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

Airbus results depressed from continuing delivery delays

Oct. 26, 2016: Airbus Group reported that its nine months financial results continue to be depressed by delivery delays in the A320neo and A350-900 programs. The Group reported revenues of €43bn for the period and charges that lowered profits…. Read More

How Boeing is working to convert Qatar’s MAX LOI into a firm order

Oct. 18, 2016, © Leeham Co.: It’s only a Letter of Intent, the agreement between Boeing and Qatar Airways for up to 60 737-8s. Qatar announced the LOI two weeks ago because its CEO, the notoriously fickle Akbar… Read More

Pontifications: A good week for Boeing wide-bodies

Oct. 17, 2016, © Leeham Co.: Boeing had a very good week for wide-body orders last week. It recorded 42 orders for the 787 and 10 for the 777-300ER. Thirty of the former and all of the latter… Read More

The evolving European legacy carrier

By Bjorn Fehrm October 13, 2016, ©. Leeham Co, Nice: Scandinavian Airlines (SAS) has fought its way back from a near-death experience in 2012, readjusting to the growing low cost carrier environment in Europe. After nearly being bought… Read More

11th 737 MAX on the assembly line as Boeing gears up for delivery next year

Oct. 11, 2016, © Leeham Co.: The 11th 737-8 MAX is already on the Boeing production line at the factory in Renton (WA). This one is for Lion Air, the Indonesian Low Cost Carrier that’s ordered 201 of… Read More

Looking under the hood at the Qatar order

Oct. 10, 2016, © Leeham Co.: Qatar Airways announced an expected order Friday for Boeing 777s and 787s, but surprised with the addition of a Letter of Intent for up to 60 Boeing 737-8s. The latter was characterized… Read More

Pontifications: Airbus, Boeing and Qatar; and more on the WTO

Oct. 10, 2016, © Leeham Co.: Last week ended with an order from Qatar Airways for 30 Boeing 787-9s and 10 777-300ERs. Qatar also signed a letter of intent (LOI) for 60 737-8 MAXes. But that wasn’t the… Read More

Airline assets and lessor assets

Subscription required Introduction Part 1: The Big Two OEMs Oct. 3, 2016, © Leeham Co.: There are airline assets and there are leasing assets. That’s a good airplane but it’s not a good leasing asset. These are the… Read More

Pontifications: Reorganization at Airbus

  Oct. 3, 2016, © Leeham Co.: Airbus confirmed Friday the news reports from Bloomberg and Reuters that a major organizational restructuring of the company is underway. The Wall Street Journal had this report Friday. Airbus Group CEO… Read More