Leeham News and Analysis

There's more to real news than a news release.

There's more to real news than a news release.

Odds and Ends: 737 cost (not price); Bob Crandall

737 Cost, Not Pricing: Wells Fargo has this item about what American Airlines actually paid for the Boeing 737-800, as opposed to the list price: more than a 50% discount from $84.4m. Note that AerCap (AER) appears to… Read More

 38 Comments

 Posted on March 27, 2012 by

 Boeing

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WN vs AA: A personal story

I am going to depart not only from my usual approach to this blog but also shift from the editorial “we” to a personal “I” for this story. The point of the story is not my personal family… Read More

 12 Comments

 Posted on March 24, 2012 by

 Uncategorized

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ISTAT Part 3: Lessors Panel: GECAS, ILFC, AWAS, Air Lease Corp

The final panel at the ISTAT meeting is the much-anticipated lessors’ panel consisting of: Jeff Knittle, president of CIT Aerospace, moderator; Henri Courpron, Chairman of ILFC; Ray Sisson, CEO of AWAS; Norman Liu, CEO of GECAS; and Steve… Read More

 15 Comments

 Posted on March 20, 2012 by

 Airbus, ATR, Boeing, Bombardier, CFM, CSeries, Embraer, Pratt & Whitney

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ISTAT Part 2: BBD, EMB, Sukhoi, ATR

Chet Fuller, SVP Commercial, Bombardier Luiz Chiessi, Director of Marketing Strategy of Embraer Mark Neeley, VP-Marketing, ATR John Buckley, VP Business Development, Sukhoi Superjet International Fuller CSeries weight validated and will be on spec at EIS. Aluminum Lithium… Read More

 26 Comments

 Posted on March 19, 2012 by

 ATR, Bombardier, Embraer

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Odds and Ends: 787 ramp up, ISTAT, Airbus, the price of oil in 1968

787 Ramp-Up: UBS Securities issued a research note Monday in which it reports that the 787 rate ramp-up to 10 per month–a goal Boeing’s to be by the end of 2013–has slipped to the first quarter of 2014…. Read More

 56 Comments

 Posted on March 19, 2012 by

 Airbus, Boeing, Rolls-Royce

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Republic’s Bryan Bedford emulates U-Turn Al

The CEO of Republic Airways Holdings seems to be vying to be America’s version of U-Turn Al, Akbar Al-Baker, the CEO of Qatar Airways. Bedford appears to be engaged in a campaign to raise questions about the Bombardier… Read More

 10 Comments

 Posted on March 15, 2012 by

 Airbus, Boeing, Bombardier, CFM, CSeries, Embraer, Pratt & Whitney

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Odds and Ends: More on the Ex-Im funding renewal; Boeing studies 757 replacement

Ex-Im: Republicans continue efforts to shut down the Export-Import Bank, a move that would hurt Boeing Commercial Airplanes sales most but which also would hurt other industries as well. Delta Air Lines is the driving force behind the… Read More

 27 Comments

 Posted on March 15, 2012 by

 ATR, Boeing, Bombardier

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Boeing comments on 787 delamination, delivery expectations

Jim Albaugh, CEO of Boeing Commercial Airplanes, today commented on the delamination issues on the 787 and the effect on deliveries and production going forward. He spoke at a JP Morgan conference. there are several stories that can… Read More

 17 Comments

 Posted on March 14, 2012 by

 Boeing

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Another example of a toothless WTO

As long-time readers of this column know, we have utter disdain for the World Trade Organization and its review of international competitive practices, such as the cases of Airbus and Boeing subsidies. Here is another example of why… Read More

 5 Comments

 Posted on March 13, 2012 by

 Airbus, Boeing, Bombardier, Embraer

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Predictably, Airbus and Boeing claim victory in WTO appeals case

The report is now public and to no surprise, Airbus and Boeing (and the surrogates, the EU and US Trade Representatives) each claim victory. This excerpt from a Bloomberg report neatly paints the picture. World Trade Organization appellate… Read More

 9 Comments

 Posted on March 12, 2012 by

 Airbus, Boeing

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