Pontifications: The reshaped commercial aviation sector

July 12, 2021, © Leeham News: With Washington State and the US open for business following nearly 18 months of COVID-pandemic shut-down, there is a lot of optimism in commercial aviation. In the US, airline passenger traffic headcounts… Read More

United orders 200 Boeing 737 MAXes, 70 Airbus A321neos

By the Leeham News Team June 29, 2021, © Leeham News: United Airlines today announced its order for 200 Boeing 737 MAXes and 70 Airbus A321neos. The size and split of the order were first reported by Airfinance… Read More

HOTR: Ryanair’s O’Leary pissed, but wants 737 MAX 10

By the Leeham News Team May 25, 2021, © Leeham News: Michael O’Leary may be royally pissed as Boeing, but he’s nevertheless in negotiations for a large order of 737-10 MAXes. In the year-end earnings call last week… Read More

Boeing’s dilemma in the 125-170 seat sector

Subscription Required By Scott Hamilton Introduction May 24, 2021, © Leeham News: NMA. 777X. The 200-270 seat sector. While Boeing grapples about what to do in the 200-270 seat sector, the heart of the single-aisle market represented by… Read More

Pontifications: Balance shareholder value with product development and strategy

April 26, 2021 © Leeham News: Balance shareholder value with the long-term strategy of The Boeing Co. This is what Boeing needs to do. But there were conflicting signals from the 2020 annual shareholders meeting held April 20… Read More

The conundrum of a new airplane design vs a derivative

Subscription Required By Scott Hamilton Introduction April 19, 2020, © Leeham News: When it comes to a decision by an aircraft manufacturer whether to develop an entirely new airplane or a derivative, these multi-billion dollar decisions involve hundreds… Read More

Today’s 737 MAX, A320neo values vs 2019

Subscription Required By Scott Hamilton Introduction April 12, 2021, © Leeham News: The Boeing 737 MAX reentered service in December after a 20 month grounding. Determining values post-grounding and during the COVID-19 pandemic was complicated. The question over… Read More

Did Airbus miss opportunities with Alaska, Southwest?

Subscription Required By Scott Hamilton Introduction March 22, 2021, © Leeham News: Airbus lost an order from Alaska Airlines, which means the carrier will essentially revert to an all-Boeing fleet. Alaska Airlines ordered more Boeing 737 MAXes instead… Read More

HOTR: Investors optimistic for Boeing. Are they too optimistic?

By the Leeham News Team March 10, 2021, © Leeham News: Boeing’s recovery will be long, slow and painful. But Boeing has been through long, slow and painful periods before. Investors appear optimistic. The stock price has been… Read More

HOTR: Alaska begins service with 737 MAX

Alaska likely to cancel A320neo order. Details below. By the Leeham News Team March 1, 2021, © Leeham News: Alaska Airlines today launched its first service with the 737 MAX. The carrier’s first flight was flight AS 482… Read More