Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Opportunity and challenges of a 787-10ER August 22, 2019
- Boeing’s Long Term Cash Flows August 19, 2019
- Pontifications: Trump-China trade war hits Boeing August 19, 2019
- Bjorn’s Corner: Fly by steel or electrical wire, Part 4 August 16, 2019
- Will the A220 drive the trans-Atlantic fragmentation to smaller jets? Part 2. August 15, 2019
Pontifications: 787-10 engines too small for Emirates
Feb. 4, 2019, © Leeham News: There is more to Emirates Airline’s renewed its interest in the Airbus A350 and the potential swap-out of Airbus A380 orders than meets the eye. The Airfinance Journal Dublin conference is worth… Read More
Farnborough: Boeing Global Services ponders 777-300ER P2F program
July 17, 2018, © Leeham News, Farnborough: Boeing Global Services is studying the world’s first passenger-to-freighter conversion program for the 777-300ER, BGS president Stan Deal revealed to LNC today at the Farnborough Air Show. Boeing sells the 777-200LRF… Read More
Boeing raises airliner list prices 4%
Jan. 18, 2018, © Leeham Co.: Boeing quietly raised its list prices by 4.1% for its commercial airplanes, the same day Airbus did (Monday)—but without the fanfare of an announcement, as did Airbus. The 737-700, which has been… Read More
Assessing the United A350-900 order
Subscription Required Introduction United Airlines last week returned to the Airbus A350-900 it originally ordered. It will replace Boeing 777-200ERs beginning in 2022. Image via Google. Sept. 11, 2017, © Leeham Co.: The deal last week between United… Read More
Delta reviewing Airbus wide-body order, but more is going on
Subscription Required Introduction April 12, 2017, © Leeham Co.: Delta Air Lines today said on its earnings call that it is reviewing its wide-body order with Airbus. At face value, the Delta statement might seem alarming. But as… Read More
Sales slowing for larger, Airbus, Boeing twin-aisle jets
Subscription Required Introduction Boeing 777. Photo via Google images. March 28, 2016, © Leeham Co.: A downturn in the order cycle, low fuel prices and backlogs extending to 2020 and beyond combine to reduce the likelihood of much… Read More
ISTAT Day 1: Used 777 values depend on engines, leases
Feb. 29, 2016 (c) Leeham Co.: The Boeing 777-200ER is not worth $7.7m or even $10m, but $37m to $47m, according to four appraisers who appeared today at the ISTAT AGM. We’re at the 2016 ISTAT AGM in… Read More
Boeing stock sell-off on 777-200ER deal over-blown
Stock sell off on Boeing 777-200ER purchase price overblown. Wells Fargo stock downgrade the next day spurs larger sell-off. Credit Suisse takes a deep dive into Boeing cash flow. Accelerating PDPs, purchase payments continues to support cash flow…. Read More
Used B777-200ER or A340-300, Part 3
Subscription required Introduction By Bjorn Fehrm Dec. 9 2015, ©. Leeham Co: We have now covered the Cash and Direct Operating Costs (COC, DOC) for our acquired and refurbished Airbus A340-300E and Boeing 777-200ER. We will now finish the… Read More