Subscription Required Introduction Dec. 5, 2016, © Leeham Co. Last weeks’ approval by the US Department of Transportation of a license for Norwegian Air Shuttle to operate long-haul, low-cost service to and from the US drew immediate fire… Read More
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Posted on December 5, 2016 by Scott Hamilton
Airbus, Airlines, American Airlines, Boeing, Delta Air Lines, Emirates Airlines, Leeham News and Comment, Premium, United Airlines
737-8, 737-800, 737-9, 737-900ER, 767, 787, A321LR, A321NEO, A330, Airbus, American Airlines, Boeing, Delta Air Lines, Icelandair, Laker Airways, Loftleider, SkyTrain, United Airlines
Nov. 28, 2016, © Leeham Co.: Boeing last week named an outsider, Kevin McAllister, as the chief executive officer of Boeing Commercial Aircraft (BCA). I think this has the potential to be an invigorating move. McAllister comes to… Read More
31 Comments
Posted on November 28, 2016 by Scott Hamilton
Airbus, Boeing, GE Aviation, Middle of the Market, Pontifications
737-9. 737-10, 737-900ER, 777-10, A321NEO, Airbus. Boeing, Bernstein Research, Clint Eastwood, Dennis Muilenburg, Doug Harned, Firefox, GE Aviation, Kevin McAllister, Middle of the Market airplane, Ray Conner
Oct. 31, 2016, © Leeham Co.: Hawaiian Airlines continues to ponder the possibility of acquiring one or two Airbus A380s, its CEO said on the third quarter earnings call—something that raises eyebrows and a lot of questions with… Read More
35 Comments
Posted on October 31, 2016 by Scott Hamilton
Airbus, Airlines, ATR, Boeing
717, 747, 767, A321NEO, A330-200, A330-800, A380, Airbus, ATR, Boeing, Hawaiian Airlines, Mark Dunkerley
Oct. 12, 2016, © Leeham Co.: It’s rare when Airbus and Boeing agree on product strategy, but officials of the two companies seemed in almost perfect alignment in separate interviews by LNC last week. Barry Eccleston, president of… Read More
94 Comments
Posted on October 12, 2016 by Scott Hamilton
Airbus, Boeing, CFM, Comac, Farnborough Air Show, Middle of the Market
737-10, 737-9, 737-900ER, 787-10, 787-8, 787-9, A321ceo, A321NEO, A330-200, A330-200R, A330-300, A330-800, Airbus, Barry Eccleston, Boeing, Middle of the Market, Mike Sinnett, MOM, New Mid-range Airplane, NMA
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
40 Comments
Posted on October 10, 2016 by Scott Hamilton
Airbus, Boeing, Qatar Airways
737-8, 777-300ER, 787-9, A320NEO, A321NEO, Airbus, Akbar Al-Baker, Boeing, Qatar Airways
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
1 Comment
Posted on October 3, 2016 by Scott Hamilton
Airbus, Airlines, Boeing, Bombardier, CFM, Embraer, GE Aviation, International Aero Engines, Lessors, Pratt & Whitney, Premium, Rolls-Royce
737 MAX 200, 737-7, 737-8, 737-9, 747, 767, 787, 7E7, A319ceo, A319neo, A320ceo, A320NEO, A321LR, A321NEO, A350, A350-1000, A350-2000, A350-800, Airbus, Boeing, Bombardier, CFM, CFM56, Embraer, GE Aviation, GTF, International Aero Engines, Pratt & Whitney, Rolls-Royce, V2500
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
33 Comments
Airbus, Boeing, Pontifications
737 MAX, 737-10, 737-9, 747-8, 777 Classic, 777-9, 787, A320NEO, A321NEO, A330ceo, A330neo, A350-1000, Airbus, Boeing, Fabrice Bregier, Goldman Sachs, John Leahy, Raymond James, Tom Enders
Sept. 15, 2016, © Leeham Co.: The CEO of The Boeing Co. is sticking with current guidance for production rates through the end of the decade despite “hesitation” in wide-body orders. Dennis Muilenburg, speaking at a Morgan Stanley… Read More
296 Comments
Posted on September 15, 2016 by Scott Hamilton
Airbus, Boeing, Middle of the Market
737-10, 737-9, 777 Classic, 777X, 787, A321NEO, Airbus, Boeing, Dennis Muilenburg, Middle of the Market, MOM, NMA
Sept. 7, 2016: The news that Bombardier is halving its projected deliveries of the CSeries this year because of engine delays from Pratt & Whitney drew commentary from a couple of the analysts whose reports LNC receives. Cutting the… Read More
16 Comments
Posted on September 7, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, CSeries, Pratt & Whitney
737 MAX, 737NG, A320NEO, A321NEO, Airbus, Boeing, Bombardier, CIT Aerospace, CSeries
Aug. 1, 2016, © Leeham Co.: The order last week by JetBlue for 15 Airbus A321neos, with the option to convert these to A321LRs for potential trans-Atlantic service, comes within two weeks of Norwegian Air Shuttle converting orders… Read More
137 Comments
Posted on August 1, 2016 by Scott Hamilton
Airbus, Boeing, Middle of the Market, MOM
737-10, 737-9, 737-900ER, A321ceo, A321LR, A321NEO, Airbus, Boeing, John Wojick, Middle of the Market, MOM, New Mid-range Aircraft, NMA
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Norwegian, others have vision; US airlines don’t
Subscription Required Introduction Dec. 5, 2016, © Leeham Co. Last weeks’ approval by the US Department of Transportation of a license for Norwegian Air Shuttle to operate long-haul, low-cost service to and from the US drew immediate fire… Read More
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Leave a Comment
