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
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 Scott Hamilton
Boeing, Spirit Aerosystems, United Airlines
737-700, 737-8, 737-800, 737-9, Boeing, Spirit Aerosystems, United Airlines
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 Scott Hamilton
Airbus, Boeing, Pratt & Whitney, Qatar Airways
737-8, A320NEO, Airbus, Akbar Al-Baker, ALAFCO, Aviation Capital Group, Boeing, GECAS, GOL, Monarch Airways, Qatar Airways, SMBC, Turkish Airlines
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 Scott Hamilton
Airbus, Boeing, Qatar Airways
737-8, 777-300ER, 787-9, A320NEO, A321NEO, Airbus, Akbar Al-Baker, Boeing, Qatar Airways
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 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
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 Scott Hamilton
Airbus, Airlines, Boeing, Farnborough Air Show, Middle of the Market
737-10, 737-300, 737-8, 737-9, 767-200, A321NEO, A330-200, A330-300, A330-800, A330-900, Airbus, Boeing, Farnborough Air Show, John Leahy, Middle of the Market, MOM
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
Posted on June 20, 2016 by Scott Hamilton
Airbus, Boeing, Premium, Qatar Airways
737-8, 737-800, 787, A320NEO, A350-1000, A350-900, Airbus, Akbar Al-Baker, Boeing, Qatar Airways
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 Scott Hamilton
Airbus, Boeing, Embraer, Irkut
737-8, 787, A320NEO, Airbus, Boeing, Buckingham Research, Canaccord, Embraer, Goldman Sachs, Irkut, JP Morgan, MC-21, Wells Fargo
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 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
By Bjorn Fehrm Subscription required Introduction May 16, 2016, ©. Leeham Co: In Part 1 and Part 2 of the article series we have described the rational for Boeing to change the definition of the 737-7 MAX into something that has… Read More
2 Comments
Posted on May 19, 2016 by Bjorn Fehrm
Boeing, CFM, Premium
737 MAX, 737-7, 737-7.5, 737-7X, 737-8, 737NG, Boeing, Southwest Airlines, WestJet
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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 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
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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27 Comments
Posted on November 16, 2016 by Scott Hamilton
Boeing, Spirit Aerosystems, United Airlines
737-700, 737-8, 737-800, 737-9, Boeing, Spirit Aerosystems, United Airlines
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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25 Comments
Posted on October 18, 2016 by Scott Hamilton
Airbus, Boeing, Pratt & Whitney, Qatar Airways
737-8, A320NEO, Airbus, Akbar Al-Baker, ALAFCO, Aviation Capital Group, Boeing, GECAS, GOL, Monarch Airways, Qatar Airways, SMBC, Turkish Airlines
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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40 Comments
Posted on October 10, 2016 by Scott Hamilton
Airbus, Boeing, Qatar Airways
737-8, 777-300ER, 787-9, A320NEO, A321NEO, Airbus, Akbar Al-Baker, Boeing, Qatar Airways
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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1 Comment
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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45 Comments
Posted on July 19, 2016 by Scott Hamilton
Airbus, Airlines, Boeing, Farnborough Air Show, Middle of the Market
737-10, 737-300, 737-8, 737-9, 767-200, A321NEO, A330-200, A330-300, A330-800, A330-900, Airbus, Boeing, Farnborough Air Show, John Leahy, Middle of the Market, MOM
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
Airbus, Boeing, Premium, Qatar Airways
737-8, 737-800, 787, A320NEO, A350-1000, A350-900, Airbus, Akbar Al-Baker, Boeing, Qatar Airways
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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28 Comments
Posted on June 15, 2016 by Scott Hamilton
Airbus, Boeing, Embraer, Irkut
737-8, 787, A320NEO, Airbus, Boeing, Buckingham Research, Canaccord, Embraer, Goldman Sachs, Irkut, JP Morgan, MC-21, Wells Fargo
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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156 Comments
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
How good is a MAX 7X and why would it replace the original? Part 3
By Bjorn Fehrm Subscription required Introduction May 16, 2016, ©. Leeham Co: In Part 1 and Part 2 of the article series we have described the rational for Boeing to change the definition of the 737-7 MAX into something that has… Read More
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2 Comments
Posted on May 19, 2016 by Bjorn Fehrm
Boeing, CFM, Premium
737 MAX, 737-7, 737-7.5, 737-7X, 737-8, 737NG, Boeing, Southwest Airlines, WestJet
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