Boeing’s dilemma in the 125-170 seat sector

Subscription Required By Scott Hamilton Introduction May 24, 2021, © Leeham News: NMA. 777X. The 200-270 seat sector. While Boeing grapples about what to do in the 200-270 seat sector, the heart of the single-aisle market represented by… Read More

Etihad’s fleet simplification

By the Leeham News Team Apr. 27, 2021, © Leeham News: Etihad Airways’ CEO Tony Douglas announced that the carrier would be grounding its A380 fleet indefinitely and retire its 19 777-300ERs by the end of 2021. The… Read More

Pontifications: Balance shareholder value with product development and strategy

April 26, 2021 © Leeham News: Balance shareholder value with the long-term strategy of The Boeing Co. This is what Boeing needs to do. But there were conflicting signals from the 2020 annual shareholders meeting held April 20… Read More

The conundrum of a new airplane design vs a derivative

Subscription Required By Scott Hamilton Introduction April 19, 2020, © Leeham News: When it comes to a decision by an aircraft manufacturer whether to develop an entirely new airplane or a derivative, these multi-billion dollar decisions involve hundreds… Read More

Today’s 737 MAX, A320neo values vs 2019

Subscription Required By Scott Hamilton Introduction April 12, 2021, © Leeham News: The Boeing 737 MAX reentered service in December after a 20 month grounding. Determining values post-grounding and during the COVID-19 pandemic was complicated. The question over… Read More

Pontifications: Southwest didn’t invite Airbus to bid

April 5, 2021, © Leeham News: Southwest Airlines didn’t ask Airbus to submit a commercial bid for the A220-300, three knowledgeable sources tell Leeham News. Southwest conducted an internal technical analysis of the A220-300 vs. the 737-7 MAX…. Read More

Did Airbus miss opportunities with Alaska, Southwest?

Subscription Required By Scott Hamilton Introduction March 22, 2021, © Leeham News: Airbus lost an order from Alaska Airlines, which means the carrier will essentially revert to an all-Boeing fleet. Alaska Airlines ordered more Boeing 737 MAXes instead… Read More

Pontifications: For Boeing, the future is a new airplane, not the status quo

 Feb. 22, 2021, © Leeham News: Tunnel-vision pundits, analysts, and even some experts say Boeing shouldn’t launch a new airplane program within the next few years. Why? They say doing so will cannibalize the 737 MAX 9 and… Read More

Differentiation in the marketplace and the time for the open rotor

Subscription Required By the Leeham News Team Introduction Feb. 22, 2021, © Leeham News: Airliners are now so efficient, one challenge facing Airbus and Boeing in competing is overcoming the laws of diminishing returns. The time may finally… Read More

Finally, Boeing moves in the right direction

By Scott Hamilton Feb. 3, 2021, © Leeham News: At long last, Boeing seems to be moving in the right direction on its next new airplane. Aviation Week reported this week Boeing appears to be developing a third… Read More