Leeham News and Analysis
There's more to real news than a news release.
Boeing 737 MAX 10 analyzed
By Bjorn Fehrm Note: Boeing’s “soft launch” of the 737-10 MAX at the ISTAT conference in San Diego a week ago met with some sharp criticism by lessors and some others. Within hours, Boeing scheduled a conference call… Read More
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