Leeham News and Analysis
There's more to real news than a news release.
A330 easier to re-lease than 777
This is the second of two Parts looking at the wide-body market April 25, 2017, © Leeham Co.: When lessors face re-leasing wide-body airplanes as lease terms expire, they face a far narrower market than for single-aisle airplanes…. 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
Major fleet decisions may not be positive for Airbus, Boeing
Pontifications is off this week. Subscription Required Introduction March 20, 2017, © Leeham Co.: There are some major fleet decisions that will probably come down the pike this year at American, Delta and United airlines. Not all of… 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
Deferrals at historic low, say Boeing CEO
Feb. 9, 2017: Requests for order deferrals are at an historic low but there are still challenges in bridging the production gap between the 777 Classic and 777X, Boeing CEO Dennis Muilenburg said during a Cowen & Co…. Read More
Assessing A330, A350 production futures
Subscription Required Introduction Jan. 26, 2017, © Leeham Co.: Airbus A350 production rates are solid at 10/mo through 2022 but can’t support increasing them to the oft-discussed 13/mo, based on LNC’s analysis of the current backlog. Airbus A330-900… Read More
A380 cost analysis
Subscription Required Introduction Jan. 23, 2017, © Leeham Co.: In a sister article, we will describe how Airbus A380 might change from a flagship aircraft for legacy carriers to a competitive tool for long-range LCCs. This change of… Read More