Leeham News and Analysis
There's more to real news than a news release.
easyJet, the Ryanair follower
By Bjorn Fehrm -March 22, 2017, ©. Leeham Co: easyJet started 10 years after Ryanair, using the same Southwest Airlines derived Low Cost Carrier (LCC) business model. easyJet has been expanding at the pace of Ryanair over the years, trailing… Read More
Boeing 737 MAX 10 analyzed
By Bjorn Fehrm Note: Boeing’s “soft launch” of the 737-10 MAX at the ISTAT conference in San Diego a week ago met with some sharp criticism by lessors and some others. Within hours, Boeing scheduled a conference call… Read More
Long-haul cost differences
By Bjorn Fehrm Subscription Required Introduction March 2, 2017, © Leeham Co.: The single-aisle, long-haul operations are on the increase. The new re-engined Airbus A320neo and Boeing 737 MAX generations are good for destinations of up to 3,000… Read More
Airbus Group: the old Airbus haunts the new
By Bjorn Fehrm February 24, 2017, ©. Leeham Co: Airbus Group (“Airbus”) presented results for 2016 in line with guidance. The Airbus CEO Tom Enders said, “This is the best Airbus, ever.” Yet everything was not as expected; most… Read More
Pontifications: Boeing’s long-term message doesn’t resonate
Feb. 20, 2017, © Leeham Co.: Boeing’s long-term messaging that all is well isn’t resonating with a number of industry analysts and observers. To be sure, today and in the short-term, Boeing’s stock is on a steady upward… Read More