Posted on December 5, 2016 by Scott Hamilton
Airbus, Airlines, American Airlines, Boeing, Delta Air Lines, Emirates Airlines, Leeham News and Comment, Premium, United Airlines
737-8, 737-800, 737-9, 737-900ER, 767, 787, A321LR, A321NEO, A330, Airbus, American Airlines, Boeing, Delta Air Lines, Icelandair, Laker Airways, Loftleider, SkyTrain, United Airlines
Pontifications: A fresh perspective at Boeing Commercial is sorely needed
Nov. 28, 2016, © Leeham Co.: Boeing last week named an outsider, Kevin McAllister, as the chief executive officer of Boeing Commercial Aircraft (BCA). I think this has the potential to be an invigorating move. McAllister comes to… Read More
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31 Comments
Posted on November 28, 2016 by Scott Hamilton
Airbus, Boeing, GE Aviation, Middle of the Market, Pontifications
737-9. 737-10, 737-900ER, 777-10, A321NEO, Airbus. Boeing, Bernstein Research, Clint Eastwood, Dennis Muilenburg, Doug Harned, Firefox, GE Aviation, Kevin McAllister, Middle of the Market airplane, Ray Conner
Pontifications: Hawaiian Air ponders A380
Oct. 31, 2016, © Leeham Co.: Hawaiian Airlines continues to ponder the possibility of acquiring one or two Airbus A380s, its CEO said on the third quarter earnings call—something that raises eyebrows and a lot of questions with… Read More
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35 Comments
Posted on October 31, 2016 by Scott Hamilton
Airbus, Airlines, ATR, Boeing
717, 747, 767, A321NEO, A330-200, A330-800, A380, Airbus, ATR, Boeing, Hawaiian Airlines, Mark Dunkerley
Airbus, Boeing agree on NMA–for now
Oct. 12, 2016, © Leeham Co.: It’s rare when Airbus and Boeing agree on product strategy, but officials of the two companies seemed in almost perfect alignment in separate interviews by LNC last week. Barry Eccleston, president of… Read More
Share this:
94 Comments
Posted on October 12, 2016 by Scott Hamilton
Airbus, Boeing, CFM, Comac, Farnborough Air Show, Middle of the Market
737-10, 737-9, 737-900ER, 787-10, 787-8, 787-9, A321ceo, A321NEO, A330-200, A330-200R, A330-300, A330-800, Airbus, Barry Eccleston, Boeing, Middle of the Market, Mike Sinnett, MOM, New Mid-range Airplane, NMA
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
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40 Comments
Posted on October 10, 2016 by Scott Hamilton
Airbus, Boeing, Qatar Airways
737-8, 777-300ER, 787-9, A320NEO, A321NEO, Airbus, Akbar Al-Baker, Boeing, Qatar Airways
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
Share this:
1 Comment
Posted on October 3, 2016 by Scott Hamilton
Airbus, Airlines, Boeing, Bombardier, CFM, Embraer, GE Aviation, International Aero Engines, Lessors, Pratt & Whitney, Premium, Rolls-Royce
737 MAX 200, 737-7, 737-8, 737-9, 747, 767, 787, 7E7, A319ceo, A319neo, A320ceo, A320NEO, A321LR, A321NEO, A350, A350-1000, A350-2000, A350-800, Airbus, Boeing, Bombardier, CFM, CFM56, Embraer, GE Aviation, GTF, International Aero Engines, Pratt & Whitney, Rolls-Royce, V2500
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
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33 Comments
Posted on October 3, 2016 by Scott Hamilton
Airbus, Boeing, Pontifications
737 MAX, 737-10, 737-9, 747-8, 777 Classic, 777-9, 787, A320NEO, A321NEO, A330ceo, A330neo, A350-1000, Airbus, Boeing, Fabrice Bregier, Goldman Sachs, John Leahy, Raymond James, Tom Enders
Boeing CEO reiterates production targets
Sept. 15, 2016, © Leeham Co.: The CEO of The Boeing Co. is sticking with current guidance for production rates through the end of the decade despite “hesitation” in wide-body orders. Dennis Muilenburg, speaking at a Morgan Stanley… Read More
Share this:
296 Comments
Posted on September 15, 2016 by Scott Hamilton
Airbus, Boeing, Middle of the Market
737-10, 737-9, 777 Classic, 777X, 787, A321NEO, Airbus, Boeing, Dennis Muilenburg, Middle of the Market, MOM, NMA
Weekly analysts report: Reaction to CSeries delivery delays
Sept. 7, 2016: The news that Bombardier is halving its projected deliveries of the CSeries this year because of engine delays from Pratt & Whitney drew commentary from a couple of the analysts whose reports LNC receives. Cutting the… Read More
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16 Comments
Posted on September 7, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, CSeries, Pratt & Whitney
737 MAX, 737NG, A320NEO, A321NEO, Airbus, Boeing, Bombardier, CIT Aerospace, CSeries
Pontifications: A321LR actions put pressure on Boeing to launch 737-10
Aug. 1, 2016, © Leeham Co.: The order last week by JetBlue for 15 Airbus A321neos, with the option to convert these to A321LRs for potential trans-Atlantic service, comes within two weeks of Norwegian Air Shuttle converting orders… Read More
Share this:
137 Comments
Posted on August 1, 2016 by Scott Hamilton
Airbus, Boeing, Middle of the Market, MOM
737-10, 737-9, 737-900ER, A321ceo, A321LR, A321NEO, Airbus, Boeing, John Wojick, Middle of the Market, MOM, New Mid-range Aircraft, NMA
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