Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Solid start for stand-alone GE Aerospace despite cuts to LEAP output April 23, 2024
- SPEEA, Boeing at impasse over safety program, union says April 23, 2024
- Better transparency needed on Boeing’s 1Q earnings call April 22, 2024
- Bjorn’s Corner: New engine development. Part 4. Propulsive efficiency April 19, 2024
- Boeing unlikely to meet FAA’s 90-day deadline for new safety program April 18, 2024
Strategically speaking, why American Airlines?
Update, 11:30am PDT July 25: The Ft. Worth Star-Telegram summarizes the delivery schedule of the huge AA order. Of particular note: AA doesn’t receive its first 737RE until 2018. This raises the question: is the EIS of the… Read More
$30m for the Airbus, Boeing at American: Wells Fargo
Update, July 26: Wells Fargo issued this update today: American Airlines Pricing Update. On July 26 we heard from American Airlines regarding our calculation that the average price it is paying for reengined A320s and 737s is around… Read More
American Airlines order after-thoughts
It will take a while to absorb all the information that’s been released on the massive AA deal with Airbus and Boeing, and to learn data yet to come, but here are some initial thoughts:
American orders: Airbus, 260; Boeing, 200
American Airlines this morning announced its blockbusting order that has been the subject of international intrigue since the Paris Air Show. The order is comprised of: 260 A320 family airplanes from Airbus plus 365, with conversions rights within… Read More
American’s order, as we see it
Note: It’s impossible to keep up with the changing and leaking information. Just do a Google News search for the latest. The situation today remains fluid and often contradictory. News stories, and our own information, agree that a… Read More
737RE in 2017, NSA in 2021
In the rapidly changing situation at Boeing over the future of the 737 class of aircraft, it appears almost certain that Boeing will move forward with a re-engine of the 737 and follow it with the New Small… Read More
Countdown to 737RE or NSA: Odds now favor Re-engine
It’s been a slow but steady shift in Boeing’s thinking that became evident during the pre-Paris Air Show briefings: Boeing is warming to the idea of re-engining the 737. According to sources with direct knowledge of the situation,… Read More
Market sees 737 sales lagging, but matches 2010–so far
Here is a story we did for Commercial Aviation Online. Date: 12/07/2011 11:40 Source: Commercial Aviation Online Location: Seattle By: Scott Hamilton Boeing took a drubbing in the headlines from the Paris Air Show as Airbus racked up… Read More
Countdown at American for huge order
American Airlines is believed ready to decide on replacing as many as 250 narrow-bodies in its fleet as early as this week. The Wall Street Journal published this report Sunday outlining the stakes. We suggested recently that AA… Read More