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

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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

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

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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