Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: Air Transport’s route to 2050. Part 6. January 24, 2025
- Boeing came close to running out of cash in 4th quarter January 23, 2025
- Hexcel Earnings: Returning to Pre-Pandemic Revenues, Ready for Rate Increases, but MAX Remains A Wild Card January 23, 2025
- GE FY and Q4 2024 Earnings Power Above Consensus Driven By Services While LEAP Makes Durability Strides January 23, 2025
- Earnings: Pay closer attention to the supply chain than to the OEMs January 23, 2025
Supplier Honeywell thinks Sequestration is OK; Mystery photo
In a break from major defense contractors, politicians and just about everybody, the CEO of Honeywell thinks Sequestration might be a good thing. We opined about this on Election Day. For a switch in topics and our usual… Read More
Odds and Ends: Bernstein: no 777X before 2020; Alaska, Frontier and Competition; A380 repair costs; Boeing labor challenges
No 777X before 2020: Bernstein Research, in a note issued today, says it doesn’t see delivery of the Boeing 777X before 2020. Also: on a recently completed trip to Asia, Bernstein wrote this: There’s clearly huge demand for… Read More
Odds and Ends: Cargolux, Qatar to split; P-8A and MAX; More on Sequestration; Dodging that depth charge
Cargolux, Qatar Airways to split: Several news stories report that Qatar Airways is going to dump its 35% stake in Cargolux. The stories indicate a disagreement in the direction of Cargolux. This story is the most detailed, although… Read More
Odds and Ends: Air France v Rolls-Royce for A350; Virgin America rejigs; Last A340s sold; Heading South with SPEEA
Air France v Rollsr-Royce: The saga continues-see this Bloomberg story. We understand there is more to it than just maintenance. Rolls wants AF to order the Trent 1000 for the 787 order, too. Virgin America: This airline, headquartered… Read More
Boeing 737 MAX update
Update: Aviation Week has this piece that has some good close-ups of artwork. Boeing held a tele-conference updating the 737 MAX program. Beverly Wyse, VP and GM of the 737 Program are Michael Teal gave the briefing. Beverly… Read More
Very un-British report on Ryanair-AerLingus
This amused us a lot–from the free British e-newsletter from Airline Fleet Management. Talking Point Pesky pursuer Ryanair claims Aer Lingus is a done deal Ah, Ryanair. It’s like the Granny no one wants a sloppy kiss from,… Read More
EU caves on ETS, for now–but says it didn’t really cave
The European Union caved in on implementing the carbon trading scheme known as ETS that would have taxed international airlines flying into Europe. The EU claimed it didn’t really cave to international pressure (Financial Times, free registration required)… Read More
