Pontifications: Boeing’s long-term message doesn’t resonate

Feb. 20, 2017, © Leeham Co.: Boeing’s long-term messaging that all is well isn’t resonating with a number of industry analysts and observers. To be sure, today and in the short-term, Boeing’s stock is on a steady upward… Read More

Pontifications: Leeham News’ approach to the news

Leeham News and Comment will be on holiday Dec. 24, 2016, through Jan. 2, 2017, barring major breaking news. Merry Christmas and Happy New Year. Dec. 19, 2016, © Leeham Co. Two thousand sixteen is almost over. This… Read More

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

E190-E2’s first flight

May 24, 2016: Embraer’s E190-E2 had its first flight yesterday, several months ahead of the internal schedule (original plan was September) making it the only new airplane program in recent history to be significantly ahead. Boeing’s 737 MAX… Read More

Pontifications: There are numbers, and there are numbers

March 7, 2016, © Leeham Co.: The public relations battle between Airbus and Boeing was on full display at the annual conference last week of the International Society of Transport Aircraft Trading (ISTAT) in Phoenix (AZ). As usual,… Read More

Airbus, Boeing YTD orders assessed (Update)

Update, July 8: In our original post, we omitted 44 Boeing 737NGs from the YTD firm orders. The charts and text have been updated to reflect this information. July 7, 2015, © Leeham Co. Airbus pulled ahead of… Read More

Airbus wins hot Wizz competition: 110 A321neos and with it the Paris Air Show

Deal signed 10 minutes before press conference Boeing loses out in aggressive bid for 737 MAX 200 Last minute deal gives Airbus PAS win over Boeing June 18, 2015, Paris Air Show: It was one of the most… Read More

Paris Air Show: Boeing

Subscription required. Second in a Series of Previews for the Paris Air Show. Introduction May 10, 2015, c. Leeham Co. Don’t expect Boeing to come away from the Paris Air Show next month with a ton of orders…. Read More

Tipping point for supply/demand? We don’t think so

Subscription Required Introduction April 28, 2015, c. Leeham Co. Goldman Sachs over the weekend issued a research note, Is the new aircraft supply/demand equation nearing a tipping point? GS cited the recent United and American airlines actions involving… Read More

Pontifications: Wizz could be first face-off of 737 MAX 200 vs “A320neo 195”

April 13, 2015: A campaign that began last year between Airbus and Boeing for a large order of 100 airplanes at Europe’s Low Cost Carrier, Wizz Air, could be the first face off between the “A320neo 195” (our… Read More