Pontifications: 30-40 MAXes potentially delayed by software issue: Jefferies

March 7, 2023, © Leeham News: About 30-40 Boeing 737 MAXes potentially will be delivery-delayed by the Option Section Software reconfiguration issue, the investment bank Jefferies Co. reported yesterday. Jefferies followed up on our report published Monday by… Read More

Alaska Airlines may keep leased Airbus fleet

By Olivier Bonnassies Airfinance Journal Oct. 9, 2020, (c) Airfinance Journal: Alaska Airlines is believed to be working on a solution regarding its narrowbody fleet composition after initial talks failed with lessors regarding an early phase-out of Airbus… Read More

Leahy, Kirby headline “Plane Truths” conference in Chicago Sept. 11-12

July 24, 2018, © Leeham News: John Leahy, who retired in January after 33 years at Airbus, and Scott Kirby, president of United Airlines, headline the Leeham Co. and Airfinance Journal conference, Plane Truths: The Next 12 Months,… Read More

Southern state coalition bid likely for Boeing NMA assembly site

June 27, 2018, © Leeham News: A coalition of four Southern US states that joined to win the US Air Force tanker contact site location for Mobile (AL) will likely link up again to bid for the assembly… Read More

Vertical integration will be a ‘bumpy road’

By Laura Mueller June 26, 2018, © Airfinance Journal: OEMs are targeting a larger piece of aftermarket revenues, but ultimately their airline customers will determine whether a push to vertical integration is the right one, Brian Prentice, a… Read More

Airbus supplier ownership structure questioned

By Laura Mueller June 26, 2018, © Airfinance Journal: Airbus-owned, tier-one supplier Premium Aerotec could end up with different owners due to the changing supply chain landscape, Dr David Pritchard, associate professor SUNY Empire State College, told delegates… Read More

Pontifications: An in-depth assessment that people matter at Airbus

May 21, 2018, © Leeham News: In February, consultant Richard Aboulafia colorfully said Airbus was plagued by “decapitation” of its executive ranks as retirements and resignations came one after another after another. In April, LNC raised the prospect… Read More

Lessors and investors disagree on transparency

Special to Leeham News By Jack Dutton Jan. 25, 2018, © Airfinance Journal, Dublin: The opacity of the industry in regard to asset prices is one of the main challenges for aircraft lenders and investors, according to a… Read More

20-year old ISTAT definitions “archaic”

Special to Leeham News By Michael Allen ISTAT definition “quite archaic.” Appraisers says aircraft disparity in ABS transaction can be due to lack of information provided by the arrangers. Jan. 25, 2018, © Airfinance Journal, Dublin: “We get… Read More

Pontifications: 2018 is a year of Transformations

Jan. 8, 2018, © Leeham Co.: This is going to be a year of transformations. This might be viewed with puzzlement by some. After all, only minor-modification models will be entering service this year: the Airbus A350-1000, the… Read More