Leeham News and Analysis
There's more to real news than a news release.
- Bjorn’s Corner: Faster aircraft development. Part 16. Certification Compliance Planning.
- What’s the status of the alternative propulsion projects for air transport?
- UPS MD-11F crash, theft of trade secrets lawsuit impacts on cargo market
- Boeing breaks ground to double 787 FAL capacity; analysis of orders/options
- Bjorn’s Corner: Faster aircraft development. Part 15. Detailed Design of Structures
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.
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Posted on March 6, 2017 by Scott Hamilton
Airbus, Alaska Airlines, American Airlines, Boeing, China, Delta Air Lines, Lessors, Pontifications, United Airlines
737-10, 737-7, 737-8, 737-800, 737-9, 737-900, 737-900ER, 737NG, 747-8, 787, Airbus, Alaska Airlines, American Airlines, Boeing, Delta Air Lines, New Small Airplane, NSA, United Airlines, Virgin America
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
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Posted on November 16, 2016 by Scott Hamilton
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
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Posted on October 18, 2016 by Scott Hamilton
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
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Posted on October 10, 2016 by Scott Hamilton
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
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Posted on October 3, 2016 by Scott Hamilton
Airbus, Airlines, Boeing, Bombardier, CFM, Embraer, GE Aviation, International Aero Engines, Lessors, Pratt & Whitney, Premium, Rolls-Royce
737 MAX 200, 737-7, 737-8, 737-9, 747, 767, 787, 7E7, A319ceo, A319neo, A320ceo, A320NEO, A321LR, A321NEO, A350, A350-1000, A350-2000, A350-800, Airbus, Boeing, Bombardier, CFM, CFM56, Embraer, GE Aviation, GTF, International Aero Engines, Pratt & Whitney, Rolls-Royce, V2500
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
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Posted on July 19, 2016 by Scott Hamilton
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 Scott Hamilton
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
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Posted on June 15, 2016 by Scott Hamilton
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
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Posted on May 30, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, CSeries, Delta Air Lines, E-Jet, Embraer, Pontifications, United Airlines
717, 737-10, 737-7, 737-7.5, 737-700, 737-7X, 737-8, 747-400, 747-8, 777, 777 Classic, 777X, A320, A350, Airbus, Boeing, CS300, Delta Air Lines, E190, Embraer, John Leahy, MAX 10, MAX 200, MAX 7.5, MAX 8, Midway Airport, Moody's, Ray Conner, Tom Wiliams, United Airlines
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 Scott Hamilton
Airbus, Airlines, American Airlines, Boeing, Delta Air Lines, Emirates Airlines, Leeham News and Comment, Premium, United Airlines
737-8, 737-800, 737-9, 737-900ER, 767, 787, A321LR, A321NEO, A330, Airbus, American Airlines, Boeing, Delta Air Lines, Icelandair, Laker Airways, Loftleider, SkyTrain, United Airlines