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
Leahy skeptical of Boeing plan to add 737 seats, vows to maintain 60% share of neo-MAX sector
Airbus’ chief operating officer-customers, John Leahy, dismisses the idea that Boeing can add more seats to its 737 family to gain competitiveness over the A320 family. In a press briefing in advance of the air show discussing the… Read More
737 MAX may share NG improvements still to come, which might include more seats
Boeing’s 737 MAX, still weeks away from design configuration freeze and still with lots of detailed design to come, may share improvements still to come on the current 737 NG. The head of the MAX program, Keith Leverkuhn,… Read More
Single-Aisle backlog market share between the Big Two
The rivalry between Airbus and Boeing intensified in recent weeks with Airbus landing another major order from a previously exclusive Boeing customer, LionAir. Boeing announced another major order just a day later, Ryanair, retaining exclusivity with this customer…. Read More
US Airways’ 757 problem
Notation: Lan Chile has canceled Boeing 787 flights through June. US Airways has a large fleet of aging Boeing 757s it needs to replace. The problem is, a carrier official says, neither the Airbus A321neo nor the Boeing… Read More
Odds and Ends: Progress on the KC-46A; Southwest and AirTran; British Air’s A380
KC-46A Progress: National Defense magazine has this update on progress of the Boeing KC-46A tanker. According to the article, progress is proceeding well. Southwest Airlines and AirTran: Southwest Airlines is the USA’s legacy low-cost carrier, and it has… Read More
Airbus, Boeing battle for US MAX-NEO market share
With the announcement by Alaska Airlines for 20 737 MAX 8s, 17 737 MAX 9s (and 13 Next-Generation 737-900ERs), Airbus and Boeing continue their battle for the US market. There are still a number of customers who have… Read More
Odds and Ends: Crummy DOT data and why we’re skeptical; 787 deliveries; PAL and A321 deliveries
Crummy DOT Data: We’ve previously written that we, and AirInsight, are skeptical about airline data filed with the US Department of Transportation. AirInsight doesn’t rely on it at all when doing aircraft economic analysis. We are openly skeptical… Read More
Wells Fargo estimates Southwest paid base price $34.7m for MAX
In a new research note issued today, Wells Fargo estimates that Southwest Airlines paid a based price of $34.7m each for the Boeing 737-8 MAX. The investment bank published the following table, followed by the text: Prior to… Read More