Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Pontifications: Embraer’s strategy for the TPNG October 18, 2021
- Air freight demand explosion: a long-term trend? October 18, 2021
- Bjorn’s Corner: The challenges of airliner development. Part 25. Safety monitoring and reporting October 15, 2021
- With high cargo prices, will airlines fly larger aircraft in their widebody fleets? October 14, 2021
- The Regional Aircraft Fleet October 11, 2021
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
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: 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