Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Pontifications: Technical challenges for UAMs, et al, only part of the problems March 28, 2023
- An uneven financial recovery among OEMs and Suppliers March 27, 2023
- Bjorn’s Corner: New aircraft technologies. Part 5. Optimal fuselage March 24, 2023
- Bjorn’s Corner: New aircraft technologies. Part 5P. Optimal fuselage March 24, 2023
- A Chinese intervention in Ukraine would kill its aerospace industry March 23, 2023
Pontifications: Lessor cites cool reception to MAX 10
April 17, 2017, © Leeham Co.: Buckingham Research Group last week issued back-to-back notes about Boeing. One was a recap of an investors call with Steve Rimmer, CEO of Altavair Airfinance (nee Guggenheim Aviation partners). The other was… Read More
Delta reviewing Airbus wide-body order, but more is going on
Subscription Required Introduction April 12, 2017, © Leeham Co.: Delta Air Lines today said on its earnings call that it is reviewing its wide-body order with Airbus. At face value, the Delta statement might seem alarming. But as… Read More
Pontifications: Boeing MAX 10, “797” NMA dominated ISTAT headlines
March 13, 2017, © Leeham Co.: The soft launch of the Boeing 737-10 and the prospective Boeing “797” Middle of the Market aircraft easily were the headline news items to come out of the annual ISTAT conference in… Read More
Boeing soft launch for 737 MAX 10
March 6, 2017, © Leeham Co.: Boeing effectively did a soft launch today of the 737-10 MAX at the ISTAT Americas conference in San Diego. Randy Tinseth, VP-Marketing, revealed basic specifications for the MAX 10, the first time… Read More
Pontifications: Boeing 737-9 roll-out–Nothing Special in the Air
March 6, 2017, © Leeham Co.: Boeing rolls out its 737-9 MAX tomorrow. Last week, I received a call from one of the network/cable news organizations asking, What’s special about this airplane? The answer is: Nothing.
Pontifications: Boeing’s long-term message doesn’t resonate
Feb. 20, 2017, © Leeham Co.: Boeing’s long-term messaging that all is well isn’t resonating with a number of industry analysts and observers. To be sure, today and in the short-term, Boeing’s stock is on a steady upward… Read More
Pontifications: Alaska’s A321neo test drive
Feb. 13, 2017, © Leeham Co.: It was subtle, but it was there: Alaska Airlines will take the Airbus A321neo for a test drive. This will happen via its new sibling, Virgin America, which has 10 A321neos on… Read More
Deferrals at historic low, say Boeing CEO
Feb. 9, 2017: Requests for order deferrals are at an historic low but there are still challenges in bridging the production gap between the 777 Classic and 777X, Boeing CEO Dennis Muilenburg said during a Cowen & Co…. Read More
