Leeham News and Analysis

There's more to real news than a news release.

There's more to real news than a news release.

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

 35 Comments

 Posted on October 31, 2016 by

 Airbus, Airlines, ATR, Boeing

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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

 94 Comments

 Posted on October 12, 2016 by

 Airbus, Boeing, CFM, Comac, Farnborough Air Show, Middle of the Market

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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

 40 Comments

 Posted on October 10, 2016 by

 Airbus, Boeing, Qatar Airways

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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

 1 Comment

 Posted on October 3, 2016 by

 Airbus, Airlines, Boeing, Bombardier, CFM, Embraer, GE Aviation, International Aero Engines, Lessors, Pratt & Whitney, Premium, Rolls-Royce

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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

 33 Comments

 Posted on October 3, 2016 by

 Airbus, Boeing, Pontifications

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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

 296 Comments

 Posted on September 15, 2016 by

 Airbus, Boeing, Middle of the Market

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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

 16 Comments

 Posted on September 7, 2016 by

 Airbus, Boeing, Bombardier, CSeries, Pratt & Whitney

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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

 137 Comments

 Posted on August 1, 2016 by

 Airbus, Boeing, Middle of the Market, MOM

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IRKUT MC-21; we look at the MC21-300.

By Bjorn Fehrm Subscription required. Introduction July 28, 2016, ©. Leeham Co: In February we did a first analysis of the new Irkut MC-21 single aisle aircraft that Russia is developing. We found that the aircraft has its own… Read More

 Leave a Comment

 Posted on July 28, 2016 by

 Airbus, Boeing, Irkut, Premium, United Aircraft, YAK

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Farnborough redefines the MOM sector

July 19, 2016, © Leeham Co.: If anything came out of the otherwise dull Farnborough Air Show, it was that the Middle of the Market airplane debate is as muddled as ever. Boeing didn’t launch, or even say… Read More

 45 Comments

 Posted on July 19, 2016 by

 Airbus, Airlines, Boeing, Farnborough Air Show, Middle of the Market

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