Leeham News and Analysis

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

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

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.

 52 Comments

 Posted on March 6, 2017 by

 Airbus, Alaska Airlines, American Airlines, Boeing, China, Delta Air Lines, Lessors, Pontifications, United Airlines

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Norwegian, others have vision; US airlines don’t

Subscription Required Introduction Dec. 5, 2016, © Leeham Co. Last weeks’ approval by the US Department of Transportation of a license for Norwegian Air Shuttle to operate long-haul, low-cost service to and from the US drew immediate fire… Read More

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 Posted on December 5, 2016 by

 Airbus, Airlines, American Airlines, Boeing, Delta Air Lines, Emirates Airlines, Leeham News and Comment, Premium, United Airlines

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Boeing stock sell-off on United news appears misplaced

Nov. 16, 2016, © Leeham Co.: The market sell off yesterday of Boeing stock appeared on the surface to be a reaction to the news that United Airlines is deferring 61 737-700s and switching these to four larger… Read More

 27 Comments

 Posted on November 16, 2016 by

 Boeing, Spirit Aerosystems, United Airlines

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How Boeing is working to convert Qatar’s MAX LOI into a firm order

Oct. 18, 2016, © Leeham Co.: It’s only a Letter of Intent, the agreement between Boeing and Qatar Airways for up to 60 737-8s. Qatar announced the LOI two weeks ago because its CEO, the notoriously fickle Akbar… Read More

 25 Comments

 Posted on October 18, 2016 by

 Airbus, Boeing, Pratt & Whitney, Qatar Airways

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Looking under the hood at the Qatar order

Oct. 10, 2016, © Leeham Co.: Qatar Airways announced an expected order Friday for Boeing 777s and 787s, but surprised with the addition of a Letter of Intent for up to 60 Boeing 737-8s. The latter was characterized… Read More

 40 Comments

 Posted on October 10, 2016 by

 Airbus, Boeing, Qatar Airways

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Airline assets and lessor assets

Subscription required Introduction Part 1: The Big Two OEMs Oct. 3, 2016, © Leeham Co.: There are airline assets and there are leasing assets. That’s a good airplane but it’s not a good leasing asset. These are the… Read More

 1 Comment

 Posted on October 3, 2016 by

 Airbus, Airlines, Boeing, Bombardier, CFM, Embraer, GE Aviation, International Aero Engines, Lessors, Pratt & Whitney, Premium, Rolls-Royce

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Farnborough redefines the MOM sector

July 19, 2016, © Leeham Co.: If anything came out of the otherwise dull Farnborough Air Show, it was that the Middle of the Market airplane debate is as muddled as ever. Boeing didn’t launch, or even say… Read More

 45 Comments

 Posted on July 19, 2016 by

 Airbus, Airlines, Boeing, Farnborough Air Show, Middle of the Market

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Don’t look for defections to Boeing over Airbus delays

Subscription Required Introduction June 20, 2016, © Leeham Co.: Recent suggestions and threats that delays at Airbus for the A320neo and A350 means angry customers will flock to Boeing are naïve and grandstanding under the circumstances existing today…. Read More

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 Posted on June 20, 2016 by

 Airbus, Boeing, Premium, Qatar Airways

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Weekly analyst note synopses

Note: LNC begins today a weekly synopsis of select analyst notes we receive in the previous seven days. Highlights: Delta Air Lines guides down on weaker PRASM. Garuda claims it’s now a buyer’s market for new aircraft. Interior… Read More

 28 Comments

 Posted on June 15, 2016 by

 Airbus, Boeing, Embraer, Irkut

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Pontifications: The crystal ball

May 30, 2016, © Leeham Co.: We at Leeham Co. and Leeham News and Comment take some risk when we make analyses, forecasts, projections and predictions. These often put us out on a limb, open us to criticism and even… Read More

 156 Comments

 Posted on May 30, 2016 by

 Airbus, Boeing, Bombardier, CSeries, Delta Air Lines, E-Jet, Embraer, Pontifications, United Airlines

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