Leeham News and Analysis
There's more to real news than a news release.
CFM aftermarket drives Safran revenues, profits
A recent report by Bernstein Research takes an in-depth look at Safran, the French company that is the parent of Snecma, a joint venture partner with GE to form CFM International. CFM, of course, is the sole-source engine… Read More
Airbus, ATR big losers in Kingfisher turmoil
This is an expanded version of a story we did for Flight Global. Airbus will be hit hard if Kingfisher Airlines of India fails. ATR has already lopped its entire order of turbo-props from its books due to… Read More
Understanding appraisers in aircraft values
There has been an active discussion in the comment section on the “Rate 35” post and the relative merits of appraisals and appraisers with respect to the Airbus A320 and Boeing 737NG. We’ve been involved in the airline… Read More
Bankruptcy fears swirl again around American Airlines
With bankruptcy fears swirling again around American Airlines, some questions arise what happens to the orders AA has with Airbus and Boeing if the carrier goes into Chapter 11. This hand-wringing piece paints a dire picture for Boeing…. Read More
737 MAX vs A320neo: the debate continues
During yesterday’s tele-press conference by Boeing with a program update for the 737 MAX, 737 chief program engineer John Hamilton frequently said the MAX has a 7% operating cost advantage over the A320neo. He also touted the advantages… Read More
“Optimizing” bad news
You have to hand it to the public relations staff for some real chutzpah. Air Berlin has been struggling for years, over-ordering aircraft and canceling some of them (Boeing 787s among them). Today the airline deferred Airbus and… Read More
Talk of 60 737s a month unjustified, says analyst
Note: According to the Puget Sound Business Journal, the new name for the 737RE is the NE737 (presumably for NewEngine). Dunno about you, but we are underwhelmed. Note 2: On another topic, Boeing got certification of the 747-8…. Read More