Dec. 14, 2015, (c) Leeham Co: Aircraft valuations came to the forefront following comments by Richard Anderson, CEO of Delta Air Lines, over just how much a 10-year old Boeing 777-200ER was worth. He claimed the airplane was… Read More
Sept. 13, 2015, (c) Leeham Co., Mobile (AL): The new Airbus Final Assembly Line (FAL) opening today here will serve the US market, a plan that follows the philosophy when the company opened an FAL in Tianjin, China… Read More
May 18, 2015: Boeing has always been masterful with spinning its message, but the spin last week strains credibility with its explanation over how it will bridge the production gap for the 777 Classic into production of the… Read More
Leeham News and Analysis
737-7X, 737-10 studies illustrate Boeing weakness in single-aisle market
Subscription Required Introduction April 27, 2016 © Leeham Co.: News that Boeing plans to develop a “737-7.5” MAX, following on the prospect of a “737-10” stretch of the 737-9 illustrates just how weak its single aisle product strategy… Read More
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Posted on April 27, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, CSeries, Delta Air Lines, Leeham News and Comment, United Airlines
737-10, 737-200, 737-300, 737-500, 737-600, 737-7, 737-7.5, 737-700, 737-7X, 737-8, 737-800, 737-9, 737-900, 737-900ER, 757, 767-200ER, 767-300ER, 787-8, A318, A319, A319ceo, A319neo, A320, A320NEO, A321, A321NEO, A330-200, A330-300, Airbus, Boeing, Bombardier, C Series, CS300, Delta Air Lines, Dennis Muilenburg, Jon Ostrower, Randy Tinseth, Ray Conner, Southwest Airlines, United Airlines, Wall Street Journal, WestJet
Can Bombardier extend CS300 to a CS500? Part 2.
By Bjorn Fehrm Subscription required Introduction April 20, 2016, ©. Leeham Co: Last week we started our analysis to see whether Bombardier could stretch their C Series aircraft program from two members covering 100 to 135 passengers (in… Read More
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Posted on April 20, 2016 by Bjorn Fehrm
Airbus, Boeing, Bombardier, Pratt & Whitney, Premium
737-800, A320, A321, C Series, CS300, CS500, easyJet, Southwest
PW’s Geared Turbo Fan was catalyst for MRJ90 order
March 8, 2016, © Leeham Co.: Pratt & Whitney’s Geared Turbo Fan technology was what prompted a used airplane lessor to place its first new airplane order, selecting the Mitsubishi MRJ90 in the process. Jep Thornton is a… Read More
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Posted on March 8, 2016 by Scott Hamilton
Airbus, Boeing, Mitsubishi, MOM, Pratt & Whitney
757, A300, A321, Aerolease, Airbus, Boeing, DC-8, Geared Turbo Fan, GTF, Jep Thornton, McDonnell Douglas, Mitsubishi, MOM. Middle of the Market, MRJ90, Pratt & Whitney
PNAA Day 2: Airbus says Boeing has product gap.
Feb. 10, 2016 © Leeham Co. Boeing has a product gap that Airbus is filling with its airplanes, says Simon Pickup, strategic marketing director. Pickup said Boeing has a gap in its product line between the 737-8 and the 787-9…. Read More
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Posted on February 10, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier
737-9, 737-900, 737-900ER, A320, A321, A321NEO, A380, Airbus, Boeing, Bombardier, Embraer
Pontifications: Aircraft values vary widely
Dec. 14, 2015, (c) Leeham Co: Aircraft valuations came to the forefront following comments by Richard Anderson, CEO of Delta Air Lines, over just how much a 10-year old Boeing 777-200ER was worth. He claimed the airplane was… Read More
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13 Comments
Posted on December 14, 2015 by Scott Hamilton
Airbus, Airlines, Boeing, Delta Air Lines, Embraer
737-700, 737-900ER, 777-300ER, 787, A320, A321, A330-300, Airbus, aircraft appraisals, BOC Aviation, Boeing, Delta Air Lines, E-190, Embraer, SAIL
Pontifications: Boeing view of market conditions today
Sept. 14, 2015, © Leeham Co.: Randy Tinseth, Boeing’s VP Marketing, spoke with Bernstein Research last week on a variety of topics. In a note issued after the conversation, analyst Douglas Harned reported: “Boeing views the 140 orders to… Read More
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Posted on September 14, 2015 by Scott Hamilton
Airbus, Airlines, Boeing, Pontifications
737-800, 737-900ER, 737MAX, 737NG, 747-8F, 767-300ER, 777, 777F, 777X, A320, A321, Airbus, American Airlines, Bernstein Research, Boeing, Continental Airlines, Dallas Morning News, Douglas Harned, Gorden Bethune, Herb Kelleher, Randy Tinseth, Robert Crandall, Southwest Airlines, Terry Maxon
Airbus FAL in Mobile (AL), Part 2
Sept. 13, 2015, (c) Leeham Co., Mobile (AL): The new Airbus Final Assembly Line (FAL) opening today here will serve the US market, a plan that follows the philosophy when the company opened an FAL in Tianjin, China… Read More
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2 Comments
Posted on September 13, 2015 by Scott Hamilton
Airbus, Airlines
A320, A321, Airbus, Airbus Mobile, Alan McArtor, Barry Eccleston, Fabrice Bregier
Pontifications: Boeing spin
May 18, 2015: Boeing has always been masterful with spinning its message, but the spin last week strains credibility with its explanation over how it will bridge the production gap for the 777 Classic into production of the… Read More
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Posted on May 18, 2015 by Scott Hamilton
Airbus, Boeing
737, 737-9, 737-900ER, 747-8I, 777, 777 Classic, 777X, 787, A320, A321, A350-1000, A350-800, A380, Airbus, Boeing, WTO
ISTAT: Randy Tinseth: pax traffic going from 3bn today to 7bn by 2033
Randy Tinseth, VP Marketing of Boeing, presented today to the ISTAT conference. Here is a synopsized summary of his comments.
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Posted on March 9, 2015 by Scott Hamilton
Boeing, ISTAT
737-9, 747-8F, 757, 757 replacement, 777F, A321, A321LR, Boeing, ISTAT, Randy Tinseth
ISTAT: John Leahy: No bubble for at least the next five years
Marhc 9, 2015: John Leahy, chief operating officer,customer of Airbus, presented at ISTAT. The following is a running paraphrased summary.
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Posted on March 9, 2015 by Scott Hamilton
Airbus, Boeing, Bombardier, ISTAT
757, A321, A321LR, A380, A380neo, Airbus, Boeing, Bombardier, ISTAT, John Leahy
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