Norwegian, others have vision; US airlines don’t

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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

Don’t look for defections to Boeing over Airbus delays

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737-7X, 737-10 studies illustrate Boeing weakness in single-aisle market

Subscription Required Introduction April 27, 2016 © Leeham Co.: News that Boeing plans to develop a “737-7.5” MAX, following on the prospect of a “737-10” stretch of the 737-9 illustrates just how weak its single aisle product strategy… Read More

Can Bombardier extend CS300 to a CS500? Part 2.

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Alaska Air’s brand refresh after 25 years

Jan. 25, 2016: Alaska Airlines announced its first rebranding in 25 years today, revealing a new livery and new logo font. The airline is in a fierce battle with Delta Air Lines, as the latter develops Seattle into… Read More

No fear of C919 for a generation

Nov. 4, 2015, © Leeham Co. The first COMAC C919 was rolled out of the factory over the weekend, China’s mainline entry into the fiercely competitive arena now “owned” by the Airbus-Boeing duopoly. Although the two giants each has… Read More

Pontifications: Boeing view of market conditions today

Sept. 14, 2015, © Leeham Co.: Randy Tinseth, Boeing’s VP Marketing, spoke with Bernstein Research last week on a variety of topics. In a note issued after the conversation, analyst Douglas Harned reported: “Boeing views the 140 orders to… Read More

Embraer CEO sees opportunity for 100-seaters in USA

Part 1 Sept. 9, 2015, © Leeham Co.: The chief executive officer of Embraer’s commercial aircraft unit believes a trend might be emerging for US major airlines to directly operate 100- and plus-100 seat aircraft (and below the… Read More

Six year turnover in sale/leasebacks put supply-demand balance at risk

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