Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- RTX Q1 2025 Earnings: GTF Talk Takes A Back Seat To Tariffs April 22, 2025
- Tariffs Tumult Takes Over GE Aerospace Q1 2025 Earnings Call April 22, 2025
- Boeing reports mixed results of latest employee survey, but middle management and officers remain key obstacles April 22, 2025
- Hopes for 1Q financial progress turns into bumpy ride for Boeing April 21, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 18. April 18, 2025
A330 easier to re-lease than 777
This is the second of two Parts looking at the wide-body market April 25, 2017, © Leeham Co.: When lessors face re-leasing wide-body airplanes as lease terms expire, they face a far narrower market than for single-aisle airplanes…. Read More
Pontifications: Five-year slump in wide-body demand seen, says lessor
This is Part 1 of a series looking at wide-body aircraft demand. April 24, 2017, © Leeham Co.: We’re in a five-year slump for wide-body aircraft orders, say veteran executives of a new leasing company. This means airlines… Read More
Pontifications: 787 production rate remains a question
April 10, 2017, © Leeham Co.: Boeing’s first quarter earnings call is scheduled for April 26, two weeks and two days from today. Officials said on the January earnings call, for year-end 2016, that they will decide this… Read More
Could an NMA be made good enough?
By Bjorn Fehrm Subscription Required Introduction March 23, 2017, © Leeham Co.: After showing there exists an NMA (New Midrange Aircraft) gap, the next question follows: Can an aircraft be made for the segment that can carve out… Read More
Major fleet decisions may not be positive for Airbus, Boeing
Pontifications is off this week. Subscription Required Introduction March 20, 2017, © Leeham Co.: There are some major fleet decisions that will probably come down the pike this year at American, Delta and United airlines. Not all of… Read More
NMA “important step” for Boeing, says leading lessor
March 9, 2017, © Leeham Co.: Proceeding with a New Mid-range Airplane (NMA) is “an important step for Boeing,” says the CEO of one of the world’s preeminent leasing companies. On the other hand, Airbus probably is covered… Read More
Long-haul cost differences
By Bjorn Fehrm Subscription Required Introduction March 2, 2017, © Leeham Co.: The single-aisle, long-haul operations are on the increase. The new re-engined Airbus A320neo and Boeing 737 MAX generations are good for destinations of up to 3,000… Read More
AirAsia X; the long route to profitability
By Bjorn Fehrm March 1, 2017, ©. Leeham Co: AirAsia X, the long haul sister of Tony Fernandes’ AirAsia, finally turned a profit during 2016. The airline, which started operation in 2007, had a bumpy ride from the start…. Read More