Leeham News and Analysis
There's more to real news than a news release.
What’s the gain of flying a smaller single-aisle during COVID-19 recovery?
By Bjorn Fehrm Subscription Required Introduction May 28, 2020, © Leeham News: As flying recommences after country lockdowns, the fill factors for the flights will be low for an extended period. Airlines and the OEMs are anticipating the… Read More
Can a passenger airliner run as a freighter with today’s tariffs? Part 4.
By Bjorn Fehrm Subscription Required Introduction April 23, 2020, © Leeham News: We spent the last weeks checking if passenger airliners used as belly freighters make economic sense. With the present air freight prices, it does. The high… Read More
European airline struggles add risk to 15% of Airbus, Boeing orders
By Judson Rollins Subscription Required Introduction Earlier this week, LNA examined the potential for a shakeout among European carriers as the coronavirus outbreak spreads to the continent. Five European countries now rank among the ten hardest hit –… Read More
Grounding takes toll on Boeing 737 MAX investment desires
By Scott Hamilton March 2, 2020, © Leeham News, Austin (TX): A poll of people attending a major aerospace conference here today illustrates the hit Boeing took from the trouble with the 737 MAX. The audience was asked… Read More
Asian airline troubles could affect up to 20% of Airbus, Boeing backlogs
By Judson Rollins Subscription Required In last week’s analysis, LNA examined which airlines in greater China and the rest of Asia may be in imminent risk of financial distress due to the growing coronavirus outbreak. We found that… Read More
Why was the 737-8 losing market to the A320neo before the MAX crisis?
By Bjorn Fehrm Subscription Required Introduction February 27, 2020, © Leeham News: While we wait on the Boeing 737-8 to get back in the air, we take a look at how this best seller in the 737 series… Read More
Boeing 737 MAX 2020-23 backlog will require to 2026 to deliver: analysis
Subscription Required Introduction By Scott Hamilton Feb. 14, 2020, © Leeham News: It will take Boeing years to deliver new production airplanes scheduled for delivery in 2020-2023 because the restart of the 737 MAX production will fall far… Read More
Assessing airlines’ narrowbody replacement needs
Subscription Required By Vincent Valery Introduction Jan. 27, 2020, © Leeham News: The Boeing 737 MAX crisis appears headed for resolution within a few months. Stephen Dickson, the administrator of the Federal Aviation Administration, told American, Southwest and… Read More