Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- RTX Q1 2025 Earnings: GTF Talk Takes A Back Seat To Tariffs April 22, 2025
- Tariffs Tumult Takes Over GE Aerospace Q1 2025 Earnings Call April 22, 2025
- Boeing reports mixed results of latest employee survey, but middle management and officers remain key obstacles April 22, 2025
- Hopes for 1Q financial progress turns into bumpy ride for Boeing April 21, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 18. April 18, 2025
McNerney on unions and other stuff; where will 777X be built?
Note to Readers wishing to comment: See this article and our Comment #35 and be forewarned. Boeing CEO Jim McNerney is cited in the Puget Sound Business Journal on labor unions, China and other stuff from his appearance… Read More
Odds and Ends: Cathay cancels 8 777Fs, takes up 3 747-8Fs; soft cargo market a concern
Cathay cancels 777F order: Cathay Pacific Airways canceled an order for eight Boeing 777Fs. CX will instead acquire three 747-8Fs, trading in four 747-400Fs to Boeing. The cargo market remains soft and Boeing is struggling to sell 747-8Fs…. Read More
Odds and Ends: Bernstein: no 777X before 2020; Alaska, Frontier and Competition; A380 repair costs; Boeing labor challenges
No 777X before 2020: Bernstein Research, in a note issued today, says it doesn’t see delivery of the Boeing 777X before 2020. Also: on a recently completed trip to Asia, Bernstein wrote this: There’s clearly huge demand for… Read More
Odds and Ends: Cargolux, Qatar to split; P-8A and MAX; More on Sequestration; Dodging that depth charge
Cargolux, Qatar Airways to split: Several news stories report that Qatar Airways is going to dump its 35% stake in Cargolux. The stories indicate a disagreement in the direction of Cargolux. This story is the most detailed, although… Read More
Caution flags waving as we enter 2012
As 2012 opens, we are concerned about the increasing signs global cargo traffic is softening. Cargo traffic is typically a leading indicator of passenger traffic, both on the decline and subsequent rise. Cargo traffic fell 25% globally at… Read More
Final thoughts on 787 first delivery
There is a sense of relief that Boeing finally delivered the first 787 this week, after a 3 1/2 year delay and the most painful gestation period in Boeing Commercial Airplane history. In addition to the actual rain… Read More
Cargolux, Part 3: alternative lift to the ‘rejected’ 747s
On the final night at ISTAT in Barcelona, a new scenario has been suggested in the continuing saga of the Cargolux situation. Cargolux previously said may seek freighter capacity elsewhere if an agreement with Boeing isn’t reached on… Read More
More on Cargolux: weights and fuel burn
Note: Jon Ostrower at Flight Global has this update. The underlying cause for the Cargolux rejection (the airline’s word) of the delivery of the first two Boeing 747-8Fs is performance. Performance is based, generally, on two things: weight… Read More