Leeham News and Analysis
There's more to real news than a news release.
Pontifications: Boeing spin
May 18, 2015: Boeing has always been masterful with spinning its message, but the spin last week strains credibility with its explanation over how it will bridge the production gap for the 777 Classic into production of the… Read More
Paris Air Show: Boeing
Subscription required. Second in a Series of Previews for the Paris Air Show. Introduction May 10, 2015, c. Leeham Co. Don’t expect Boeing to come away from the Paris Air Show next month with a ton of orders…. Read More
Pontifications: the A380, Airbus and Boeing
May 4, 2015, c. Leeham Co. Of all the things we write about, nothing stirs responses and readership than news–of any kind–about the Airbus A380. Last week I wrote about Malaysia Airlines putting a large number of its… Read More
Fundamentals of airliner performance; Part 7, the wing.
By Bjorn Fehrm Introduction April 28, 2015, c. Leeham Co. In our articles where we present an analysis of different airliners, we use a number of terms like aspect ratio, wetted area, etc and we assume that the… Read More
Tipping point for supply/demand? We don’t think so
Subscription Required Introduction April 28, 2015, c. Leeham Co. Goldman Sachs over the weekend issued a research note, Is the new aircraft supply/demand equation nearing a tipping point? GS cited the recent United and American airlines actions involving… Read More
Pontifications: “Everyone” deferring Boeing 787s? Not hardly.
April 27, 2015: c. Leeham Co. With the announcement on the 1Q2015 earnings call that American Airlines is deferring Boeing 787s, I received an inquiry from a media person: what is it with the 787 that “everyone” is… Read More
IAM vote delay at Boeing SC shows weakness
Subscription Required Introduction April 19, 2015, c. Leeham Co. The withdrawal by the International Association of Machinists of the planned April 22 unionization vote at the Boeing 787 plant in Charleston (SC) appears to answer a question that… Read More
Rolls-Royce displaces Engine Alliance for Emirates A380 order
Rolls-Royce, in a major upset, won the Emirates Airlines order to power 50 Airbus A380s ordered in November 2013. The win displaces Engine Alliance, which to now has been the sole-source provider for EK’s A380s. Two sources confirmed… Read More