Leeham News and Analysis
There's more to real news than a news release.
Long-haul cost differences
By Bjorn Fehrm Subscription Required Introduction March 2, 2017, © Leeham Co.: The single-aisle, long-haul operations are on the increase. The new re-engined Airbus A320neo and Boeing 737 MAX generations are good for destinations of up to 3,000… Read More
Ryanair: cheapest and most profitable airline in Europe
By Bjorn Fehrm February 22, 2017, ©. Leeham Co: Ryanair is Europe’s airline with the lowest fares. And it’s the most profitable, despite growing faster than even the Middle East carriers (growth needs money). It’s time to dive deep… Read More
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
Norwegian’s risky fleet expansion
By Bjorn Fehrm Subscription Required Introduction February 15, 2017, © Leeham Co.: In our review of Norwegian Air Shuttle last week (Norwegian from now on), we pointed out the company’s relatively weak balance sheet. It’s considerably weaker than… Read More
Long, bitter history precedes union vote at Boeing Charleston today
Feb. 15, 2017, © Leeham Co.: Boeing’s touch-labor workers at its 787 assembly plant in North Charleston (SC) will vote today on whether to become represented by the International Association of Machinists (IAM). It’s a vote with huge… Read More
Trans-Atlantic for $75, does it work?
By Bjorn Fehrm Subscription Required Introduction February 9, 2017, © Leeham Co.: Norwegian will start trans-Atlantic flying between Edinburgh and New England for $75 one-way in late spring when it gets its Boeing 737 MAX 8. The introductory… Read More
Norwegian, from regional to mainline competitor
By Bjorn Fehrm Introduction February 8, 2017, ©. Leeham Co: When SAS (Scandinavian Airlines Systems) canceled Norwegian Air Shuttle’s (NAS) contract to feed its Norwegian network 2002, it had no idea the former feeder would almost run it out… Read More