Leeham News and Analysis
There's more to real news than a news release.
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
Boeing MOM airliner; market coverage
By Bjorn Fehrm Subscription required. Introduction 12 April, 2015: In our study of the options for Boeing’s market study called Middle of the Market (MOM), we could conclude that the most likely aircraft to cover their 200-250 seat… Read More
2030 decade airplanes need new shapes for better efficiency
Subscription Required. Now open to all readers. Introduction April 6, 2015, c. Leeham Co. The next 15 years may well be the last new airplane programs of major airliners that look like today’s tube-and-wing aircraft because demands for… Read More
Challenges working against 777 Classic production goal
Subscription Required Introduction March 22, 2015, c. Leeham Co.: The aerospace analyst team at Wells Fargo last Thursday predicted a production rate cut for the Boeing 777 Classic despite continued statements by Boeing it will maintain production at… Read More