Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Services are driving revenues and profits in difficult times, Part I May 15, 2025
- The BWB has a long way to go before flying passengers, freight May 12, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 21. May 9, 2025
- Does an A220-500 need a new wing and engines? Part 2. May 8, 2025
- Embraer downplays tariff impact on 2025 results May 6, 2025
Pontifications: Making sense of WTO Boeing subsidy case
Dec. 5, 2016, © Leeham Co.: Far be it from me to say, I told you so. But I did. When Washington State extended the Boeing 787 tax breaks in November 2013 to the 777X through 2040, I… Read More
For Airbus and Boeing, it’s about Alabama, Alabama, Alabama
Nov. 29, 2016, (c) Leeham Co.: When it comes to the prospect of imposing trade sanctions or retaliatory tariffs on Airbus for airplanes ordered by US customers, the European manufacturer has some advantages over Boeing few people apparently have… Read More
Pontifications: Leahy’s retirement from Airbus
Nov. 14, 2016, © Leeham Co.: News emerged last week that Airbus super-salesman John Leahy has a new deputy, Kiran Rao. A new title for Rao wasn’t revealed in the Bloomberg story. He currently is EVP-Strategy and Marketing,… Read More
Boeing sees wide-body market recovery from 2020
Subscription Required Introduction Nov. 3, 2016, © Leeham Co.: Boeing may have solved its pressing problem of largely filling the production gap for the 747-8, but there is still a long way to go for the Boeing 777X…. Read More
Bjorn’s Corner: Turbofan engine challenges, Part 1
October 28, 2016, ©. Leeham Co: Before we go into the details on the innards of airliner turbofans, we will look at some basics. We do that so that everyone is on the same page. A turbofan engine generates… Read More
Boeing beats estimates on one-time gains
Oct. 26, 2016: Boeing Co. beat analyst estimates on one-time gains but also reported that it raised earnings guidance for the full year. The press release with full details is here. Revenues were down 2% year-over-year to $72.1bn…. Read More
Pontifications: Rockwell buying B/E Aerospace: getting out while the getting is good?
Oct. 24, 2016, © Leeham Co.: An announcement Sunday by supplier Rockwell Collins (NYSE:COL) that it will acquire B/E Aerospace (NYSE: BEAV) for $6.5bn caught analysts by surprise. The price tag rises to $8.3bn when assumption of BEAV’s… Read More
Norwegian, others have vision; US airlines don’t
Subscription Required Introduction Dec. 5, 2016, © Leeham Co. Last weeks’ approval by the US Department of Transportation of a license for Norwegian Air Shuttle to operate long-haul, low-cost service to and from the US drew immediate fire… Read More
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Posted on December 5, 2016 by Scott Hamilton
Airbus, Airlines, American Airlines, Boeing, Delta Air Lines, Emirates Airlines, Leeham News and Comment, Premium, United Airlines
737-8, 737-800, 737-9, 737-900ER, 767, 787, A321LR, A321NEO, A330, Airbus, American Airlines, Boeing, Delta Air Lines, Icelandair, Laker Airways, Loftleider, SkyTrain, United Airlines