Leeham News and Analysis
There's more to real news than a news release.
Pontifications: Balance shareholder value with product development and strategy
April 26, 2021 © Leeham News: Balance shareholder value with the long-term strategy of The Boeing Co. This is what Boeing needs to do. But there were conflicting signals from the 2020 annual shareholders meeting held April 20… Read More
The conundrum of a new airplane design vs a derivative
Subscription Required By Scott Hamilton Introduction April 19, 2020, © Leeham News: When it comes to a decision by an aircraft manufacturer whether to develop an entirely new airplane or a derivative, these multi-billion dollar decisions involve hundreds… Read More
Today’s 737 MAX, A320neo values vs 2019
Subscription Required By Scott Hamilton Introduction April 12, 2021, © Leeham News: The Boeing 737 MAX reentered service in December after a 20 month grounding. Determining values post-grounding and during the COVID-19 pandemic was complicated. The question over… Read More
Did Airbus miss opportunities with Alaska, Southwest?
Subscription Required By Scott Hamilton Introduction March 22, 2021, © Leeham News: Airbus lost an order from Alaska Airlines, which means the carrier will essentially revert to an all-Boeing fleet. Alaska Airlines ordered more Boeing 737 MAXes instead… Read More
HOTR: Alaska begins service with 737 MAX
Alaska likely to cancel A320neo order. Details below. By the Leeham News Team March 1, 2021, © Leeham News: Alaska Airlines today launched its first service with the 737 MAX. The carrier’s first flight was flight AS 482… Read More
Pontifications: For Boeing, the future is a new airplane, not the status quo
Feb. 22, 2021, © Leeham News: Tunnel-vision pundits, analysts, and even some experts say Boeing shouldn’t launch a new airplane program within the next few years. Why? They say doing so will cannibalize the 737 MAX 9 and… Read More
The world of diminishing returns: challenges Boeing faces
Subscription Required By the Leeham News Team Introduction Feb. 8, 2021, © Leeham News: Boeing faces a dilemma of Solomonic proportion. Which direction should it extend its product offerings? With the suspension a year ago of the New… Read More
Podcast: 10 Minutes About the A321XLR and Why Boeing Can’t Compete
Jan. 26, 2021: © Leeham News: Today’s episode is 10 Minutes About the A321XLR and Why Boeing Can’t Compete. LNA’s Judson Rollins worked for Boeing when the MAX was created. He brings an airline background as well, having… Read More