - Options; 15 x ATR 72-600 - Option LoI

Boeing

ALC - 5 x 787-9 - LoI
IAG - 200 x 737 MAX - LoI
Korean Air - 10 x 787-9 - LoI
Korean Air - 10 x 787-10 - LoI
Unidentified - 5 x 787-9 - LoI

De Havilland Canada

Air Antillies - 2 x DHC-6 Twin Otter - Firm


Embraer

Binter Canaris - 2 x E175 E2 - Firm
Fuji Dream Airlines - 2 x E175 - Firm
United Airlines - 20 x E 175 - Firm; 19 x E175 - Options

Paris Air Show 2017 - Day 2

Boeing had a another great day with orders and conversions for the 737 MAX 10 but a good number of orders for the MAX  8 also were announced.  The big conversion was United conversion of 100 737 MAX 8 to the MAX 10 plus adding a firm order for 4 more 777-300ER.

As far as the 787 order activity, Azerbaijan Airlines committed to 4 more 787-8s.  I believe that this maybe an unidentified order for 4 x 787-8s that Boeing booked earlier this year.  Okay Airways signed an MoU for 5 787-9s.  All told the 787 took in 47 orders announced at Le Bourget.

The big story continues to be Boeing order dominance over Airbus thus far at Paris especially with the 737 bringing in a pretty good haul vs. the A320.  However, Airbus may have a few more orders to announce in the last two days of the show.

Lastly, ZC001 flew back to Boeing Field today to continue certification flight test activities.


Boeing

AerCap - 30 x 787-9 (firm)

ALAFCO - 20 x 737 MAX 8 (MoU)

Avalon - 75 x 737 MAX 8 (MoU); 50 x 737 MAX 8 (options)

Aviation Capital Group - 20 x 737 MAX 10 (firm)

Azerbaijan Airlines - 4 x 787-8 (firm)

Blue Air - 6 x 737 MAX 8 (firm)


BOC Aviation - 10 x 737 MAX 10 (MoU)

China Aircraft Leasing Group - 35 x 737 MAX 8; 5 x 737 MAX 10 (firm)

CDB Aviation Lease Finance - 42 x 737 MAX 8 (MoU); 10 x 737 MAX 10 (including 6 conversions from 737 MAX 8 (4 MoU); 8 x 787-9 (MoU)

Ethiopian Airlines - 10 x 737 MAX 8 (MoU); 2 x 777F (firm)

GECAS - 20 x 737 MAX 10 (conversion of 20 737 MAX 8 orders - firm)

Japan Investment Advisor - 10 x 737 MAX 8 (MoU)

Lion Air - 50 x 737 MAX 10 (MoU)

Monarch - 15 x 737 MAX 8 (firm)

Norwegian - 2 x 737 MAX 8 (firm)

Okay Airways - 7 x 737 MAX 8 (firm); 8 x 737 MAX 10 (firm); 5 x 787-9 (MoU)


Qatar Airways - 20 x 737 MAX 8 (firm) + 40 x 737 MAX 8 options

RyanAir - 10 x 737 MAX 200 (firm)

SpiceJet - 40 x 737 MAX 10 (20 new (MoU), 20 conversions)

Tibet Financial Leasing - 20 x 737 MAX (8/10) (MoU)

TUI Group - 18 x 737 MAX 10 (conversion of 18 737 MAX 8 orders)

United Airlines - 100 x 737 MAX 10 (conversion from 737 MAX 8); 4 x 777-300ER (firm)

Airbus

Air Lease Corp. - 12 x A321neo (firm)

CBD Aviation Lease Finance - 30 x A320neo; 15 x A321neo (conversion)

Delta Air Lines - 10 x A321 (firm)

Ethiopian Airlines - 10 x A350-900 (firm)


GECAS - 100 x A320neo/A321neo (firm)

Viva Air - 15 x A320; 35 x A320neo (MoU)

ATR

Air Senegal - 2 x ATR72-600 (firm)

Tianju - 10 x ATR42-600 (MoU)


Xuzhou Jantong - 3 x ATR42-600 (MoU)

Bombardier

Ethiopian Airlines - 5 x Q400 (MoU)

PAL Express - 7 x Q400 (firm)

SpiceJet - 25 x Q400 (MoU); 25 x A400 options

Embraer

Belavia - 1 x E175 (firm); 1 x E190 (firm)

Fuji Dream Airlines - 3 x E-175 (firm)

J-Air - 1 x E190 (firm)

KLM cityhopper - 2 x E190 (firm)

Unidentified Customer 1 - 20 x E190-E2 (MoU)

Unidentified Customer 2 - 10 x E195-E2 (firm); 10 x E190-E2 options

Paris Air Show 2017 - Day 1

The 1st day of the 2017 Paris Air Show is in the books and Boeing did well.  For starters they got a nice order of 30 firm 787-9s from AerCap making them the largest owner of 787 when all the aircraft are delivered at 122 (this includes sale-leaseback transactions).  Boeing also got an MoU from CDB Aviation Lease Finance for 8 787-9s.  The big story was narrowbody orders with Boeing announcing the launch of the largest member of the 737 MAX series, the 737 MAX 10 which would seat up to 230 passengers and a range (with out auxiliary fuel tanks) of up to 5,000 miles.  Boeing expects about 240 orders from 10+ customers during the air show.  Many of these orders are conversions of existing 737 MAX orders to the larger model.

Airbus picked up a large order from GECAS for 100 A320neos (A320 and A321).  Boeing accounted for the only widebody order to come on day 1 of the airshow but I expect that Airbus will pick up an order for the A350 before the end of the show.  The airshow is really going to be a battle of the narrowbodies this year.

Lastly, ZC002 flew to Victorville to continue flight testing there.  Boeing said that they have completed about 30% of the 787-10 flight test program.  If so then I wonder if Boeing can have the aircraft certified by the end of the year?

Boeing

AerCap - 30 x 787-9 (firm)

ALAFCO - 20 x 737 MAX 8 (MoU)

BOC Aviation - 10 x 737 MAX 10 (MoU)

CDB Aviation Lease Finance - 42 x 737 MAX 8 (MoU); 10 x 737 MAX 10 including 6 conversions from 737 MAX 8 (MoU); 8 x 787-9 (MoU)

GECAS - 20 x 737 MAX 10 (conversion of 20 737 MAX 8 orders - firm)

Lion Air - 50 x 737 MAX 10 (MoU)

Monarch - 15 x 737 MAX 8 (firm)

Qatar Airways - 20 x 737 MAX 8 (firm) + 40 x 737 MAX 8 options

SpiceJet - 40 x 737 MAX 10 (20 new (MoU), 20 conversions)

Tibet Financial Leasing - 20 x 737 MAX (8/10) (MoU)

TUI Group - 18 x 737 MAX 10 (conversion of 18 737 MAX 8 orders)

Airbus

Air Lease Corp. - 12 x A321neo (firm)

GECAS - 100 x A320neo/A321neo (firm)

ATR

Tianju - 10 x ATR42-600 (MoU)
Xuzhou Jantong - 3 x ATR42-600 (MoU)

Bombardier

APL Express - 7 x Q400 (MoU)