Leeham News and Analysis
There's more to real news than a news release.
Trump decertifies Iran nuke deal, throws Airbus, Boeing orders in doubt
Subscription Required Introduction Oct. 16, 2017, © Leeham Co.: President Donald Trump announced Friday he will decertify the Iran nuclear deal, throwing into doubt a host of related commercial deals, including huge aircraft orders. Iran Air Airbus A330…. Read More
Assessing the 25 YOA aircraft factor
Subscription Required Introduction Click on image to enlarge. Sept. 21, 2017 © Leeham Co.: Airbus and Boeing look ahead to 2021 and the next several years when wide-body aircraft begin turning 25 years old to spur orders for… 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
Potential credit crisis in China would hurt aviation industry
Subscription Required Now open to all readers (11/27/17). Introduction Sept. 4, 2017, © Leeham Co.: China, now the world’s second largest economy, appears to be feeling the strains of its long, explosive growth. The economy is slowing, there… Read More
Key lessors see strong wide-body market despite worries
Subscription Required Introduction Aug. 7, 2017, © Leeham Co.: Amid talk that Middle Eastern airlines, which are the largest group of users for wide-body aircraft, may defer Airbus and Boeing airplanes, there are conflicting signs that the bleak… Read More
Mid-year production/delivery update for Boeing
Subscription required Introduction July 24, 2017, © Leeham Co.: Boeing’s 2Q earnings call is Wednesday and analysts will be watching for information about the 787 deferred production costs, potential production rate changes for the 787 and for the… Read More
Pivotal year for A380
Subscription Required Introduction June 12, 2017, © Leeham Co.: This is a pivotal year for the Airbus A380. Sales have dried up. Singapore Airlines is retiring five early versions of the airplane and there is no new home… Read More
Pontifications: Five-year slump in wide-body demand seen, says lessor
This is Part 1 of a series looking at wide-body aircraft demand. April 24, 2017, © Leeham Co.: We’re in a five-year slump for wide-body aircraft orders, say veteran executives of a new leasing company. This means airlines… Read More
Middle Eastern airline turmoil hits Boeing
Subscription Required Introduction April 10, 2017, © Leeham Co.: Tim Clark of Emirates Airline said the new breed of long-haul, low cost carriers are hurting EK’s load factors and yields. Etihad Airlines’ business strategy of taking financial stakes… Read More